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| Name: |
Bowie Capital Management LLC |
| City: |
Richardson |
| State: |
TX |
| Zip: |
75081 |
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data |
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| Holdings
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AON |
Aon Plc |
4 |
- |
$293.10 |
$49,509,000 |
170,122 |
5.59% |
1,764,000 |
22,860 |
0.074 |
Life & Health Insurance |
|
|
INTU |
Intuit Inc |
5 |
- |
$632.31 |
$48,419,000 |
77,467 |
5.47% |
12,327,000 |
6,829 |
0.03 |
Application Software |
|
|
GOOGL |
Alphabet Inc |
6 |
- |
$168.65 |
$48,192,000 |
344,993 |
5.45% |
9,287,000 |
47,693 |
0.006 |
Search Engines & Info... |
|
|
FICO |
Fair Isaac Corp |
8 |
- |
$1,328.61 |
$43,196,000 |
37,110 |
4.88% |
13,189,000 |
2,561 |
0.128 |
Business Services |
|
|
MCO |
Moodys Corp |
9 |
- |
$400.35 |
$41,902,000 |
107,286 |
4.73% |
10,404,000 |
7,661 |
0.057 |
Business Services |
|
|
TMO |
Thermo Fisher Scientific |
10 |
- |
$593.03 |
$41,569,000 |
78,316 |
4.7% |
9,324,000 |
14,613 |
0.02 |
Medical Laboratories ... |
|
|
MA |
MasterCard Inc A |
12 |
- |
$456.98 |
$40,063,000 |
93,931 |
4.53% |
3,910,000 |
2,616 |
0.01 |
Business Services |
|
|
ADBE |
Adobe Systems Inc |
13 |
- |
$482.29 |
$35,949,000 |
60,256 |
4.06% |
5,904,000 |
1,332 |
0.013 |
Application Software |
|
|
SPGI |
S&P Global Inc |
15 |
- |
$431.57 |
$32,398,000 |
73,545 |
3.66% |
7,672,000 |
5,878 |
0.022 |
Publishing |
|
|
FB |
Meta Platforms Inc |
16 |
- |
$476.20 |
$29,957,000 |
84,633 |
3.39% |
7,255,000 |
9,013 |
0.004 |
Internet Service Prov... |
|
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ORLY |
O Reilly Automotive Inc |
18 |
- |
$1,019.33 |
$26,255,000 |
27,634 |
2.97% |
1,952,000 |
894 |
0.038 |
Auto Parts Stores |
|
|
CP |
Canadian Pacific Railway Li... |
20 |
- |
$82.93 |
$24,334,000 |
307,796 |
2.75% |
11,751,000 |
138,699 |
0.033 |
Railroads |
|
|
AAPL |
Apple Inc |
22 |
- |
$183.05 |
$17,809,000 |
92,502 |
2.01% |
2,400,000 |
2,502 |
0.001 |
Personal Computers |
|
|
HDB |
HDFC Bank Limited (ADR) |
23 |
- |
$55.50 |
$16,888,000 |
251,647 |
1.91% |
6,485,000 |
75,351 |
0.014 |
Foreign Regional Banks |
|
|
AMD |
Advanced Micro Devices Inc |
24 |
- |
$151.92 |
$13,334,000 |
90,457 |
1.51% |
4,772,000 |
7,181 |
0.008 |
Semiconductor- Broad... |
|
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VRSK |
Verisk Analytics, Inc. |
25 |
- |
$248.31 |
$7,365,000 |
30,832 |
0.83% |
278,000 |
832 |
0.019 |
Business Services |
|
