Bowie Capital Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-100,000
Closed -$28.8M 41
2023
Q1
$28.8M Buy
+100,000
New +$25.5M 3.34% 14

Other funds holding MSFT

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

Bowie Capital Management increased its Microsoft (MSFT) stake by 0.1% in Q2 2026, buying an estimated $146K and bringing the position to 379,509 shares worth $142M. The position accounts for 6.02% of the portfolio, ranked #2.

Bowie Capital Management first reported a position in MSFT in Q1 2019 and has held it in 30 quarters since. The position peaked at $169M in Q4 2025. 5,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Bowie Capital Management held 379,509 shares of Microsoft worth $142M as of Q2 2026.
  • Bowie Capital Management bought 361 Microsoft shares in Q2 2026, an estimated $146K.
  • Microsoft made up 6.02% of Bowie Capital Management's portfolio in Q2 2026, its #2 holding.
  • Bowie Capital Management first reported a position in Microsoft in Q1 2019 and has held it in 30 quarters since.
  • Bowie Capital Management's Microsoft position peaked at $169M in Q4 2025.
  • 5,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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