§ 13F · FUND PROFILE
Bowie Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.1B (13F)Positions · 34Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$48M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 1.20M | $345M | 12.7% | +238% |
| 2 | GOOGL | ALPHABET INC | 529K | $152M | 5.6% | — |
| 3 | FICO | FAIR ISAAC CORP | 141K | $151M | 5.6% | +113% |
| 4 | META | META PLATFORMS INC | 258K | $148M | 5.5% | ±0% |
| 5 | MSFT | MICROSOFT CORP | 379K | $140M | 5.2% | +29% |
| 6 | NVDA | NVIDIA CORPORATION | 760K | $133M | 4.9% | +63% |
| 7 | NFLX | NETFLIX INC. | 1.15M | $111M | 4.1% | +18% |
| 8 | MA | MASTERCARD INCORPORATED | 214K | $107M | 3.9% | +8% |
| 9 | V | VISA INC | 348K | $105M | 3.9% | +13% |
| 10 | AON | AON PLC | 322K | $104M | 3.8% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOWIE SIGNAL
AC read
Bowie Capital Management, LLC is a Other fund managing $2.1 billion in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed