BOWIE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPRT | 2.93M | $97.20M |
 | NFLX | 1.15M | $110.75M |
 | NVDA | 760K | $132.61M |
 | ORLY | 685K | $63.19M |
 | GOOGL | 529K | $152.19M |
 | AMZN | 449K | $93.42M |
 | AJG | 439K | $95.06M |
 | MSFT | 379K | $140.35M |
 | ORCL | 379K | $55.69M |
 | UNH | 355K | $96.19M |
 | V | 348K | $105.19M |
 | AON | 322K | $103.99M |
 | META | 258K | $147.73M |
 | SPGI | 237K | $100.68M |
 | MA | 214K | $106.78M |
 | INTU | 209K | $90.49M |
 | NKE | 191K | $10.08M |
 | FICO | 141K | $150.70M |
 | MSCI | 136K | $73.22M |
 | MCO | 97K | $42.35M |
Copart, Inc.
CPRT
Shares Held
2.93M
Value
$97.20M
Netflix, Inc.
NFLX
Shares Held
1.15M
Value
$110.75M
NVIDIA Corporation
NVDA
Shares Held
760K
Value
$132.61M
O'Reilly Automotive, Inc.
ORLY
Shares Held
685K
Value
$63.19M
Alphabet Inc.
GOOGL
Shares Held
529K
Value
$152.19M
Amazon.com, Inc.
AMZN
Shares Held
449K
Value
$93.42M
Arthur J. Gallagher & Co.
AJG
Shares Held
439K
Value
$95.06M
Microsoft Corporation
MSFT
Shares Held
379K
Value
$140.35M
Oracle Corporation
ORCL
Shares Held
379K
Value
$55.69M
UnitedHealth Group Incorporated
UNH
Shares Held
355K
Value
$96.19M
Visa Inc.
V
Shares Held
348K
Value
$105.19M
Aon plc
AON
Shares Held
322K
Value
$103.99M
Meta Platforms, Inc.
META
Shares Held
258K
Value
$147.73M
S&P Global Inc.
SPGI
Shares Held
237K
Value
$100.68M
Mastercard Incorporated
MA
Shares Held
214K
Value
$106.78M
Intuit Inc.
INTU
Shares Held
209K
Value
$90.49M
NIKE, Inc.
NKE
Shares Held
191K
Value
$10.08M
Fair Isaac Corporation
FICO
Shares Held
141K
Value
$150.70M
MSCI Inc.
MSCI
Shares Held
136K
Value
$73.22M
Moody's Corporation
MCO
Shares Held
97K
Value
$42.35M