Bouvel Investment Partners, LLC

13F filer · CIK 0001839122

Reported Jul 17, 2026

Net buyer this quarter

13F portfolio value$442MU.S. long equity reported on 13F

Positions619 new · 8 closed

Net flow last quarter+$2.52MBuys minus sells

Top 10 positions weight27.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 17, 202661 positions
MRVLMarvell Technology, Inc.	$21.3M	4.82%	0.01%	-2.0%	Q2 2022
INTCIntel Corp	$17.6M	3.98%	0.00%	-27.0%	Q4 2020
NVDANvidia Corp	$12.7M	2.86%	0.00%	-0.3%	Q2 2022
DDOGDatadog, Inc.	$10.9M	2.45%	0.05%	-0.8%	Q3 2024
PANWPalo Alto Networks Inc	$10.6M	2.39%	0.00%	-1.2%	Q4 2020
AVGOBroadcom Inc.	$9.98M	2.26%	0.00%	-27.1%	Q2 2025
AMZNAmazon Com Inc	$9.95M	2.25%	0.00%	-1.4%	Q4 2020
ABBVAbbVie Inc.	$9.49M	2.15%	0.00%	New	Q2 2026
VICRVicor Corp	$9.31M	2.11%	0.21%	-1.7%	Q3 2023
GEGeneral Electric Co	$9.21M	2.08%	0.00%	-1.3%	Q3 2021
TERTeradyne, Inc	$8.72M	1.97%	0.01%	-23.0%	Q4 2020
GOOGLAlphabet Inc.	$8.59M	1.94%	0.00%	-1.3%	Q4 2020
MTZMastec Inc	$8.45M	1.91%	0.03%	+0.2%	Q4 2022
PULSPulse Electronics Corp	$8.23M	1.86%	0.95%	+89.4%	Q1 2026
LLYELI LILLY & Co	$8.19M	1.85%	0.00%	-0.9%	Q3 2023
ETREntergy Corp	$7.52M	1.70%	0.01%	-1.5%	Q1 2026
LITELumentum Holdings Inc.	$7.4M	1.67%	0.01%	-19.1%	Q3 2025
MSFTMicrosoft Corp	$7.34M	1.66%	0.00%	-1.4%	Q4 2020
IBMInternational Business Machines Corp	$6.57M	1.49%	0.00%	-0.5%	Q4 2020
SNOWSnowflake Inc.	$6.43M	1.45%	0.01%	-1.4%	Q3 2025
ETNEaton Corp plc	$6.34M	1.43%	0.00%	-1.5%	Q2 2023
AAPLApple Inc.	$6.17M	1.40%	0.00%	-1.5%	Q4 2020
BABoeing Co	$5.81M	1.31%	0.00%	-1.2%	Q4 2020
