Stock Taper

BOWIE CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Microsoft CorporationMSFT379.51K$141.56M
Booking Holdings Inc.BKNG381.53K$68M
O'Reilly Automotive, Inc.ORLY581.89K$53.59M
Oracle CorporationORCL617.62K$90.51M
NVIDIA CorporationNVDA660.92K$132.24M
Netflix, Inc.NFLX1.84M$131.66M
Copart, Inc.CPRT2.31M$65.21M