Stock Taper 
BOWIE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Copart, Inc. | CPRT | 2.31M | $65.21M |
 Netflix, Inc. | NFLX | 1.84M | $131.66M |
 NVIDIA Corporation | NVDA | 660.92K | $132.24M |
 Oracle Corporation | ORCL | 617.62K | $90.51M |
 O'Reilly Automotive, Inc. | ORLY | 581.89K | $53.59M |
 Booking Holdings Inc. | BKNG | 381.53K | $68M |
 Microsoft Corporation | MSFT | 379.51K | $141.56M |
 Arthur J. Gallagher & Co. | AJG | 378.17K | $86.82M |
 Alphabet Inc. | GOOGL | 377.69K | $134.97M |
 Meta Platforms, Inc. | META | 297.13K | $167.37M |
 Intuit Inc. | INTU | 293.14K | $76.51M |
 Aon plc | AON | 250.02K | $82.93M |
 ServiceNow, Inc. | NOW | 233.5K | $23.18M |
 Amazon.com, Inc. | AMZN | 222.86K | $53.12M |
 UnitedHealth Group Incorporated | UNH | 221.24K | $91.96M |
 S&P Global Inc. | SPGI | 207.34K | $84.44M |
 Visa Inc. | V | 198.48K | $68.1M |
 Mastercard Incorporated | MA | 185.32K | $95.18M |
 NIKE, Inc. | NKE | 150.15K | $6.16M |
 Broadcom Inc. | AVGO | 115.02K | $43.45M |