Bouvel Investment Partners, LLC
CIK 1839122 · View on SEC EDGAR ↗
- Portfolio value
- $442.3M
- Positions
- 84
- As of
- June 30, 2026
#4,111 of 9,443 by 13F value · top 43.5%
Portfolio value QoQ: +28.3% 13F does not disclose cash
- Top 10 holdings weight
- 31.45%
- Top 25 holdings weight
- 60.29%
- Positions above 1%
- 41
- Effective number of positions
- 50.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 17.82% Est. buys $79,413,588 · sells $70,097,754
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 61.3% still held
- New positions
- 18
- Increased
- 29
- Decreased
- 37
- Closed
- 12
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
33.8%
Industrials
18.4%
Healthcare
7.6%
Communication Services
4.3%
Retail
2.2%
Utilities
2.1%
Communications
1.7%
Financial Services
0.4%
Materials
0.1%
Other/Unmapped
29.4%
Full portfolio 84 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| MRVL Marvell Technology, Inc. - Common Stock | $21,324,307 | 4.82% | 71,585 | $14,088,061 | Down ×1 | ||
| INTC Intel Corporation - Common Stock | $17,612,509 | 3.98% | 126,137 | $9,990,066 | Down ×1 | ||
| BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $15,054,481 | 3.40% | 163,263 | $-6,965,465 | Down ×1 | ||
| CGDV | $14,419,870 | 3.26% | 292,611 | $2,742,555 | Up ×1 | ||
| EVTR Eaton Vance Total Return Bond ETF | $14,247,329 | 3.22% | 280,957 | $997,925 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $12,661,495 | 2.86% | 63,279 | $1,587,967 | Down ×1 | ||
| CGMS | $11,346,022 | 2.57% | 415,149 | $5,192,096 | Up ×1 | ||
| PRF | $11,025,713 | 2.49% | 204,067 | $1,600,775 | Up ×3 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $10,851,284 | 2.45% | 41,678 | $5,890,941 | Down ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $10,559,855 | 2.39% | 30,966 | $5,536,308 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $9,983,933 | 2.26% | 26,430 | $-1,230,852 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9,945,213 | 2.25% | 41,727 | $1,127,894 | Down ×1 | ||
| ABBV AbbVie Inc. Common Stock | $9,489,848 | 2.15% | 37,712 | Up ×1 | |||
| VICR Vicor Corporation - Common Stock | $9,314,105 | 2.11% | 24,525 | $5,299,087 | Down ×1 | ||
| GE GE Aerospace Common Stock | $9,210,202 | 2.08% | 24,644 | $2,126,168 | Down ×1 | ||
| TER Teradyne, Inc. - Common Stock | $8,715,894 | 1.97% | 18,014 | $1,781,991 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $8,588,316 | 1.94% | 24,032 | $1,586,518 | Down ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $8,538,146 | 1.93% | 169,981 | Up ×1 | |||
| MTZ MasTec, Inc. Common Stock | $8,449,346 | 1.91% | 20,308 | $1,927,998 | Up ×2 | ||
| PULS | $8,227,034 | 1.86% | 166,035 | $3,886,725 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $8,186,110 | 1.85% | 6,825 | $1,849,814 | Down ×1 | ||
| ETR Entergy Corporation Common Stock | $7,524,823 | 1.70% | 65,513 | $53,782 | Down ×1 | ||
| LITE Lumentum Holdings Inc. - Common Stock | $7,397,335 | 1.67% | 8,621 | $-92,681 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $7,338,609 | 1.66% | 19,674 | $-43,876 | Down ×1 | ||
| IFRA | $6,649,837 | 1.50% | 105,486 | Up ×1 | |||
