Bowie Capital Management, LLC 13F Holdings

CIK 0001691982 · Richardson, TX

As of Sep 30, 2025, Bowie Capital Management, LLC reported 32 positions worth $2.3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
S&P GLOBAL INCSPGIFinancial Services297,937 45.0M6.31%
ALPHABET INCGOOGLEquity568,801 38.3M6.01%
MICROSOFT CORPMSFTTechnology256,189 32.7M5.77%
COPART INCCPRTIndustrials2,898,884 30.4M5.67%
AON PLCAONFinancial Services356,887 27.3M5.53%
INTUIT INCINTUTechnology184,835 26.2M5.49%
META PLATFORMS INCMETACommunication Services160,340 17.8M5.12%
FAIR ISAAC CORPFICOTechnology78,485 17.5M5.11%
MSCI INCMSCIFinancial Services205,048 16.3M5.06%
VISA INC-CLASS A SHARESVFinancial Services328,954 12.3M4.88%
AMAZON.COM INCAMZNEquity492,704 08.2M4.70%
MASTERCARD INCMAFinancial Services187,015 06.4M4.63%
ASML HOLDING NVASMLTechnology109,538 06.0M4.61%
NVIDIA CORPNVDATechnology540,315 00.8M4.38%
FISERV INCFISVTechnology761,618$98.2M4.27%
UNITEDHEALTH GROUP INCUNHHealthcare265,051$91.5M3.98%
ADOBE INCADBETechnology252,836$89.2M3.88%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical667,093$71.9M3.13%
MOODYS CORPMCOFinancial Services124,570$59.4M2.58%
SERVICENOW INCNOWTechnology40,510$37.3M1.62%
ARTHUR J GALLAGHER & COAJGFinancial Services106,196$32.9M1.43%
LAM RESEARCH CORPLRCXTechnology230,000$30.8M1.34%
NETFLIX INCNFLXCommunication Services24,882$29.8M1.30%
FERRARI NVRACEConsumer Cyclical61,478$29.8M1.30%
BROADCOM INCAVGOTechnology72,863$24.0M1.05%