Bowie Capital Management, LLC: AVGO position timeline

Bowie Capital Management, LLC held 115,021 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 115,021 shares

   Change vs previous 13F +112,599 shares

   2.15% of the 13F portfolio, value $43,449,183.

   13F-HR 0001691982-26-000005 filed by Bowie Capital Management, LLC
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,422 shares

   Change vs previous 13F +2,422 shares

   0.04% of the 13F portfolio, value $749,633.

   13F-HR 0001691982-26-000003 filed by Bowie Capital Management, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -72,863 shares

   13F-HR 0001691982-26-000001 filed by Bowie Capital Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 72,863 shares

   Change vs previous 13F -5,807 shares

   1.08% of the 13F portfolio, value $24,038,232.

   13F-HR 0001691982-25-000007 filed by Bowie Capital Management, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 78,670 shares

   Change vs previous 13F not available

   1.03% of the 13F portfolio, value $21,685,387.

   13F-HR 0001691982-25-000006 filed by Bowie Capital Management, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).