Bouvel-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "INDI",
  "SPSC",
  "JOBY",
  "KTOS",
  "AVAV",
  "SABR",
  "ASPN",
  "MU",
  "ZS",
  "ADBE",
  "GOOGL",
  "AXP",
  "THRM",
  "BSX",
  null,
  null,
  "U",
  null,
  "ADPT",
  "HON",
  "INTU",
  "ISRG",
  "HUBS",
  "META",
  "IVW",
  "SNCR",
  "MMC",
  "MRVL",
  "MSFT",
  "MS",
  "ENPH",
  "GE",
  "ILMN",
  null,
  "PANW",
  "NVDA",
  "PLTR",
  "SHOP",
  "RTX",
  "SNPS",
  "TYL",
  "UBER",
  "VICR",
  null,
  "AEHR",
  "PRF",
  "CHPT",
  "VRT",
  "ADSK",
  "AMD",
  "FSLR",
  "HLIT",
  "AMZN",
  "PLUG",
  null,
  "BLV",
  null,
  "VOT",
  "DVY",
  "MTZ",
  "TER",
  "TTD",
  "CRM",
  null,
  "GEV",
  "OLED",
  "DGRO",
  "BA",
  null,
  "BLDE",
  "CERS",
  "CRSP",
  "DDOG",
  null,
  "ETN",
  "LLY",
  "ITOT"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 77
Total Value: 265907493
Accession Number: 0001085146-25-002169
Form Type: 13F-HR
CIK: bouvel-investment-partners
Manager Name: Bouvel-Investment-Partners

Data Enrichment

87% identified

67 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

77 positions • $265.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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61774R841

Shares:240.9K

Value:$12.5M

% of Portfolio:4.7% ($12.5M/$265.9M)

72201R775

Shares:123.8K

Value:$11.7M

% of Portfolio:4.4% ($11.7M/$265.9M)

46641Q332

Shares:178.8K

Value:$10.6M

% of Portfolio:4.0% ($10.6M/$265.9M)

NVIDIA CORP

NVDA|67066G104

Shares:74.6K

Value:$9.1M

% of Portfolio:3.4% ($9.1M/$265.9M)

MICROSOFT CORP

MSFT|594918104

Shares:19.5K

Value:$8.4M

% of Portfolio:3.2% ($8.4M/$265.9M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:28.9K

Value:$7.8M

% of Portfolio:2.9% ($7.8M/$265.9M)

AMAZON COM INC

AMZN|023135106

Shares:41.5K

Value:$7.7M

% of Portfolio:2.9% ($7.7M/$265.9M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:13.9K

Value:$6.9M

% of Portfolio:2.6% ($6.9M/$265.9M)

14020Y300

Shares:216.4K

Value:$6.0M

% of Portfolio:2.3% ($6.0M/$265.9M)

INTUIT INC.

INTU|461202103

Shares:9.7K

Value:$6.0M

% of Portfolio:2.3% ($6.0M/$265.9M)

78468R812

Shares:37.0K

Value:$5.8M

% of Portfolio:2.2% ($5.8M/$265.9M)

ELI LILLY & Co

LLY|532457108

Shares:6.5K

Value:$5.8M

% of Portfolio:2.2% ($5.8M/$265.9M)

46137V613

PRF|46137V613

Shares:141.0K

Value:$5.7M

% of Portfolio:2.2% ($5.7M/$265.9M)

Meta Platforms, Inc.

META|30303M102

Shares:9.5K

Value:$5.4M

% of Portfolio:2.0% ($5.4M/$265.9M)

Salesforce, Inc.

CRM|79466L302

Shares:19.5K

Value:$5.3M

% of Portfolio:2.0% ($5.3M/$265.9M)

Palo Alto Networks Inc

PANW|697435105

Shares:15.3K

Value:$5.2M

% of Portfolio:2.0% ($5.2M/$265.9M)

Marvell Technology, Inc.

MRVL|573874104

Shares:69.9K

Value:$5.0M

% of Portfolio:1.9% ($5.0M/$265.9M)

Eaton Corp plc

ETN|G29183103

Shares:14.7K

Value:$4.9M

% of Portfolio:1.8% ($4.9M/$265.9M)

GENERAL ELECTRIC CO

GE|369604301

Shares:24.4K

Value:$4.6M

% of Portfolio:1.7% ($4.6M/$265.9M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:114.1K

