Michael Bosman Portfolio
Invests via Bosman Wealth Management LLC | Managed by Michael Bosman
Invests via Bosman Wealth Management LLC
Managed by Michael Bosman
Automatically Tracked
Veteran growth-oriented private equity investor and board director, Michael Bosman, focuses on scaling mid-market technology and healthcare companies across Europe. He combines prior operating experience with deal origination, value creation planning and exit execution. Known for hands-on portfolio governance and operational restructuring, he has led buyouts, minority growth investments and strategic carve-outs. Background in finance and corporate strategy supports capital raising and investor relations.
Veteran growth-oriented private equity investor and board director, Michael Bosman, focuses on scaling mid-market technology and healthcare companies across Europe. He combines prior operating experience with deal origination, value creation planning and exit execution. Known for hands-on portfolio governance and operational restructuring, he has led buyouts, minority growth investments and strategic carve-outs. Background in finance and corporate strategy supports capital raising and investor relations.
Investment Philosophy & Strategy
Growth-focused private equity approach centered on scaling mid-market technology and healthcare firms across Europe. Prefers control or influential minority positions where operational playbooks, restructuring and go-to-market expansion unlock revenue and margin upside. Allocates capital with a 3–7 year value-creation horizon, blending buyouts, carve-outs and follow-on growth funding. Underwrites deals with financial rigor and operational KPIs, prioritizing strong management alignment, disciplined leverage and clear exit pathways via strategic sale or IPO. Active board involvement and hands-on governance drive execution risk mitigation and accelerated operational improvement.
Growth-focused private equity approach centered on scaling mid-market technology and healthcare firms across Europe. Prefers control or influential minority positions where operational playbooks, restructuring and go-to-market expansion unlock revenue and margin upside. Allocates capital with a 3–7 year value-creation horizon, blending buyouts, carve-outs and follow-on growth funding. Underwrites deals with financial rigor and operational KPIs, prioritizing strong management alignment, disciplined leverage and clear exit pathways via strategic sale or IPO. Active board involvement and hands-on governance drive execution risk mitigation and accelerated operational improvement.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
7.86%
Gain
Monthly
0.41%
Yearly
5.03%
Drawdown
38.66%
$138.75M
Equity
Holdings
$138.75M
Investment
$98.75M
$47.66M
Profit -$33,948.79
Realized
$7.66M
Unrealized
$39.99M
Dividends
$609,477.21
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$33,948.79
Win %
63%
This Week
Compared To Last Week
Gain
-6.99%
Profit
-$10.43M
Win %
63%
This Month
Compared to last month
Gain
-8.5%
Profit
-$12.88M
Win %
63%
This Year
Compared to last year
Gain
22.11%
Profit
$25.12M
Win %
59%
BE Bloom Energy Corporation
+6.32%
+$139,704.05 
LITE Lumentum Holdings Inc.
+4.24%
+$23,110.76 
MU Micron Technology, Inc.
+3.72%
+$528,597.96 
RKLB Rocket Lab Corporation
+3.38%
+$13,515.84 
STX Seagate Technology Holdings plc
+3.09%
+$70,855.63 
GEV GE Vernova Inc.
+2.37%
+$116,899.75 
RCAT Red Cat Holdings, Inc.
+2.29%
+$1,803.79 
CRWV CoreWeave, Inc.
+2.08%
+$30,994.32 
WDC Western Digital Corporation
+2.05%
+$33,421.76 
COHR Coherent Corp.
+1.89%
+$20,994.84 
LBRT Liberty Energy Inc.
+1.51%
+$40,788.43 
LPTH Lightpath Technologies Inc.
+1.43%
+$1,829.7 
XOM Exxon Mobil Corporation
+1.36%
+$2,993.74 
CVX Chevron Corporation
+1.17%
+$6,185.55 
GLD SPDR Gold Shares
+0.97%
+$44,257.08 
JCI Johnson Controls International plc
+0.83%
+$2,389.55 
MRVL Marvell Technology, Inc.
+0.75%
+$69,146.4 
CEG Constellation Energy Corporation
+0.62%
+$8,365.9 
CRWD CrowdStrike Holdings, Inc.
+0.49%
+$2,408 
SCCO Southern Copper Corporation
+0.47%
+$5,171.74 
MMM 3M Company
+0.3%
+$1,815.94 
VRT Vertiv Holdings Co
+0.18%
+$913.19 
SHV iShares Short Treasury Bond ETF
+0.04%
+$590.14 
AXON Axon Enterprise, Inc.
-5.64%
-$52,371.27 
META Meta Platforms Inc Class A
-4.76%
-$171,737.42 
ETHA iShares Ethereum Trust
-2.3%
-$6,133.07 
IREN IREN Limited
-2.2%
-$11,662.42 
MSFT Microsoft Corp.
-2.11%
-$90,223.41 
CIFR Cipher Mining Inc.
-2.09%
-$16,006.94 
TSLA Tesla, Inc.
-2.07%
-$35,984.32 
MELI MercadoLibre, Inc.
-2.05%
-$15,216 
PLTR Palantir Technologies Inc.
-2.04%
-$206,842.6 
GOOGL Alphabet Inc
-1.92%
-$206,066.6 
EZPW EzCorp Inc.
-1.57%
-$4,537.21 
DECK Deckers Outdoor Corporation
-1.4%
-$19,322.37 
BITB Bitwise Bitcoin ETF
-1.33%
-$3,216.41 
IBIT iShares Bitcoin Trust
-1.26%
-$41,930.84 
SMH VanEck Semiconductor ETF
-1.11%
-$6,156.14 
NVDA NVIDIA Corporation
-1.09%
-$108,411.38 
FIX Comfort Systems USA, Inc.
-1.02%
-$32,932.41 
SLB Schlumberger Limited
-0.83%
-$25,142.13 
ONDS Ondas Holdings Inc.
-0.83%
-$1,095.05 
FTI TechnipFMC plc
-0.75%
-$64,626.66 
AVGO Broadcom Inc.
-0.52%
-$24,071.4 
SPY SPDR S&P 500 ETF Trust
-0.49%
-$5,537.83 
AMZN Amazon.com Inc
-0.48%
-$27,327.6 
AAPL Apple Inc.
-0.31%
-$7,802.06 
ANET Arista Networks, Inc.
-0.3%
-$9,504.5 
OC Owens Corning
-0.21%
-$1,387.75 
AMD Advanced Micro Devices, Inc.
-0.15%
-$4,238.72 
OSCR Oscar Health, Inc.
-0.14%
-$438.6 
MGY Magnolia Oil & Gas Corp.
-0.07%
-$780.78 Events
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Dividends
Dividend Analysis
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| Trades 245 | Longs Won 129/245 52% | Profit Factor 4.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $909,217.21 |
| Average Win $479,468.69 | Best Trade (Jul 14) $10.8M | Sharpe Ratio -237.97 |
| Average Loss -$122,372.69 | Worst Trade (Jul 14) -$1.39M | Z-Score -1.88 (96.22%) |
| Commissions $0 | Avg. Trade Length 7m 3w 1d | Expectancy $194,515.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% |
| Consecutive Losing Trades | 1,134 | 1,020 | 907 | 794 | 680 | 567 | 454 | 340 | 227 | 113 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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