Bowie Capital Management, LLC

CIK

1691982

City

Richardson

State / Country

Stock

MSCI — MSCI Inc.

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	$73,221,813	135,845	-31.6%	Shares	Sole	2026-05-13
2025-12-31	$113,973,759	198,654	-3.1%	Shares	Sole	2026-02-13
2025-09-30	$116,346,285	205,048	+5.3%	Shares	Sole	2025-11-13
2025-06-30	$112,321,268	194,752	+4.4%	Shares	Sole	2025-08-12
2025-03-31	$105,448,785	186,470	+14.4%	Shares	Sole	2025-05-13
2024-12-31	$97,781,229	162,966	-3.2%	Shares	Sole	2025-02-14
2024-09-30	$98,140,346	168,357	+4.8%	Shares	Sole	2024-11-13
2024-06-30	$77,418,188	160,702	+42.3%	Shares	Sole	2024-08-06
2024-03-31	$63,274,805	112,900	+25.9%	Shares	Sole	2024-05-07
2023-12-31	$50,707,128	89,644	-0.2%	Shares	Sole	2024-02-14
2023-09-30	$46,087,924	89,826	-10.2%	Shares	Sole	2023-11-14
2023-06-30	$46,929,000	100,000	+9.0%	Call	Sole	2023-08-10
2023-06-30	$43,072,374	91,782	+16.1%	Shares	Sole	2023-08-10
2023-03-31	$44,246,292	79,055	-2.4%	Shares	Sole	2023-05-12
2022-12-31	$37,674,583	80,991	-1.2%	Shares	Sole	2023-02-10
2022-09-30	$34,559,785	81,936	-1.9%	Shares	Sole	2022-11-07
2022-06-30	$34,437,193	83,555	+10.0%	Shares	Sole	2022-08-11
2022-03-31	$38,187,701	75,938	-1.1%	Shares	Sole	2022-05-12
2021-12-31	$47,039,274	76,775	-4.9%	Shares	Sole	2022-02-10
2021-09-30	$49,096,688	80,706	-4.5%	Shares	Sole	2021-11-05
2021-06-30	$45,045,260	84,500	-3.9%	Shares	Sole	2021-08-13
2020-12-31	$39,249,987	87,900	+4.6%	Shares	Sole	2021-02-12
2020-09-30	$29,969,520	84,000	-1.2%	Shares	Sole	2020-11-12
2020-06-30	$28,374,700	85,000	-1.4%	Shares	Sole	2020-07-31
2020-03-31	$24,908,352	86,200	—	Shares	Sole	2020-05-11
No 13F history on record for this holder in this stock.