Value:$4.2M

% of Portfolio:1.6% ($4.2M/$265.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip61774R841)✕	240.9K	QoQ +2.15% (+5.1K) YoY NEW(+240.9K)	All Managers (Combined)	$12.5M	4.7% ($12.5M/$265.9M)	QoQ +6.13% (+$720.9K) YoY NEW(+$12.5M)
(cusip72201R775)✕	123.8K	QoQ +1.65% (+2.0K) YoY +59.46% (+46.2K)	All Managers (Combined)	$11.7M	4.4% ($11.7M/$265.9M)	QoQ +6.36% (+$700.4K) YoY +64.24% (+$4.6M)
(cusip46641Q332)✕	178.8K	QoQ +1.21% (+2.2K) YoY +0.88% (+1.6K)	All Managers (Combined)	$10.6M	4.0% ($10.6M/$265.9M)	QoQ +4.70% (+$478.0K) YoY +3.76% (+$386.0K)
NVIDIA CORP(NVDAcusip67066G104)	74.6K	QoQ -2.80% (-2.2K) YoY +618.37% (-64.2K)	All Managers (Combined)	$9.1M	3.4% ($9.1M/$265.9M)	QoQ -12.10% (-$1.2M) YoY -3.44% (-$323.4K)
MICROSOFT CORP(MSFTcusip594918104)	19.5K	QoQ -1.69% (-336) YoY +0.27% (+53)	All Managers (Combined)	$8.4M	3.2% ($8.4M/$265.9M)	QoQ +0.35% (-$29.7K) YoY +2.55% (+$208.8K)
AMERICAN EXPRESS CO(AXPcusip025816109)	28.9K	QoQ -1.38% (-406) YoY +0.16% (+47)	All Managers (Combined)	$7.8M	2.9% ($7.8M/$265.9M)	QoQ -9.88% (-$860.5K) YoY +19.30% (+$1.3M)
AMAZON COM INC(AMZNcusip023135106)	41.5K	QoQ -1.20% (-505) YoY +0.25% (+104)	All Managers (Combined)	$7.7M	2.9% ($7.7M/$265.9M)	QoQ -16.09% (-$1.5M) YoY +3.55% (+$265.6K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	13.9K	QoQ -2.82% (-406) YoY +0.27% (+38)	All Managers (Combined)	$6.9M	2.6% ($6.9M/$265.9M)	QoQ -8.54% (-$640.0K) YoY +23.43% (+$1.3M)
(cusip14020Y300)✕	216.4K	QoQ +0.75% (+1.6K) YoY +1.36% (+2.9K)	All Managers (Combined)	$6.0M	2.3% ($6.0M/$265.9M)	QoQ +2.82% (+$165.7K) YoY +4.36% (+$251.9K)
INTUIT INC.(INTUcusip461202103)	9.7K	QoQ -0.64% (-63) YoY +0.15% (-15)	All Managers (Combined)	$6.0M	2.3% ($6.0M/$265.9M)	QoQ -1.83% (-$112.2K) YoY -4.31% (-$271.0K)
(cusip78468R812)✕	37.0K	QoQ +1.30% (+476) YoY +1.00% (+370)	All Managers (Combined)	$5.8M	2.2% ($5.8M/$265.9M)	QoQ +3.06% (+$173.7K) YoY +9.27% (+$495.1K)
ELI LILLY & Co(LLYcusip532457108)	6.5K	QoQ -1.59% (-106) YoY +1.22% (+79)	All Managers (Combined)	$5.8M	2.2% ($5.8M/$265.9M)	QoQ +12.92% (-$663.1K) YoY +15.27% (+$767.4K)
(PRFcusip46137V613)	141.0K	QoQ +2.86% (+3.9K) YoY -3.90% (-5.7K)	All Managers (Combined)	$5.7M	2.2% ($5.7M/$265.9M)	QoQ +3.60% (+$199.2K) YoY +1.49% (-$84.2K)
Meta Platforms, Inc.(METAcusip30303M102)	9.5K	QoQ -0.84% (-81) YoY +0.17% (+17)	All Managers (Combined)	$5.4M	2.0% ($5.4M/$265.9M)	QoQ -3.05% (-$171.4K) YoY +18.09% (+$832.5K)
Salesforce, Inc.(CRMcusip79466L302)	19.5K	QoQ -1.07% (-213) YoY +0.12% (-25)	All Managers (Combined)	$5.3M	2.0% ($5.3M/$265.9M)	QoQ -19.01% (-$1.3M) YoY -9.00% (-$528.7K)
Palo Alto Networks Inc(PANWcusip697435105)	15.3K	QoQ -50.80% (-15.8K) YoY -27.26% (-5.7K)	All Managers (Combined)	$5.2M	2.0% ($5.2M/$265.9M)	QoQ -7.59% (-$429.1K) YoY -12.50% (-$746.4K)
Marvell Technology, Inc.(MRVLcusip573874104)	69.9K	QoQ -2.03% (-1.5K) YoY +19.48% (+11.4K)	All Managers (Combined)	$5.0M	1.9% ($5.0M/$265.9M)	QoQ -36.03% (-$2.8M) YoY +21.57% (+$895.1K)
Eaton Corp plc(ETNcusipG29183103)	14.7K	QoQ -1.72% (-258) YoY +1.43% (+207)	All Managers (Combined)	$4.9M	1.8% ($4.9M/$265.9M)	QoQ -1.85% (-$91.9K) YoY +7.51% (+$340.1K)
GENERAL ELECTRIC CO(GEcusip369604301)	24.4K	QoQ -0.97% (-241) YoY +0.11% (+27)	All Managers (Combined)	$4.6M	1.7% ($4.6M/$265.9M)	QoQ +11.95% (-$491.1K) YoY +7.55% (+$322.9K)
Palantir Technologies Inc.(PLTRcusip69608A108)	114.1K	QoQ +2.69% (-3.0K) YoY +1.08% (+1.2K)	All Managers (Combined)	$4.2M	1.6% ($4.2M/$265.9M)	QoQ -49.48% (-$4.2M) YoY +63.42% (+$1.6M)