BC

Bowie Capital Management, LLC

13F
Bowie Capital Management, LLC
Last update 2025-05-13 37 Stocks (4 new)
Value $2.13 Bil Turnover 14 %
Countries:
Top Holdings: GOOGL(7.29%)MSFT(6.85%)UNH(5.91%)META(5.83%)AMZN(5.72%)
Summary Stock Picks Current Portfolio
Bowie Capital Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GOOGL 		Alphabet Inc
1,005,443
155,481.7
+36.30%
7.290
+1.94%
0.010
-1.57%
-11.12%
2,047,691.2
Interactive Media
MSFT 		Microsoft Corp
388,797
145,950.5
+17.54%
6.850
+1.02%
0.010
+19.59%
+10.48%
3,447,734.1
Software
UNH 		UnitedHealth Group Inc
240,451
125,936.2
+14.41%
5.910
+0.74%
0.030
-36.44%
-40.37%
272,486.8
Healthcare Plans
META 		Meta Platforms Inc
215,636
124,284.0
+23.07%
5.830
+1.09%
0.010
+7.59%
+17.60%
1,729,731.4
Interactive Media
AMZN 		Amazon.com Inc
641,253
122,004.8
+44.54%
5.720
+1.76%
0.010
+1.68%
-5.54%
2,200,026.7
Retail - Cyclical
FICO 		Fair Isaac Corp
63,105
116,375.7
+8.53%
5.460
+0.43%
0.260
-6.20%
-11.85%
42,720.4
Software
CPRT 		Copart Inc
1,894,445
107,206.6
+6.70%
5.030
+0.32%
0.200
-7.15%
-12.21%
48,714.2
Business Services
MSCI 		MSCI Inc
186,470
105,448.8
+14.42%
4.950
+0.62%
0.240
+0.19%
-4.92%
43,862.7
Capital Markets
MA 		Mastercard Inc
181,883
99,693.7
+1.33%
4.680
+0.06%
0.020
+5.40%
+11.27%
530,438.0
Credit Services
V 		Visa Inc
267,637
93,796.1
-7.50%
4.400
-0.36%
0.010
+4.65%
+16.83%
704,968.0
Credit Services

Bowie Capital Management, LLC's Historical Top Holdings Breakdowns

Bowie Capital Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2025-03-31Sold Out
-2.35%
●
209.68 ($231.67) 247.1
$202.82
-12.45%
Sold Out
0
-177,027
CP 		Canadian Pacific Kansas City Ltd2025-03-31Reduce
-2.10%
●
69.42 ($76.08) 80.7
$82.02
7.81%
Reduce -86.87%
82,743
-547,679
NVDA 		NVIDIA Corp2025-03-31Add
+2.06%
●
106.98 ($126.74) 149.43
$141.92
11.98%
Add 510.42%
483,143
403,994
GOOGL 		Alphabet Inc2025-03-31Add
+1.94%
●
154.33 ($181.36) 206.38
$168.05
-7.34%
Add 36.3%
1,005,443
267,758
AMZN 		Amazon.com Inc2025-03-31Add
+1.76%
●
190.26 ($217) 242.06
$207.23
-4.50%
Add 44.54%
641,253
197,590
META 		Meta Platforms Inc2025-03-31Add
+1.09%
●
576.36 ($645.17) 736.67
$687.95
6.63%
Add 23.07%
215,636
40,422
MSFT 		Microsoft Corp2025-03-31Add
+1.02%
●
375.39 ($407.71) 447.2
$463.87
13.77%
Add 17.54%
388,797
58,011
NOW 		ServiceNow Inc2025-03-31New Buy
+0.98%
●
783.83 ($963.73) 1170.39
$1,012.74
5.09%
New holding
26,141
26,141
VRSK 		Verisk Analytics Inc2025-03-31Sold Out
-0.96%
●
268.63 ($288.19) 301.33
$321.33
11.50%
Sold Out
0
-65,966
NKE 		Nike Inc2025-03-31Reduce
-0.78%
●
63.29 ($73.61) 81.72
$62.77
-14.73%
Reduce -51.87%
181,090
-195,167

Bowie Capital Management, LLC Total Holding History ($B)

To

Bowie Capital Management, LLC's Asset Allocation

To

Bowie Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bowie Capital Management, LLC's Hypothetical Growth since 2025-03-31

Bowie Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Bowie Capital Management, LLC's Holdings Heat Map

Size field:

Bowie Capital Management, LLC's Holdings Bubble Chart

Bowie Capital Management, LLC News

  • 1

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