13F HOLDINGS REPORT
Bowie Capital Management, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001691982-25-000007
Total Value
$2.30B
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 568,801 | $138.3M | 6.01% |
| 2 | MICROSOFT CORP | MSFT | 256,189 | $132.7M | 5.77% |
| 3 | COPART INC | CPRT | 2,898,884 | $130.4M | 5.67% |
| 4 | AON PLC | AON | 356,887 | $127.3M | 5.53% |
| 5 | INTUIT | INTU | 184,835 | $126.2M | 5.49% |
| 6 | META PLATFORMS INC | META | 160,340 | $117.8M | 5.12% |
| 7 | FAIR ISAAC CORP | FICO | 78,485 | $117.5M | 5.11% |
| 8 | MSCI INC | MSCI | 205,048 | $116.3M | 5.06% |
| 9 | VISA INC | V | 328,954 | $112.3M | 4.88% |
| 10 | S&P GLOBAL INC | SPGI | 227,937 | $110.9M | 4.82% |
| 11 | AMAZON COM INC | AMZN | 492,704 | $108.2M | 4.70% |
| 12 | MASTERCARD INCORPORATED | MA | 187,015 | $106.4M | 4.63% |
| 13 | ASML HOLDING N V | ASMLF | 109,538 | $106.0M | 4.61% |
| 14 | NVIDIA CORPORATION | NVDA | 540,315 | $100.8M | 4.38% |
| 15 | FISERV INC | FISV | 761,618 | $98.2M | 4.27% |
| 16 | UNITEDHEALTH GROUP INC | UNH | 265,051 | $91.5M | 3.98% |
| 17 | ADOBE INC | ADBE | 252,836 | $89.2M | 3.88% |
| 18 | OREILLY AUTOMOTIVE INC | 67103H107 | 667,093 | $71.9M | 3.13% |
| 19 | MOODYS CORP | MCO | 111,070 | $52.9M | 2.30% |
| 20 | SERVICENOW INC | NOW | 40,510 | $37.3M | 1.62% |
| 21 | S&P GLOBAL INC | SPGI | 70,000 | $34.1M | 1.48% |
| 22 | GALLAGHER ARTHUR J & CO | 363576109 | 106,196 | $32.9M | 1.43% |
| 23 | LAM RESEARCH CORP | LRCX | 230,000 | $30.8M | 1.34% |
| 24 | NETFLIX INC | NFLX | 24,882 | $29.8M | 1.30% |
| 25 | FERRARI N V | RACE | 61,478 | $29.8M | 1.30% |
| 26 | BROADCOM INC | AVGO | 72,863 | $24.0M | 1.05% |
| 27 | TESLA INC | TSLA | 20,000 | $8.9M | 0.39% |
| 28 | NIKE INC | NKE | 93,364 | $6.5M | 0.28% |
| 29 | MOODYS CORP | MCO | 13,500 | $6.4M | 0.28% |
| 30 | WELLS FARGO CO NEW | 949746804 | 1,200 | $1.5M | 0.06% |
| 31 | ISHARES TR | 464287226 | 10,000 | $1.0M | 0.04% |
| 32 | ISHARES TR | 464288687 | 25,000 | $790,500 | 0.03% |
| 33 | SCHWAB STRATEGIC TR | 808524102 | 30,000 | $771,300 | 0.03% |
| 34 | ALTO NEUROSCIENCE INC | ANRO | 19,484 | $78,326 | 0.00% |