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Bowie Capital Management, LLC
CIK 1691982 · 2024-Q4 · 1 filing(s)
Total Portfolio Value
$1.9T
Positions
30
Latest Filing
2024-Q4
Due Diligence Score
Institutional quality assessment based on 13F data
F
31 / 100
Filing Longevity1/30
1 quarters of history
Portfolio Breadth1/25
30 positions
Equity Purity20/20
0 options positions (0.0%)
Concentration Balance9/25
Top-5 = 32.0% of portfolio
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Portfolio Profile
Relative positioning across key dimensions (0–100)
Top Holdings by Value
Top 30 positions by value
| # | Issuer | Class | CUSIP | Value | Shares | % Portfolio | Type |
|---|---|---|---|---|---|---|---|
| 1 | NEWALPHABET INC | CAP STK CL A | 02079K305 | $139.6B | 737,685 | 7.40% | EQ |
| 2 | NEWMICROSOFT CORP | COM | 594918104 | $139.4B | 330,786 | 7.39% | EQ |
| 3 | NEWFAIR ISAAC CORP | COM | 303250104 | $115.8B | 58,147 | 6.14% | EQ |
| 4 | NEWUNITEDHEALTH GROUP INC | COM | 91324P102 | $106.3B | 210,165 | 5.63% | EQ |
| 5 | NEWMETA PLATFORMS INC | CL A | 30303M102 | $102.6B | 175,214 | 5.44% | EQ |
| 6 | NEWCOPART INC | COM | 217204106 | $101.9B | 1,775,502 | 5.40% | EQ |
| 7 | NEWASML HOLDING N V | N Y REGISTRY SHS | N07059210 | $101.1B | 145,938 | 5.36% | EQ |
| 8 | NEWMSCI INC | COM | 55354G100 | $97.8B | 162,966 | 5.18% | EQ |
| 9 | NEWAMAZON COM INC | COM | 023135106 | $97.3B | 443,663 | 5.16% | EQ |
| 10 | NEWAON PLC | SHS CL A | G0403H108 | $97.3B | 270,992 | 5.16% | EQ |
| 11 | NEWMASTERCARD INCORPORATED | CL A | 57636Q104 | $94.5B | 179,503 | 5.01% | EQ |
| 12 | NEWVISA INC | COM CL A | 92826C839 | $91.4B | 289,324 | 4.85% | EQ |
| 13 | NEWINTUIT | COM | 461202103 | $85.3B | 135,695 | 4.52% | EQ |
| 14 | NEWADOBE INC | COM | 00724F101 | $81.2B | 182,508 | 4.30% | EQ |
| 15 | NEWFISERV INC | COM | 337738108 | $70.6B | 343,831 | 3.74% | EQ |
| 16 | NEWMOODYS CORP | COM | 615369105 | $64.8B | 136,970 | 3.44% | EQ |
| 17 | NEWS&P GLOBAL INC | COM | 78409V104 | $64.7B | 129,988 | 3.43% | EQ |
| 18 | NEWOREILLY AUTOMOTIVE INC | COM | 67103H107 | $62.3B | 52,532 | 3.30% | EQ |
| 19 | NEWCANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | $45.6B | 630,422 | 2.42% | EQ |
| 20 | NEWAPPLE INC | COM | 037833100 | $44.3B | 177,027 | 2.35% | EQ |
| 21 | NEWNIKE INC | CL B | 654106103 | $28.5B | 376,257 | 1.51% | EQ |
| 22 | NEWLINDE PLC | SHS | G54950103 | $19.8B | 47,234 | 1.05% | EQ |
| 23 | NEWVERISK ANALYTICS INC | COM | 92345Y106 | $18.2B | 65,966 | 0.96% | EQ |
| 24 | NEWNVIDIA CORPORATION | COM | 67066G104 | $10.6B | 79,149 | 0.56% | EQ |
| 25 | NEWVANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $1.6B | 21,000 | 0.09% | EQ |
| 26 | NEWWELLS FARGO CO NEW | PERP PFD CNV A | 949746804 | $1.4B | 1,200 | 0.08% | EQ |
| 27 | NEWISHARES TR | CORE US AGGBD ET | 464287226 | $969.0M | 10,000 | 0.05% | EQ |
| 28 | NEWSCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $885.3M | 39,000 | 0.05% | EQ |
| 29 | NEWISHARES TR | PFD AND INCM SEC | 464288687 | $786.0M | 25,000 | 0.04% | EQ |
| 30 | NEWALTO NEUROSCIENCE INC | COM SHS | 02157Q109 | $82.4M | 19,484 | 0.00% | EQ |