Bowie Capital Management, LLC
Bowie Capital Management, LLC reported 37 positions worth $2.35B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: META (7.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | META | SH | $167.4M | 7.12% | 297,126 | — | — | |
| ▸ 2 | MSFT | SH | $141.6M | 6.02% | 379,509 | — | — | |
| ▸ 3 | GOOGL | SH | $135.0M | 5.74% | 377,687 | — | — | |
| ▸ 4 | NVDA | SH | $132.2M | 5.63% | 660,923 | — | — | |
| ▸ 5 | NFLX | SH | $131.7M | 5.60% | 1,843,924 | — | — | |
| ▸ 6 | ASML | SH | $101.3M | 4.31% | 50,903 | — | — | |
| ▸ 7 | FICO | SH | $100.9M | 4.29% | 84,458 | — | — | |
| ▸ 8 | MA | SH | $95.2M | 4.05% | 185,318 | — | — | |
| ▸ 9 | UNH | SH | $92.0M | 3.91% | 221,244 | — | — | |
| ▸ 10 | ORCL | SH | $90.5M | 3.85% | 617,622 | — | — |
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Frequently Asked Questions
What stocks does Bowie Capital Management, LLC hold as of Q2 2026?
Bowie Capital Management, LLC reported 37 positions worth $2.35B in its Q2 2026 13F filing. Largest positions: META (7.1%), MSFT (6.0%), GOOGL (5.7%), NVDA (5.6%) and NFLX (5.6%).
What did Bowie Capital Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bowie Capital Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.