SEC 13F Intelligence

Bowie Capital Management, LLC / MSFT

Bowie Capital Management, LLC’s Microsoft Corp Position

Does Bowie Capital Management, LLC own Microsoft Corp (MSFT)? Yes379.1K shares worth $140M (+5.18% of its 13F portfolio) as of Q1 2026, up from 349.1K shares the prior filed quarter.

Position Value
$140M
Q1 2026
Shares
379.1K
% of Portfolio
+5.18%
Quarters Held
29
currently held

Position History MSFT

Reported value by quarter
Q1 ’19: $4MQ1 ’19Q2 ’19: $7MQ3 ’19: $10MQ4 ’19: $13MQ1 ’20: $19MQ1 ’20Q2 ’20: $25MQ3 ’20: $34MQ4 ’20: $44MQ1 ’21: $47MQ1 ’21Q2 ’21: $55MQ3 ’21: $59MQ4 ’21: $70MQ1 ’22: $61MQ1 ’22Q2 ’22: $49MQ3 ’22: $47MQ4 ’22: $49MQ1 ’23: $54MQ1 ’23Q2 ’23: $58MQ3 ’23: $57MQ4 ’23: $60MQ1 ’24: $85MQ1 ’24Q2 ’24: $114MQ3 ’24: $132MQ4 ’24: $139MQ1 ’25: $146MQ1 ’25Q2 ’25: $125MQ3 ’25: $133MQ4 ’25: $169MQ1 ’26: $140MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026379.1K$140M+5.18%
Q4 2025349.1K$169M+6.76%
Q3 2025256.2K$133M+5.77%
Q2 2025251.5K$125M+5.84%
Q1 2025388.8K$146M+6.85%
Q4 2024330.8K$139M+7.39%
Q3 2024305.7K$132M+6.84%
Q2 2024255.9K$114M+6.99%
Q1 2024202.2K$85M+6.37%
Q4 2023160.8K$60M+6.83%
Q3 2023181.4K$57M+4.88%
Q2 2023171.7K$58M+6.85%
Q1 2023189.0K$54M+6.32%
Q4 2022204.4K$49M+6.27%
Q3 2022200.3K$47M+4.91%
Q2 2022189.3K$49M+6.80%
Q1 2022198.3K$61M+7.74%
Q4 2021209.3K$70M+8.14%
Q3 2021210.9K$59M+6.38%
Q2 2021204.5K$55M+6.90%
Q1 2021198.5K$47M+6.32%
Q4 2020196.8K$44M+6.57%
Q3 2020163.4K$34M+5.48%
Q2 2020121.0K$25M+4.10%
Q1 2020119.0K$19M+4.79%
Q4 201979.8K$13M+3.42%
Q3 201975.4K$10M+1.92%
Q2 201953.0K$7M+1.44%
Q1 201934.0K$4M+1.19%

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 MSFT.