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 ETFs Only

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

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
Track This Portfolio

Track Bowie Capital Management, LLC Portfolio

Follow Bowie Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bowie Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bowie Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email