Bowie Capital Management, LLC Portfolio Holdings by Sector

Bowie Capital Management, LLC

$1.79 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$242,991 13.55% of portfolio	1	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MSCI MCO SPGI 3 stocks	$227,355 12.68% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE 2 stocks	$220,583 12.3% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Application \| Technology FICO INTU 2 stocks	$201,050 11.21% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$185,957 10.37% of portfolio	2	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$106,314 5.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$101,896 5.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$101,146 5.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$97,335 5.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON 1 stocks	$97,329 5.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$62,292 3.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$44,331 2.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$43,047 2.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$28,471 1.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK 1 stocks	$18,169 1.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$10,628 0.59% of portfolio	1	-	-	-	0 Calls 0 Puts
ETFs \| ETFs VCSH AGG SCHB PFF 4 stocks	$4,278 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts

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