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Bowie Capital Management, LLC - Cory Whitaker
Bowie Capital Management, LLC a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
760 Followers
Cory Whitaker Bowie Capital Management, LLC
Hedge Fund Manager
Ranked #13 out of 487 Hedge Fund Managers
Portfolio Gain
+230.68%
Since Jan 2016
Sharpe Ratio
4.09
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$1.34B
Cory Whitaker manages more assets than 44% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+31.31%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
26.99% Technology
26.90% Financial
9.72% Communication Services
9.12% Consumer Cyclical
8.93% Industrial Goods
8.70% Healthcare
0.53% General
A breakdown of Bowie Capital Management, LLC's portfolio by sector
Bowie Capital Management, LLC Portfolio Activity
Apple
Added
Technology
$182.44
($168.49-$196.38)
+8.78%
+43.05%
22.69M
1.70%
Mastercard
Added
Financial
$453.26
($416.53-$490.00)
-4.81%
+32.60%
59.98M
4.48%
Thermo Fisher
Added
Healthcare
$565.57
($527.32-$603.82)
+1.63%
+5.93%
48.22M
3.61%
iShares Preferred & Income Securities ETF
Not Changed
General
$31.76
($30.87-$32.66)
-1.50%
0.00%
1.26M
0.09%
UnitedHealth
Added
Healthcare
$508.60
($468.19-$549.00)
+3.44%
+58.71%
68.04M
5.09%
Alphabet Class A
Added
Communication Services
$142.22
($130.66-$153.78)
+12.07%
+49.39%
77.79M
5.82%
Schwab U.S. Broad Market ETF
Reduced
General
$57.84
($54.51-$61.18)
-0.69%
-13.33%
793.65K
0.06%
Amazon
Added
Consumer Cyclical
$162.88
($144.05-$181.70)
+3.43%
+31.17%
52.37M
3.92%
Fiserv
Added
Technology
$145.70
($131.41-$159.99)
-4.13%
+22.77%
34.40M
2.57%
Canadian Pacific Kansas City
Added
Industrial Goods
$83.45
($75.33-$91.58)
-6.96%
+21.57%
32.99M
2.47%
See a list of Bowie Capital Management, LLC's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details
Measured Performance
Compare Bowie Capital Management, LLC's performance with other Hedge Funds and the S&P 500
Bowie Capital Management, LLC activity FAQ
What is Bowie Capital Management, LLC’s portfolio gain since Jun 2013?
Bowie Capital Management, LLC’s portfolio gain since Jun 2013 was 230.68%.
What is Bowie Capital Management, LLC’s Sharpe Ratio?
Bowie Capital Management, LLC’s Sharpe Ratio is 4.09.
What is Bowie Capital Management, LLC’s portfolio value?
Bowie Capital Management, LLC’s portfolio value is $1.34B.
What is Bowie Capital Management, LLC’s average return since the fund’s last 13F filing?
Bowie Capital Management, LLC’s average return since the fund’s last 13F filing is -1.42%.
What was Bowie Capital Management, LLC’s average return in the last 12 months?
Bowie Capital Management, LLC’s average return in the last 12 months was 28.36%.
What was Bowie Capital Management, LLC’s average return in the last 3 years?
Bowie Capital Management, LLC’s average return in the last 3 years was 31.31%.
When was the most recent most recent 13F form submitted by Bowie Capital Management, LLC?
Bowie Capital Management, LLC's most recent 13F form was submitted on Mar 31, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Cory Whitaker Net Worth?
Cory Whitaker is Managing Bowie Capital Management, LLC which has a net worth of $1.34B.
TipRanks & Hedge Funds: TipRanks measures the performance of Cory Whitaker and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.