What smart money is saying about Boku
No fund has written a full thesis on Boku in our archive, but 2 fund letters report a position in it — most recently Liontrust UK Listed Smaller Companies Fund in September 2026.
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Position history
Between Q1 2026 and Q3 2026, 2 fund letters reported a position in Boku, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions
- September 2026
“● Growth: Companies that have opportunities to reuse existing technology or content across a larger revenue base. Big Technologies – expanding recurring electronic-monitoring revenues; Boku – scaling a payments network; and Everplay – building enduring games franchises.”
Boku - March 2026
“Detractors from the Fund’s performance over the quarter came mainly from the technology sector, where worries that artificial intelligence (AI) could disrupt the sector in hitherto unimagined ways.”
Boku
Also mentioned · 1
These funds discuss Boku — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedMalborough UK Micro-Cap GrowthOctober 2026
Named in a table in Malborough UK Micro-Cap Growth’s letter.
Boku
Read the letters behind these Boku positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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