Bowie Capital Management, LLC
Net seller this quarter
$2.35B
26
-$238M
50.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 META | $167M | 7.12% | Not reported | +15.1% | Q1 2018 |
 MSFT | $142M | 6.02% | 0.01% | +0.1% | Q1 2019 |
 GOOGL | $135M | 5.74% | 0.00% | -28.6% | Q4 2017 |
 NVDA | $132M | 5.63% | 0.00% | -13.1% | Q1 2021 |
 NFLX | $132M | 5.60% | 0.04% | +60.1% | Q1 2025 |
 ASML | $101M | 4.31% | 0.01% | -27.0% | Q3 2020 |
 FICO | $101M | 4.29% | 0.39% | -40.2% | Q1 2020 |
 MA | $95.2M | 4.05% | 0.02% | -13.3% | Q4 2016 |
 UNH | $92M | 3.91% | 0.02% | -37.8% | Q2 2019 |
 ORCL | $90.5M | 3.85% | 0.02% | +63.2% | Q1 2025 |
 AJG | $86.8M | 3.69% | 0.15% | -13.8% | Q3 2025 |
 SPGI | $84.4M | 3.59% | 0.07% | -12.4% | Q4 2020 |
 AON | $82.9M | 3.53% | 0.12% | -22.4% | Q4 2016 |
 INTU | $76.5M | 3.26% | 0.11% | +40.1% | Q3 2019 |
 V | $68.1M | 2.90% | 0.01% | -43.0% | Q3 2018 |
 BKNG | $68M | 2.89% | 0.05% | +99.3% | Q1 2018 |
 CPRT | $65.2M | 2.77% | 0.25% | -21.0% | Q4 2016 |
 ORLY | $53.6M | 2.28% | 0.07% | -15.0% | Q2 2017 |
 AMZN | $53.1M | 2.26% | 0.00% | -50.3% | Q3 2020 |
 MSCI | $50.1M | 2.13% | 0.12% | -34.1% | Q4 2016 |
 AVGO | $43.4M | 1.85% | 0.00% | +4649.0% | Q2 2025 |
 TMO | $24.3M | 1.04% | 0.01% | Not reported | Q2 2023 |
 NOW | $23.2M | 0.99% | 0.02% | +2494.8% | Q3 2020 |
 CME | $23M | 0.98% | 0.03% | New | Q2 2026 |
 MKSI | $19M | 0.81% | 0.06% | -34.0% | Q1 2026 |
 NKE | $6.16M | 0.26% | 0.01% | -21.4% | Q4 2016 |
| Q1 2026 | |||||
| GOOGL | $152M | 5.62% | 0.00% | +3.4% | Q4 2017 |
| FICO | $151M | 5.56% | 0.61% | +97.9% | Q1 2020 |
| META | $148M | 5.45% | Not reported | +4.7% | Q1 2018 |
| MSFT | $140M | 5.18% | 0.01% | +8.6% | Q1 2019 |
| NVDA | $133M | 4.90% | 0.00% | -1.9% | Q1 2021 |
| NFLX | $111M | 4.09% | 0.03% | +17.9% | Q1 2025 |
| MA | $107M | 3.94% | 0.02% | +8.2% | Q4 2016 |
| V | $105M | 3.88% | 0.02% | -1.2% | Q3 2018 |
| AON | $104M | 3.84% | 0.15% | -6.4% | Q4 2016 |
| SPGI | $101M | 3.72% | 0.08% | -6.8% | Q4 2020 |
| CPRT | $97.2M | 3.59% | 0.30% | -0.3% | Q4 2016 |
| UNH | $96.2M | 3.55% | 0.04% | +27.6% | Q2 2019 |
| AJG | $95.1M | 3.51% | 0.17% | +91.3% | Q3 2025 |
| AMZN | $93.4M | 3.45% | 0.00% | -5.1% | Q3 2020 |
| ASML | $92.1M | 3.40% | 0.02% | -9.6% | Q3 2020 |
| INTU | $90.5M | 3.34% | 0.08% | +18.2% | Q3 2019 |
| MSCI | $73.2M | 2.70% | 0.19% | -31.6% | Q4 2016 |
| ORLY | $63.2M | 2.33% | 0.08% | -5.3% | Q2 2017 |
| ORCL | $55.7M | 2.06% | 0.01% | +19126.6% | Q1 2025 |
 MCO | $42.4M | 1.56% | 0.06% | -16.0% | Q3 2018 |
| BKNG | $32.2M | 1.19% | 0.02% | Not reported | Q1 2018 |
| MKSI | $14.8M | 0.55% | 0.10% | New | Q1 2026 |
| NKE | $10.1M | 0.37% | 0.01% | +48.5% | Q4 2016 |
| NOW | $941K | 0.03% | 0.00% | +95.4% | Q3 2020 |
| AVGO | $750K | 0.03% | 0.00% | Not reported | Q2 2025 |
| Q4 2025 | |||||
