The Analysis of Bowie Capital Management, LLC's Holdings


Currently, Bowie Capital Management, LLC holds 30 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in INTU (+56.5K shares, valued at $38.6M), CPRT (+817.9K shares, valued at $36.8M), SPGI (+70.9K shares, valued at $34.5M); decreased their positions in GOOGL (-499.0K shares, valued at $121.3M), ASML (-18.0K shares, valued at $17.4M), AMZN (-42.5K shares, valued at $9.3M); initiated new positions in AJG (+106.2K shares, valued at $32.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
GOOGL ALPHABET INC568.8K shares-46.73%2025-09-302025-11-13history
MSFT MICROSOFT CORP256.2K shares1.86%2025-09-302025-11-13history
CPRT COPART INC2.9M shares39.30%2025-09-302025-11-13history
AON AON PLC356.9K shares31.00%2025-09-302025-11-13history
INTU INTUIT184.8K shares43.98%2025-09-302025-11-13history
META META PLATFORMS INC160.3K shares-6.42%2025-09-302025-11-13history
FICO FAIR ISAAC CORP78.5K shares9.53%2025-09-302025-11-13history
MSCI MSCI INC205.0K shares5.29%2025-09-302025-11-13history
Sponsored
V VISA INC329.0K shares20.92%2025-09-302025-11-13history
SPGI S&P GLOBAL INC227.9K shares45.18%2025-09-302025-11-13history
AMZN AMAZON COM INC492.7K shares-7.93%2025-09-302025-11-13history
MA MASTERCARD INCORPORATED187.0K shares0.17%2025-09-302025-11-13history
ASML ASML HOLDING N V109.5K shares-14.11%2025-09-302025-11-13history
NVDA NVIDIA CORPORATION540.3K shares-3.28%2025-09-302025-11-13history
FI FISERV INC761.6K shares15.33%2025-09-302025-11-13history
UNH UNITEDHEALTH GROUP INC265.1K shares8.97%2025-09-302025-11-13history
Sponsored
ADBE ADOBE INC252.8K shares16.58%2025-09-302025-11-13history
ORLY OREILLY AUTOMOTIVE INC667.1K shares2.84%2025-09-302025-11-13history
MCO MOODYS CORP111.1K shares-11.99%2025-09-302025-11-13history
NOW SERVICENOW INC40.5K shares1.05%2025-09-302025-11-13history
AJG GALLAGHER ARTHUR J & CO106.2K sharesnew addition2025-09-302025-11-13history
NFLX NETFLIX INC24.9K shares119.88%2025-09-302025-11-13history
RACE FERRARI N V61.5K shares125.56%2025-09-302025-11-13history
AVGO BROADCOM INC72.9K shares-7.38%2025-09-302025-11-13history
Sponsored
NKE NIKE INC93.4K shares0.00%2025-09-302025-11-13history
WFC-PL WELLS FARGO CO NEW1.2K shares0.00%2025-09-302025-11-13history
AGG ISHARES TR10.0K shares0.00%2025-09-302025-11-13history
PFF ISHARES TR25.0K shares0.00%2025-09-302025-11-13history
SCHB SCHWAB STRATEGIC TR30.0K shares0.00%2025-09-302025-11-13history
ANRO ALTO NEUROSCIENCE INC19.5K shares0.00%2025-09-302025-11-13history

Call Option Holdings
SPGI Call CallS&P GLOBAL INC70.0K sharesnew addition2025-09-302025-11-13history
MCO Call CallMOODYS CORP13.5K sharesnew addition2025-09-302025-11-13history

Put Option Holdings
LRCX Put PutLAM RESEARCH CORP230.0K sharesnew addition2025-09-302025-11-13history
TSLA Put PutTESLA INC20.0K sharesnew addition2025-09-302025-11-13history