SEC 13F Intelligence

Bowie Capital Management, LLC / AMD

Bowie Capital Management, LLC’s Advanced Micro Devices Inc Position

Does Bowie Capital Management, LLC own Advanced Micro Devices Inc (AMD)? Not currently — the last reported position was 78.9K shares worth $13M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$13M
Q2 2024
Shares
78.9K
% of Portfolio
+0.78%
Quarters Held
7
position exited

Position History AMD

Reported value by quarter
Q3 ’22: $10MQ3 ’22Q4 ’22: $18MQ4 ’22Q1 ’23: $21MQ1 ’23Q2 ’23: $12MQ2 ’23Q3 ’23: $9MQ3 ’23Q4 ’23: $13MQ4 ’23Q2 ’24: $13MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202478.9K$13M+0.78%
Q4 202390.5K$13M+1.51%
Q3 202383.3K$9M+0.73%
Q2 2023103.2K$12M+1.38%
Q1 2023209.9K$21M+2.38%
Q4 2022271.1K$18M+2.25%
Q3 2022150.0K$10M+1.00%

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 AMD.