account_balance
Investment manager · 13F filer · SEC CIK 1691982
Bowie Capital Management, LLC
Reported value$1.62Bas of Sep 30, 2026
Positions32 5 new, 3 sold out
Top 10 weight55.8%META alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
METAMeta Platforms, Inc.
7.6%Trimmed −43%
NVDANVIDIA Corp
6.6%Trimmed −29%
GOOGLAlphabet Inc.
6.5%Trimmed −20%
MSFTMicrosoft Corp
5.4%Trimmed −55%
NFLXNetflix Inc
5.4%Trimmed −32%
BKNGBooking Holdings Inc.
5.1%Added +33%
AONAon PLC
5.1%Added +19%
ORCLOracle Corp
5.0%Trimmed −4%
ASMLASML Holding NV
4.6%Trimmed −19%
UNHUnitedHealth Group Inc
4.4%Trimmed −12%
MAMastercard Inc
4.2%−34%
AVGOBroadcom Inc.
4.0%Added +62%
METAMeta Platforms, Inc.
7.6%−43%
NVDANVIDIA Corp
6.6%
GOOGLAlphabet Inc.
6.5%
MSFTMicrosoft Corp
5.4%−55%
NFLXNetflix Inc
5.4%−32%
BKNGBooking Holdings Inc.
5.1%+33%
AONAon PLC
5.1%
ORCLOracle Corp
5.0%
ASMLASML Holding NV
4.6%
UNHUnitedHealth Group Inc
4.4%
MAMastercard Inc
4.2%
AVGOBroadcom Inc.
4.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
META Meta Platforms, Inc. 7.6% Trimmed −43%NVDA NVIDIA Corp 6.6% Trimmed −29%GOOGL Alphabet Inc. 6.5% Trimmed −20%MSFT Microsoft Corp 5.4% Trimmed −55%NFLX Netflix Inc 5.4% Trimmed −32%BKNG Booking Holdings Inc. 5.1% Added +33%AON Aon PLC 5.1% Added +19%ORCL Oracle Corp 5.0% Trimmed −4%ASML ASML Holding NV 4.6% Trimmed −19%UNH UnitedHealth Group Inc 4.4% Trimmed −12%MA Mastercard Inc 4.2% Trimmed −34%AVGO Broadcom Inc. 4.0% Added +62%
What changed
Biggest moves since Jun 30, 2026
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