EdgeMarket › What Bowie Capital Management, Llc reported owning
What Bowie Capital Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.7BPositions
36Quarter
2026-03-31Shown below
29largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | 152.2M | 5.6% | 529.3K | 344.82 | +73.0% |
| FICO FAIR ISAAC CORP | 150.7M | 5.6% | 141.2K | 1,172.67 | -12.8% |
| META Meta Platforms, Inc. | 147.7M | 5.5% | 258.2K | 549.90 | -26.5% |
| MSFT MICROSOFT CORP | 140.3M | 5.2% | 379.1K | 483.24 | -4.4% |
| NVDA NVIDIA CORP | 132.6M | 4.9% | 760.4K | 214.72 | +22.4% |
| NFLX NETFLIX INC | 110.8M | 4.1% | 1.2M | 79.59 | -34.4% |
| MA Mastercard Inc | 106.8M | 3.9% | 213.7K | 580.63 | -2.0% |
| V VISA INC. | 105.2M | 3.9% | 348.0K | 371.04 | +7.9% |
| AON Aon plc | 104.0M | 3.8% | 322.2K | 355.11 | -5.1% |
| SPGI S&P Global Inc. | 100.7M | 3.7% | 236.7K | 431.29 | -22.6% |
| CPRT COPART INC | 97.2M | 3.6% | 2.9M | 33.80 | -29.0% |
| UNH UNITEDHEALTH GROUP INC | 96.2M | 3.6% | 355.5K | 390.11 | +30.1% |
| AJG Arthur J. Gallagher & Co. | 95.1M | 3.5% | 438.9K | 263.81 | -12.8% |
| AMZN AMAZON COM INC | 93.4M | 3.4% | 448.6K | 258.63 | +15.6% |
| ASML ASML HOLDING NV | 92.1M | 3.4% | 69.7K | 1,763.76 | +135.3% |
| INTU INTUIT INC. | 90.5M | 3.3% | 209.3K | 367.00 | -47.5% |
| MSCI MSCI Inc. | 73.2M | 2.7% | 135.8K | 563.49 | -1.9% |
| ORLY O REILLY AUTOMOTIVE INC | 63.2M | 2.3% | 684.5K | 89.11 | -14.3% |
| ORCL ORACLE CORP | 55.7M | 2.1% | 378.6K | 146.47 | -37.7% |
| MCO MOODYS CORP /DE/ | 42.4M | 1.6% | 97.1K | 503.32 | -2.3% |
| BKNG Booking Holdings Inc. | 32.2M | 1.2% | 7.7K | 209.62 | -7.1% |
| MKSI MKS INC | 14.8M | 0.5% | 64.6K | 279.11 | +180.9% |
| NKE NIKE, Inc. | 10.1M | 0.4% | 190.9K | 40.76 | -46.6% |
| AGG iShares Core U.S. Aggregate Bond ETF | 1.8M | 0.1% | 18.0K | 97.35 | -1.7% |
| unmapped CUSIP 949746804 | 1.6M | 0.1% | 1.4K | — | — |
| PFF iShares Preferred and Income Securities ETF | 1.0M | 0.0% | 33.0K | 30.46 | -3.2% |
| NOW ServiceNow, Inc. | 940.8K | 0.0% | 9.0K | 128.48 | -27.8% |
| SCHB Schwab U.S. Broad Market ETF | 753.0K | 0.0% | 30.0K | 29.61 | +20.4% |
| AVGO Broadcom Inc. | 749.6K | 0.0% | 2.4K | 368.45 | +26.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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