Bowie Capital Management, LLC Top Holdings and 13F Report (2024) → [FREE Ticket] 27 Crypto Experts Reveal Their #1 Picks (From Crypto 101 Media) (Ad) About Bowie Capital Management, LLCInvestment ActivityBowie Capital Management, LLC has $1.34 billion in total holdings as of March 31, 2024.Bowie Capital Management, LLC owns shares of 29 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 30.01% of the portfolio was purchased this quarter.About 1.02% of the portfolio was sold this quarter.This quarter, Bowie Capital Management, LLC has purchased 30 new stocks and bought additional shares in 24 stocks.Bowie Capital Management, LLC sold shares of 2 stocks and completely divested from 1 stock this quarter.Largest Holdings UnitedHealth Group $117,509,555Microsoft $85,062,011Adobe $84,686,008Alphabet $77,789,172Copart $76,165,091 Largest Purchases this Quarter UnitedHealth Group 150,878 shares (about $74.64M)Adobe 107,572 shares (about $54.28M)Apple 239,822 shares (about $41.12M)Alphabet 170,406 shares (about $25.72M)Microsoft 41,343 shares (about $17.39M) Largest Sales this Quarter Vanguard Short-Term Corporate Bond ETF 3,000 shares (about $231.93K)Schwab US Broad Market ETF 2,000 shares (about $122.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBowie Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUNHUnitedHealth Group$117,509,555$74,639,347 ▲174.1%237,5378.8%MedicalMSFTMicrosoft$85,062,011$17,393,827 ▲25.7%202,1826.4%Computer and TechnologyADBEAdobe$84,686,008$54,280,831 ▲178.5%167,8286.3%Computer and TechnologyGOOGLAlphabet$77,789,172$25,719,378 ▲49.4%515,3995.8%Computer and TechnologyCPRTCopart$76,165,091$15,516,363 ▲25.6%1,315,0055.7%Business ServicesAONAON$70,880,459$14,107,345 ▲24.8%212,3955.3%FinanceFICOFair Isaac$63,396,463$17,023,437 ▲36.7%50,7334.7%Computer and TechnologyINTUIntuit$63,360,700$13,007,150 ▲25.8%97,4784.7%Computer and TechnologyMSCIMSCI$63,274,806$13,033,825 ▲25.9%112,9004.7%Computer and TechnologyMAMastercard$59,982,432$14,748,081 ▲32.6%124,5564.5%Business ServicesAAPLApple$56,986,920$41,124,677 ▲259.3%332,3244.3%Computer and TechnologyMCOMoody's$52,872,752$10,706,137 ▲25.4%134,5264.0%FinanceAMZNAmazon.com$52,368,462$12,444,416 ▲31.2%290,3233.9%Retail/WholesaleMETAMeta Platforms$52,118,272$11,022,180 ▲26.8%107,3323.9%Computer and TechnologyVVisa$51,557,238$8,323,282 ▲19.3%184,7403.9%Business ServicesTMOThermo Fisher Scientific$48,216,019$2,697,977 ▲5.9%82,9583.6%MedicalASMLASML$42,475,530$10,267,572 ▲31.9%43,7683.2%Computer and TechnologyORLYO'Reilly Automotive$41,240,243$10,044,774 ▲32.2%36,5323.1%Retail/WholesaleSPGIS&P Global$40,578,146$9,288,425 ▲29.7%95,3773.0%Business ServicesFIFiserv$34,397,420$6,379,535 ▲22.8%215,2262.6%Business ServicesCPCanadian Pacific Kansas City$32,993,039$5,854,665 ▲21.6%374,1982.5%TransportationNKENIKE$28,208,567$3,904,305 ▲16.1%300,1552.1%Consumer DiscretionaryHDBHDFC Bank$20,600,934$6,516,251 ▲46.3%368,0711.5%FinanceVRSKVerisk Analytics$10,103,387$2,835,360 ▲39.0%42,8600.8%Business ServicesVCSHVanguard Short-Term Corporate Bond ETF$3,401,640$231,930 ▼-6.4%44,0000.3%ETFWFC.PLWells Fargo & Co. Pfd. Series L$1,950,9600.0%1,6000.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,616,0100.0%16,5000.1%FinancePFFiShares Preferred and Income Securities ETF$1,256,9700.0%39,0000.1%ETFSCHBSchwab US Broad Market ETF$793,650$122,100 ▼-13.3%13,0000.1%ETFAMDAdvanced Micro Devices$0$13,334,267 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. 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