Bowie Capital Management, LLC Portfolio Holdings by Sector
Bowie Capital Management, LLC
- $1.59 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Credit Services | Financial Services
MA MA V V 4 stocks |
$233,952
14.73% of portfolio
|
  4  
|
- |
  2  
|
- |
2
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
MSCI MCO SPGI 3 stocks |
$194,578
12.25% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$188,066
11.84% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$182,880
11.52% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
FICO INTU 2 stocks |
$180,895
11.39% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$90,786
5.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$85,981
5.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
AON 1 stocks |
$77,059
4.85% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$69,985
4.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$61,320
3.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$54,303
3.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$38,989
2.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
FISV 1 stocks |
$37,083
2.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$26,952
1.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$24,000
1.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AMD AMD 2 stocks |
$19,287
1.21% of portfolio
|
  2  
|
- |
  2  
|
- |
1
Calls
0
Puts
|
Consulting Services | Industrials
VRSK 1 stocks |
$14,879
0.94% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
VCSH AGG PFF SCHB 4 stocks |
$7,048
0.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|