Long-term investor
Bowie Capital Management, LLC @bowiecapitalmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001691982).
Record
- Tracked since 2025-06-30 (441 days), 78 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -7.4% · all -7.4%
- Max drawdown n/a · win rate 17% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- META · 10.7% · long · since 2025-06-30
- MSFT · 9.2% · long · since 2025-06-30
- NVDA · 7.8% · long · since 2025-06-30
- NFLX · 7.4% · long · since 2025-06-30
- GOOGL · 7.3% · long · since 2025-06-30
- ORCL · 4.8% · long · since 2025-06-30
- ASML · 4.3% · long · since 2025-06-30
- FICO · 4.3% · long · since 2025-06-30
- MA · 4.1% · long · since 2025-06-30
- UNH · 3.9% · long · since 2025-06-30
- AJG · 3.7% · long · since 2025-09-30
- SPGI · 3.6% · long · since 2025-06-30