What smart money is saying about Booz Allen Hamilton
2 funds in our archive have pitched Booz Allen Hamilton — most recently Upslope Capital in December 2025.
Booz Allen Hamilton Holding Corporation provides management and technology consulting, analytics, engineering, digital solutions, mission operations, and cyber services to governments, corporations, and not-for-profit organizations in the United States and internationally. The company offers consulting solutions for various domains, business strategies, human capital, and operations. It also provides analytics services, which focuses on delivering transformational solutions in the areas of artificial intelligence, such as machine learning and deep learning; data science, such as data engineering and predictive modeling; automation and decision analytics; and quantum computing. In addition, the company designs, develops, and implements solutions built on contemporary methodologies and modern architectures; delivers engineering services and solutions to define, develop, implement, sustain, and modernize complex physical systems; and provides cyber risk management solutions, such as prevention, detection, and cost effectiveness. Booz Allen Hamilton Holding Corporation was founded in 1914 and is headquartered in McLean, Virginia.
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Position history
Between Q3 2025 and Q2 2026, 3 fund letters reported a position in Booz Allen Hamilton — 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 3 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 3 moves
- TrimmedBaron SMID Cap ETFJune 2026
Listed in Baron SMID Cap ETF’s reported holdings.
Booz Allen Hamilton - TrimmedBaron Asset FundJune 2026
“Top net sales for the quarter Quarter End Market Cap or Market Cap When Sold ($B) Net Amount Sold ($M) Fair Isaac Corporation 27.7 23.1 Floor & Decor Holdings, Inc. 5.2 14.3 Booz Allen Hamilton Holding Corporation 7.3 9.7 Amphenol Corporation 216.9 8.9 Gartner, Inc. 8.7 7.5 We reduced our position in Fair Isaac Corporation , which produces the FICO score that is widely used by lenders to evaluate consumers’ creditworthiness, in response to ongoing uncertainty about potential regulatory changes in the mortgage market. We sold our position in Floor & Decor Holdings, Inc. , a retailer of home flooring, over concerns that market demand trends will remain depressed for longer than we had expected. We reduced our position in Booz Allen Hamilton Holding Corporation , which primarily provides technology consulting and implementation services to the U.S. defense establishment, over concerns about the looming impact of AI on their business.”
Booz Allen Hamilton - TrimmedBaron SMID Cap StrategyJune 2026
Listed in Baron SMID Cap Strategy’s reported holdings.
Booz Allen Hamilton
Fund coverage · 2 theses
- Upslope CapitalDecember 2025
Booz Allen Hamilton is a government-focused tech consultant whose temporary headwinds and lower valuation are offset by long-term tailwinds in geopolitics, technology, and government spending.
Read the full thesis - Diamond Hill Long Short FundSeptember 2025
Booz Allen Hamilton is a leading technology consulting firm for the US government, poised for growth amid increasing demand despite recent negative headlines affecting its shares.
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