Bowie Capital Management, LLC - Q12026 Holdings

Bowie Capital Management, LLC holds 29 stocks with a total portfolio value of $ 2.71B as of Q12026. In Q12026, Bowie Capital Management, LLC added 3 new positions, increased stakes in 17 stocks, reduced 7 holdings, and fully exited 6 positions. The largest holding is Alphabet Inc (GOOGL), representing 18.36% of the total portfolio.