13F HOLDINGS REPORT
Bowie Capital Management, LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001691982-26-000001
Total Value
$2.50B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 349,140 | $168.9M | 6.76% |
| 2 | META PLATFORMS INC | META | 246,577 | $162.8M | 6.51% |
| 3 | ALPHABET INC | GOOG | 512,070 | $160.3M | 6.41% |
| 4 | NVIDIA CORPORATION | NVDA | 774,748 | $144.5M | 5.78% |
| 5 | S&P GLOBAL INC | SPGI | 254,067 | $132.8M | 5.31% |
| 6 | VISA INC | V | 352,318 | $123.6M | 4.94% |
| 7 | AON PLC | AON | 344,149 | $121.4M | 4.86% |
| 8 | FAIR ISAAC CORP | FICO | 71,323 | $120.6M | 4.82% |
| 9 | INTUIT | INTU | 177,007 | $117.3M | 4.69% |
| 10 | COPART INC | CPRT | 2,937,712 | $115.0M | 4.60% |
| 11 | MSCI INC | MSCI | 198,654 | $114.0M | 4.56% |
| 12 | MASTERCARD INCORPORATED | MA | 197,571 | $112.8M | 4.51% |
| 13 | AMAZON COM INC | AMZN | 472,542 | $109.1M | 4.36% |
| 14 | UNITEDHEALTH GROUP INC | UNH | 278,654 | $92.0M | 3.68% |
| 15 | NETFLIX INC | NFLX | 977,257 | $91.6M | 3.67% |
| 16 | ASML HOLDING N V | ASMLF | 77,184 | $82.6M | 3.30% |
| 17 | ADOBE INC | ADBE | 217,437 | $76.1M | 3.05% |
| 18 | META PLATFORMS INC | META | 111,100 | $73.3M | 2.93% |
| 19 | OREILLY AUTOMOTIVE INC | 67103H107 | 723,001 | $65.9M | 2.64% |
| 20 | GALLAGHER ARTHUR J & CO | 363576109 | 229,407 | $59.4M | 2.38% |
| 21 | MOODYS CORP | MCO | 115,507 | $59.0M | 2.36% |
| 22 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 317,599 | $51.4M | 2.06% |
| 23 | FISERV INC | FISV | 628,937 | $42.2M | 1.69% |
| 24 | FERRARI N V | RACE | 111,891 | $41.4M | 1.65% |
| 25 | LINDE PLC | LIN | 64,888 | $27.7M | 1.11% |
| 26 | AUTOMATIC DATA PROCESSING IN | ADP | 77,915 | $20.0M | 0.80% |
| 27 | NIKE INC | NKE | 128,558 | $8.2M | 0.33% |
| 28 | WELLS FARGO CO NEW | 949746804 | 1,200 | $1.5M | 0.06% |
| 29 | ISHARES TR | 464288687 | 33,000 | $1.0M | 0.04% |
| 30 | ISHARES TR | 464287226 | 10,000 | $998,800 | 0.04% |
| 31 | SCHWAB STRATEGIC TR | 808524102 | 30,000 | $786,900 | 0.03% |
| 32 | SERVICENOW INC | NOW | 4,605 | $705,440 | 0.03% |
| 33 | ORACLE CORP | ORCL-PD | 1,969 | $383,778 | 0.02% |