Bowie Capital Management, LLC
Top Portfolio Positions
25 positions ·
$2,703,097,992 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FICO
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $150,699,284 | 141,165 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $11,742,940 | 11,000 | Call | Sole | 2026-05-13 | |
| 2025-12-31 | $120,580,090 | 71,323 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $117,455,157 | 78,485 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $130,984,301 | 71,656 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $116,375,716 | 63,105 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $115,766,612 | 58,147 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $130,396,587 | 67,093 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $96,432,417 | 64,778 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $63,396,464 | 50,733 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $43,196,411 | 37,110 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,006,842 | 34,549 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,937,166 | 34,524 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $24,239,994 | 34,496 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,645,251 | 36,161 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $22,562,903 | 54,763 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $22,618,778 | 56,420 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $16,749,179 | 35,907 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $16,786,064 | 38,707 | Shares | Sole | 2022-02-10 | |
| 2020-12-31 | $9,198,720 | 18,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,656,840 | 18,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,524,720 | 18,000 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $5,538,420 | 18,000 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||