Bowie Capital Management, LLC Top Holdings and 13F Report (2026) About Bowie Capital Management, LLCInvestment ActivityBowie Capital Management, LLC has $2.35 billion in total holdings as of June 30, 2026.Bowie Capital Management, LLC owns shares of 30 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 19.92% of the portfolio was purchased this quarter.About 44.43% of the portfolio was sold this quarter.This quarter, Bowie Capital Management, LLC has purchased 29 new stocks and bought additional shares in 10 stocks.Bowie Capital Management, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Meta Platforms $251,861,605Microsoft $216,168,447NVIDIA $182,266,582Netflix $174,496,173Alphabet $170,711,003 Largest New Holdings this Quarter 883556102 - Thermo Fisher Scientific $24,324,484 Holding12572Q105 - CME Group $22,991,494 Holding Largest Purchases this Quarter Netflix 1,292,064 shares (about $92.25M)Booking 373,874 shares (about $66.64M)Broadcom 162,599 shares (about $61.42M)Oracle 389,051 shares (about $57.02M)Meta Platforms 88,912 shares (about $50.08M) Largest Sales this Quarter Alphabet 1,251,566 shares (about $447.27M)Amazon.com 475,689 shares (about $113.38M)Fair Isaac 67,707 shares (about $80.89M)NVIDIA 349,472 shares (about $69.93M)Visa 199,546 shares (about $68.46M) 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 PortfolioSectorMETAMeta Platforms$251,861,605$50,083,241 â–²24.8%447,12610.7%Communication ServicesMSFTMicrosoft$216,168,447$48,627,260 â–²29.0%579,5099.2%TechnologyNVDANVIDIA$182,266,582$69,925,852 â–¼-27.7%910,9237.8%TechnologyNFLXNetflix$174,496,173$92,253,369 â–²112.2%2,443,9247.4%Communication ServicesGOOGLAlphabet$170,711,003$447,272,141 â–¼-72.4%477,6877.3%Communication ServicesORCLOracle$112,495,004$57,015,424 â–²102.8%767,6224.8%TechnologyASMLASML$101,268,465$37,492,986 â–¼-27.0%50,9034.3%TechnologyFICOFair Isaac$100,908,730$80,894,970 â–¼-44.5%84,4584.3%TechnologyMAMastercard$95,179,324$14,575,968 â–¼-13.3%185,3184.1%FinanceUNHUnitedHealth Group$91,955,644$55,792,093 â–¼-37.8%221,2443.9%HealthcareAJGArthur J. Gallagher & Co.$86,817,405$13,947,296 â–¼-13.8%378,1743.7%FinanceSPGIS&P Global$84,442,917$11,957,561 â–¼-12.4%207,3443.6%FinanceAONAON$82,929,465$23,930,107 â–¼-22.4%250,0213.5%FinanceINTUIntuit$76,508,496$21,885,372 â–²40.1%293,1363.3%TechnologyVVisa$68,096,503$68,462,237 â–¼-50.1%198,4802.9%FinanceBKNGBooking$68,004,263$66,639,301 â–²4,882.1%381,5322.9%Consumer DiscretionaryCPRTCopart$65,213,251$17,322,614 â–¼-21.0%2,313,3472.8%IndustrialsAVGOBroadcom$62,336,683$61,421,772 â–²6,713.4%165,0212.7%TechnologyORLYO'Reilly Automotive$53,585,973$9,450,828 â–¼-15.0%581,8872.3%Consumer DiscretionaryAMZNAmazon.com$53,117,407$113,375,719 â–¼-68.1%222,8642.3%Consumer DiscretionaryMSCIMSCI$50,149,902$25,928,732 â–¼-34.1%89,5472.1%FinanceTMOThermo Fisher Scientific$24,324,484$24,324,484 â–²New Holding48,5171.0%HealthcareNOWServiceNow$23,182,078$22,288,657 â–²2,494.8%233,5021.0%TechnologyCMECME Group$22,991,494$22,991,494 â–²New Holding104,1141.0%FinanceMKSIMKS$18,970,275$9,760,691 â–¼-34.0%42,6490.8%TechnologyNKENIKE$6,163,535$1,673,034 â–¼-21.3%150,1470.3%Consumer DiscretionaryAGGiShares Core U.S. Aggregate Bond ETF$1,880,620$98,980 â–²5.6%19,0000.1%ETFWELLS FARGO & CO$1,619,8000.0%1,4000.1%PERP PFD CNV APFFiShares Preferred and Income Securities ETF$1,524,500$518,330 â–²51.5%50,0000.1%ETFSCHBSchwab US Broad Market ETF$868,8000.0%30,0000.0%ETFMCOMoody's$0$42,354,205 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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