Bowie Capital Management, LLC: 13F holdings
CIK 16919822026Q2
| Positions | 30 |
|---|
| Reported value | $2.4bn |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 30 (+1 vs prior quarter) |
|---|
| Reported value | $2.4bn (-13.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| META META PLATFORMS INC | 297,126 | $167.4m | 7.1% |
| MSFT MICROSOFT CORP | 379,509 | $141.6m | 6.0% |
| GOOGL ALPHABET INC | 377,687 | $135.0m | 5.7% |
| NVDA NVIDIA CORPORATION | 660,923 | $132.2m | 5.6% |
| NFLX NETFLIX INC. | 1,843,924 | $131.7m | 5.6% |
| ASML HLDG NV | 50,903 | $101.3m | 4.3% |
| FICO FAIR ISAAC CORP | 84,458 | $100.9m | 4.3% |
| MA MASTERCARD INCORPORATED | 185,318 | $95.2m | 4.1% |
| UNH UNITEDHEALTH GROUP INC | 221,244 | $92.0m | 3.9% |
| ORCL ORACLE CORP | 617,622 | $90.5m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1691982")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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