Bowie Capital Management, LLC
CIK 1691982
13F filing for Q2 2026・No. 1,492
- Holdings
- US$2.35B
- Quarter change
- −US$358.22M
- Entries
- 37
- Net bought (estimate)
- −US$270.21M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 1
- Cut 17
- Added 9
- Corporate actions 0
- Unchanged 2
Largest holdings
30 stocks worth US$2.02B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| METAMetaCL A | Added | 297,126 | US$167.37M | 8.28% |
| MSFTMicrosoftCOM | Added | 379,509 | US$141.56M | 7.00% |
| GOOGLAlphabetCAP STK CL A | Cut | 377,687 | US$134.97M | 6.68% |
| NVDANvidiaCOM | Cut | 660,923 | US$132.24M | 6.54% |
| NFLXNETFLIX INC.COM | Added | 1,843,924 | US$131.66M | 6.51% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Cut | 50,903 | US$101.27M | 5.01% |
| FICOFAIR ISAAC CORPCOM | Cut | 84,458 | US$100.91M | 4.99% |
| MAMASTERCARD INCORPORATEDCL A | Cut | 185,318 | US$95.18M | 4.71% |
| UNHUNITEDHEALTH GROUP INCCOM | Cut | 221,244 | US$91.96M | 4.55% |
| ORCLORACLE CORPCOM | Added | 617,622 | US$90.51M | 4.48% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.