13F Insight
DOSSIER · 13F-HR · Q2 2026

Bowie Capital Management, LLC

$2.4B in tracked AUM across 37 positions as of Q2 2026.

BC
CIK 0001691982 · last filed Jun 30, 2026
Total AUM
$2.4B
as of Q2 2026
Holdings
37
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Bowie Capital Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
META
META PLATFORMS INC
$252M447K10.7%02
MSFT
MICROSOFT CORP
$216M580K9.2%03
NVDA
NVIDIA CORPORATION
$182M911K7.8%04
NFLX
NETFLIX INC.
$174M2.4M7.4%05
GOOGL
ALPHABET INC
$171M478K7.3%06
ORCL
ORACLE CORP
$112M768K4.8%07
N07059210
ASML HLDG NV
$101M51K4.3%08
FICO
FAIR ISAAC CORP
$101M84K4.3%09
MA
MASTERCARD INCORPORATED
$95M185K4.1%10
UNH
UNITEDHEALTH GROUP INC
$92M221K3.9%

Filing history

2026Q2Jun 30
$2.4B▼ 13.2%
37 positionsView →2026Q1Mar 31
$2.7B▲ 8.4%
36 positionsView →2025Q4Dec 31
$2.5B▲ 8.7%
33 positionsView →2025Q3Sep 30
$2.3B▲ 7.4%
34 positionsView →2025Q2Jun 30
$2.1B▲ 60.1%
34 positionsLocked2025Q1Mar 31
$1.3B▼ 29.1%
22 positionsLocked2024Q4Dec 31
$1.9B▼ 1.8%
30 positionsLocked2024Q3Sep 30
$1.9B▲ 17.5%
32 positionsLocked2024Q2Jun 30
$1.6B▲ 22.5%
33 positionsLocked2024Q1Mar 31
$1.3B▲ 51.0%
32 positionsLocked2023Q4Dec 31
$885M▼ 24.7%
30 positionsLocked2023Q3Sep 30
$1.2B▲ 37.7%
37 positionsLocked
Showing 12 of 36