Bowie Capital Management, LLC

CIK

1691982

City

Richardson

State / Country

Stock

AON — Aon plc

Top Portfolio Positions

25 positions · $2,703,097,992 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	1,729,253	$497,263,992	18.40%
NVDA	Nvidia Corp Technology	1,260,395	$219,812,888	8.13%
META	Meta Platforms, Inc. Communication Services	358,214	$204,944,975	7.58%
MSFT	Microsoft Corp Technology	449,148	$166,261,115	6.15%
FICO	Fair Isaac Corp Technology	152,165	$162,442,224	6.01%
AMZN	Amazon Com Inc Consumer Cyclical	698,553	$145,487,633	5.38%
V	Visa Inc. Financial Services	398,026	$120,299,378	4.45%
NFLX	Netflix Inc Communication Services	1,151,860	$110,751,339	4.10%
MA	Mastercard Inc Financial Services	213,698	$106,776,342	3.95%
AON	Aon plc Financial Services	322,167	$103,989,064	3.85%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$103,989,064	322,167	-6.4%	Shares	Sole	2026-05-13
2025-12-31	$121,443,299	344,149	-3.6%	Shares	Sole	2026-02-13
2025-09-30	$127,258,766	356,887	+31.0%	Shares	Sole	2025-11-13
2025-06-30	$97,196,051	272,441	+17.5%	Shares	Sole	2025-08-12
2025-03-31	$92,537,397	231,871	-14.4%	Shares	Sole	2025-05-13
2024-12-31	$97,329,486	270,992	+2.9%	Shares	Sole	2025-02-14
2024-09-30	$91,127,192	263,381	+0.3%	Shares	Sole	2024-11-13
2024-06-30	$77,059,171	262,481	+23.6%	Shares	Sole	2024-08-06
2024-03-31	$70,880,459	212,395	+24.8%	Shares	Sole	2024-05-07
2023-12-31	$49,508,904	170,122	+15.5%	Shares	Sole	2024-02-14
2023-09-30	$47,745,285	147,262	-3.8%	Shares	Sole	2023-11-14
2023-06-30	$52,865,308	153,144	+2.3%	Shares	Sole	2023-08-10
2023-03-31	$47,179,995	149,640	+2.0%	Shares	Sole	2023-05-12
2022-12-31	$44,023,034	146,675	-3.4%	Shares	Sole	2023-02-10
2022-09-30	$40,654,094	151,768	-4.1%	Shares	Sole	2022-11-07
2022-06-30	$42,693,849	158,313	-2.7%	Shares	Sole	2022-08-11
2022-03-31	$52,955,578	162,625	-1.8%	Shares	Sole	2022-05-12
2021-12-31	$49,787,764	165,650	+7.3%	Shares	Sole	2022-02-10
2021-09-30	$44,112,028	154,362	+0.8%	Shares	Sole	2021-11-05
2021-06-30	$36,578,032	153,200	+206.4%	Shares	Sole	2021-08-13
2021-06-30	$11,938,000	50,000	-71.6%	Call	Sole	2021-08-13
2020-12-31	$37,183,520	176,000	0.0%	Shares	Sole	2021-02-12
2020-09-30	$36,308,800	176,000	-3.3%	Shares	Sole	2020-11-12
2020-06-30	$35,053,200	182,000	-17.4%	Shares	Sole	2020-07-31
2020-06-30	$42,429,780	220,300	—	Call	Sole	2020-07-31
No 13F history on record for this holder in this stock.