Bowie Capital Management, LLC Top Holdings and 13F Report (2025) About Bowie Capital Management, LLCInvestment ActivityBowie Capital Management, LLC has $2.14 billion in total holdings as of June 30, 2025.Bowie Capital Management, LLC owns shares of 32 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 11.65% of the portfolio was purchased this quarter.About 15.89% of the portfolio was sold this quarter.This quarter, Bowie Capital Management, LLC has purchased 32 new stocks and bought additional shares in 15 stocks.Bowie Capital Management, LLC sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings Alphabet $198,815,286Fair Isaac $130,984,302Meta Platforms $126,457,698Microsoft $125,102,097Mastercard $121,264,966 Largest New Holdings this Quarter 11135F101 - Broadcom $21,685,387 HoldingN3167Y103 - Ferrari $13,375,609 Holding Largest Purchases this Quarter O'Reilly Automotive 598,367 shares (about $53.93M)Fiserv 285,693 shares (about $49.26M)Broadcom 78,670 shares (about $21.69M)Mastercard 33,914 shares (about $19.06M)Fair Isaac 8,551 shares (about $15.63M) Largest Sales this Quarter Microsoft 158,290 shares (about $78.74M)Meta Platforms 99,305 shares (about $73.30M)Amazon.com 311,194 shares (about $68.27M)Alphabet 221,785 shares (about $39.09M)NVIDIA 152,517 shares (about $24.10M) 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$198,815,286$39,085,171 ▼-16.4%1,128,1589.3%Computer and TechnologyFICOFair Isaac$130,984,302$15,630,886 ▲13.6%71,6566.1%Computer and TechnologyMETAMeta Platforms$126,457,698$73,296,028 ▼-36.7%171,3315.9%Computer and TechnologyMSFTMicrosoft$125,102,097$78,735,029 ▼-38.6%251,5075.8%Computer and TechnologyMAMastercard$121,264,966$19,057,633 ▲18.6%215,7975.7%Business ServicesAMZNAmazon.com$117,408,534$68,272,852 ▼-36.8%535,1595.5%Retail/WholesaleFIFiserv$113,851,977$49,256,330 ▲76.3%660,3565.3%Business ServicesMSCIMSCI$112,321,268$4,776,561 ▲4.4%194,7525.2%FinanceASMLASML$102,202,069$9,832,254 ▼-8.8%127,5314.8%Computer and TechnologyCPRTCopart$102,115,995$9,155,579 ▲9.8%2,081,0274.8%Business ServicesINTUIntuit$101,109,639$17,434,978 ▼-14.7%128,3724.7%Computer and TechnologyAONAON$97,196,051$14,473,753 ▲17.5%272,4414.5%FinanceVVisa$96,587,447$1,562,930 ▲1.6%272,0394.5%Business ServicesNVDANVIDIA$88,257,322$24,096,161 ▼-21.4%558,6264.1%Computer and TechnologyADBEAdobe$83,904,600$9,830,234 ▲13.3%216,8753.9%Computer and TechnologySPGIS&P Global$82,788,221$2,600,594 ▲3.2%157,0073.9%FinanceUNHUnitedHealth Group$75,879,527$866,029 ▲1.2%243,2273.5%MedicalMCOMoody's$63,301,662$2,501,429 ▼-3.8%126,2023.0%FinanceORLYO'Reilly Automotive$58,463,726$53,930,818 ▲1,189.8%648,6602.7%Retail/WholesaleNOWServiceNow$41,216,756$14,341,716 ▲53.4%40,0911.9%Computer and TechnologyORCLOracle$26,779,771$4,261,099 ▲18.9%122,4891.3%Computer and TechnologyAVGOBroadcom$21,685,387$21,685,387 ▲New Holding78,6701.0%Computer and TechnologyNFLXNetflix$15,153,596$7,760,259 ▲105.0%11,3160.7%Consumer DiscretionaryRACEFerrari$13,375,609$13,375,609 ▲New Holding27,2560.6%Auto/Tires/TrucksLAM RESEARCH CORP$12,265,131$6,728,432 ▲121.5%126,0030.6%COM NEWNKENIKE$6,632,578$6,232,055 ▼-48.4%93,3640.3%Consumer DiscretionaryVCSHVanguard Short-Term Corporate Bond ETF$1,669,5000.0%21,0000.1%ETFWFC.PLWells Fargo & Co. Pfd. Series L$1,408,9560.0%1,2000.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$992,0000.0%10,0000.0%FinancePFFiShares Preferred and Income Securities ETF$767,0000.0%25,0000.0%ETFSCHBSchwab US Broad Market ETF$714,900$214,470 ▼-23.1%30,0000.0%ETFALTO NEUROSCIENCE INC$42,8650.0%19,4840.0%COM SHSLINDE PLC$0$14,635,997 ▼-100.0%00.0%SHSCPCanadian Pacific Kansas City$0$5,809,386 ▼-100.0%00.0%TransportationShowing 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. Stock Ideas and Recommendations See daily stock ideas from top analysts. 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