APHAmphenol Corp	$5.81M	1.31%	0.00%	-0.1%	Q4 2025
ISRGIntuitive Surgical Inc	$5.75M	1.30%	0.00%	-1.0%	Q4 2020
PWRQuanta Services, Inc.	$5.58M	1.26%	0.01%	-0.1%	Q2 2025
RTXRTX Corp	$5.48M	1.24%	0.00%	-0.8%	Q4 2020
METAMeta Platforms, Inc.	$5.37M	1.21%	Not reported	-1.5%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$5.31M	1.20%	0.00%	+0.3%	Q2 2025
NFLXNetflix Inc	$4.92M	1.11%	0.00%	-0.9%	Q4 2020
TTMITTM Technologies Inc	$4.7M	1.06%	0.02%	New	Q2 2026
AEHRAehr Test Systems	$4.69M	1.06%	0.15%	-32.0%	Q4 2023
PDFSPDF Solutions Inc	$4.48M	1.01%	0.15%	New	Q2 2026
VRTVertiv Holdings Co	$4.38M	0.99%	0.00%	-26.0%	Q2 2024
FSLRFirst Solar, Inc.	$3.98M	0.90%	0.02%	+0.1%	Q4 2020
IONQIonQ, Inc.	$3.89M	0.88%	0.02%	+156.6%	Q1 2026
AXONAxon Enterprise, Inc.	$3.3M	0.75%	0.01%	New	Q2 2026
MPWRMonolithic Power Systems, Inc.	$3.11M	0.70%	0.00%	+1.5%	Q2 2025
NTRANatera, Inc.	$3.05M	0.69%	0.01%	New	Q2 2026
HONHoneywell International Inc	$3.03M	0.68%	0.00%	-1.8%	Q4 2020
HONAHoneywell Aerospace Inc.	$2.99M	0.68%	Not reported	-1.8%	Q2 2026
QBTSD-Wave Quantum Inc.	$2.98M	0.67%	0.03%	+0.2%	Q2 2025
TEMTempus AI, Inc.	$2.37M	0.54%	Not reported	0.0%	Q4 2024
JOBYJoby Aviation, Inc.	$2.23M	0.50%	0.03%	+98.2%	Q3 2024
AVAVAeroVironment Inc	$2.19M	0.50%	0.03%	+72.6%	Q4 2020
SYMSymbotic Inc.	$2.07M	0.47%	0.01%	+0.1%	Q4 2024
KTOSKratos Defense & Security Solutions, Inc.	$2.04M	0.46%	0.02%	+0.2%	Q4 2020
BSXBoston Scientific Corp	$1.96M	0.44%	0.00%	-1.5%	Q3 2022
TOSTToast, Inc.	$1.94M	0.44%	0.03%	New	Q2 2026
CRSPCRISPR Therapeutics AG	$1.77M	0.40%	0.03%	-0.2%	Q4 2020