| IBM International Business Machines Corporation Common Stock | $6,572,159 | 1.49% | 23,371 | $879,387 | Down ×1 | ||
| SNOW Snowflake Inc. Common Stock | $6,432,488 | 1.45% | 25,275 | $2,567,122 | Down ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $6,343,222 | 1.43% | 14,886 | $939,186 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $6,171,181 | 1.40% | 21,327 | $675,359 | Down ×1 | ||
| BA Boeing Company (The) Common Stock | $5,810,488 | 1.31% | 26,842 | $404,634 | Down ×1 | ||
| APH Amphenol Corporation Common Stock | $5,805,160 | 1.31% | 32,924 | $1,641,043 | Down ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $5,745,879 | 1.30% | 14,449 | $-982,962 | Down ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $5,580,310 | 1.26% | 7,750 | $1,319,915 | Down ×1 | ||
| RTX RTX Corporation Common Stock | $5,481,110 | 1.24% | 28,889 | $-136,717 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $5,365,901 | 1.21% | 9,526 | $-168,885 | Down ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $5,312,218 | 1.20% | 6,961 | $2,601,992 | Up ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $4,917,889 | 1.11% | 68,878 | $-1,761,555 | Down ×1 | ||
| IWF | $4,755,090 | 1.08% | 38,295 | $659,518 | Up ×1 | ||
| TTMI TTM Technologies, Inc. - Common Stock | $4,698,690 | 1.06% | 25,124 | Up ×1 | |||
| AEHR Aehr Test Systems - Common Stock | $4,692,723 | 1.06% | 48,852 | $2,029,489 | Down ×1 | ||
| PDFS PDF Solutions, Inc. - Common Stock | $4,484,688 | 1.01% | 63,352 | Up ×1 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $4,382,124 | 0.99% | 13,088 | $-47,880 | Down ×1 | ||
| IVW | $4,104,170 | 0.93% | 29,842 | $575,930 | Down ×5 | ||
| FSLR First Solar, Inc. - Common Stock | $3,980,409 | 0.90% | 16,869 | $656,183 | Up ×4 | ||
| IONQ IonQ, Inc. Common Stock | $3,893,040 | 0.88% | 73,095 | $3,071,644 | Up ×1 | ||
| AXON Axon Enterprise, Inc. - Common Stock | $3,304,796 | 0.75% | 5,895 | Up ×1 | |||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $3,110,310 | 0.70% | 2,250 | $686,353 | Up ×4 | ||
| EFV | $3,098,821 | 0.70% | 40,481 | Up ×1 | |||
| FVAL | $3,066,641 | 0.69% | 39,349 | $211,039 | Down ×5 | ||
| NTRA Natera, Inc. - Common Stock | $3,050,555 | 0.69% | 11,238 | Up ×1 | |||
| Unknown issuer (CUSIP: 438516205) | $3,027,800 | 0.68% | 13,523 | Up ×1 | |||
| Unknown issuer (CUSIP: 43849R105) | $2,989,665 | 0.68% | 13,523 | Up ×1 | |||
| QBTS D-Wave Quantum Inc. Common Shares | $2,979,726 | 0.67% | 124,207 | $1,191,618 | Up ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $2,698,057 | 0.61% | 26,801 | Up ×1 | |||
| JPIB | $2,672,498 | 0.60% | 55,274 | $287,523 | Up ×1 | ||
| ITOT | $2,663,474 | 0.60% | 16,214 | $606,358 | Up ×3 | ||
| IWY | $2,398,777 | 0.54% | 8,254 | $-2,974,674 | Down ×4 | ||
| DGRO | $2,385,339 | 0.54% | 31,473 | $244,638 | Up ×3 | ||
| TEM Tempus AI, Inc. - Class A Common Stock | $2,371,886 | 0.54% | 40,944 | $520,579 | Up ×2 | ||
| JOBY Joby Aviation, Inc. Common Stock | $2,226,575 | 0.50% | 249,616 | $1,186,434 | Up ×2 | ||
| AVAV AeroVironment, Inc. - Common Stock | $2,192,955 | 0.50% | 13,285 | $783,836 | Up ×1 | ||
| VBK | $2,133,494 | 0.48% | 5,834 | $468,701 | Up ×1 | ||
| SYM Symbotic Inc. - Class A Common Stock | $2,066,936 | 0.47% | 45,983 | $-376,327 | Up ×2 | ||
