Bowie Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Bowie Capital Management, LLC held in its portfolio 32 assets valued at $2,499,072,271 (i.e. $2.50B).
The most valuable assets in the portfolio included: META PLATFORMS INC ($236.10M), MICROSOFT CORP ($168.85M), and ALPHABET INC ($160.28M).
The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Bowie Capital Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| META PLATFORMS INC | 357677 | 236099011 | CL A |
| MICROSOFT CORP | 349140 | 168851087 | COM |
| ALPHABET INC | 512070 | 160277910 | CAP STK CL A |
| NVIDIA CORPORATION | 774748 | 144490504 | COM |
| S&P GLOBAL INC | 254067 | 132772874 | COM |
| VISA INC | 352318 | 123561447 | COM CL A |
| AON PLC | 344149 | 121443300 | SHS CL A |
| FAIR ISAAC CORP | 71323 | 120580091 | COM |
| INTUIT | 177007 | 117252976 | COM |
| COPART INC | 2937712 | 115011424 | COM |
| MSCI INC | 198654 | 113973759 | COM |
| MASTERCARD INCORPORATED | 197571 | 112789333 | CL A |
| AMAZON COM INC | 472542 | 109072144 | COM |
| UNITEDHEALTH GROUP INC | 278654 | 91986471 | COM |
| NETFLIX INC | 977257 | 91627616 | COM |
| ASML HOLDING N V | 77184 | 82576074 | N Y REGISTRY SHS |
| ADOBE INC | 217437 | 76100775 | COM |
| OREILLY AUTOMOTIVE INC | 723001 | 65944920 | COM |
| GALLAGHER ARTHUR J & CO | 229407 | 59368237 | COM |
| MOODYS CORP | 115507 | 59006751 | COM |
| INTERCONTINENTAL EXCHANGE IN | 317599 | 51438334 | COM |
| FISERV INC | 628937 | 42245697 | COM |
| FERRARI N V | 111891 | 41350439 | COM |
| LINDE PLC | 64888 | 27667594 | SHS |
| AUTOMATIC DATA PROCESSING IN | 77915 | 20042075 | COM |
| NIKE INC | 128558 | 8190430 | CL B |
| WELLS FARGO CO NEW | 1200 | 1454400 | PERP PFD CNV A |
| ISHARES TR | 33000 | 1021680 | PFD AND INCM SEC |
| ISHARES TR | 10000 | 998800 | CORE US AGGBD ET |
| SCHWAB STRATEGIC TR | 30000 | 786900 | US BRD MKT ETF |
| SERVICENOW INC | 4605 | 705440 | COM |
| ORACLE CORP | 1969 | 383778 | COM |
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