Q1 2026Reported Apr 10, 202659 positions
AVGOBroadcom Inc.	$11.2M	3.25%	0.00%	+0.6%	Q2 2025
NVDANvidia Corp	$11.1M	3.21%	0.00%	+0.2%	Q2 2022
AMZNAmazon Com Inc	$8.82M	2.56%	0.00%	+0.7%	Q4 2020
INTCIntel Corp	$7.62M	2.21%	0.00%	+0.9%	Q4 2020
LITELumentum Holdings Inc.	$7.49M	2.17%	0.01%	+2.9%	Q3 2025
ETREntergy Corp	$7.47M	2.17%	0.01%	New	Q1 2026
MSFTMicrosoft Corp	$7.38M	2.14%	0.00%	+0.6%	Q4 2020
MRVLMarvell Technology, Inc.	$7.24M	2.10%	0.01%	+0.7%	Q2 2022
GEGeneral Electric Co	$7.08M	2.06%	0.00%	+0.6%	Q3 2021
GOOGLAlphabet Inc.	$7M	2.03%	0.00%	+0.7%	Q4 2020
TERTeradyne, Inc	$6.93M	2.01%	0.01%	+3.6%	Q4 2020
ISRGIntuitive Surgical Inc	$6.73M	1.95%	0.00%	+0.6%	Q4 2020
NFLXNetflix Inc	$6.68M	1.94%	0.00%	Not reported	Q4 2020
MTZMastec Inc	$6.52M	1.89%	0.03%	+3.7%	Q4 2022
LLYELI LILLY & Co	$6.34M	1.84%	0.00%	+1.0%	Q3 2023
HONHoneywell International Inc	$6.22M	1.81%	0.00%	+48.8%	Q4 2020
IBMInternational Business Machines Corp	$5.69M	1.65%	0.00%	+1.1%	Q4 2020
RTXRTX Corp	$5.62M	1.63%	0.00%	+0.7%	Q4 2020
METAMeta Platforms, Inc.	$5.53M	1.61%	Not reported	+0.7%	Q4 2020
AAPLApple Inc.	$5.5M	1.59%	0.00%	Not reported	Q4 2020
BABoeing Co	$5.41M	1.57%	0.00%	+1.0%	Q4 2020
ETNEaton Corp plc	$5.4M	1.57%	0.00%	+0.6%	Q2 2023
PANWPalo Alto Networks Inc	$5.02M	1.46%	0.00%	+0.6%	Q4 2020
DDOGDatadog, Inc.	$4.96M	1.44%	0.05%	+64.1%	Q3 2024
VRTVertiv Holdings Co	$4.43M	1.29%	0.00%	+3.4%	Q2 2024
PULSPulse Electronics Corp	$4.34M	1.26%	0.50%	New	Q1 2026
PWRQuanta Services, Inc.	$4.26M	1.24%	0.01%	+3.0%	Q2 2025
APHAmphenol Corp	$4.16M	1.21%	0.00%	+1.1%	Q4 2025
VICRVicor Corp	$4.02M	1.16%	0.21%	+3.1%	Q3 2023
SNOWSnowflake Inc.	$3.87M	1.12%	0.01%	+0.7%	Q3 2025
PLTRPalantir Technologies Inc.	$3.82M	1.11%	0.00%	-0.4%	Q3 2021
FSLRFirst Solar, Inc.	$3.32M	0.96%	0.02%	+3.3%	Q4 2020
BSXBoston Scientific Corp	$2.92M	0.85%	0.00%	+0.9%	Q3 2022
KTOSKratos Defense & Security Solutions, Inc.	$2.88M	0.84%	0.02%	-35.3%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$2.71M	0.79%	0.00%	+44.1%	Q2 2025
AEHRAehr Test Systems	$2.66M	0.77%	0.23%	+33.5%	Q4 2023
SYMSymbotic Inc.	$2.44M	0.71%	0.01%	+3.7%	Q4 2024
MPWRMonolithic Power Systems, Inc.	$2.42M	0.70%	0.00%	+3.3%	Q2 2025
MRCYMercury Systems Inc	$2.39M	0.69%	0.06%	+4.7%	Q4 2024
SMCISuper Micro Computer, Inc.	$1.99M	0.58%	0.01%	+4.3%	Q2 2024
TEMTempus AI, Inc.	$1.85M	0.54%	Not reported	+3.1%	Q4 2024
QBTSD-Wave Quantum Inc.	$1.79M	0.52%	0.03%	+3.4%	Q2 2025
TYLTyler Technologies Inc	$1.78M	0.52%	0.01%	+3.3%	Q4 2020
CRSPCRISPR Therapeutics AG	$1.55M	0.45%	0.03%	+2.9%	Q4 2020
OKLOOklo Inc.	$1.46M	0.42%	0.02%	+5.0%	Q2 2025
AVAVAeroVironment Inc	$1.41M	0.41%	0.02%	Not reported	Q4 2020
SMRNUSCALE POWER Corp	$1.4M	0.41%	0.05%	+59.6%	Q4 2024
ENPHEnphase Energy, Inc.	$1.29M	0.38%	0.03%	Not reported	Q1 2022
EPAMEPAM Systems, Inc.	$1.26M	0.37%	0.02%	+71.2%	Q4 2020
JOBYJoby Aviation, Inc.	$1.04M	0.30%	0.01%	+3.1%	Q3 2024

