BOMN Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2023 Q4	Jan 23, 2024	Ironvine Capital Partners	-	20.1%	BOMN, MSFT	Competitive Advantage, infrastructure, long-term, Scale, technology	Microsoft's Azure cloud services revenue will exceed $90 billion in 2024, up from $22 billion in 2017. The company is making massive capital investments in cloud infrastructure, with projected capex of $260 billion over the next five years. Cloud migration is still in early innings according to CEO Satya Nadella.	BOC AAPL\|MSFT\|NFLX\|NVDA\|UNH	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of BOMN

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

BOMN

BOMN

Letters With This Ticker

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BSD Shareholders of BOMN

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