Filed: 4/30/2025ACC: 0002066260-25-000003
📋 What this filing means
BOSMAN WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $103.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$103.98M
Total AUM (reported)
1.41M
Total Shares
Allocation by class
COM$48.51M46.6%
CL A$27.35M26.3%
CAP STK CL A$7.52M7.2%
SHS$5.96M5.7%
COM SHS$5.05M4.9%
GOLD SHS$4.05M3.9%
COM CL A$2.47M2.4%
Portfolio Concentration
Top 3$32.30M31.1%
4–10$37.54M36.1%
11–25$30.63M29.5%
Rest$3.51M3.4%
Top 3 weight
31.1%
Top 10 weight
67.2%
Voting Authority Distribution
Total shares with voting rights: 1.41M
Sole
Full voting authority
1.41M
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)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
PALANTIR TECHNOLOGIES INC
SOLEShares180.73K
TypeSH
Market value$13.67M
13.15%
Sole
180.73K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares70.93K
TypeSH
Market value$9.52M
9.16%
Sole
70.93K
Shared
0.00
None
0.00
TECHNIPFMC PLC
SOLEShares314.67K
TypeSH
Market value$9.11M
8.76%
Sole
314.67K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares39.70K
TypeSH
Market value$7.52M
7.23%
Sole
39.70K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares17.19K
TypeSH
Market value$5.73M
5.51%
Sole
17.19K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares15.52K
TypeSH
Market value$5.31M
5.11%
Sole
15.52K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares12.13K
TypeSH
Market value$5.11M
4.92%
Sole
12.13K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares51.82K
TypeSH
Market value$5.05M
4.85%
Sole
51.82K
Shared
0.00
None
0.00
MAGNOLIA OIL & GAS CORP
SOLEShares198.22K
TypeSH
Market value$4.63M
4.46%
Sole
198.22K
Shared
0.00
None
0.00
KBR INC
SOLEShares72.39K
TypeSH
Market value$4.19M
4.03%
Sole
72.39K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares16.73K
TypeSH
Market value$4.05M
3.90%
Sole
16.73K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares16.82K
TypeSH
Market value$3.42M
3.29%
Sole
16.82K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares1.72K
TypeSH
Market value$2.92M
2.81%
Sole
1.72K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares13.15K
TypeSH
Market value$2.88M
2.77%
Sole
13.15K
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares24.34K
TypeSH
Market value$2.53M
2.43%
Sole
24.34K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares9.12K
TypeSH
Market value$2.25M
2.16%
Sole
9.12K
Shared
0.00
None
0.00
HALLIBURTON CO
SOLEShares75.25K
TypeSH
Market value$2.05M
1.97%
Sole
75.25K
Shared
0.00
None
0.00
APPLE INC
SOLEShares7.99K
TypeSH
Market value$2.00M
1.92%
Sole
7.99K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares4.13K
TypeSH
Market value$1.75M
1.69%
Sole
4.13K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares1.52K
TypeSH
Market value$1.61M
1.55%
Sole
1.52K
Shared
0.00
None
0.00
ARM HOLDINGS PLC
SOLEShares11.37K
TypeSH
Market value$1.40M
1.35%
Sole
11.37K
Shared
0.00
None
0.00
HEWLETT PACKARD ENTERPRISE C
SOLEShares62.23K
TypeSH
Market value$1.33M
1.28%
Sole
62.23K
Shared
0.00
None
0.00
VERTEX INC
SOLEShares22.71K
TypeSH
Market value$1.21M
1.17%
Sole
22.71K
Shared
0.00
None
0.00
MACOM TECH SOLUTIONS HLDGS I
SOLEShares5.08K
TypeSH
Market value$660.5K
0.64%
Sole
5.08K
Shared
0.00
None
0.00
3M CO
SOLEShares4.44K
TypeSH
Market value$572.6K
0.55%
Sole
4.44K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCSOLE | CL A | 180.73K | SH | $13.67M 13.15% | 180.73K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 70.93K | SH | $9.52M 9.16% | 70.93K | 0.00 | 0.00 |
TECHNIPFMC PLCSOLE | COM | 314.67K | SH | $9.11M 8.76% | 314.67K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 39.70K | SH | $7.52M 7.23% | 39.70K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 17.19K | SH | $5.73M 5.51% | 17.19K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 15.52K | SH | $5.31M 5.11% | 15.52K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.13K | SH | $5.11M 4.92% | 12.13K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 51.82K | SH | $5.05M 4.85% | 51.82K | 0.00 | 0.00 |
MAGNOLIA OIL & GAS CORPSOLE | CL A | 198.22K | SH | $4.63M 4.46% | 198.22K | 0.00 | 0.00 |
KBR INCSOLE | COM | 72.39K | SH | $4.19M 4.03% | 72.39K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 16.73K | SH | $4.05M 3.90% | 16.73K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 16.82K | SH | $3.42M 3.29% | 16.82K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 1.72K | SH | $2.92M 2.81% | 1.72K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 13.15K | SH | $2.88M 2.77% | 13.15K | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 24.34K | SH | $2.53M 2.43% | 24.34K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 9.12K | SH | $2.25M 2.16% | 9.12K | 0.00 | 0.00 |
HALLIBURTON COSOLE | COM | 75.25K | SH | $2.05M 1.97% | 75.25K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 7.99K | SH | $2.00M 1.92% | 7.99K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 4.13K | SH | $1.75M 1.69% | 4.13K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 1.52K | SH | $1.61M 1.55% | 1.52K | 0.00 | 0.00 |
ARM HOLDINGS PLCSOLE | SPONSORED ADS | 11.37K | SH | $1.40M 1.35% | 11.37K | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISE CSOLE | COM | 62.23K | SH | $1.33M 1.28% | 62.23K | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 22.71K | SH | $1.21M 1.17% | 22.71K | 0.00 | 0.00 |
MACOM TECH SOLUTIONS HLDGS ISOLE | COM | 5.08K | SH | $660.5K 0.64% | 5.08K | 0.00 | 0.00 |
3M COSOLE | COM | 4.44K | SH | $572.6K 0.55% | 4.44K | 0.00 | 0.00 |
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