Q4 2025Reported Jan 23, 202662 positions
AVGOBroadcom Inc.	$12.5M	3.59%	0.00%	+2.4%	Q2 2025
NVDANvidia Corp	$11.8M	3.41%	0.00%	+0.7%	Q2 2022
AMZNAmazon Com Inc	$9.71M	2.80%	0.00%	+1.7%	Q4 2020
MSFTMicrosoft Corp	$9.59M	2.76%	0.00%	+1.6%	Q4 2020
ISRGIntuitive Surgical Inc	$8.21M	2.37%	0.00%	+1.8%	Q4 2020
GEGeneral Electric Co	$7.65M	2.20%	0.00%	+1.6%	Q3 2021
GOOGLAlphabet Inc.	$7.57M	2.18%	0.00%	+1.7%	Q4 2020
LLYELI LILLY & Co	$7.33M	2.11%	0.00%	+1.3%	Q3 2023
IBMInternational Business Machines Corp	$6.88M	1.98%	0.00%	Not reported	Q4 2020
INTUIntuit Inc.	$6.47M	1.87%	0.00%	+1.8%	Q4 2020
KKRKKR & Co. Inc.	$6.36M	1.83%	0.01%	+1.6%	Q2 2025
METAMeta Platforms, Inc.	$6.34M	1.83%	Not reported	+1.8%	Q4 2020
INTCIntel Corp	$6.32M	1.82%	0.00%	+1.7%	Q4 2020
MRVLMarvell Technology, Inc.	$6.16M	1.78%	0.01%	+1.3%	Q2 2022
BABoeing Co	$5.84M	1.68%	0.00%	Not reported	Q4 2020
PANWPalo Alto Networks Inc	$5.74M	1.65%	0.00%	+1.7%	Q4 2020
SNOWSnowflake Inc.	$5.58M	1.61%	0.01%	+1.7%	Q3 2025
RTXRTX Corp	$5.3M	1.53%	0.00%	+1.1%	Q4 2020
CRMSalesforce, Inc.	$5.27M	1.52%	0.00%	+1.7%	Q4 2020
KTOSKratos Defense & Security Solutions, Inc.	$4.79M	1.38%	0.04%	-0.2%	Q4 2020
ETNEaton Corp plc	$4.78M	1.38%	0.00%	+1.8%	Q2 2023
PLTRPalantir Technologies Inc.	$4.66M	1.34%	0.00%	-44.7%	Q3 2021
UBERUber Technologies, Inc	$4.47M	1.29%	0.00%	+1.5%	Q3 2021
APHAmphenol Corp	$4.4M	1.27%	0.00%	New	Q4 2025
BSXBoston Scientific Corp	$4.4M	1.27%	0.00%	+1.5%	Q3 2022
TERTeradyne, Inc	$4.37M	1.26%	0.01%	-0.2%	Q4 2020
FSLRFirst Solar, Inc.	$4.26M	1.23%	0.02%	+0.1%	Q4 2020
MTZMastec Inc	$4.25M	1.23%	0.02%	-0.5%	Q4 2022
LITELumentum Holdings Inc.	$3.82M	1.10%	0.01%	-0.7%	Q3 2025
HONHoneywell International Inc	$3.61M	1.04%	0.00%	+1.5%	Q4 2020
DDOGDatadog, Inc.	$3.48M	1.00%	0.03%	Not reported	Q3 2024
PWRQuanta Services, Inc.	$3.18M	0.92%	0.01%	-0.7%	Q2 2025
QBTSD-Wave Quantum Inc.	$3.13M	0.90%	0.03%	-19.2%	Q2 2025
VRTVertiv Holdings Co	$2.77M	0.80%	0.00%	-0.5%	Q2 2024
VICRVicor Corp	$2.65M	0.76%	0.21%	+0.4%	Q3 2023
SYMSymbotic Inc.	$2.63M	0.76%	0.01%	-0.4%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$2.53M	0.73%	0.00%	+1.7%	Q2 2023
SMCISuper Micro Computer, Inc.	$2.45M	0.71%	0.01%	+77.9%	Q2 2024
TEMTempus AI, Inc.	$2.35M	0.68%	Not reported	-1.9%	Q4 2024
MRCYMercury Systems Inc	$2.28M	0.66%	0.05%	-0.6%	Q4 2024
TYLTyler Technologies Inc	$2.28M	0.66%	0.01%	+0.1%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$2.26M	0.65%	0.00%	-0.6%	Q2 2025
OKLOOklo Inc.	$2.01M	0.58%	0.02%	-31.9%	Q2 2025
MPWRMonolithic Power Systems, Inc.	$1.95M	0.56%	0.00%	+37.9%	Q2 2025
COINCoinbase Global, Inc.	$1.74M	0.50%	0.00%	-0.8%	Q2 2025
TWLOTwilio Inc	$1.72M	0.50%	0.01%	+3.0%	Q4 2020
ZSZscaler, Inc.	$1.69M	0.49%	0.00%	+1.4%	Q2 2023
CRSPCRISPR Therapeutics AG	$1.66M	0.48%	0.03%	-0.5%	Q4 2020
JOBYJoby Aviation, Inc.	$1.61M	0.46%	0.01%	-0.5%	Q3 2024
PYPLPayPal Holdings, Inc.	$1.37M	0.39%	0.00%	+0.7%	Q4 2020

