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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Uber Technologies, Inc

UBER|90353T100

Shares:54.3K

Value:$4.1M

% of Portfolio:1.5% ($4.1M/$265.9M)

FIRST SOLAR, INC.

FSLR|336433107

Shares:16.3K

Value:$4.1M

% of Portfolio:1.5% ($4.1M/$265.9M)

SYNOPSYS INC

SNPS|871607107

Shares:7.9K

Value:$4.0M

% of Portfolio:1.5% ($4.0M/$265.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:23.8K

Value:$3.9M

% of Portfolio:1.5% ($3.9M/$265.9M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:45.1K

Value:$3.8M

% of Portfolio:1.4% ($3.8M/$265.9M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:18.2K

Value:$3.8M

% of Portfolio:1.4% ($3.8M/$265.9M)

464287309

IVW|464287309

Shares:38.2K

Value:$3.7M

% of Portfolio:1.4% ($3.7M/$265.9M)

Trade Desk, Inc.

TTD|88339J105

Shares:32.9K

Value:$3.6M

% of Portfolio:1.4% ($3.6M/$265.9M)

921910709

Shares:44.1K

Value:$3.5M

% of Portfolio:1.3% ($3.5M/$265.9M)

SPS COMMERCE INC

SPSC|78463M107

Shares:18.1K

Value:$3.5M

% of Portfolio:1.3% ($3.5M/$265.9M)

922908538

VOT|922908538

Shares:14.4K

Value:$3.5M

% of Portfolio:1.3% ($3.5M/$265.9M)

RTX Corp

RTX|75513E101

Shares:28.6K

Value:$3.5M

% of Portfolio:1.3% ($3.5M/$265.9M)

AeroVironment Inc

AVAV|008073108

Shares:17.1K

Value:$3.4M

% of Portfolio:1.3% ($3.4M/$265.9M)

BOEING CO

BA|097023105

Shares:21.9K

Value:$3.3M

% of Portfolio:1.3% ($3.3M/$265.9M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:20.2K

Value:$3.3M

% of Portfolio:1.2% ($3.3M/$265.9M)

Autodesk, Inc.

ADSK|052769106

Shares:12.0K

Value:$3.3M

% of Portfolio:1.2% ($3.3M/$265.9M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:31.0K

Value:$3.2M

% of Portfolio:1.2% ($3.2M/$265.9M)

464288687

Shares:94.8K

Value:$3.1M

% of Portfolio:1.2% ($3.1M/$265.9M)

316092782

Shares:50.1K

Value:$3.0M

% of Portfolio:1.1% ($3.0M/$265.9M)

