Bowie Capital Management
$2.7B Assets Reported
35 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 1,729,253 | $497M | 18.4% |
| NVDA | NVIDIA CORPORATION | 1,260,395 | $220M | 8.1% |
| META | META PLATFORMS INC | 358,214 | $205M | 7.6% |
| MSFT | MICROSOFT CORP | 449,148 | $166M | 6.1% |
| FICO | FAIR ISAAC CORP | 152,165 | $162M | 6.0% |
| AMZN | AMAZON COM INC | 698,553 | $145M | 5.4% |
| V | VISA INC | 398,026 | $120M | 4.4% |
| NFLX | NETFLIX INC. | 1,151,860 | $111M | 4.1% |
| MA | MASTERCARD INCORPORATED | 213,698 | $107M | 3.9% |
| AON | AON PLC | 322,167 | $104M | 3.8% |
Track Bowie Capital Management's 13F portfolio: $2.7B in reported holdings, 35 positions. Top holdings, AUM, and quarterly changes on SentiSense.