HoldingsChannel.com
Bowie Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
AON PLC 181,000 +39,050 $29,872
     AON181,000+39,050$29,872
FACEBOOK INC      $27,856
     FB107,000+19,300$17,848
     Call60,000+60,000$10,008
MSCI INC 86,200 -100 $24,908
     MSCI86,200-100$24,908
NIKE INC 301,000 +56,300 $24,905
     NKE301,000+56,300$24,905
MOODYS CORP 112,000 +36,600 $23,688
     MCO112,000+36,600$23,688
MASTERCARD INC 91,000 +20,800 $21,982
     MA91,000+20,800$21,982
COPART INC 305,000 +79,000 $20,899
     CPRT305,000+79,000$20,899
FISERV INC 212,000 +63,750 $20,138
     FISV212,000+63,750$20,138
ALPHABET INC 16,574 +3,264 $19,258
     GOOGL16,574+3,264$19,258
MICROSOFT CORP 119,000 +39,190 $18,767
     MSFT119,000+39,190$18,767
O REILLY AUTOMOTIVE INC NEW 57,000 +18,120 $17,160
     ORLY57,000+18,120$17,160
VERISK ANALYTICS INC 119,000 +20,100 $16,586
     VRSK119,000+20,100$16,586
LAUDER ESTEE COS INC 88,000 +29,000 $14,022
     EL88,000+29,000$14,022
BROWN FORMAN CORP      $12,601
     BF.B227,000+42,100$12,601
VISA INC 69,000 +51,200 $11,117
     V69,000+51,200$11,117
ADOBE INC 34,000 +34,000 $10,820
     ADBE34,000+34,000$10,820
APPLE INC 41,000 -6,786 $10,426
     AAPL41,000-6,786$10,426
UNILEVER PLC 202,400 -56,000 $10,235
     UL202,400-56,000$10,235
UNITEDHEALTH GROUP INC 32,000 +12,000 $7,980
     UNH32,000+12,000$7,980
FAIR ISAAC CORP 18,000 +18,000 $5,538
     FICO18,000+18,000$5,538
INTUIT 23,000 +4,000 $5,290
     INTU23,000+4,000$5,290
PEPSICO INC 44,000 -20,700 $5,284
     PEP44,000-20,700$5,284
ANTHEM INC 23,000 +10,000 $5,222
     ANTM23,000+10,000$5,222
VANGUARD SCOTTSDALE FDS (VCSH) 65,000 +65,000 $5,142
     VCSH65,000+65,000$5,142
HDFC BANK LTD 120,000 +86,000 $4,615
     HDB120,000+86,000$4,615
JPMORGAN CHASE & CO 34,000 +34,000 $3,061
     JPM34,000+34,000$3,061
CBRE GROUP INC 60,000 +60,000 $2,263
     CBRE60,000+60,000$2,263
ISHARES TR (PFF) 70,000 +70,000 $2,229
     PFF70,000+70,000$2,229
WELLS FARGO CO NEW      $2,128
     WFC.PRL1,670+700$2,128
ISHARES TR (LQD) 16,000 +16,000 $1,976
     LQD16,000+16,000$1,976
ISHARES TR (MUB) 14,000 +14,000 $1,582
     MUB14,000+14,000$1,582
VANGUARD SCOTTSDALE FDS (VCIT) 10,000 +10,000 $871
     VCIT10,000+10,000$871
SPDR SERIES TRUST (CWB) 16,000 +16,000 $766
     CWB16,000+16,000$766
THE CHARLES SCHWAB CORPORATI 15,100 -282,900 $508
     SCHW15,100-282,900$508
DIAGEO P L C 3,900 -58,300 $496
     DEO3,900-58,300$496
SCHWAB STRATEGIC TR 7,000 +3,500 $423
     SCHB7,000+3,500$423

See Full List: All Stocks Held By Bowie Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Bowie Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $391,490
At 12/31/2019: $368,122

Bowie Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bowie Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Bowie Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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