§ 13F · FUND PROFILE
Bowie Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2140.7T (13F)Positions · 34Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2499.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 349K | $168.9T | 6.8% | NEW |
| 2 | META | META PLATFORMS INC | 247K | $162.8T | 6.5% | NEW |
| 3 | GOOGL | ALPHABET INC | 512K | $160.3T | 6.4% | NEW |
| 4 | NVDA | NVIDIA CORPORATION | 775K | $144.5T | 5.8% | NEW |
| 5 | SPGI | S&P GLOBAL INC | 254K | $132.8T | 5.3% | NEW |
| 6 | V | VISA INC | 352K | $123.6T | 4.9% | NEW |
| 7 | AON | AON PLC | 344K | $121.4T | 4.9% | NEW |
| 8 | FICO | FAIR ISAAC CORP | 71K | $120.6T | 4.8% | NEW |
| 9 | INTU | INTUIT | 177K | $117.3T | 4.7% | NEW |
| 10 | CPRT | COPART INC | 2.94M | $115.0T | 4.6% | NEW |
§ 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 $2140716.4 trillion in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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