Back to Bowie Capital Management, LLC
Q2 2026 13F filing
Updated 31 days ago37 disclosed positions worth $2.4B
Portfolio value
$2.4B
Total holdings
37
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-11
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M META META PLATFORMS INC | $167.4M | 297.1K | 7.12% | — |
| 2 | M MSFT MICROSOFT CORP | $141.6M | 379.5K | 6.02% | — |
| 3 | G GOOGN ALPHABET INC | $135M | 377.7K | 5.74% | — |
| 4 | N NVDA NVIDIA CORPORATION | $132.2M | 660.9K | 5.63% | — |
| 5 | N NFLX NETFLIX INC. | $131.7M | 1.84M | 5.60% | — |
| 6 | A ASMLF ASML HLDG NV | $101.3M | 50.9K | 4.31% | — |
| 7 | F FICO FAIR ISAAC CORP | $100.9M | 84.5K | 4.29% | — |
| 8 | M MA MASTERCARD INCORPORATED | $95.2M | 185.3K | 4.05% | — |
| 9 | U UNH UNITEDHEALTH GROUP INC | $92M | 221.2K | 3.91% | — |
| 10 | O ORCL-PD ORACLE CORP | $90.5M | 617.6K | 3.85% | — |
| 11 | A AJG GALLAGHER ARTHUR J & CO | $86.8M | 378.2K | 3.69% | — |
| 12 | M META META PLATFORMS INC | $84.5M | 150.0K | 3.60% | — |
| 13 | S SPGI S&P GLOBAL INC | $84.4M | 207.3K | 3.59% | — |
| 14 | A AON AON PLC | $82.9M | 250.0K | 3.53% | — |
| 15 | I INTU INTUIT | $76.5M | 293.1K | 3.26% | — |
| 16 | M MSFT MICROSOFT CORP | $74.6M | 200.0K | 3.17% | — |
| 17 | V V VISA INC | $68.1M | 198.5K | 2.90% | — |
| 18 | B BKNG BOOKING HOLDINGS INC | $68M | 381.5K | 2.89% | — |
| 19 | C CPRT COPART INC | $65.2M | 2.31M | 2.77% | — |
| 20 | O ORLY OREILLY AUTOMOTIVE INC | $53.6M | 581.9K | 2.28% | — |
| 21 | A AMZN AMAZON COM INC | $53.1M | 222.9K | 2.26% | — |
| 22 | M MSCI MSCI INC | $50.1M | 89.5K | 2.13% | — |
| 23 | N NVDA NVIDIA CORPORATION | $50M | 250.0K | 2.13% | — |
| 24 | A AVGO BROADCOM INC | $43.4M | 115.0K | 1.85% | — |
| 25 | N NFLX NETFLIX INC. | $42.8M | 600.0K | 1.82% | — |
| 26 | G GOOGN ALPHABET INC | $35.7M | 100.0K | 1.52% | — |
| 27 | T TMO THERMO FISHER SCIENTIFIC INC | $24.3M | 48.5K | 1.04% | — |
| 28 | N NOW SERVICENOW INC | $23.2M | 233.5K | 0.99% | — |
| 29 | C CME CME GROUP INC | $23M | 104.1K | 0.98% | — |
| 30 | O ORCL-PD ORACLE CORP | $22M | 150.0K | 0.94% | — |
| 31 | M MKSI MKS INC. | $19M | 42.6K | 0.81% | — |
| 32 | A AVGO BROADCOM INC | $18.9M | 50.0K | 0.80% | — |
| 33 | N NKE NIKE INC | $6.2M | 150.1K | 0.26% | — |
| 34 | E ETHA ISHARES TR | $1.9M | 19.0K | 0.08% | — |
| 35 | W WFC-PZ WELLS FARGO & CO | $1.6M | 1.4K | 0.07% | — |
| 36 | E ETHA ISHARES TR | $1.5M | 50.0K | 0.06% | — |
| 37 | S SCHW-PJ SCHWAB STRATEGIC TR | $869K | 30.0K | 0.04% | — |