| MSFT | $169M | 6.76% | 0.00% | +36.3% | Q1 2019 |
| META | $163M | 6.51% | Not reported | +53.8% | Q1 2018 |
| GOOGL | $160M | 6.41% | 0.00% | -10.0% | Q4 2017 |
| NVDA | $144M | 5.78% | 0.00% | +43.4% | Q1 2021 |
| SPGI | $133M | 5.31% | 0.09% | +11.5% | Q4 2020 |
| V | $124M | 4.94% | 0.02% | +7.1% | Q3 2018 |
| AON | $121M | 4.86% | 0.16% | -3.6% | Q4 2016 |
| FICO | $121M | 4.82% | 0.30% | -9.1% | Q1 2020 |
| INTU | $117M | 4.69% | 0.06% | -4.2% | Q3 2019 |
| CPRT | $115M | 4.60% | 0.30% | +1.3% | Q4 2016 |
| MSCI | $114M | 4.56% | 0.27% | -3.1% | Q4 2016 |
| MA | $113M | 4.51% | 0.02% | +5.6% | Q4 2016 |
| AMZN | $109M | 4.36% | 0.00% | -4.1% | Q3 2020 |
| UNH | $92M | 3.68% | 0.03% | +5.1% | Q2 2019 |
| NFLX | $91.6M | 3.67% | 0.02% | +292.8% | Q1 2025 |
| ASML | $82.6M | 3.30% | 0.02% | -29.5% | Q3 2020 |
 ADBE | $76.1M | 3.05% | 0.05% | -14.0% | Q1 2020 |
| ORLY | $65.9M | 2.64% | 0.09% | +8.4% | Q2 2017 |
| AJG | $59.4M | 2.38% | 0.09% | +116.0% | Q3 2025 |
| MCO | $59M | 2.36% | 0.06% | +4.0% | Q3 2018 |
 ICE | $51.4M | 2.06% | 0.06% | New | Q4 2025 |
 FISV | $42.2M | 1.69% | 0.12% | -17.4% | Q4 2016 |
 RACE | $41.4M | 1.65% | 0.06% | +82.0% | Q2 2025 |
 LIN | $27.7M | 1.11% | 0.01% | Not reported | Q1 2023 |
 ADP | $20M | 0.80% | 0.02% | Not reported | Q3 2019 |
| NKE | $8.19M | 0.33% | 0.01% | +37.7% | Q4 2016 |
| NOW | $705K | 0.03% | 0.00% | -97.7% | Q3 2020 |
| ORCL | $384K | 0.02% | 0.00% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| GOOGL | $138M | 6.01% | 0.00% | -46.7% | Q4 2017 |
| MSFT | $133M | 5.77% | 0.00% | +1.9% | Q1 2019 |
| CPRT | $130M | 5.67% | 0.30% | +39.3% | Q4 2016 |
| AON | $127M | 5.53% | 0.17% | +31.0% | Q4 2016 |
| INTU | $126M | 5.49% | 0.07% | +44.0% | Q3 2019 |
| META | $118M | 5.12% | Not reported | -6.4% | Q1 2018 |
| FICO | $117M | 5.11% | 0.33% | +9.5% | Q1 2020 |
| MSCI | $116M | 5.06% | 0.27% | +5.3% | Q4 2016 |
| V | $112M | 4.88% | 0.02% | +20.9% | Q3 2018 |
| SPGI | $111M | 4.82% | 0.08% | +45.2% | Q4 2020 |
| AMZN | $108M | 4.70% | 0.00% | -7.9% | Q3 2020 |
| MA | $106M | 4.63% | 0.02% | +0.2% | Q4 2016 |
| ASML | $106M | 4.61% | 0.03% | -14.1% | Q3 2020 |
| NVDA | $101M | 4.38% | 0.00% | -3.3% | Q1 2021 |
| FISV | $98.2M | 4.27% | 0.14% | +15.3% | Q4 2016 |
| UNH | $91.5M | 3.98% | 0.03% | +9.0% | Q2 2019 |
| ADBE | $89.2M | 3.88% | 0.06% | +16.6% | Q1 2020 |
| ORLY | $71.9M | 3.13% | 0.08% | +2.8% | Q2 2017 |
| MCO | $52.9M | 2.30% | 0.06% | -12.0% | Q3 2018 |
| NOW | $37.3M | 1.62% | 0.02% | +1.1% | Q3 2020 |
| AJG | $32.9M | 1.43% | 0.04% | New | Q3 2025 |
| NFLX | $29.8M | 1.30% | 0.01% | +119.9% | Q1 2025 |
| RACE | $29.8M | 1.30% | 0.03% | +125.6% | Q2 2025 |
| AVGO | $24M | 1.05% | 0.00% | -7.4% | Q2 2025 |
| NKE | $6.51M | 0.28% | 0.01% | Not reported | Q4 2016 |
 ANRO | $78.3K | 0.00% | 0.07% | Not reported | Q2 2024 |