The Analysis of Bowie Capital Management, LLC's Holdings

Currently, Bowie Capital Management, LLC holds 32 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in NFLX (+952.4K shares, valued at $89.3M), META (+86.2K shares, valued at $56.9M), ICE (+317.6K shares, valued at $51.4M); decreased their positions in ASML (-32.4K shares, valued at $34.6M), N/A (-56.7K shares, valued at $17.8M), ADBE (-35.4K shares, valued at $12.4M); initiated new positions in ICE (+317.6K shares, valued at $51.4M), N/A (+64.9K shares, valued at $27.7M), ADP (+77.9K shares, valued at $20.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP349.1K shares36.28%2025-12-312026-02-13

META META PLATFORMS INC246.6K shares53.78%2025-12-312026-02-13

ALPHABET INC ALPHABET INC512.1K shares-9.97%2025-12-312026-02-13

NVDA NVIDIA CORPORATION774.7K shares43.39%2025-12-312026-02-13

SPGI S&P GLOBAL INC254.1K shares11.46%2025-12-312026-02-13

V VISA INC352.3K shares7.10%2025-12-312026-02-13

AON PLC AON PLC344.1K shares-3.57%2025-12-312026-02-13

FICO FAIR ISAAC CORP71.3K shares-9.13%2025-12-312026-02-13

Sponsored

INTU INTUIT177.0K shares-4.24%2025-12-312026-02-13

CPRT COPART INC2.9M shares1.34%2025-12-312026-02-13

MSCI MSCI INC198.7K shares-3.12%2025-12-312026-02-13

MA MASTERCARD INCORPORATED197.6K shares5.64%2025-12-312026-02-13

AMZN AMAZON COM INC472.5K shares-4.09%2025-12-312026-02-13

UNH UNITEDHEALTH GROUP INC278.7K shares5.13%2025-12-312026-02-13

NFLX NETFLIX INC977.3K shares3827.57%2025-12-312026-02-13

ASML ASML HOLDING N V77.2K shares-29.54%2025-12-312026-02-13

Sponsored

ADBE ADOBE INC217.4K shares-14.00%2025-12-312026-02-13

ORLY OREILLY AUTOMOTIVE INC723.0K shares8.38%2025-12-312026-02-13

AJG GALLAGHER ARTHUR J & CO229.4K shares116.02%2025-12-312026-02-13

MCO MOODYS CORP115.5K shares3.99%2025-12-312026-02-13

ICE INTERCONTINENTAL EXCHANGE IN317.6K sharesnew addition2025-12-312026-02-13

FI FISERV INC628.9K shares-17.42%2025-12-312026-02-13

RACE FERRARI N V111.9K shares82.00%2025-12-312026-02-13

LINDE PLC LINDE PLC64.9K sharesnew addition2025-12-312026-02-13

Sponsored

ADP AUTOMATIC DATA PROCESSING IN77.9K sharesnew addition2025-12-312026-02-13

NKE NIKE INC128.6K shares37.70%2025-12-312026-02-13

WFC-PL WELLS FARGO CO NEW1.2K shares0.00%2025-12-312026-02-13

PFF ISHARES TR33.0K shares32.00%2025-12-312026-02-13

AGG ISHARES TR10.0K shares0.00%2025-12-312026-02-13

SCHB SCHWAB STRATEGIC TR30.0K shares0.00%2025-12-312026-02-13

NOW SERVICENOW INC4.6K shares-88.63%2025-12-312026-02-13

ORCL ORACLE CORP2.0K sharesnew addition2025-12-312026-02-13

Sponsored

Call Option Holdings

META Call CallMETA PLATFORMS INC111.1K sharesnew addition2025-12-312026-02-13

Put Option Holdings

No put option holdings data available