Bosman Wealth Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002066260

Type: FundHoldings: 42Value: $98.5MLatest: 2025Q1

Bosman Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 42 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "APPF",
  "MGY",
  "FTI",
  "ARM",
  "KBR",
  "MMM",
  "GOOGL",
  "APP",
  "SN",
  "HD",
  "HUBS",
  "MSFT",
  "EZPW",
  "AAPL",
  "SPY",
  "NVDA",
  "HPE",
  "PLTR",
  "NOW",
  "GLD",
  "GRRR",
  "NTNX",
  "HAL",
  "AXON",
  "DECK",
  "FTNT",
  "FOUR",
  "AMZN",
  null,
  "V",
  null,
  "CRM",
  "SPOT",
  null,
  "MELI",
  "OWL",
  "CARG",
  "CWAN",
  "FIX",
  "CRWD",
  "CYBR",
  "TSLA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 42
Total Value: 98460433
Accession Number: 0002066260-25-000002
Form Type: 13F-HR
CIK: bosman-wealth-management
Manager Name: Bosman-Wealth-Management

Data Enrichment

93% identified

39 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

42 positions • $98.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Palantir Technologies Inc.

PLTR|69608A108

Shares:121.5K

Value:$10.3M

% of Portfolio:10.4% ($10.3M/$98.5M)

NVIDIA CORP

NVDA|67066G104

Shares:63.1K

Value:$6.8M

% of Portfolio:6.9% ($6.8M/$98.5M)

CyberArk Software Ltd.

CYBR|M2682V108

Shares:17.0K

Value:$5.7M

% of Portfolio:5.8% ($5.7M/$98.5M)

TechnipFMC plc

FTI|G87110105

Shares:180.1K

Value:$5.7M

% of Portfolio:5.8% ($5.7M/$98.5M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:15.9K

Value:$5.6M

% of Portfolio:5.7% ($5.6M/$98.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:27.7K

Value:$4.3M

% of Portfolio:4.4% ($4.3M/$98.5M)

SharkNinja, Inc.

SN|G8068L108

Shares:50.2K

Value:$4.2M

% of Portfolio:4.3% ($4.2M/$98.5M)

ServiceNow, Inc.

NOW|81762P102

Shares:5.1K

Value:$4.1M

% of Portfolio:4.2% ($4.1M/$98.5M)

AMAZON COM INC

AMZN|023135106

Shares:20.8K

Value:$4.0M

% of Portfolio:4.0% ($4.0M/$98.5M)

Shift4 Payments, Inc.

FOUR|82452J109

Shares:43.8K

Value:$3.6M

% of Portfolio:3.6% ($3.6M/$98.5M)

92189F676

Shares:15.1K

Value:$3.2M

% of Portfolio:3.2% ($3.2M/$98.5M)

AppLovin Corp

APP|03831W108

Shares:11.8K

Value:$3.1M

% of Portfolio:3.2% ($3.1M/$98.5M)

COMFORT SYSTEMS USA INC

FIX|199908104

Shares:9.2K

Value:$3.0M

% of Portfolio:3.0% ($3.0M/$98.5M)

Magnolia Oil & Gas Corp

MGY|559663109

Shares:113.7K

Value:$2.9M

% of Portfolio:2.9% ($2.9M/$98.5M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:5.4K

Value:$2.8M

% of Portfolio:2.9% ($2.8M/$98.5M)

BLUE OWL CAPITAL INC.

OWL|09581B103

Shares:136.7K

Value:$2.7M

% of Portfolio:2.8% ($2.7M/$98.5M)

HUBSPOT INC

HUBS|443573100

Shares:4.7K

Value:$2.7M

% of Portfolio:2.7% ($2.7M/$98.5M)

CarGurus, Inc.

CARG|141788109

Shares:90.6K

Value:$2.6M

% of Portfolio:2.7% ($2.6M/$98.5M)

KBR, INC.

