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

Page 3 of 4

Sort by:

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:13.5K

Value:$3.0M

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

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:5.1K

Value:$3.0M

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

Zscaler, Inc.

ZS|98980G102

Shares:17.3K

Value:$3.0M

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

921937793

BLV|921937793

Shares:38.6K

Value:$2.9M

% of Portfolio:1.1% ($2.9M/$265.9M)

MORGAN STANLEY

MS|617446448

Shares:25.9K

Value:$2.7M

% of Portfolio:1.0% ($2.7M/$265.9M)

ADOBE INC.

ADBE|00724F101

Shares:5.1K

Value:$2.7M

% of Portfolio:1.0% ($2.7M/$265.9M)

464287168

DVY|464287168

Shares:19.4K

Value:$2.6M

% of Portfolio:1.0% ($2.6M/$265.9M)

ASPEN AEROGELS INC

ASPN|04523Y105

Shares:91.0K

Value:$2.5M

% of Portfolio:0.9% ($2.5M/$265.9M)

MASTEC INC

MTZ|576323109

Shares:19.8K

Value:$2.4M

% of Portfolio:0.9% ($2.4M/$265.9M)

Datadog, Inc.

DDOG|23804L103

Shares:19.8K

Value:$2.3M

% of Portfolio:0.9% ($2.3M/$265.9M)

KRATOS DEFENSE & SECURITY SOLUTIONS, INC.

KTOS|50077B207

Shares:88.6K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$265.9M)

46654Q203

Shares:32.4K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$265.9M)

HARMONIC INC

HLIT|413160102

Shares:120.5K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$265.9M)

46434V621

DGRO|46434V621

Shares:25.7K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$265.9M)

Enphase Energy, Inc.

ENPH|29355A107

Shares:13.7K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$265.9M)

GE Vernova Inc.

GEV|36828A101

Shares:6.0K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$265.9M)

SHOPIFY INC.

SHOP|82509L107

Shares:17.4K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$265.9M)

Gentherm Inc

THRM|37253A103

Shares:27.6K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$265.9M)

UNIVERSAL DISPLAY CORP \PA\

OLED|91347P105

Shares:5.8K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$265.9M)

852234103

Shares:17.9K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$265.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	13.5K	QoQ -1.12% (-153) YoY +0.37% (+51)	All Managers (Combined)	$3.0M	1.1% ($3.0M/$265.9M)	QoQ +3.84% (-$111.4K) YoY +8.71% (+$241.0K)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	5.1K	QoQ -1.03% (-53) YoY -0.87% (-45)	All Managers (Combined)	$3.0M	1.1% ($3.0M/$265.9M)	QoQ +0.18% (-$5.4K) YoY +36.13% (-$788.0K)
Zscaler, Inc.(ZScusip98980G102)	17.3K	QoQ -1.37% (-241) YoY -0.46% (-81)	All Managers (Combined)	$3.0M	1.1% ($3.0M/$265.9M)	QoQ -6.55% (-$207.4K) YoY -11.67% (-$391.0K)
(BLVcusip921937793)	38.6K	QoQ NEW(+38.6K) YoY +7.56% (+2.7K)	All Managers (Combined)	$2.9M	1.1% ($2.9M/$265.9M)	QoQ NEW(+$2.9M) YoY +11.78% (+$306.1K)
MORGAN STANLEY(MScusip617446448)	25.9K	QoQ -2.58% (-687) YoY +0.19% (+51)	All Managers (Combined)	$2.7M	1.0% ($2.7M/$265.9M)	QoQ -19.22% (-$643.2K) YoY +10.92% (+$266.1K)
ADOBE INC.(ADBEcusip00724F101)	5.1K	QoQ +4.23% (+209) YoY -25.35% (-1.7K)	All Managers (Combined)	$2.7M	1.0% ($2.7M/$265.9M)	QoQ +21.36% (+$469.2K) YoY -23.40% (-$814.2K)
(DVYcusip464287168)	19.4K	QoQ -26.03% (-6.8K) YoY +5.61% (+1.0K)	All Managers (Combined)	$2.6M	1.0% ($2.6M/$265.9M)	QoQ -23.90% (-$823.4K) YoY +15.80% (+$357.7K)
ASPEN AEROGELS INC(ASPNcusip04523Y105)	91.0K	QoQ +41.37% (+26.6K) YoY -3.39% (-3.2K)	All Managers (Combined)	$2.5M	0.9% ($2.5M/$265.9M)	QoQ +229.51% (+$1.8M) YoY +51.99% (-$861.9K)
MASTEC INC(MTZcusip576323109)	19.8K	QoQ -1.16% (-234) YoY -1.07% (-214)	All Managers (Combined)	$2.4M	0.9% ($2.4M/$265.9M)	QoQ -10.63% (-$289.9K) YoY +30.59% (-$570.6K)
Datadog, Inc.(DDOGcusip23804L103)	19.8K	QoQ +0.33% (-66) YoY NEW(+19.8K)	All Managers (Combined)	$2.3M	0.9% ($2.3M/$265.9M)	QoQ -19.20% (-$540.7K) YoY NEW(+$2.3M)
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.(KTOScusip50077B207)	88.6K	QoQ +2.31% (-2.0K) YoY -1.01% (-912)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$265.9M)	QoQ -9.62% (-$220.0K) YoY +25.47% (-$419.2K)
(cusip46654Q203)✕	32.4K	QoQ -43.98% (-25.4K) YoY NEW(+32.4K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$265.9M)	QoQ -45.42% (-$1.5M) YoY NEW(+$1.8M)
HARMONIC INC(HLITcusip413160102)	120.5K	QoQ +1.75% (+2.1K) YoY NEW(+120.5K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$265.9M)	QoQ +12.06% (+$189.0K) YoY NEW(+$1.8M)
(DGROcusip46434V621)	25.7K	QoQ +2.88% (+719) YoY -2.94% (-779)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$265.9M)	QoQ +5.14% (+$78.8K) YoY +4.79% (-$73.6K)
Enphase Energy, Inc.(ENPHcusip29355A107)	13.7K	QoQ NEW(+13.7K) YoY -1.07% (-149)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$265.9M)	QoQ NEW(+$1.5M) YoY -7.58% (-$126.7K)
GE Vernova Inc.(GEVcusip36828A101)	6.0K	QoQ -0.69% (-42) YoY NEW(+6.0K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$265.9M)	QoQ -23.02% (-$455.4K) YoY NEW(+$1.5M)
SHOPIFY INC.(SHOPcusip82509L107)	17.4K	QoQ -1.00% (-176) YoY -1.23% (-218)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$265.9M)	QoQ -25.38% (-$473.8K) YoY +2.56% (-$34.8K)
Gentherm Inc(THRMcusip37253A103)	27.6K	QoQ NEW(+27.6K) YoY -0.90% (-251)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$265.9M)	QoQ NEW(+$1.3M) YoY -19.88% (-$319.1K)
UNIVERSAL DISPLAY CORP \PA\(OLEDcusip91347P105)	5.8K	QoQ NEW(+5.8K) YoY -1.41% (-83)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$265.9M)	QoQ NEW(+$1.2M) YoY +22.84% (-$225.6K)
(cusip852234103)✕	17.9K	QoQ -1.24% (-226) YoY -0.92% (-166)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$265.9M)	QoQ -22.00% (-$338.3K) YoY -21.36% (-$325.8K)