StockDriftsStockDriftsTop 29 Bowie Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 8.28% | 297.1K | $167.4M | +15.07%(+38.91K) | $518.79(+11.86%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 7% | 379.5K | $141.6M | +0.10%(+361) | $376.23(+29.19%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.68% | 377.7K | $135.0M | -28.64%(-151.57K) | $146.87(+134.70%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.54% | 660.9K | $132.2M | -13.08%(-99.47K) | $142.55(+58.59%) | 2026-06-30 | |
| NFLX | NETFLIX INC. | 6.51% | 1.84M | $131.7M | +60.08%(+692.06K) | $97.68(-21.06%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 5.01% | 50.9K | $101.3M | -27.02%(-18.85K) | $832.94(+124.24%) | 2026-06-30 | |
| FICO | FAIR ISAAC CORP | 4.99% | 84.5K | $100.9M | -40.17%(-56.71K) | $1230.73(-11.78%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 4.71% | 185.3K | $95.2M | -13.28%(-28.38K) | $366.39(+54.71%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 4.55% | 221.2K | $92.0M | -37.76%(-134.24K) | $408.25(-2.88%) | 2026-06-30 | |
| ORCL | ORACLE CORP | 4.48% | 617.6K | $90.5M | +63.15%(+239.05K) | $160.00(-8.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.41% | +30.98% | +6.10% | +34.46% |
| Top 20 Holdings Unweighted | +9.39% | +30.91% | +6.77% | +38.75% |
Bowie Capital Management LLC reports $2.35B in US-listed equity holdings across 30 positions in its most recent 13F filing. Its largest disclosed positions are META (8.3%), MSFT (7.0%) and GOOGL (6.7%). The top 20 holdings account for 92.82% of reported assets. Its disclosed equity book has returned +30.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bowie Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1691982). View Bowie Capital Management LLC’s 13F filings on SEC