Bowie Capital Management’s Nike NKE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-60,000	Closed	-$4.99M	–	43
2022 Q3	$4.99M	Buy	+60,000	New	+$6.46M	0.52%	33
2017 Q4	–	Sell	-60,200	Closed	-$3.12M	–	30
2017 Q3	$3.12M	Sell	60,200 -39,800	-40%	-$2.23M	1.04%	24
2017 Q2	$5.9M	Buy	100,000 +75,000	+300%	+$4.05M	1.58%	18
2017 Q1	$1.39M	Sell	25,000 -1,485,000	-98%	-$82M	0.96%	24
2016 Q4	$76.8M	Buy	+1,510,000	New	+$77.5M	38.92%	1

Other funds holding NKE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bowie Capital Management's NKE Position: Q1 2026 in Review

Bowie Capital Management increased its Nike (NKE) stake by 48% in Q1 2026, buying an estimated $3.78M and bringing the position to 190,903 shares worth $10.1M. The position accounts for 0.37% of the portfolio, ranked #30.

Bowie Capital Management first reported a position in NKE in Q4 2016 and has held it in 38 quarters since. The position peaked at $39.7M in Q4 2021. 1,913 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

Bowie Capital Management held 190,903 shares of Nike worth $10.1M as of Q1 2026.
Bowie Capital Management bought 62,345 Nike shares in Q1 2026, an estimated $3.78M.
Nike made up 0.37% of Bowie Capital Management's portfolio in Q1 2026, its #30 holding.
Bowie Capital Management first reported a position in Nike in Q4 2016 and has held it in 38 quarters since.
Bowie Capital Management's Nike position peaked at $39.7M in Q4 2021.
1,913 funds tracked by Wall St. Rank held Nike as of Q1 2026.

Based on Bowie Capital Management's 13F filing for Q1 2026, filed 13 May 2026.