BC

Bowie Capital Management, LLC

13F
Bowie Capital Management, LLC
Last update 2024-08-06 33 Stocks (2 new)
Value $1.64 Bil Turnover 21 %
Countries:
Top Holdings: MSFT(6.99%)GOOGL(6.52%)FICO(5.89%)UNH(5.55%)CPRT(5.26%)
Portfolio Report
Summary Stock Picks Current Portfolio
Bowie Capital Management, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
255,940
114392.380
+26.59%
6.990
+1.47%
0.000
-4.38%
+13.53%
3156068.097
Software
GOOGL 		Alphabet Inc
585,963
106733.160
+13.69%
6.520
+0.79%
0.000
-10.34%
+16.82%
2013316.300
Interactive Media
FICO 		Fair Isaac Corp
64,778
96432.420
+27.68%
5.890
+1.28%
0.260
+22.76%
+71.70%
49004.211
Software
UNH 		UnitedHealth Group Inc
178,271
90786.290
+29.62%
5.550
+1.27%
0.020
+2.15%
+8.51%
521398.824
Healthcare Plans
CPRT 		Copart Inc
1,587,543
85981.330
+20.73%
5.260
+0.90%
0.160
-1.83%
+4.82%
49474.440
Business Services
INTU 		Intuit Inc
128,519
84463.970
+31.84%
5.160
+1.25%
0.050
-5.35%
-3.11%
168738.587
Software
MSCI 		MSCI Inc
160,702
77418.190
+42.34%
4.730
+1.41%
0.200
+9.54%
+6.38%
46875.645
Capital Markets
AON 		Aon PLC
262,481
77059.170
+23.58%
4.710
+0.90%
0.120
+20.31%
+23.92%
77835.694
Insurance
META 		Meta Platforms Inc
151,020
76147.300
+40.70%
4.650
+1.35%
0.010
+15.46%
+59.73%
1426032.405
Interactive Media
ADBE 		Adobe Inc
132,617
73674.050
+35.56%
4.500
+1.18%
0.030
-11.17%
-18.70%
213510.206
Software

Bowie Capital Management, LLC's Historical Top Holdings Breakdowns

Bowie Capital Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TMO 		Thermo Fisher Scientific Inc2024-06-30Reduce
-1.72%
●
541.52 ($572.88) 599.02
$576.49
0.63%
Reduce -47.68%
43,400
-39,558
HDB 		HDFC Bank Ltd2024-06-30Sold Out
-1.54%
●
55.33 ($58.57) 65.06
$64.17
9.56%
Sold Out
0
-368,071
MSFT 		Microsoft Corp2024-06-30Add
+1.47%
●
389.33 ($422.32) 452.85
$424.60
0.54%
Add 26.59%
255,940
53,758
MSCI 		MSCI Inc2024-06-30Add
+1.41%
●
446 ($496.19) 554.83
$596.38
20.19%
Add 42.34%
160,702
47,802
META 		Meta Platforms Inc2024-06-30Add
+1.35%
●
430.17 ($486.09) 527.34
$563.69
15.96%
Add 40.7%
151,020
43,688
FICO 		Fair Isaac Corp2024-06-30Add
+1.28%
●
1110.85 ($1292.47) 1488.66
$1,998.66
54.64%
Add 27.68%
64,778
14,045
UNH 		UnitedHealth Group Inc2024-06-30Add
+1.27%
●
439.2 ($490.13) 524.63
$564.64
15.20%
Add 29.62%
178,271
40,734
INTU 		Intuit Inc2024-06-30Add
+1.25%
●
562.97 ($620.28) 670.27
$602.01
-2.95%
Add 31.84%
128,519
31,041
ADBE 		Adobe Inc2024-06-30Add
+1.18%
●
439.02 ($484.22) 555.54
$485.03
0.17%
Add 35.56%
132,617
34,789
ASML 		ASML Holding NV2024-06-30Add
+1.01%
●
852.84 ($961.34) 1068.86
$708.62
-26.29%
Add 36.99%
59,958
16,190

Bowie Capital Management, LLC Total Holding History ($B)

To

Bowie Capital Management, LLC's Asset Allocation

To

Bowie Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bowie Capital Management, LLC's Hypothetical Growth since 2024-06-30

Bowie Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Bowie Capital Management, LLC's Holdings Heat Map

Size field:

Bowie Capital Management, LLC's Holdings Bubble Chart

Bowie Capital Management, LLC News

  • 1

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