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Bowie Capital Management, LLC

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13F filer, CIK 1691982, Richardson, TX

Bowie Capital Management, LLC reported $2,131,470,042 across 37 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 60.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001691982-25-000003

Period
2025-03-31
Reported value
$2.13B
Holdings
37
Top 10 weight
60.57%
New
9
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAadded+403,994$43.8M
GOOGLadded+267,758$41.4M
AMZNadded+197,590$37.6M
METAadded+40,422$23.3M
MSFTadded+58,011$21.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLexited-177,027-$44.3M
CPreduced-547,679-$38.5M
VRSKexited-65,966-$18.2M
AONreduced-39,121-$15.6M
NKEreduced-195,167-$12.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001691982-25-000003, largest first. % of portfolio is the value over $1,974,880,606, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 770,019 shares; 2024Q4: 737,685 shares; 2025Q1: 1,005,443 shares 1,005,443$155M7.87%+267,758Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 305,715 shares; 2024Q4: 330,786 shares; 2025Q1: 388,797 shares 388,797$146M7.39%+58,011Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,058 shares; 2024Q4: 210,165 shares; 2025Q1: 240,451 shares 240,451$126M6.38%+30,286Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,747 shares; 2024Q4: 175,214 shares; 2025Q1: 215,636 shares 215,636$124M6.29%+40,422Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,903 shares; 2024Q4: 443,663 shares; 2025Q1: 641,253 shares 641,253$122M6.18%+197,590Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,093 shares; 2024Q4: 58,147 shares; 2025Q1: 63,105 shares 63,105$116M5.89%+4,958Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810,210 shares; 2024Q4: 1,775,502 shares; 2025Q1: 1,894,445 shares 1,894,445$107M5.43%+118,943Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,357 shares; 2024Q4: 162,966 shares; 2025Q1: 186,470 shares 186,470$105M5.34%+23,504Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,729 shares; 2024Q4: 179,503 shares; 2025Q1: 181,883 shares 181,883$99.7M5.05%+2,380Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,701 shares; 2024Q4: 289,324 shares; 2025Q1: 267,637 shares 267,637$93.8M4.75%-21,687Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,884 shares; 2024Q4: 145,938 shares; 2025Q1: 139,800 shares 139,800$92.6M4.69%-6,138Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,381 shares; 2024Q4: 270,992 shares; 2025Q1: 231,871 shares 231,871$92.5M4.69%-39,121Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,972 shares; 2024Q4: 135,695 shares; 2025Q1: 150,508 shares 150,508$92.4M4.68%+14,813Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,616 shares; 2024Q4: 343,831 shares; 2025Q1: 374,663 shares 374,663$82.7M4.19%+30,832Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,390 shares; 2024Q4: 129,988 shares; 2025Q1: 152,075 shares 152,075$77.3M3.91%+22,087Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,886 shares; 2024Q4: 182,508 shares; 2025Q1: 191,466 shares 191,466$73.4M3.72%+8,958Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,070 shares; 2024Q4: 52,532 shares; 2025Q1: 50,293 shares 50,293$72M3.65%-2,239Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,272 shares; 2024Q4: 136,970 shares; 2025Q1: 131,189 shares 131,189$61.1M3.09%-5,781Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,110 shares; 2024Q4: 79,149 shares; 2025Q1: 483,143 shares 483,143$52.4M2.65%+403,994Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,141 shares 26,141$20.8M1.05%newTimeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,234 shares; 2025Q1: 31,432 shares 31,432$14.6M0.74%-15,802Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,999 shares 102,999$14.4M0.73%newTimeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 406,342 shares; 2024Q4: 376,257 shares; 2025Q1: 181,090 shares 181,090$11.5M0.58%-195,167Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 436,916 shares; 2024Q4: 630,422 shares; 2025Q1: 82,743 shares 82,743$5.81M0.29%-547,679Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,521 shares 5,521$5.15M0.26%newTimeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,880 shares 56,880$4.14M0.21%newTimeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,000 shares; 2024Q4: 21,000 shares; 2025Q1: 21,000 shares 21,000$1.66M0.08%0Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares 1,200$1.44M0.07%0
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares 10,000$989K0.05%0Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 39,000 shares; 2025Q1: 39,000 shares 39,000$840K0.04%0Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares 25,000$768K0.04%0Timeline
ANROALTO NEUROSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,484 shares; 2024Q4: 19,484 shares; 2025Q1: 19,484 shares 19,484$42.1K<0.01%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
GOOGLALPHABET INC COMcall344,500$53.3Mnew
AMZNAMAZON COM INC COMcall205,100$39Mnew
METAMETA PLATFORMS INC COMcall55,000$31.7Mnew
NVDANVIDIA CORPORATION COMcall228,000$24.7Mnew
MSFTMICROSOFT CORP COMcall21,000$7.88Mnew

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AAPLAPPLE INC177,027$44.3Mshares
VRSKVERISK ANALYTICS INC65,966$18.2Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001691982-25-000003 base2025-05-13acceptance time not in the bulk data set