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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bowie Capital Management reduced its Nike (NKE) stake by 21% in Q2 2026, selling an estimated $1.79M and leaving 150,147 shares worth $6.16M. The position accounts for 0.26% of the portfolio, ranked #33.

Bowie Capital Management first reported a position in NKE in Q4 2016 and has held it in 39 quarters since. The position peaked at $39.7M in Q4 2021. 1,738 funds tracked by Wall St. Rank hold NKE as of Q2 2026.

Bowie Capital Management held 150,147 shares of Nike worth $6.16M as of Q2 2026.
Bowie Capital Management sold 40,756 Nike shares in Q2 2026, an estimated $1.79M.
Nike made up 0.26% of Bowie Capital Management's portfolio in Q2 2026, its #33 holding.
Bowie Capital Management first reported a position in Nike in Q4 2016 and has held it in 39 quarters since.
Bowie Capital Management's Nike position peaked at $39.7M in Q4 2021.
1,738 funds tracked by Wall St. Rank held Nike as of Q2 2026.

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