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The Rise and Fall: Comparing Bowie Capital Management's Q3 to Q4 2022 Holdings

Ava Hoppe | 3 May, 2023

Bowie Capital Management, LLC has released its 13F holdings comparison for Q3 and Q4 2022. While some portfolio positions have remained stable, drastic changes have occurred for others. In this article, we will delve into the changes that have occurred for different holdings and analyze why these changes might have occurred.

Starting off on a positive note, Microsoft Corp (MSFT) and AON PLC (AON) have both registered an increase in the number of shares held by the fund. Microsoft has seen an increase of 2%, with Bowie Capital now holding 204,401 shares. AON has seen an 8.3% increase in the value of their shares, now standing at 44,023.

Another company that saw an increase in the number of shares held by Bowie Capital, LLC is Salesforce Inc (CRM). In Q4 2022, 300,000 of their call options were purchased, indicating belief in their long-term growth potential.

Meanwhile, some of the biggest changes have occurred with Amazon (AMZN). While the company's share price saw an increase of 2.1% in Q4 2022, Bowie Capital has sold out of a significant number of shares. The number of shares held has fallen from 207,325 to 252,334, indicating a decrease of 9.5% in their value.

While Amazon saw a significant decrease in shares held, Nvidia Corporation (NVDA) experienced an even more drastic change. Bowie Capital sold their entire position in Q4 2022, meaning the value of their shares plummeted by 100%.

In contrast, some companies that were not on Bowie Capital's radar in Q3 2022 have now been added to their portfolio. Copart Inc (CPRT) has seen an increase of 13% in the value of their shares, with Bowie Capital now holding 579,621 shares in Q4 2022. This indicated strong belief in long-term growth potential for the company.

Another company that has been added to Bowie Capital's holdings is PagSeguro Digital Ltd (PAGS). In Q4 2022, Bowie Capital purchased 400,000 shares, indicating optimism about the company's financial prospects.

In conclusion, Bowie Capital Management's Q3 to Q4 2022 13F holdings comparison has seen some significant changes. While some companies have experienced an increase in share value, others have seen a decrease. The changes might have happened due to different reasons, including the company's financial performance and market trends. But for Bowie Capital, LLC, these changes represent an opportunity to adjust their portfolio strategy and stay ahead of the market trends.

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