Holdings
Bowie Capital Management, LLC
As of Jun 30, 2026, Bowie Capital Management, LLC reported 26 positions worth US$1.93B. Largest: Meta Platforms, Inc., Microsoft Corp. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Meta Platforms, Inc. | 297K | US$167M | +38,912 | Jun 30, 2026 |
| Microsoft Corp. | 380K | US$142M | +361 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 378K | US$135M | −152K | Jun 30, 2026 |
| Nvidia Corporation | 661K | US$132M | −99,472 | Jun 30, 2026 |
| Netflix, Inc. | 1.84M | US$132M | +692K | Jun 30, 2026 |
| Asml Holding Nv | 50,903 | US$101M | −18,846 | Jun 30, 2026 |
| Fair Isaac Corporation | 84,458 | US$101M | −56,707 | Jun 30, 2026 |
| Mastercard Incorporated | 185K | US$95.2M | −28,380 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 221K | US$92M | −134K | Jun 30, 2026 |
| Oracle Corporation | 618K | US$90.5M | +239K | Jun 30, 2026 |