| KTOS Kratos Defense & Security Solutions, Inc. - Common Stock | $2,038,352 | 0.46% | 40,882 | $-839,760 | Up ×1 | ||
| BSX Boston Scientific Corporation Common Stock | $1,957,006 | 0.44% | 45,853 | $-964,760 | Down ×1 | ||
| TOST Toast, Inc. Class A Common Stock | $1,936,912 | 0.44% | 69,623 | Up ×1 | |||
| CRSP CRISPR Therapeutics AG - Common Shares | $1,770,696 | 0.40% | 32,466 | $223,767 | Down ×1 | ||
| DVYE | $1,722,661 | 0.39% | 53,449 | Up ×1 | |||
| ENPH Enphase Energy, Inc. - Common Stock | $1,681,448 | 0.38% | 34,148 | $388,686 | Down ×1 | ||
| OKLO Oklo Inc. Class A common stock | $1,542,793 | 0.35% | 29,482 | $87,326 | Up ×2 | ||
| PLUG Plug Power, Inc. - Common Stock | $1,402,590 | 0.32% | 517,561 | $571,403 | Up ×3 | ||
| AMPX Amprius Technologies, Inc. Common Stock | $1,376,409 | 0.31% | 99,308 | Up ×1 | |||
| INDI indie Semiconductor, Inc. - Class A Common Stock | $1,348,998 | 0.30% | 300,445 | $386,453 | Up ×4 | ||
| GRAL GRAIL, Inc. - Common Stock | $1,106,998 | 0.25% | 16,215 | $273,555 | Up ×2 | ||
| VOT | $818,740 | 0.19% | 2,673 | $112,829 | Down ×2 | ||
| RCAT Red Cat Holdings, Inc. - Common Stock | $809,176 | 0.18% | 75,979 | Up ×1 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $699,193 | 0.16% | 7,326 | Up ×1 | |||
| EOSE Eos Energy Enterprises, Inc. - Common Stock | $681,245 | 0.15% | 115,858 | $118,181 | Up ×2 | ||
| DVY iShares Select Dividend ETF | $619,886 | 0.14% | 3,966 | $81,472 | Up ×3 | ||
| IEMG | $378,744 | 0.09% | 4,572 | $63,125 | Up ×1 | ||
| SOLS Solstice Advanced Materials Inc. - Common Stock | $279,090 | 0.06% | 3,150 | $-35,527 | Down ×2 | ||
| IEFA | $237,973 | 0.05% | 2,464 | $17,351 | Up ×1 | ||
| VYMI Vanguard International High Dividend Yield ETF | $203,863 | 0.05% | 2,076 | Up ×1 | |||
| CERS Cerus Corporation - Common Stock | $58,400 | 0.01% | 20,000 | ||||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| ABBV | $9,489,848 | 37,712 | 2.15% |
| VTIP | $8,538,146 | 169,981 | 1.93% |
| IFRA | $6,649,837 | 105,486 | 1.50% |
| TTMI | $4,698,690 | 25,124 | 1.06% |
| PDFS | $4,484,688 | 63,352 | 1.01% |
| AXON | $3,304,796 | 5,895 | 0.75% |
| EFV | $3,098,821 | 40,481 | 0.70% |
| NTRA | $3,050,555 | 11,238 | 0.69% |
| Unknown issuer (CUSIP: 438516205) | $3,027,800 | 13,523 | 0.68% |
| Unknown issuer (CUSIP: 43849R105) | $2,989,665 | 13,523 | 0.68% |
| SGOV | $2,698,057 | 26,801 | 0.61% |
| TOST | $1,936,912 | 69,623 | 0.44% |
| DVYE | $1,722,661 | 53,449 | 0.39% |
| AMPX | $1,376,409 | 99,308 | 0.31% |
| RCAT | $809,176 | 75,979 | 0.18% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| JEPI | June 30, 2026 | 147,035 | $8,333,944 | No longer tracked |
| AXP | June 30, 2025 | 28,917 | $7,842,290 | 5.1% |
| INTU | March 31, 2026 | 9,775 | $6,474,824 | -16.6% |
| KKR | March 31, 2026 | 49,876 | $6,358,192 | 17.4% |
| SHY | June 30, 2026 | 76,128 | $6,285,889 | |
| HON | June 30, 2026 | 27,528 | $6,222,041 | -1.9% |
| QUS | June 30, 2025 | 37,019 | $5,832,343 | No longer tracked |
| CRM | March 31, 2026 | 19,905 | $5,272,901 | 10.1% |
| IMCG | March 31, 2025 | 61,080 | $4,613,372 | No longer tracked |
