Bowie Capital Management
$2.0B 13F equity value
31 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Bowie Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| META | META PLATFORMS INC | 297,126 | $167M | 8.3% |
| MSFT | MICROSOFT CORP | 379,509 | $142M | 7.0% |
| GOOGL | ALPHABET INC | 377,687 | $135M | 6.7% |
| NVDA | NVIDIA CORPORATION | 660,923 | $132M | 6.5% |
| NFLX | NETFLIX INC. | 1,843,924 | $132M | 6.5% |
| ASML | ASML HLDG NV | 50,903 | $101M | 5.0% |
| FICO | FAIR ISAAC CORP | 84,458 | $101M | 5.0% |
| MA | MASTERCARD INCORPORATED | 185,318 | $95M | 4.7% |
| UNH | UNITEDHEALTH GROUP INC | 221,244 | $92M | 4.5% |
| ORCL | ORACLE CORP | 617,622 | $91M | 4.5% |
Track Bowie Capital Management's 13F portfolio: $2.0B in reported holdings, 31 positions. Top holdings and quarterly changes on SentiSense.
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