Bowie Capital Management, LLC Top Holdings and 13F Report (2025) About Bowie Capital Management, LLCInvestment ActivityBowie Capital Management, LLC has $2.13 billion in total holdings as of March 31, 2025.Bowie Capital Management, LLC owns shares of 32 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 20.92% of the portfolio was purchased this quarter.About 7.22% of the portfolio was sold this quarter.This quarter, Bowie Capital Management, LLC has purchased 30 new stocks and bought additional shares in 14 stocks.Bowie Capital Management, LLC sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Alphabet $208,755,187Amazon.com $161,027,121Meta Platforms $155,983,764Microsoft $153,833,696UnitedHealth Group $125,936,212 Largest New Holdings this Quarter 81762P102 - ServiceNow $20,811,896 Holding68389X105 - Oracle $14,400,290 Holding64110L106 - Netflix $5,148,498 Holding512807306 - LAM RESEARCH CORP $4,135,177 Holding Largest Purchases this Quarter Alphabet 612,258 shares (about $94.68M)Amazon.com 402,690 shares (about $76.62M)NVIDIA 631,994 shares (about $68.50M)Meta Platforms 95,422 shares (about $55.00M)Microsoft 79,011 shares (about $29.66M) Largest Sales this Quarter Canadian Pacific Kansas City 547,679 shares (about $38.45M)AON 39,121 shares (about $15.61M)NIKE 195,167 shares (about $12.39M)Visa 21,687 shares (about $7.60M)LINDE PLC 15,802 shares (about $7.36M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBowie Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$208,755,187$94,679,578 ▲83.0%1,349,9439.8%Computer and TechnologyAMZNAmazon.com$161,027,121$76,615,799 ▲90.8%846,3537.6%Retail/WholesaleMETAMeta Platforms$155,983,764$54,997,424 ▲54.5%270,6367.3%Computer and TechnologyMSFTMicrosoft$153,833,696$29,659,939 ▲23.9%409,7977.2%Computer and TechnologyUNHUnitedHealth Group$125,936,212$15,862,293 ▲14.4%240,4515.9%MedicalFICOFair Isaac$116,375,717$9,143,345 ▲8.5%63,1055.5%Computer and TechnologyCPRTCopart$107,206,641$6,730,984 ▲6.7%1,894,4455.0%Business ServicesMSCIMSCI$105,448,788$13,291,512 ▲14.4%186,4704.9%FinanceMAMastercard$99,693,709$1,304,526 ▲1.3%181,8834.7%Business ServicesVVisa$93,796,062$7,600,426 ▼-7.5%267,6374.4%Business ServicesASMLASML$92,635,674$4,067,223 ▼-4.2%139,8004.3%Computer and TechnologyAONAON$92,537,396$15,612,800 ▼-14.4%231,8714.3%FinanceINTUIntuit$92,410,408$9,095,034 ▲10.9%150,5084.3%Computer and TechnologyFIFiserv$82,736,830$6,808,631 ▲9.0%374,6633.9%Business ServicesSPGIS&P Global$77,269,309$11,222,405 ▲17.0%152,0753.6%Business ServicesNVDANVIDIA$77,073,678$68,495,509 ▲798.5%711,1433.6%Computer and TechnologyADBEAdobe$73,432,957$3,435,662 ▲4.9%191,4663.4%Computer and TechnologyORLYO'Reilly Automotive$72,048,746$3,207,547 ▼-4.3%50,2933.4%Retail/WholesaleMCOMoody's$61,093,405$2,692,154 ▼-4.2%131,1892.9%FinanceNOWServiceNow$20,811,896$20,811,896 ▲New Holding26,1411.0%Computer and TechnologyLINDE PLC$14,635,997$7,358,044 ▼-33.5%31,4320.7%SHSORCLOracle$14,400,290$14,400,290 ▲New Holding102,9990.7%Computer and TechnologyNKENIKE$11,495,593$12,389,201 ▼-51.9%181,0900.5%Consumer DiscretionaryCPCanadian Pacific Kansas City$5,809,386$38,452,542 ▼-86.9%82,7430.3%TransportationNFLXNetflix$5,148,498$5,148,498 ▲New Holding5,5210.2%Consumer DiscretionaryLAM RESEARCH CORP$4,135,177$4,135,177 ▲New Holding56,8800.2%COM NEWVCSHVanguard Short-Term Corporate Bond ETF$1,657,7400.0%21,0000.1%ETFWFC.PLWells Fargo & Co. Pfd. Series L$1,440,9600.0%1,2000.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$989,2000.0%10,0000.0%FinanceSCHBSchwab US Broad Market ETF$839,6700.0%39,0000.0%ETFPFFiShares Preferred and Income Securities ETF$768,2500.0%25,0000.0%ETFALTO NEUROSCIENCE INC$42,0850.0%19,4840.0%COM SHSAAPLApple$0$44,331,102 ▼-100.0%00.0%Computer and TechnologyVRSKVerisk Analytics$0$18,169,016 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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