Bowie Capital Management, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.87 Billion distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $132M, Fair Isaac Corp with a value of $130M, Alphabet Inc. with a value of $128M, Unitedhealth Group Inc with a value of $101M, and Msci Inc. with a value of $98.2M.

Examining the 13F form we can see an increase of $277M in the current position value, from $1.59B to 1.87B.

Bowie Capital Management, LLC is based out at Richardson, TX

Below you can find more details about Bowie Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.87 Billion
Technology: $683 Million
Financial Services: $492 Million
Communication Services: $287 Million
Consumer Cyclical: $282 Million
Healthcare: $101 Million
Industrials: $16.9 Million
ETFs: $4.37 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $1.87 Billion
  • Prior Value $1.59 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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