| FISV | Dec. 31, 2025 | 34,938 | $4,504,556 | -23.3% |
| UBER | March 31, 2026 | 54,651 | $4,465,533 | 8.7% |
| SNPS | Dec. 31, 2025 | 7,833 | $3,864,724 | -15.2% |
| PLTR | June 30, 2026 | 26,115 | $3,820,029 | 48.3% |
| MINT | June 30, 2026 | 37,563 | $3,777,711 | No longer tracked |
| ADSK | Sept. 30, 2025 | 12,033 | $3,725,056 | -22.2% |
| TTD | June 30, 2025 | 32,893 | $3,606,717 | -81.6% |
| EDV | June 30, 2025 | 44,119 | $3,515,402 | No longer tracked |
| SPSC | June 30, 2025 | 18,058 | $3,506,225 | -42.0% |
| PFF | Dec. 31, 2025 | 110,388 | $3,490,469 | |
| AVAV | June 30, 2025 | 17,108 | $3,430,054 | -43.5% |
| BA | June 30, 2025 | 21,862 | $3,323,898 | 2.4% |
| AMD | June 30, 2025 | 20,197 | $3,313,924 | 231.8% |
| MU | June 30, 2025 | 31,039 | $3,219,055 | 698.9% |
| BLV | June 30, 2025 | 38,625 | $2,903,441 | No longer tracked |
| MINT | March 31, 2025 | 28,260 | $2,835,608 | No longer tracked |
| MS | June 30, 2025 | 25,924 | $2,702,318 | 50.3% |
| IMCG | Dec. 31, 2025 | 30,668 | $2,537,164 | No longer tracked |
| MRSH | March 31, 2026 | 13,651 | $2,532,534 | 10.2% |
| ASPN | June 30, 2025 | 90,992 | $2,519,568 | -11.8% |
| MRCY | June 30, 2026 | 32,751 | $2,387,875 | -23.2% |
| DDOG | June 30, 2025 | 19,766 | $2,274,276 | 71.1% |
| SMCI | June 30, 2026 | 87,197 | $1,985,476 | 26.9% |
| TBF | Sept. 30, 2025 | 80,967 | $1,956,972 | No longer tracked |
| ADBE | Sept. 30, 2025 | 4,750 | $1,837,680 | -22.6% |
| JEPQ | June 30, 2025 | 32,399 | $1,779,677 | |
| TYL | June 30, 2026 | 5,192 | $1,777,466 | 17.5% |
| HLIT | June 30, 2025 | 120,524 | $1,756,035 | 31.9% |
| COIN | March 31, 2026 | 7,706 | $1,742,635 | 7.3% |
| TWLO | March 31, 2026 | 12,107 | $1,722,100 | 72.7% |
| ZS | March 31, 2026 | 7,525 | $1,692,523 | 23.3% |
| ENPH | June 30, 2025 | 13,658 | $1,543,571 | -1.3% |
| GEV | June 30, 2025 | 5,971 | $1,522,486 | 83.4% |
| SMCI | March 31, 2025 | 46,785 | $1,426,007 | 8.7% |
| SMR | June 30, 2026 | 129,363 | $1,402,295 | -7.3% |
| SHOP | June 30, 2025 | 17,376 | $1,392,473 | 26.4% |
| PYPL | March 31, 2026 | 23,445 | $1,368,719 | 37.6% |
| MRCY | March 31, 2025 | 31,113 | $1,306,746 | 118.1% |
| THRM | June 30, 2025 | 27,620 | $1,285,711 | 47.9% |
| EPAM | June 30, 2026 | 9,305 | $1,259,897 | 34.8% |
| OLED | June 30, 2025 | 5,781 | $1,213,432 | -44.2% |
| XYZ | June 30, 2025 | 17,867 | $1,199,378 | 17.9% |
| SRTA | March 31, 2026 | 243,672 | $1,172,062 | 44.5% |
| SNCR | June 30, 2025 | 72,476 | $1,078,809 | No longer tracked |
| SYM | March 31, 2025 | 44,539 | $1,056,020 | 107.7% |
| TEM | March 31, 2025 | 30,486 | $1,029,207 | 37.6% |
| SMR | March 31, 2025 | 54,254 | $972,774 | -34.3% |
| SABR | June 30, 2025 | 248,434 | $911,751 | -34.5% |
| PLUG | June 30, 2025 | 378,634 | $855,712 | 52.2% |
| HUBS | Dec. 31, 2025 | 1,768 | $827,070 | -41.8% |
| U | June 30, 2025 | 35,595 | $805,159 | 90.5% |
| CERS | Dec. 31, 2025 | 496,189 | $788,941 | 35.9% |
| AUR | Dec. 31, 2025 | 143,462 | $773,260 | 60.4% |
| ADPT | June 30, 2026 | 43,815 | $608,145 | 16.9% |
| ILMN | Dec. 31, 2025 | 6,129 | $582,071 | 60.1% |
| QUBT | June 30, 2026 | 72,443 | $496,235 | -13.2% |
| CHPTXXXX | June 30, 2025 | 316,362 | $433,416 | No longer tracked |