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What smart money is saying about Booz Allen HamiltonUnited States flag

BAH · Industrials · Consulting Services · Market cap $11.24B

2 funds in our archive have pitched Booz Allen Hamilton — most recently Upslope Capital in December 2025.

Company profile

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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Summarize with Warren AI
2
Reported positions
0
Bought
1
Sold
4
Letters

Position history

Between Q3 2025 and Q2 2026, 2 fund letters reported a position in Booz Allen Hamilton1 trimmed or exited.

Fund letters reporting a position in Booz Allen Hamilton, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262010
Q4 20250001
Q3 20250001

Fund activity · 2 positions · 1 move

  • HoldsAmati Global Investors WS Amati Global Innovation Fund (B Share Class)
    June 2026
    The third company, Booz Allen Hamilton, is a specialist service provider and the leading technology consultancy for the US government and defence and intelligence agencies.
    Read the letterBooz Allen Hamilton
  • TrimmedBaron SMID Cap ETF
    June 2026

    Listed in Baron SMID Cap ETF’s reported holdings.

    Read the letterBooz Allen Hamilton

Fund coverage · 2 theses

  • Upslope Capital
    December 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 Fund
    September 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.

    Read the full thesis

Read every full thesis on Booz Allen Hamilton

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