StockDriftsStockDriftsTop 28 Bowie Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 7.2% | 529.3K | $152.2M | +3.36%(+17.18K) | $146.87(+173.07%) | 2026-03-31 | |
| FICO | FAIR ISAAC CORP | 7.13% | 141.2K | $150.7M | +97.92%(+69.84K) | $1230.73(-12.50%) | 2026-03-31 | |
| META | META PLATFORMS INC | 6.99% | 258.2K | $147.7M | +4.72%(+11.64K) | $514.11(+20.29%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.64% | 379.1K | $140.3M | +8.59%(+30.01K) | $376.24(+8.82%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.27% | 760.4K | $132.6M | -1.85%(-14.35K) | $142.55(+65.38%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 5.24% | 1.15M | $110.8M | +17.87%(+174.60K) | $106.98(-18.74%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 5.05% | 213.7K | $106.8M | +8.16%(+16.13K) | $366.39(+33.72%) | 2026-03-31 | |
| V | VISA INC | 4.98% | 348.0K | $105.2M | -1.22%(-4.29K) | $260.63(+23.75%) | 2026-03-31 | |
| AON | AON PLC | 4.92% | 322.2K | $104.0M | -6.39%(-21.98K) | $277.54(+13.65%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 4.76% | 236.7K | $100.7M | -6.83%(-17.36K) | $460.01(-12.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.26% | +73.92% |
| Top 20 Holdings Unweighted | +20.76% | +76.11% |
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