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Bowie Capital Management, LLC - Portfolio Stock Holdings

Bowie Capital Management, LLC disclosed 30 stock positions in a recent SEC 13F filing. $2,019,852,031 of stock holdings were filed, with the largest holdings including META, MSFT, and GOOGL. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $2,808,237,343 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

30

Est. Stock Holding Value:

$2,019,852,031

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Bowie Capital Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Bowie Capital Management, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.