BOWIE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPRT | 2.94M | $115.01M |
 | NFLX | 977K | $91.63M |
 | NVDA | 775K | $144.49M |
 | ORLY | 723K | $65.94M |
 | GOOGL | 512K | $160.28M |
 | AMZN | 473K | $109.07M |
 | V | 352K | $123.56M |
 | MSFT | 349K | $168.85M |
 | AON | 344K | $121.44M |
 | ICE | 318K | $51.44M |
 | UNH | 279K | $91.99M |
 | SPGI | 254K | $132.77M |
 | META | 247K | $162.76M |
 | AJG | 229K | $59.37M |
 | ADBE | 217K | $76.10M |
 | MSCI | 199K | $113.97M |
 | MA | 198K | $112.79M |
 | INTU | 177K | $117.25M |
 | NKE | 129K | $8.19M |
 | MCO | 116K | $59.01M |
Copart, Inc.
CPRT
Shares Held
2.94M
Value
$115.01M
Netflix, Inc.
NFLX
Shares Held
977K
Value
$91.63M
NVIDIA Corporation
NVDA
Shares Held
775K
Value
$144.49M
O'Reilly Automotive, Inc.
ORLY
Shares Held
723K
Value
$65.94M
Alphabet Inc.
GOOGL
Shares Held
512K
Value
$160.28M
Amazon.com, Inc.
AMZN
Shares Held
473K
Value
$109.07M
Visa Inc.
V
Shares Held
352K
Value
$123.56M
Microsoft Corporation
MSFT
Shares Held
349K
Value
$168.85M
Aon plc
AON
Shares Held
344K
Value
$121.44M
Intercontinental Exchange, Inc.
ICE
Shares Held
318K
Value
$51.44M
UnitedHealth Group Incorporated
UNH
Shares Held
279K
Value
$91.99M
S&P Global Inc.
SPGI
Shares Held
254K
Value
$132.77M
Meta Platforms, Inc.
META
Shares Held
247K
Value
$162.76M
Arthur J. Gallagher & Co.
AJG
Shares Held
229K
Value
$59.37M
Adobe Inc.
ADBE
Shares Held
217K
Value
$76.10M
MSCI Inc.
MSCI
Shares Held
199K
Value
$113.97M
Mastercard Incorporated
MA
Shares Held
198K
Value
$112.79M
Intuit Inc.
INTU
Shares Held
177K
Value
$117.25M
NIKE, Inc.
NKE
Shares Held
129K
Value
$8.19M
Moody's Corporation
MCO
Shares Held
116K
Value
$59.01M