Bowie Capital Management
$2.1B 13F equity value
35 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 529,253 | $152M | 7.2% |
| FICO | FAIR ISAAC CORP | 141,165 | $151M | 7.1% |
| META | META PLATFORMS INC | 258,214 | $148M | 7.0% |
| MSFT | MICROSOFT CORP | 379,148 | $140M | 6.6% |
| NVDA | NVIDIA CORPORATION | 760,395 | $133M | 6.3% |
| NFLX | NETFLIX INC. | 1,151,860 | $111M | 5.2% |
| MA | MASTERCARD INCORPORATED | 213,698 | $107M | 5.1% |
| V | VISA INC | 348,026 | $105M | 5.0% |
| AON | AON PLC | 322,167 | $104M | 4.9% |
| SPGI | S&P GLOBAL INC | 236,705 | $101M | 4.8% |
Track Bowie Capital Management's 13F portfolio: $2.1B in reported holdings, 35 positions. Top holdings and quarterly changes on SentiSense.