§ 13F · FUND PROFILE
Bowie Capital Management, LLC.
AUM · $2.4B (13F)Positions · 37Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$47M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 297K | $167M | 7.1% | +25% |
| 2 | MSFT | MICROSOFT CORP | 380K | $142M | 6.0% | +29% |
| 3 | GOOGL | ALPHABET INC | 378K | $135M | 5.7% | −72% |
| 4 | NVDA | NVIDIA CORPORATION | 661K | $132M | 5.6% | −28% |
| 5 | NFLX | NETFLIX INC. | 1.84M | $132M | 5.6% | +112% |
| 6 | ASML | ASML HLDG NV | 51K | $101M | 4.3% | −27% |
| 7 | FICO | FAIR ISAAC CORP | 84K | $101M | 4.3% | −44% |
| 8 | MA | MASTERCARD INCORPORATED | 185K | $95M | 4.1% | −13% |
| 9 | UNH | UNITEDHEALTH GROUP INC | 221K | $92M | 3.9% | −38% |
| 10 | ORCL | ORACLE CORP | 618K | $91M | 3.9% | +103% |
§ 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 $2.4 billion in assets. The fund runs a portfolio of 37 positions.
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