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Bowie Capital Management’s S&P Global SPGI Stock Holding History

Bowie Capital Management’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-70,000
Closed -$34.1M – 37
2025
Q3 		$34.1M Buy
+70,000
New +$37.5M 1.48% 21
2021
Q1 		– Sell
-30,000
Closed -$9.86M – 45
2020
Q4 		$9.86M Buy
+30,000
New +$10.1M 1.48% 22

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bowie Capital Management reduced its S&P Global (SPGI) stake by 6.8% in Q1 2026, selling an estimated $8.06M and leaving 236,705 shares worth $101M. The position accounts for 3.72% of the portfolio, ranked #11.

Bowie Capital Management first reported a position in SPGI in Q4 2020 and has held it in 22 quarters since. The position peaked at $133M in Q4 2025. 2,111 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

  • Bowie Capital Management held 236,705 shares of S&P Global worth $101M as of Q1 2026.
  • Bowie Capital Management sold 17,362 S&P Global shares in Q1 2026, an estimated $8.06M.
  • S&P Global made up 3.72% of Bowie Capital Management's portfolio in Q1 2026, its #11 holding.
  • Bowie Capital Management first reported a position in S&P Global in Q4 2020 and has held it in 22 quarters since.
  • Bowie Capital Management's S&P Global position peaked at $133M in Q4 2025.
  • 2,111 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

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