Filed: 7/17/2025ACC: 0001667731-25-000864
📋 What this filing means
BOSMAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $112.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$112.57M
Total AUM (reported)
965.07K
Total Shares
Allocation by class
COM$50.45M44.8%
CL A$32.73M29.1%
SHS$9.90M8.8%
CAP STK CL A$5.88M5.2%
SHS BEN INT$3.50M3.1%
SHORT TREAS BD$3.15M2.8%
COM SHS$2.39M2.1%
Portfolio Concentration
Top 3$26.21M23.3%
4–10$33.96M30.2%
11–25$41.26M36.7%
Rest$11.14M9.9%
Top 3 weight
23.3%
Top 10 weight
53.4%
Voting Authority Distribution
Total shares with voting rights: 965.07K
Sole
Full voting authority
965.07K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares91.01K
TypeSH
Market value$12.41M
11.02%
Sole
91.01K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares48.77K
TypeSH
Market value$7.71M
6.85%
Sole
48.77K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares11.97K
TypeSH
Market value$6.10M
5.42%
Sole
11.97K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares33.36K
TypeSH
Market value$5.88M
5.22%
Sole
33.36K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares13.83K
TypeSH
Market value$5.63M
5.00%
Sole
13.83K
Shared
0.00
None
0.00
TECHNIPFMC PLC
SOLEShares149.01K
TypeSH
Market value$5.13M
4.56%
Sole
149.01K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares9.83K
TypeSH
Market value$4.89M
4.34%
Sole
9.83K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares5.57K
TypeSH
Market value$4.27M
3.80%
Sole
5.57K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares18.85K
TypeSH
Market value$4.13M
3.67%
Sole
18.85K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares3.91K
TypeSH
Market value$4.02M
3.57%
Sole
3.91K
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares35.78K
TypeSH
Market value$3.55M
3.15%
Sole
35.78K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares37.94K
TypeSH
Market value$3.54M
3.14%
Sole
37.94K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares57.22K
TypeSH
Market value$3.50M
3.11%
Sole
57.22K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares11.53K
TypeSH
Market value$3.18M
2.82%
Sole
11.53K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares28.50K
TypeSH
Market value$3.15M
2.80%
Sole
28.50K
Shared
0.00
None
0.00
URBAN OUTFITTERS INC
SOLEShares41.84K
TypeSH
Market value$3.04M
2.70%
Sole
41.84K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares3.42K
TypeSH
Market value$2.83M
2.51%
Sole
3.42K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares3.79K
TypeSH
Market value$2.79M
2.48%
Sole
3.79K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares1K
TypeSH
Market value$2.62M
2.32%
Sole
1K
Shared
0.00
None
0.00
TOAST INC
SOLEShares54.45K
TypeSH
Market value$2.41M
2.14%
Sole
54.45K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares24.13K
TypeSH
Market value$2.39M
2.12%
Sole
24.13K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares9.42K
TypeSH
Market value$2.32M
2.06%
Sole
9.42K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares4.23K
TypeSH
Market value$2.24M
1.99%
Sole
4.23K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares18.67K
TypeSH
Market value$1.92M
1.71%
Sole
18.67K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares3.34K
TypeSH
Market value$1.79M
1.59%
Sole
3.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 91.01K | SH | $12.41M 11.02% | 91.01K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 48.77K | SH | $7.71M 6.85% | 48.77K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 11.97K | SH | $6.10M 5.42% | 11.97K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 33.36K | SH | $5.88M 5.22% | 33.36K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 13.83K | SH | $5.63M 5.00% | 13.83K | 0.00 | 0.00 |
TECHNIPFMC PLCSOLE | COM | 149.01K | SH | $5.13M 4.56% | 149.01K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.83K | SH | $4.89M 4.34% | 9.83K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 5.57K | SH | $4.27M 3.80% | 5.57K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 18.85K | SH | $4.13M 3.67% | 18.85K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 3.91K | SH | $4.02M 3.57% | 3.91K | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 35.78K | SH | $3.55M 3.15% | 35.78K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 37.94K | SH | $3.54M 3.14% | 37.94K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 57.22K | SH | $3.50M 3.11% | 57.22K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 11.53K | SH | $3.18M 2.82% | 11.53K | 0.00 | 0.00 |
ISHARES TRSOLE | SHORT TREAS BD | 28.50K | SH | $3.15M 2.80% | 28.50K | 0.00 | 0.00 |
URBAN OUTFITTERS INCSOLE | COM | 41.84K | SH | $3.04M 2.70% | 41.84K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 3.42K | SH | $2.83M 2.51% | 3.42K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 3.79K | SH | $2.79M 2.48% | 3.79K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 1K | SH | $2.62M 2.32% | 1K | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 54.45K | SH | $2.41M 2.14% | 54.45K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 24.13K | SH | $2.39M 2.12% | 24.13K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 9.42K | SH | $2.32M 2.06% | 9.42K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 4.23K | SH | $2.24M 1.99% | 4.23K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 18.67K | SH | $1.92M 1.71% | 18.67K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 3.34K | SH | $1.79M 1.59% | 3.34K | 0.00 | 0.00 |
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