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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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