TERADYNE, INC

TER|880770102

Shares:22.5K

Value:$3.0M

% of Portfolio:1.1% ($3.0M/$265.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Uber Technologies, Inc(UBERcusip90353T100)	54.3K	QoQ -0.66% (-366) YoY +0.04% (-22)	All Managers (Combined)	$4.1M	1.5% ($4.1M/$265.9M)	QoQ +23.76% (-$784.3K) YoY -2.33% (-$97.7K)
FIRST SOLAR, INC.(FSLRcusip336433107)	16.3K	QoQ -1.12% (-185) YoY -1.16% (-193)	All Managers (Combined)	$4.1M	1.5% ($4.1M/$265.9M)	QoQ +39.94% (-$1.2M) YoY +46.04% (-$1.3M)
SYNOPSYS INC(SNPScusip871607107)	7.9K	QoQ +1.28% (+100) YoY NEW(+7.9K)	All Managers (Combined)	$4.0M	1.5% ($4.0M/$265.9M)	QoQ +5.67% (+$213.9K) YoY NEW(+$4.0M)
Alphabet Inc.(GOOGLcusip02079K305)	23.8K	QoQ -1.11% (-267) YoY -39.29% (-15.4K)	All Managers (Combined)	$3.9M	1.5% ($3.9M/$265.9M)	QoQ -13.36% (-$608.3K) YoY -33.28% (-$2.0M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	45.1K	QoQ -1.65% (-759) YoY +1.29% (+577)	All Managers (Combined)	$3.8M	1.4% ($3.8M/$265.9M)	QoQ -7.73% (-$317.0K) YoY +23.93% (+$730.7K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	18.2K	QoQ -1.35% (-250) YoY +0.20% (+37)	All Managers (Combined)	$3.8M	1.4% ($3.8M/$265.9M)	QoQ -9.72% (-$405.9K) YoY +0.91% (+$34.2K)
(IVWcusip464287309)	38.2K	QoQ +2.82% (-1.1K) YoY -0.82% (-317)	All Managers (Combined)	$3.7M	1.4% ($3.7M/$265.9M)	QoQ -3.02% (-$114.1K) YoY +12.46% (-$405.1K)
Trade Desk, Inc.(TTDcusip88339J105)	32.9K	QoQ -1.96% (-658) YoY +1.12% (+367)	All Managers (Combined)	$3.6M	1.4% ($3.6M/$265.9M)	QoQ -8.53% (-$336.5K) YoY +26.84% (+$763.3K)
(cusip921910709)✕	44.1K	QoQ NEW(+44.1K) YoY +0.10% (+47)	All Managers (Combined)	$3.5M	1.3% ($3.5M/$265.9M)	QoQ NEW(+$3.5M) YoY +4.13% (+$139.5K)
SPS COMMERCE INC(SPSCcusip78463M107)	18.1K	QoQ -1.09% (-200) YoY -1.40% (-257)	All Managers (Combined)	$3.5M	1.3% ($3.5M/$265.9M)	QoQ +4.37% (-$147.0K) YoY +3.53% (-$119.9K)
(VOTcusip922908538)	14.4K	QoQ +2.31% (-325) YoY -2.80% (-415)	All Managers (Combined)	$3.5M	1.3% ($3.5M/$265.9M)	QoQ -1.83% (-$65.3K) YoY +0.35% (-$12.5K)
RTX Corp(RTXcusip75513E101)	28.6K	QoQ -0.75% (-216) YoY +0.11% (+33)	All Managers (Combined)	$3.5M	1.3% ($3.5M/$265.9M)	QoQ +3.91% (-$130.4K) YoY +24.37% (+$678.4K)
AeroVironment Inc(AVAVcusip008073108)	17.1K	QoQ -0.96% (-166) YoY -1.01% (-175)	All Managers (Combined)	$3.4M	1.3% ($3.4M/$265.9M)	QoQ +29.03% (-$771.8K) YoY +29.48% (-$781.0K)
BOEING CO(BAcusip097023105)	21.9K	QoQ +1.13% (-246) YoY +50.83% (+7.4K)	All Managers (Combined)	$3.3M	1.3% ($3.3M/$265.9M)	QoQ -13.12% (-$502.1K) YoY +18.82% (+$526.7K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	20.2K	QoQ +2.69% (+530) YoY NEW(+20.2K)	All Managers (Combined)	$3.3M	1.2% ($3.3M/$265.9M)	QoQ +39.49% (+$938.3K) YoY NEW(+$3.3M)
Autodesk, Inc.(ADSKcusip052769106)	12.0K	QoQ -0.52% (-63) YoY +0.05% (+6)	All Managers (Combined)	$3.3M	1.2% ($3.3M/$265.9M)	QoQ -7.28% (-$259.5K) YoY +5.83% (+$182.1K)
MICRON TECHNOLOGY INC(MUcusip595112103)	31.0K	QoQ +0.01% (+6) YoY NEW(+31.0K)	All Managers (Combined)	$3.2M	1.2% ($3.2M/$265.9M)	QoQ +23.25% (+$607.3K) YoY NEW(+$3.2M)
(cusip464288687)✕	94.8K	QoQ -1.03% (-994) YoY +7.29% (+6.4K)	All Managers (Combined)	$3.1M	1.2% ($3.1M/$265.9M)	QoQ +4.59% (-$138.4K) YoY +10.62% (+$302.4K)
(cusip316092782)✕	50.1K	QoQ +4.13% (+2.0K) YoY -0.57% (-290)	All Managers (Combined)	$3.0M	1.1% ($3.0M/$265.9M)	QoQ +2.57% (+$76.2K) YoY +5.61% (-$161.4K)
TERADYNE, INC(TERcusip880770102)	22.5K	QoQ -1.23% (-281) YoY -1.09% (-250)	All Managers (Combined)	$3.0M	1.1% ($3.0M/$265.9M)	QoQ +5.05% (-$145.1K) YoY +17.39% (-$447.2K)