Bowie Capital Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BC Bowie Capital Management, LLC | Institutional Filer | ▲ 8.37% | $2.71B | 29 |
Current Portfolio Holdings
Showing all 29 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | Technology | 1.7M | $497.3M | 18.36% |
| 2 | NVDA | NVIDIA Corporation | Technology | 1.3M | $219.8M | 8.12% |
| 3 | META | Meta Platforms, Inc. | Technology | 358K | $204.9M | 7.57% |
| 4 | MSFT | Microsoft Corporation | Technology | 449K | $166.3M | 6.14% |
| 5 | FICO | Fair Isaac Corporation | Technology | 152K | $162.4M | 6.00% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 699K | $145.5M | 5.37% |
| 7 | V | Visa Inc. | Financial Services | 398K | $120.3M | 4.44% |
| 8 | NFLX | Netflix, Inc. | Communication Services | 1.2M | $110.8M | 4.09% |
| 9 | MA | Mastercard Incorporated | Financial Services | 214K | $106.8M | 3.94% |
| 10 | AON | Aon plc | Financial Services | 322K | $104.0M | 3.84% |
| 11 | SPGI | S&P Global Inc. | Financial Services | 237K | $100.7M | 3.72% |
| 12 | CPRT | Copart, Inc. | Consumer Cyclical | 2.9M | $97.2M | 3.59% |
| 13 | UNH | UnitedHealth Group Incorporated | Healthcare | 355K | $96.2M | 3.55% |
| 14 | AJG | Arthur J. Gallagher & Co. | Financial Services | 439K | $95.1M | 3.51% |
| 15 | ASML | ASML Holding N.V. | Technology | 70K | $92.1M | 3.40% |
Showing 1 to 15 of 29 holdings