HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
160,839 | -499,477 | $60,482 |
| MSFT | 160,839 | -20,577 | $60,482 |
| COPART INC |
1,047,112 | -7,406 | $51,308 |
| CPRT | 1,047,112 | -7,406 | $51,308 |
| MSCI INC |
89,644 | -182 | $50,707 |
| MSCI | 89,644 | -182 | $50,707 |
| AON PLC |
170,122 | +22,860 | $49,509 |
| AON | 170,122 | +22,860 | $49,509 |
| INTUIT |
77,467 | +6,829 | $48,419 |
| INTU | 77,467 | +6,829 | $48,419 |
| ALPHABET INC |
344,993 | +47,693 | $48,192 |
| GOOGL | 344,993 | +47,693 | $48,192 |
| UNITEDHEALTH GROUP INC |
86,659 | -2,646 | $45,623 |
| UNH | 86,659 | -2,646 | $45,623 |
| FAIR ISAAC CORP |
37,110 | +2,561 | $43,196 |
| FICO | 37,110 | +2,561 | $43,196 |
| MOODYS CORP |
107,286 | +7,661 | $41,902 |
| MCO | 107,286 | +7,661 | $41,902 |
| THERMO FISHER SCIENTIFIC INC |
78,316 | +14,613 | $41,569 |
| TMO | 78,316 | +14,613 | $41,569 |
| VISA INC |
154,916 | -501,076 | $40,332 |
| V | 154,916 | -1,076 | $40,332 |
| MASTERCARD INCORPORATED |
93,931 | +2,616 | $40,063 |
| MA | 93,931 | +2,616 | $40,063 |
| ADOBE INC |
60,256 | +1,332 | $35,949 |
| ADBE | 60,256 | +1,332 | $35,949 |
| AMAZON COM INC |
221,333 | -408,803 | $33,629 |
| AMZN | 221,333 | -8,803 | $33,629 |
| S&P GLOBAL INC |
73,545 | +5,878 | $32,398 |
| SPGI | 73,545 | +5,878 | $32,398 |
| META PLATFORMS INC |
84,633 | -220,987 | $29,957 |
| META | 84,633 | +9,013 | $29,957 |
| NIKE INC |
258,611 | -40,862 | $28,077 |
| NKE | 258,611 | -40,862 | $28,077 |
| OREILLY AUTOMOTIVE INC |
27,634 | +894 | $26,255 |
| ORLY | 27,634 | +894 | $26,255 |
| ASML HOLDING N V |
33,188 | -2,058 | $25,121 |
| ASML | 33,188 | -2,058 | $25,121 |
| CANADIAN PACIFIC KANSAS CITY |
307,796 | +138,699 | $24,334 |
| CP | 307,796 | +138,699 | $24,334 |
| FISERV INC |
175,309 | +175,309 | $23,288 |
| FI | 175,309 | +175,309 | $23,288 |
| APPLE INC |
92,502 | +2,502 | $17,809 |
| AAPL | 92,502 | +2,502 | $17,809 |
| HDFC BANK LTD |
251,647 | +75,351 | $16,888 |
| HDB | 251,647 | +75,351 | $16,888 |
| ADVANCED MICRO DEVICES INC |
90,457 | +7,181 | $13,334 |
| AMD | 90,457 | +7,181 | $13,334 |
| VERISK ANALYTICS INC |
30,832 | +832 | $7,365 |
| VRSK | 30,832 | +832 | $7,365 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
47,000 | UNCH | $3,636 |
| VCSH | 47,000 | UNCH | $3,636 |
 WELLS FARGO CO NEW |
$1,913 | ||
| WFC.PRL | 1,600 | UNCH | $1,913 |
| ISHARES TR (AGG) |
16,500 | UNCH | $1,638 |
| AGG | 16,500 | UNCH | $1,638 |
| ISHARES TR (PFF) |
39,000 | UNCH | $1,216 |
| PFF | 39,000 | UNCH | $1,216 |
See Full List: All Stocks Held By Bowie Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Bowie Capital Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $884,944 At 09/30/2023: $1,174,511 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 |
