Bowie Capital Management, LLC - Q42025 Holdings

Bowie Capital Management, LLC holds 32 stocks with a total portfolio value of $ 2.5B as of Q42025. In Q42025, Bowie Capital Management, LLC added 4 new positions, increased stakes in 13 stocks, reduced 12 holdings, and fully exited 4 positions. The largest holding is Meta Platforms Inc (META), representing 9.45% of the total portfolio.