Bowie Capital Management’s MKS Inc MKSI Stock Holding History

Bowie Capital Management’s Portfolio MKSI Stock Details MKSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19M	Sell	42,649 -21,944	-34%	-$6.87M	0.81%	31
2026 Q1	$14.8M	Buy	+64,593	New	+$14.6M	0.55%	28

Other funds holding MKSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bowie Capital Management's MKSI Position: Q2 2026 in Review

Bowie Capital Management reduced its MKS Inc (MKSI) stake by 34% in Q2 2026, selling an estimated $6.87M and leaving 42,649 shares worth $19M. The position accounts for 0.81% of the portfolio, ranked #31.

Bowie Capital Management first reported a position in MKSI in Q1 2026 and has held it in 2 quarters since. 548 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

Bowie Capital Management held 42,649 shares of MKS Inc worth $19M as of Q2 2026.
Bowie Capital Management sold 21,944 MKS Inc shares in Q2 2026, an estimated $6.87M.
MKS Inc made up 0.81% of Bowie Capital Management's portfolio in Q2 2026, its #31 holding.
Bowie Capital Management first reported a position in MKS Inc in Q1 2026 and has held it in 2 quarters since.
548 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Bowie Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.