Bowie Capital Management, LLC - Q3 2020 holdings

$627 Million is the total value of Bowie Capital Management, LLC's 42 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .

 Value Shares↓ Weighting
IWM ExitISHARES TRput$0-4,000
-100.0%
-0.10%
WFC ExitWELLS FARGO CO NEW$0-263,000
-100.0%
-1.12%
PEP ExitPEPSICO INC$0-61,000
-100.0%
-1.34%
WFC ExitWELLS FARGO CO NEWcall$0-1,200,000
-100.0%
-5.11%
AON ExitAON PLCcall$0-220,300
-100.0%
-7.06%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-11-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
NIKE INC28Q3 20238.4%
MSCI INC28Q3 20236.4%
MASTERCARD INCORPORATED28Q3 20235.9%
COPART INC28Q3 20235.6%
FISERV INC28Q3 20235.1%
VERISK ANALYTICS INC28Q3 20235.6%
APPLE INC28Q3 20234.3%
O REILLY AUTOMOTIVE INC NEW26Q3 20234.6%
ALPHABET INC24Q3 20236.2%
LAUDER ESTEE COS INC24Q4 20223.6%

View Bowie Capital Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-07
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-10
13F-HR2023-05-12
13F-HR2023-02-10
13F-HR2022-11-07
13F-HR2022-08-11
13F-HR2022-05-12
13F-HR2022-02-10

View Bowie Capital Management, LLC's complete filings history.

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