Stock Taper 
BOWIE CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Wells Fargo & Company | WFC-PL | 1.4K | $1.62M |
 MKS Inc. | MKSI | 42.65K | $18.97M |
 Thermo Fisher Scientific Inc. | TMO | 48.52K | $24.32M |
 ASML Holding N.V. | ASML | 50.9K | $101.27M |
 Fair Isaac Corporation | FICO | 84.46K | $100.91M |
 MSCI Inc. | MSCI | 89.55K | $50.15M |
 CME Group Inc. | CME | 104.11K | $22.99M |
 Broadcom Inc. | AVGO | 115.02K | $43.45M |
 NIKE, Inc. | NKE | 150.15K | $6.16M |
 Mastercard Incorporated | MA | 185.32K | $95.18M |
 Visa Inc. | V | 198.48K | $68.1M |
 S&P Global Inc. | SPGI | 207.34K | $84.44M |
 UnitedHealth Group Incorporated | UNH | 221.24K | $91.96M |
 Amazon.com, Inc. | AMZN | 222.86K | $53.12M |
 ServiceNow, Inc. | NOW | 233.5K | $23.18M |
 Aon plc | AON | 250.02K | $82.93M |
 Intuit Inc. | INTU | 293.14K | $76.51M |
 Meta Platforms, Inc. | META | 297.13K | $167.37M |
 Alphabet Inc. | GOOGL | 377.69K | $134.97M |
 Arthur J. Gallagher & Co. | AJG | 378.17K | $86.82M |