Bowie Capital Management, LLC Portfolio Holdings by Sector

Bowie Capital Management, LLC

$2.1 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services GOOGL META GOOGL 3 stocks	$325,271 15.52% of portfolio	1	2	-	-	1 Calls 0 Puts
Software—Application \| Technology FICO INTU NOW 3 stocks	$273,309 13.04% of portfolio	2	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MSCI SPGI MCO 3 stocks	$258,410 12.33% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE ORCL 3 stocks	$235,785 11.25% of portfolio	2	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V MA 3 stocks	$217,851 10.39% of portfolio	3	-	1	-	1 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$117,408 5.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$109,942 5.25% of portfolio	2	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$102,202 4.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$102,115 4.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$97,196 4.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$82,676 3.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$75,879 3.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$58,463 2.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$15,153 0.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical RACE 1 stocks	$13,375 0.64% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$6,632 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs VCSH AGG PFF SCHB 4 stocks	$4,142 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts

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