13F HOLDINGS REPORT
Bowie Capital Management, LLC
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001691982-25-000006
Total Value
$2.14B
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 1,067,758 | $188.2M | 8.79% |
| 2 | FAIR ISAAC CORP | FICO | 71,656 | $131.0M | 6.12% |
| 3 | META PLATFORMS INC | META | 171,331 | $126.5M | 5.91% |
| 4 | MICROSOFT CORP | MSFT | 251,507 | $125.1M | 5.84% |
| 5 | AMAZON COM INC | AMZN | 535,159 | $117.4M | 5.48% |
| 6 | FISERV INC | FISV | 660,356 | $113.9M | 5.32% |
| 7 | MSCI INC | MSCI | 194,752 | $112.3M | 5.25% |
| 8 | MASTERCARD INCORPORATED | MA | 186,697 | $104.9M | 4.90% |
| 9 | ASML HOLDING N V | ASMLF | 127,531 | $102.2M | 4.77% |
| 10 | COPART INC | CPRT | 2,081,027 | $102.1M | 4.77% |
| 11 | INTUIT | INTU | 128,372 | $101.1M | 4.72% |
| 12 | AON PLC | AON | 272,441 | $97.2M | 4.54% |
| 13 | VISA INC | V | 272,039 | $96.6M | 4.51% |
| 14 | NVIDIA CORPORATION | NVDA | 558,626 | $88.3M | 4.12% |
| 15 | ADOBE INC | ADBE | 216,875 | $83.9M | 3.92% |
| 16 | S&P GLOBAL INC | SPGI | 157,007 | $82.8M | 3.87% |
| 17 | UNITEDHEALTH GROUP INC | UNH | 243,227 | $75.9M | 3.54% |
| 18 | MOODYS CORP | MCO | 126,202 | $63.3M | 2.96% |
| 19 | OREILLY AUTOMOTIVE INC | 67103H107 | 648,660 | $58.5M | 2.73% |
| 20 | SERVICENOW INC | NOW | 40,091 | $41.2M | 1.93% |
| 21 | ORACLE CORP | ORCL-PD | 122,489 | $26.8M | 1.25% |
| 22 | BROADCOM INC | AVGO | 78,670 | $21.7M | 1.01% |
| 23 | MASTERCARD INCORPORATED | MA | 29,100 | $16.4M | 0.76% |
| 24 | NETFLIX INC | NFLX | 11,316 | $15.2M | 0.71% |
| 25 | FERRARI N V | RACE | 27,256 | $13.4M | 0.62% |
| 26 | LAM RESEARCH CORP | LRCX | 126,003 | $12.3M | 0.57% |
| 27 | ALPHABET INC | GOOG | 60,400 | $10.6M | 0.50% |
| 28 | NIKE INC | NKE | 93,364 | $6.6M | 0.31% |
| 29 | VANGUARD SCOTTSDALE FDS | 92206C409 | 21,000 | $1.7M | 0.08% |
| 30 | WELLS FARGO CO NEW | 949746804 | 1,200 | $1.4M | 0.07% |
| 31 | ISHARES TR | 464287226 | 10,000 | $992,000 | 0.05% |
| 32 | ISHARES TR | 464288687 | 25,000 | $767,000 | 0.04% |
| 33 | SCHWAB STRATEGIC TR | 808524102 | 30,000 | $714,900 | 0.03% |
| 34 | ALTO NEUROSCIENCE INC | ANRO | 19,484 | $42,865 | 0.00% |