Bowie Capital Management, LLC Portfolio Holdings

Bowie Capital Management, LLC

  • $2.1 Billion
  • Q2 2025

Bowie Capital Management, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.1 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $188M, Fair Isaac Corp with a value of $131M, Meta Platforms, Inc. with a value of $126M, Microsoft Corp with a value of $125M, and Amazon Com Inc with a value of $117M.

Examining the 13F form we can see an increase of $26.2M in the current position value, from $2.07B to 2.1B.

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 $2.1 Billion
Technology: $804 Million
Financial Services: $573 Million
Communication Services: $340 Million
Consumer Cyclical: $298 Million
Healthcare: $75.9 Million
ETFs: $4.14 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $2.1 Billion
  • Prior Value $2.07 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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