Bowie Capital Management, LLC Portfolio Holdings

Bowie Capital Management, LLC

  • $2.26 Billion
  • Q3 2025

Bowie Capital Management, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.26 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 $138M, Microsoft Corp with a value of $133M, Copart Inc with a value of $130M, Aon PLC with a value of $127M, and Intuit Inc with a value of $126M.

Examining the 13F form we can see an increase of $168M in the current position value, from $2.1B to 2.26B.

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 $2.26 Billion
Technology: $829 Million
Financial Services: $700 Million
Consumer Cyclical: $356 Million
Communication Services: $286 Million
Healthcare: $91.5 Million
ETFs: $2.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.65T
$138 Million 6.11% of portfolio
568,801
Q3 2025 Reduced 46.73%
$3.78T
$133 Million 5.86% of portfolio
256,189
Q3 2025 Added 1.86%
$9.78B
$130 Million 5.76% of portfolio
2,898,884
Q3 2025 Added 39.3%
$72.4B
$127 Million 5.62% of portfolio
356,887
Q3 2025 Added 31.0%
$182B
$126 Million 5.57% of portfolio
184,835
Q3 2025 Added 43.98%
$1.37T
$118 Million 5.2% of portfolio
160,340
Q3 2025 Reduced 6.42%
$44B
$117 Million 5.19% of portfolio
78,485
Q3 2025 Added 9.53%
$45.2B
$116 Million 5.14% of portfolio
205,048
Q3 2025 Added 5.29%
$533B
$112 Million 4.96% of portfolio
328,954
Q3 2025 Added 20.92%
$159B
$111 Million 4.9% of portfolio
227,937
Q3 2025 Added 45.18%
$2.39T
$108 Million 4.78% of portfolio
492,704
Q3 2025 Reduced 7.93%
$512B
$106 Million 4.7% of portfolio
187,015
Q3 2025 Added 0.17%
$405B
$106 Million 4.68% of portfolio
109,538
Q3 2025 Reduced 14.11%
$465B
$101 Million 4.45% of portfolio
540,315
Q3 2025 Reduced 3.28%
$79.5B
$95.4 Million 4.21% of portfolio
761,618
Q3 2025 Added 15.33%
$300B
$91.5 Million 4.04% of portfolio
265,051
Q3 2025 Added 8.97%
$6.2B
$71.9 Million 3.18% of portfolio
667,093
Q3 2025 Added 2.84%
$87.8B
$52.9 Million 2.34% of portfolio
111,070
Q3 2025 Reduced 11.99%
$169B
$37.3 Million 1.65% of portfolio
40,510
Q3 2025 Added 1.05%
$54.4B
$32.9 Million 1.45% of portfolio
106,196
Q3 2025 New
$76.2B
$29.8 Million 1.32% of portfolio
61,478
Q3 2025 Added 125.56%
$49.1B
$29.8 Million 1.32% of portfolio
24,882
Q3 2025 Added 119.88%
$139B
$24 Million 1.06% of portfolio
72,863
Q3 2025 Reduced 7.38%
$79.2B
$6.51 Million 0.29% of portfolio
93,364
Q2 2025 Reduced 48.44%
$0
$1 Million 0.04% of portfolio
10,000
Q3 2024 Reduced 39.39%
$0
$790,000 0.03% of portfolio
25,000
Q3 2024 Reduced 35.9%
$0
$771,000 0.03% of portfolio
30,000
Q2 2025 Reduced 23.08%
Alto Neuroscience Inc
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 54.88%
Wells Fargo CO New
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 25.0%

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $2.26 Billion
  • Prior Value $2.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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