BOWIE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPRT | 2.90M | $130.36M |
 | ORLY | 667K | $71.92M |
 | GOOGL | 569K | $138.28M |
 | NVDA | 540K | $100.81M |
 | AMZN | 493K | $108.18M |
 | AON | 357K | $127.26M |
 | V | 329K | $112.30M |
 | UNH | 265K | $91.52M |
 | MSFT | 256K | $132.69M |
 | ADBE | 253K | $89.19M |
 | SPGI | 228K | $110.94M |
 | MSCI | 205K | $116.35M |
 | MA | 187K | $106.38M |
 | INTU | 185K | $126.23M |
 | META | 160K | $117.75M |
 | MCO | 111K | $52.92M |
 | ASML | 110K | $106.04M |
 | AJG | 106K | $32.89M |
 | NKE | 93K | $6.51M |
 | FICO | 78K | $117.46M |
Copart, Inc.
CPRT
Shares Held
2.90M
Value
$130.36M
O'Reilly Automotive, Inc.
ORLY
Shares Held
667K
Value
$71.92M
Alphabet Inc.
GOOGL
Shares Held
569K
Value
$138.28M
NVIDIA Corporation
NVDA
Shares Held
540K
Value
$100.81M
Amazon.com, Inc.
AMZN
Shares Held
493K
Value
$108.18M
Aon plc
AON
Shares Held
357K
Value
$127.26M
Visa Inc.
V
Shares Held
329K
Value
$112.30M
UnitedHealth Group Incorporated
UNH
Shares Held
265K
Value
$91.52M
Microsoft Corporation
MSFT
Shares Held
256K
Value
$132.69M
Adobe Inc.
ADBE
Shares Held
253K
Value
$89.19M
S&P Global Inc.
SPGI
Shares Held
228K
Value
$110.94M
MSCI Inc.
MSCI
Shares Held
205K
Value
$116.35M
Mastercard Incorporated
MA
Shares Held
187K
Value
$106.38M
Intuit Inc.
INTU
Shares Held
185K
Value
$126.23M
Meta Platforms, Inc.
META
Shares Held
160K
Value
$117.75M
Moody's Corporation
MCO
Shares Held
111K
Value
$52.92M
ASML Holding N.V.
ASML
Shares Held
110K
Value
$106.04M
Arthur J. Gallagher & Co.
AJG
Shares Held
106K
Value
$32.89M
NIKE, Inc.
NKE
Shares Held
93K
Value
$6.51M
Fair Isaac Corporation
FICO
Shares Held
78K
Value
$117.46M