Bowie Capital Management, LLC Top Holdings and 13F Report (2026) About Bowie Capital Management, LLCInvestment ActivityBowie Capital Management, LLC has $2.71 billion in total holdings as of March 31, 2026.Bowie Capital Management, LLC owns shares of 29 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 30.73% of the portfolio was purchased this quarter.About 12.14% of the portfolio was sold this quarter.This quarter, Bowie Capital Management, LLC has purchased 32 new stocks and bought additional shares in 17 stocks.Bowie Capital Management, LLC sold shares of 7 stocks and completely divested from 6 stocks this quarter.Largest Holdings Alphabet $497,263,992NVIDIA $219,812,888Meta Platforms $204,944,975Microsoft $166,261,115Fair Isaac $162,442,224 Largest New Holdings this Quarter 09857L108 - Booking $32,242,631 Holding55306N104 - MKS $14,844,118 Holding11135F101 - Broadcom $749,633 Holding Largest Purchases this Quarter Alphabet 1,217,183 shares (about $350.01M)Fair Isaac 80,842 shares (about $86.30M)NVIDIA 485,647 shares (about $84.70M)Oracle 376,602 shares (about $55.40M)Amazon.com 226,011 shares (about $47.07M) Largest Sales this Quarter MSCI 62,809 shares (about $33.85M)ASML 7,435 shares (about $9.82M)Moody's 18,420 shares (about $8.04M)S&P Global 17,362 shares (about $7.38M)AON 21,982 shares (about $7.10M) 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$497,263,992$350,013,143 â–²237.7%1,729,25318.4%Computer and TechnologyNVDANVIDIA$219,812,888$84,696,837 â–²62.7%1,260,3958.1%Computer and TechnologyMETAMeta Platforms$204,944,975$307,234 â–²0.2%358,2147.6%Computer and TechnologyMSFTMicrosoft$166,261,115$37,019,961 â–²28.6%449,1486.1%Computer and TechnologyFICOFair Isaac$162,442,224$86,302,069 â–²113.3%152,1656.0%Computer and TechnologyAMZNAmazon.com$145,487,633$47,071,311 â–²47.8%698,5535.4%Retail/WholesaleVVisa$120,299,377$13,814,786 â–²13.0%398,0264.4%Business ServicesNFLXNetflix$110,751,340$16,788,079 â–²17.9%1,151,8604.1%Consumer DiscretionaryMAMastercard$106,776,343$8,058,017 â–²8.2%213,6983.9%Business ServicesAONAON$103,989,064$7,095,350 â–¼-6.4%322,1673.8%FinanceSPGIS&P Global$100,680,105$7,384,753 â–¼-6.8%236,7053.7%FinanceCPRTCopart$97,204,355$327,684 â–¼-0.3%2,927,8423.6%Business ServicesUNHUnitedHealth Group$96,189,062$20,788,077 â–²27.6%355,4793.6%MedicalAJGArthur J. Gallagher & Co.$95,063,026$45,378,058 â–²91.3%438,9283.5%FinanceASMLASML$92,126,573$9,820,371 â–¼-9.6%69,7493.4%Computer and TechnologyINTUIntuit$90,490,214$13,955,929 â–²18.2%209,2843.3%Computer and TechnologyMSCIMSCI$73,221,814$33,854,679 â–¼-31.6%135,8452.7%FinanceORLYO'Reilly Automotive$63,187,395$3,552,827 â–¼-5.3%684,5132.3%Retail/WholesaleORCLOracle$55,691,581$55,401,921 â–²19,126.6%378,5712.1%Computer and TechnologyMCOMoody's$42,354,205$8,035,725 â–¼-15.9%97,0871.6%FinanceBKNGBooking$32,242,631$32,242,631 â–²New Holding7,6581.2%Retail/WholesaleMKSIMKS$14,844,118$14,844,118 â–²New Holding64,5930.5%Computer and TechnologyNKENIKE$10,083,497$3,293,063 â–²48.5%190,9030.4%Consumer DiscretionaryAGGiShares Core U.S. Aggregate Bond ETF$1,786,860$794,160 â–²80.0%18,0000.1%FinanceWFC.PLWells Fargo & Co. Pfd. Series L$1,617,000$231,000 â–²16.7%1,4000.1%FinancePFFiShares Preferred and Income Securities ETF$1,000,5600.0%33,0000.0%ETFNOWServiceNow$940,845$459,392 â–²95.4%8,9990.0%Computer and TechnologySCHBSchwab US Broad Market ETF$753,0000.0%30,0000.0%ETFAVGOBroadcom$749,633$749,633 â–²New Holding2,4220.0%Computer and TechnologyADBEAdobe$0$76,100,775 â–¼-100.0%00.0%Computer and TechnologyICEIntercontinental Exchange$0$51,438,334 â–¼-100.0%00.0%FinanceFISERV INC$0$42,245,697 â–¼-100.0%00.0%COMRACEFerrari$0$41,350,439 â–¼-100.0%00.0%Auto/Tires/TrucksLINDE PLC$0$27,667,594 â–¼-100.0%00.0%SHSADPAutomatic Data Processing$0$20,042,075 â–¼-100.0%00.0%Computer and TechnologyShowing 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. 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