Bowie Capital Management, LLC Buys Microsoft Corp, Automatic Data Processing Inc, HDFC Bank, Sells Colgate-Palmolive Co

• New Purchases: ADP, HDB, INTU,
• Added Positions: MSFT, AON, UNH, NKE, ANTM, ORLY,
• Reduced Positions: SCHW, CL, BKNG, DIS, AAPL,

For the details of Bowie Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bowie+capital+management%2C+llc/current-portfolio/portfolio

1. UnitedHealth Group Inc (UNH) - 300,000 shares, 11.95% of the total portfolio.
2. PayPal Holdings Inc (PYPL) - 500,000 shares, 9.49% of the total portfolio.
3. iShares 20+ Year Treasury Bond ETF (TLT) - 300,000 shares, 7.87% of the total portfolio.
4. Facebook Inc (FB) - 225,000 shares, 7.34% of the total portfolio.
5. Aon PLC (AON) - 137,850 shares, 4.89% of the total portfolio. Shares added by 5.79%

Bowie Capital Management, LLC initiated holding in Automatic Data Processing Inc. The purchase prices were between $157.77 and $173.27, with an estimated average price of $165.2. The stock is now traded at around $165.76. The impact to a portfolio due to this purchase was 0.36%. The holding were 12,000 shares as of .

Bowie Capital Management, LLC initiated holding in HDFC Bank Ltd. The purchase prices were between $51.28 and $65.66, with an estimated average price of $57.02. The stock is now traded at around $61.74. The impact to a portfolio due to this purchase was 0.36%. The holding were 34,000 shares as of .

Bowie Capital Management, LLC initiated holding in Intuit Inc. The purchase prices were between $263.19 and $292.31, with an estimated average price of $275.2. The stock is now traded at around $259.48. The impact to a portfolio due to this purchase was 0.2%. The holding were 4,000 shares as of .

Bowie Capital Management, LLC added to a holding in Microsoft Corp by 42.20%. The purchase prices were between $132.21 and $141.34, with an estimated average price of $137.52. The stock is now traded at around $146.79. The impact to a portfolio due to this purchase was 0.57%. The holding were 75,410 shares as of .

Bowie Capital Management, LLC added to a holding in UnitedHealth Group Inc by 33.33%. The purchase prices were between $215.26 and $266.65, with an estimated average price of $241.24. The stock is now traded at around $254.97. The impact to a portfolio due to this purchase was 0.2%. The holding were 20,000 shares as of .

Bowie Capital Management, LLC added to a holding in Anthem Inc by 44.44%. The purchase prices were between $237.69 and $310.48, with an estimated average price of $273.94. The stock is now traded at around $283.16. The impact to a portfolio due to this purchase was 0.18%. The holding were 13,000 shares as of .