Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bowie Capital Management, LLC (CIK 1691982) reported $2.71B across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($497.3M, 18.36%), NVDA ($219.8M, 8.12%), META ($204.9M, 7.57%), MSFT ($166.3M, 6.14%), FICO ($162.4M, 6.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $497.3M | 18.36% | 1.7M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $219.8M | 8.12% | 1.3M | Added |
| 3 | META | META PLATFORMS INC | $204.9M | 7.57% | 358,214 | Added |
| 4 | MSFT | MICROSOFT CORP | $166.3M | 6.14% | 449,148 | Added |
| 5 | FICO | FAIR ISAAC CORP | $162.4M | 6.00% | 152,165 | Added |
| 6 | AMZN | AMAZON COM INC | $145.5M | 5.37% | 698,553 | Added |
| 7 | V | VISA INC | $120.3M | 4.44% | 398,026 | Added |
| 8 | NFLX | NETFLIX INC. | $110.8M | 4.09% | 1.2M | Added |
| 9 | MA | MASTERCARD INCORPORATED | $106.8M | 3.94% | 213,698 | Added |
| 10 | AON | AON PLC | $104.0M | 3.84% | 322,167 | Trimmed |
| 11 | SPGI | S&P GLOBAL INC | $100.7M | 3.72% | 236,705 | Trimmed |
| 12 | CPRT | COPART INC | $97.2M | 3.59% | 2.9M | Trimmed |
| 13 | UNH | UNITEDHEALTH GROUP INC | $96.2M | 3.55% | 355,479 | Added |
| 14 | AJG | GALLAGHER ARTHUR J & CO | $95.1M | 3.51% | 438,928 | Added |
| 15 | ASML | ASML HLDG NV | $92.1M | 3.40% | 69,749 | Trimmed |
| 16 | INTU | INTUIT | $90.5M | 3.34% | 209,284 | Added |
| 17 | MSCI | MSCI INC | $73.2M | 2.70% | 135,845 | Trimmed |
| 18 | ORLY | OREILLY AUTOMOTIVE INC | $63.2M | 2.33% | 684,513 | Trimmed |
| 19 | ORCL | ORACLE CORP | $55.7M | 2.06% | 378,571 | Added |
| 20 | MCO | MOODYS CORP | $42.4M | 1.56% | 97,087 | Trimmed |
| 21 | BKNG | BOOKING HOLDINGS INC | $32.2M | 1.19% | 7,658 | New |
| 22 | MKSI | MKS INC. | $14.8M | 0.55% | 64,593 | New |
| 23 | NKE | NIKE INC | $10.1M | 0.37% | 190,903 | Added |
| 24 | AGG | ISHARES TR | $1.8M | 0.07% | 18,000 | Added |
| 25 | WFC/PRL | WELLS FARGO & CO | $1.6M | 0.06% | 1,400 | Added |
Source: SEC Form 13F filings · as of 2026-03-31