Bowie Capital Management, LLC reported 37 holdings worth US$2.35B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Bowie Capital Management, LLC reported 37 holdings worth US$2.35B as of Jun 30, 2026. Largest: Meta Platforms, Inc., Microsoft Corp. and Alphabet Inc (google) Class C. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$2.35B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Meta Platforms, Inc. | 297K | US$167M | 7.1% |
| Microsoft Corp. | 380K | US$142M | 6.0% |
| Alphabet Inc (google) Class C | 378K | US$135M | 5.7% |
| Nvidia Corporation | 661K | US$132M | 5.6% |
| Netflix, Inc. | 1.84M | US$132M | 5.6% |
| Asml Holding Nv | 50,903 | US$101M | 4.3% |
| Fair Isaac Corporation | 84,458 | US$101M | 4.3% |
| Mastercard Incorporated | 185K | US$95.2M | 4.1% |
| Unitedhealth Group Incorporated | 221K | US$92M | 3.9% |
| Oracle Corporation | 618K | US$90.5M | 3.9% |
| Arthur J. Gallagher & Co. | 378K | US$86.8M | 3.7% |
| S&p Global Inc. | 207K | US$84.4M | 3.6% |
| Intuit Inc. | 293K | US$76.5M | 3.3% |
| Visa Inc. | 198K | US$68.1M | 2.9% |
| Booking Holdings Inc. Common Stock | 382K | US$68M | 2.9% |
| Copart, Inc. | 2.31M | US$65.2M | 2.8% |
| O'reilly Automotive, Inc. | 582K | US$53.6M | 2.3% |
| Amazon.com, Inc. | 223K | US$53.1M | 2.3% |
| Msci Inc. | 89,547 | US$50.1M | 2.1% |
| Broadcom Inc. | 115K | US$43.4M | 1.8% |
| Thermo Fisher Scientific Inc | 48,517 | US$24.3M | 1.0% |
| Servicenow, Inc. | 234K | US$23.2M | 0.99% |
| Cme Group Inc. | 104K | US$23M | 0.98% |
| Mks Inc. | 42,649 | US$19M | 0.81% |
| Nike, Inc. | 150K | US$6.16M | 0.26% |
| Wells Fargo & Company | 19,601 | US$1.62M | 0.07% |
| Moody's Corporation | 0 | US$0 | 0.00% |