13F HOLDINGS REPORT
Bosman Wealth Management, LLC
Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0002066260-25-000003
Total Value
$104.0M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 180,732 | $13.7M | 13.15% |
| 2 | NVIDIA CORPORATION | NVDA | 70,928 | $9.5M | 9.16% |
| 3 | TECHNIPFMC PLC | FTI | 314,674 | $9.1M | 8.76% |
| 4 | ALPHABET INC | GOOG | 39,700 | $7.5M | 7.23% |
| 5 | CYBERARK SOFTWARE LTD | M2682V108 | 17,191 | $5.7M | 5.51% |
| 6 | CROWDSTRIKE HLDGS INC | CRWD | 15,515 | $5.3M | 5.11% |
| 7 | MICROSOFT CORP | MSFT | 12,131 | $5.1M | 4.92% |
| 8 | SHARKNINJA INC | SN | 51,823 | $5.0M | 4.85% |
| 9 | MAGNOLIA OIL & GAS CORP | MGY | 198,220 | $4.6M | 4.46% |
| 10 | KBR INC | KBR | 72,393 | $4.2M | 4.03% |
| 11 | SPDR GOLD TR | GLD | 16,728 | $4.1M | 3.90% |
| 12 | DECKERS OUTDOOR CORP | DECK | 16,822 | $3.4M | 3.29% |
| 13 | MERCADOLIBRE INC | MELI | 1,717 | $2.9M | 2.81% |
| 14 | AMAZON COM INC | AMZN | 13,148 | $2.9M | 2.77% |
| 15 | SHIFT4 PMTS INC | 82452J109 | 24,342 | $2.5M | 2.43% |
| 16 | APPFOLIO INC | APPF | 9,118 | $2.2M | 2.16% |
| 17 | HALLIBURTON CO | HAL | 75,250 | $2.0M | 1.97% |
| 18 | APPLE INC | AAPL | 7,985 | $2.0M | 1.92% |
| 19 | COMFORT SYS USA INC | 199908104 | 4,133 | $1.8M | 1.69% |
| 20 | SERVICENOW INC | NOW | 1,518 | $1.6M | 1.55% |
| 21 | ARM HOLDINGS PLC | 042068205 | 11,372 | $1.4M | 1.35% |
| 22 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 62,233 | $1.3M | 1.28% |
| 23 | VERTEX INC | VERX | 22,709 | $1.2M | 1.17% |
| 24 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 5,084 | $660,462 | 0.64% |
| 25 | 3M CO | MMM | 4,436 | $572,643 | 0.55% |
| 26 | SPDR S&P 500 ETF TR | SPY | 929 | $544,468 | 0.52% |
| 27 | TESLA INC | TSLA | 948 | $382,840 | 0.37% |
| 28 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 4,724 | $349,670 | 0.34% |
| 29 | COSTCO WHSL CORP NEW | 22160K105 | 352 | $322,527 | 0.31% |
| 30 | PALO ALTO NETWORKS INC | PANW | 1,772 | $322,433 | 0.31% |
| 31 | GORILLA TECHNOLOGY GROUP INC | GRRRW | 17,849 | $322,353 | 0.31% |
| 32 | AMPRIUS TECHNOLOGIES INC | AMPX-WT | 102,550 | $287,140 | 0.28% |
| 33 | EATON CORP PLC | ETN | 694 | $230,318 | 0.22% |
| 34 | VISA INC | V | 702 | $221,860 | 0.21% |
| 35 | IONQ INC | IONQ-WT | 5,120 | $213,862 | 0.21% |
| 36 | EZCORP INC | EZPW | 14,603 | $178,449 | 0.17% |
| 37 | RED CAT HLDGS INC | RCAT | 10,683 | $137,277 | 0.13% |