SEC 13F Intelligence

Bowie Capital Management, LLC / ADBE

Bowie Capital Management, LLC’s Adobe Inc Position

Does Bowie Capital Management, LLC own Adobe Inc (ADBE)? Not currently — the last reported position was 217.4K shares worth $76M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$76M
Q4 2025
Shares
217.4K
% of Portfolio
+3.05%
Quarters Held
24
position exited

Position History ADBE

Reported value by quarter
Q1 ’20: $11MQ1 ’20Q2 ’20: $20MQ3 ’20: $23MQ4 ’20: $26MQ4 ’20Q1 ’21: $32MQ2 ’21: $41MQ3 ’21: $43MQ3 ’21Q4 ’21: $48MQ1 ’22: $44MQ2 ’22: $34MQ2 ’22Q3 ’22: $32MQ4 ’22: $36MQ1 ’23: $38MQ1 ’23Q2 ’23: $35MQ3 ’23: $30MQ4 ’23: $36MQ4 ’23Q1 ’24: $49MQ2 ’24: $74MQ3 ’24: $66MQ3 ’24Q4 ’24: $81MQ1 ’25: $73MQ2 ’25: $84MQ2 ’25Q3 ’25: $89MQ4 ’25: $76Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025217.4K$76M+3.05%
Q3 2025252.8K$89M+3.88%
Q2 2025216.9K$84M+3.92%
Q1 2025191.5K$73M+3.45%
Q4 2024182.5K$81M+4.30%
Q3 2024126.9K$66M+3.42%
Q2 2024132.6K$74M+4.50%
Q1 202497.8K$49M+3.70%
Q4 202360.3K$36M+4.06%
Q3 202358.9K$30M+2.56%
Q2 202372.5K$35M+4.15%
Q1 202399.8K$38M+4.45%
Q4 2022107.7K$36M+4.63%
Q3 2022117.4K$32M+3.40%
Q2 202292.8K$34M+4.75%
Q1 202296.8K$44M+5.59%
Q4 202183.9K$48M+5.50%
Q3 202174.7K$43M+4.62%
Q2 202169.5K$41M+5.07%
Q1 202167.0K$32M+4.30%
Q4 202052.5K$26M+3.94%
Q3 202046.5K$23M+3.64%
Q2 202046.5K$20M+3.37%
Q1 202034.0K$11M+2.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bowie Capital Management, LLC’s full portfolio or all institutional holders of ADBE.