Q3 2025Reported Oct 22, 202560 positions
NVDANvidia Corp	$11.7M	3.59%	0.00%	-18.2%	Q2 2022
AVGOBroadcom Inc.	$11.6M	3.55%	0.00%	-1.0%	Q2 2025
MSFTMicrosoft Corp	$10.1M	3.09%	0.00%	-1.5%	Q4 2020
AMZNAmazon Com Inc	$9.08M	2.78%	0.00%	-1.7%	Q4 2020
PLTRPalantir Technologies Inc.	$8.65M	2.65%	0.00%	-46.0%	Q3 2021
GEGeneral Electric Co	$7.35M	2.25%	0.00%	-0.9%	Q3 2021
METAMeta Platforms, Inc.	$6.93M	2.12%	Not reported	-1.1%	Q4 2020
INTUIntuit Inc.	$6.56M	2.01%	0.00%	-1.7%	Q4 2020
KKRKKR & Co. Inc.	$6.38M	1.95%	0.01%	-1.1%	Q2 2025
ISRGIntuitive Surgical Inc	$6.37M	1.95%	0.00%	-0.5%	Q4 2020
PANWPalo Alto Networks Inc	$6.24M	1.91%	0.00%	-1.4%	Q4 2020
MRVLMarvell Technology, Inc.	$6.02M	1.84%	0.01%	-1.4%	Q2 2022
GOOGLAlphabet Inc.	$5.78M	1.77%	0.00%	-1.4%	Q4 2020
KTOSKratos Defense & Security Solutions, Inc.	$5.78M	1.77%	0.04%	-24.0%	Q4 2020
INTCIntel Corp	$5.65M	1.73%	0.00%	Not reported	Q4 2020
SNOWSnowflake Inc.	$5.64M	1.73%	0.01%	New	Q3 2025
ETNEaton Corp plc	$5.53M	1.69%	0.00%	-1.6%	Q2 2023
UBERUber Technologies, Inc	$5.28M	1.62%	0.00%	-1.7%	Q3 2021
LLYELI LILLY & Co	$5.13M	1.57%	0.00%	-0.1%	Q3 2023
RTXRTX Corp	$4.78M	1.46%	0.00%	-1.7%	Q4 2020
CRMSalesforce, Inc.	$4.64M	1.42%	0.00%	-0.6%	Q4 2020
OKLOOklo Inc.	$4.58M	1.40%	0.03%	+1.6%	Q2 2025
FISVFiserv Inc	$4.5M	1.38%	0.01%	-1.0%	Q2 2025
BSXBoston Scientific Corp	$4.44M	1.36%	0.00%	-1.1%	Q3 2022
MTZMastec Inc	$4.18M	1.28%	0.02%	+2.2%	Q4 2022
SNPSSynopsys Inc	$3.86M	1.18%	0.00%	-1.7%	Q2 2024
HONHoneywell International Inc	$3.84M	1.17%	0.00%	-1.8%	Q4 2020
QBTSD-Wave Quantum Inc.	$3.67M	1.12%	0.04%	+1.3%	Q2 2025
FSLRFirst Solar, Inc.	$3.6M	1.10%	0.02%	+1.2%	Q4 2020
TEMTempus AI, Inc.	$3.27M	1.00%	Not reported	+1.4%	Q4 2024
PWRQuanta Services, Inc.	$3.15M	0.96%	0.01%	+2.4%	Q2 2025
TERTeradyne, Inc	$3.11M	0.95%	0.01%	+2.0%	Q4 2020
SMRNUSCALE POWER Corp	$2.94M	0.90%	0.03%	+1.6%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$2.71M	0.83%	0.00%	-1.6%	Q2 2023
TYLTyler Technologies Inc	$2.63M	0.80%	0.01%	+1.5%	Q4 2020
COINCoinbase Global, Inc.	$2.62M	0.80%	0.00%	+2.3%	Q2 2025
VRTVertiv Holdings Co	$2.59M	0.79%	0.00%	+2.1%	Q2 2024
MRCYMercury Systems Inc	$2.43M	0.75%	0.05%	+2.1%	Q4 2024
SYMSymbotic Inc.	$2.4M	0.73%	0.01%	+0.8%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$2.38M	0.73%	0.00%	+2.1%	Q2 2025
SMCISuper Micro Computer, Inc.	$2.25M	0.69%	0.01%	-0.8%	Q2 2024
ZSZscaler, Inc.	$2.22M	0.68%	0.00%	+2.0%	Q2 2023
CRSPCRISPR Therapeutics AG	$2.06M	0.63%	0.03%	+1.9%	Q4 2020
JOBYJoby Aviation, Inc.	$1.98M	0.61%	0.01%	+2.1%	Q3 2024
LITELumentum Holdings Inc.	$1.7M	0.52%	0.01%	New	Q3 2025
AEHRAehr Test Systems	$1.66M	0.51%	0.18%	+0.5%	Q4 2023
PYPLPayPal Holdings, Inc.	$1.56M	0.48%	0.00%	+1.1%	Q4 2020
MPWRMonolithic Power Systems, Inc.	$1.43M	0.44%	0.00%	+2.2%	Q2 2025
EOSEEos Energy Enterprises, Inc.	$1.26M	0.39%	0.04%	New	Q3 2025
SRTAStrata Critical Medical, Inc.	$1.25M	0.38%	0.30%	-3.6%	Q3 2023

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