KBR|48242W106

Shares:44.8K

Value:$2.2M

% of Portfolio:2.3% ($2.2M/$98.5M)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:15.8K

Value:$1.8M

% of Portfolio:1.8% ($1.8M/$98.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	121.5K	QoQ -32.79% (-59.3K) YoY-	All Managers (Combined)	$10.3M	10.4% ($10.3M/$98.5M)	QoQ -25.00% (-$3.4M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	63.1K	QoQ -11.09% (-7.9K) YoY-	All Managers (Combined)	$6.8M	6.9% ($6.8M/$98.5M)	QoQ -28.24% (-$2.7M) YoY-
CyberArk Software Ltd.(CYBRcusipM2682V108)	17.0K	QoQ -1.20% (-208) YoY-	All Managers (Combined)	$5.7M	5.8% ($5.7M/$98.5M)	QoQ +0.22% (-$13.1K) YoY-
TechnipFMC plc(FTIcusipG87110105)	180.1K	QoQ -42.75% (-134.6K) YoY-	All Managers (Combined)	$5.7M	5.8% ($5.7M/$98.5M)	QoQ -37.31% (-$3.4M) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	15.9K	QoQ +2.35% (+366) YoY-	All Managers (Combined)	$5.6M	5.7% ($5.6M/$98.5M)	QoQ +5.47% (+$290.7K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	27.7K	QoQ -30.22% (-12.0K) YoY-	All Managers (Combined)	$4.3M	4.4% ($4.3M/$98.5M)	QoQ -43.00% (-$3.2M) YoY-
SharkNinja, Inc.(SNcusipG8068L108)	50.2K	QoQ -3.08% (-1.6K) YoY-	All Managers (Combined)	$4.2M	4.3% ($4.2M/$98.5M)	QoQ -16.97% (-$856.3K) YoY-
ServiceNow, Inc.(NOWcusip81762P102)	5.1K	QoQ +238.73% (+3.6K) YoY-	All Managers (Combined)	$4.1M	4.2% ($4.1M/$98.5M)	QoQ +154.38% (+$2.5M) YoY-
AMAZON COM INC(AMZNcusip023135106)	20.8K	QoQ +58.19% (+7.7K) YoY-	All Managers (Combined)	$4.0M	4.0% ($4.0M/$98.5M)	QoQ +37.18% (+$1.1M) YoY-
Shift4 Payments, Inc.(FOURcusip82452J109)	43.8K	QoQ +79.92% (+19.5K) YoY-	All Managers (Combined)	$3.6M	3.6% ($3.6M/$98.5M)	QoQ +41.66% (+$1.1M) YoY-
(cusip92189F676)✕	15.1K	QoQ NEW(+15.1K) YoY-	All Managers (Combined)	$3.2M	3.2% ($3.2M/$98.5M)	QoQ NEW(+$3.2M) YoY-
AppLovin Corp(APPcusip03831W108)	11.8K	QoQ NEW(+11.8K) YoY-	All Managers (Combined)	$3.1M	3.2% ($3.1M/$98.5M)	QoQ NEW(+$3.1M) YoY-
COMFORT SYSTEMS USA INC(FIXcusip199908104)	9.2K	QoQ +122.81% (+5.1K) YoY-	All Managers (Combined)	$3.0M	3.0% ($3.0M/$98.5M)	QoQ +69.36% (+$1.2M) YoY-
Magnolia Oil & Gas Corp(MGYcusip559663109)	113.7K	QoQ -42.65% (-84.6K) YoY-	All Managers (Combined)	$2.9M	2.9% ($2.9M/$98.5M)	QoQ -38.04% (-$1.8M) YoY-
AXON ENTERPRISE, INC.(AXONcusip05464C101)	5.4K	QoQ NEW(+5.4K) YoY-	All Managers (Combined)	$2.8M	2.9% ($2.8M/$98.5M)	QoQ NEW(+$2.8M) YoY-
BLUE OWL CAPITAL INC.(OWLcusip09581B103)	136.7K	QoQ NEW(+136.7K) YoY-	All Managers (Combined)	$2.7M	2.8% ($2.7M/$98.5M)	QoQ NEW(+$2.7M) YoY-
HUBSPOT INC(HUBScusip443573100)	4.7K	QoQ NEW(+4.7K) YoY-	All Managers (Combined)	$2.7M	2.7% ($2.7M/$98.5M)	QoQ NEW(+$2.7M) YoY-
CarGurus, Inc.(CARGcusip141788109)	90.6K	QoQ NEW(+90.6K) YoY-	All Managers (Combined)	$2.6M	2.7% ($2.6M/$98.5M)	QoQ NEW(+$2.6M) YoY-
KBR, INC.(KBRcusip48242W106)	44.8K	QoQ -38.17% (-27.6K) YoY-	All Managers (Combined)	$2.2M	2.3% ($2.2M/$98.5M)	QoQ -46.84% (-$2.0M) YoY-
DECKERS OUTDOOR CORP(DECKcusip243537107)	15.8K	QoQ -5.78% (-973) YoY-	All Managers (Combined)	$1.8M	1.8% ($1.8M/$98.5M)	QoQ -48.13% (-$1.6M) YoY-