Filed: 4/30/2025ACC: 0002066260-25-000002
📋 What this filing means
BOSMAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $98.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$98.46M
Total AUM (reported)
1.21M
Total Shares
Allocation by class
COM$42.17M42.8%
CL A$24.63M25.0%
COM CL A$9.29M9.4%
SHS$5.97M6.1%
CAP STK CL A$4.28M4.4%
COM SHS$4.19M4.3%
SEMICONDUCTR ETF$3.19M3.2%
Portfolio Concentration
Top 3$22.83M23.2%
4–10$31.41M31.9%
11–25$34.57M35.1%
Rest$9.65M9.8%
Top 3 weight
23.2%
Top 10 weight
55.1%
Voting Authority Distribution
Total shares with voting rights: 1.21M
Sole
Full voting authority
1.21M
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)
Sole42
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings42
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares121.46K
TypeSH
Market value$10.25M
10.41%
Sole
121.46K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares63.06K
TypeSH
Market value$6.83M
6.94%
Sole
63.06K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares16.98K
TypeSH
Market value$5.74M
5.83%
Sole
16.98K
Shared
0.00
None
0.00
TECHNIPFMC PLC
SOLEShares180.12K
TypeSH
Market value$5.71M
5.80%
Sole
180.12K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares15.88K
TypeSH
Market value$5.60M
5.69%
Sole
15.88K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares27.70K
TypeSH
Market value$4.28M
4.35%
Sole
27.70K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares50.22K
TypeSH
Market value$4.19M
4.25%
Sole
50.22K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares5.14K
TypeSH
Market value$4.09M
4.16%
Sole
5.14K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares20.80K
TypeSH
Market value$3.96M
4.02%
Sole
20.80K
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares43.80K
TypeSH
Market value$3.58M
3.63%
Sole
43.80K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares15.09K
TypeSH
Market value$3.19M
3.24%
Sole
15.09K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares11.80K
TypeSH
Market value$3.13M
3.18%
Sole
11.80K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares9.21K
TypeSH
Market value$2.97M
3.01%
Sole
9.21K
Shared
0.00
None
0.00
MAGNOLIA OIL & GAS CORP
SOLEShares113.67K
TypeSH
Market value$2.87M
2.92%
Sole
113.67K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares5.41K
TypeSH
Market value$2.85M
2.89%
Sole
5.41K
Shared
0.00
None
0.00
BLUE OWL CAPITAL INC
SOLEShares136.67K
TypeSH
Market value$2.74M
2.78%
Sole
136.67K
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares4.67K
TypeSH
Market value$2.67M
2.71%
Sole
4.67K
Shared
0.00
None
0.00
CARGURUS INC
SOLEShares90.55K
TypeSH
Market value$2.64M
2.68%
Sole
90.55K
Shared
0.00
None
0.00
KBR INC
SOLEShares44.76K
TypeSH
Market value$2.23M
2.26%
Sole
44.76K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares15.85K
TypeSH
Market value$1.77M
1.80%
Sole
15.85K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares36.99K
TypeSH
Market value$1.73M
1.76%
Sole
36.99K
Shared
0.00
None
0.00
APPLE INC
SOLEShares7.74K
TypeSH
Market value$1.72M
1.75%
Sole
7.74K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.50K
TypeSH
Market value$1.69M
1.71%
Sole
4.50K
Shared
0.00
None
0.00
NUTANIX INC
SOLEShares17.47K
TypeSH
Market value$1.22M
1.24%
Sole
17.47K
Shared
0.00
None
0.00
FORTINET INC
SOLEShares12.13K
TypeSH
Market value$1.17M
1.19%
Sole
12.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 121.46K | SH | $10.25M 10.41% | 121.46K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 63.06K | SH | $6.83M 6.94% | 63.06K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 16.98K | SH | $5.74M 5.83% | 16.98K | 0.00 | 0.00 |
TECHNIPFMC PLCSOLE | COM | 180.12K | SH | $5.71M 5.80% | 180.12K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 15.88K | SH | $5.60M 5.69% | 15.88K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 27.70K | SH | $4.28M 4.35% | 27.70K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 50.22K | SH | $4.19M 4.25% | 50.22K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 5.14K | SH | $4.09M 4.16% | 5.14K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 20.80K | SH | $3.96M 4.02% | 20.80K | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 43.80K | SH | $3.58M 3.63% | 43.80K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 15.09K | SH | $3.19M 3.24% | 15.09K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 11.80K | SH | $3.13M 3.18% | 11.80K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 9.21K | SH | $2.97M 3.01% | 9.21K | 0.00 | 0.00 |
MAGNOLIA OIL & GAS CORPSOLE | CL A | 113.67K | SH | $2.87M 2.92% | 113.67K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 5.41K | SH | $2.85M 2.89% | 5.41K | 0.00 | 0.00 |
BLUE OWL CAPITAL INCSOLE | COM CL A | 136.67K | SH | $2.74M 2.78% | 136.67K | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 4.67K | SH | $2.67M 2.71% | 4.67K | 0.00 | 0.00 |
CARGURUS INCSOLE | COM CL A | 90.55K | SH | $2.64M 2.68% | 90.55K | 0.00 | 0.00 |
KBR INCSOLE | COM | 44.76K | SH | $2.23M 2.26% | 44.76K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 15.85K | SH | $1.77M 1.80% | 15.85K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 36.99K | SH | $1.73M 1.76% | 36.99K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.74K | SH | $1.72M 1.75% | 7.74K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.50K | SH | $1.69M 1.71% | 4.50K | 0.00 | 0.00 |
NUTANIX INCSOLE | CL A | 17.47K | SH | $1.22M 1.24% | 17.47K | 0.00 | 0.00 |
FORTINET INCSOLE | COM | 12.13K | SH | $1.17M 1.19% | 12.13K | 0.00 | 0.00 |
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