Bowie Capital Management, LLC Portfolio Holdings

Bowie Capital Management, LLC

  • $2.07 Billion
  • Q1 2025

Bowie Capital Management, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.07 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $155M, Microsoft Corp with a value of $146M, Unitedhealth Group Inc with a value of $126M, Meta Platforms, Inc. with a value of $124M, and Amazon Com Inc with a value of $122M.

Examining the 13F form we can see an increase of $276M in the current position value, from $1.79B to 2.07B.

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 $2.07 Billion
Technology: $688 Million
Financial Services: $530 Million
Communication Services: $370 Million
Consumer Cyclical: $352 Million
Healthcare: $126 Million
ETFs: $4.25 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.91B
$72 Million 3.48% of portfolio
50,293
Q1 2025 Reduced 4.26%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $2.07 Billion
  • Prior Value $1.79 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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