Bowie Capital Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.79 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $140M, Microsoft Corp with a value of $139M, Fair Isaac Corp with a value of $116M, Unitedhealth Group Inc with a value of $106M, and Meta Platforms, Inc. with a value of $103M.

Examining the 13F form we can see an decrease of $72.2M in the current position value, from $1.87B to 1.79B.

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 $1.79 Billion
Technology: $621 Million
Financial Services: $511 Million
Consumer Cyclical: $290 Million
Communication Services: $243 Million
Healthcare: $106 Million
Industrials: $18.2 Million
ETFs: $4.28 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 30
  • Current Value $1.79 Billion
  • Prior Value $1.87 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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