Bouvel Investment Partners, LLC

CIK

1839122

Location

PHOENIXVILLE, PA

Portfolio Value

Small $117,496,490

Diversification

Diversified

Filing Date

Global Rank

#3,878 / 8,588 ▲ 32

Top Industry

Semiconductors 17.4%

3Y Alpha vs SPY

+1.7%

Period ended 3 months ago

Filed Apr 10, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+84.2%

SPY

+76.8%

Annualised alpha

+1.7%

Max drawdown

−26.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

57 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.8%

−0.3 pts

Top 5

19.8%

−1.4 pts

Top 10

35.3%

−0.6 pts

HHI

254

Diversified+12

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	50.3%	$117,496,490	27
Industrials	24.8%	$57,900,736	16
Healthcare	8.9%	$20,826,960	7
Communication Services	8.2%	$19,216,027	3
Utilities	3.8%	$8,926,507	2
Consumer Cyclical	3.8%	$8,817,318	1
Basic Materials	0.1%	$314,616	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SMR	NUSCALE POWER Corp	+48,299	129,363	$1,402,294
PLUG	Plug Power Inc	+21,226	367,782	$831,187
AEHR	Aehr Test Systems	+18,028	71,824	$2,663,233
DDOG	Datadog, Inc.	+16,420	42,019	$4,960,342
INDI	indie Semiconductor, Inc.	+9,429	298,927	$962,544
HON	Honeywell International Inc	+9,023	27,528	$6,222,153
EOSE	Eos Energy Enterprises, Inc.	+5,295	113,521	$563,064
QBTS	D-Wave Quantum Inc.	+4,045	123,916	$1,788,107
EPAM	EPAM Systems, Inc.	+3,869	9,305	$1,259,897
JOBY	Joby Aviation, Inc.	+3,818	125,925	$1,040,140
SMCI	Super Micro Computer, Inc.	+3,563	87,197	$1,985,475
QUBT	Quantum Computing Inc.	+2,684	72,443	$496,234
CRWD	CrowdStrike Holdings, Inc.	+2,124	6,942	$2,710,226
SYM	Symbotic Inc.	+1,644	45,926	$2,443,263
INTC	Intel Corp	+1,479	172,727	$7,622,442
MRCY	Mercury Systems Inc	+1,468	32,751	$2,387,875
OKLO	Oklo Inc.	+1,392	29,350	$1,455,466
ADPT	Adaptive Biotechnologies Corp	+1,297	43,815	$608,152
TEM	Tempus AI, Inc.	+1,218	40,940	$1,851,306
GRAL	GRAIL, Inc.	+1,066	16,127	$833,443
CRSP	CRISPR Therapeutics AG	+929	32,519	$1,546,928
TER	Teradyne, Inc	+814	23,389	$6,933,902
VICR	Vicor Corp	+755	24,938	$4,015,018
MTZ	Mastec Inc	+714	20,269	$6,521,348
VRT	Vertiv Holdings Co	+581	17,679	$4,430,003
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
KTOS	Kratos Defense & Security Solutions, Inc.	−22,285	40,819	$2,878,147
SOLS	Solstice Advanced Materials Inc.	−301	4,131	$314,616
PLTR	Palantir Technologies Inc.	−93	26,115	$3,820,102
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
ETR	Entergy Corp /De/	66,492	$7,471,041
NFLX	Netflix Inc	69,469	$6,679,444
AAPL	Apple Inc.	21,655	$5,495,822
AVAV	AeroVironment Inc	7,698	$1,409,118
ENPH	Enphase Energy, Inc.	34,191	$1,292,761
IONQ	IonQ, Inc.	28,491	$821,395
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	9,775	$6,475,155
KKR	KKR & Co. Inc.	49,876	$6,358,192
CRM	Salesforce, Inc.	19,905	$5,273,033
UBER	Uber Technologies, Inc	54,651	$4,465,533
MRSH	Marsh & Mclennan Companies, Inc.	13,651	$2,532,533
COIN	Coinbase Global, Inc.	7,706	$1,742,634
TWLO	Twilio Inc	12,107	$1,722,099
ZS	Zscaler, Inc.	7,525	$1,692,523
PYPL	PayPal Holdings, Inc.	23,445	$1,368,719
SRTA	Strata Critical Medical, Inc.	243,672	$1,172,062
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 positions · $117,496,490 total · Technology only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Added	36,234	+224	$11,214,785	−10.0%	9.54%
NVDA	Nvidia Corp Technology	Added	63,495	+117	$11,073,528	−6.3%	9.42%
INTC	Intel Corp Technology	Added	172,727	+1,479	$7,622,442	+20.6%	6.49%
LITE	Lumentum Holdings Inc. Technology	Added	10,658	+298	$7,490,016	+96.1%	6.37%
MSFT	Microsoft Corp Technology	Added	19,944	+118	$7,382,670	−23.0%	6.28%
MRVL	Marvell Technology, Inc. Technology	Added	73,057	+514	$7,236,295	+17.4%	6.16%
TER	Teradyne, Inc Technology	Added	23,389	+814	$6,933,902	+58.7%	5.90%
IBM	International Business Machines Corp Technology	Added	23,486	+247	$5,692,771	−17.3%	4.85%
AAPL	Apple Inc. Technology	NEW	21,655	NEW	$5,495,822	NEW	4.68%
PANW	Palo Alto Networks Inc Technology	Added	31,335	+189	$5,023,627	−12.4%	4.28%
DDOG	Datadog, Inc. Technology	Added	42,019	+16,420	$4,960,342	+42.5%	4.22%
APH	Amphenol Corp /De/ Technology	Added	32,957	+363	$4,164,116	−5.5%	3.54%
VICR	Vicor Corp Technology	Added	24,938	+755	$4,015,018	+51.5%	3.42%
SNOW	Snowflake Inc. Technology	Added	25,629	+176	$3,865,365	−30.8%	3.29%
PLTR	Palantir Technologies Inc. Technology	Reduced	26,115	-93	$3,820,102	−18.0%	3.25%
FSLR	First Solar, Inc. Technology	Added	16,852	+530	$3,324,225	−22.0%	2.83%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	6,942	+2,124	$2,710,226	+20.0%	2.31%
AEHR	Aehr Test Systems Technology	Added	71,824	+18,028	$2,663,233	+145.2%	2.27%
MPWR	Monolithic Power Systems Inc Technology	Added	2,217	+71	$2,423,956	+24.6%	2.06%
SMCI	Super Micro Computer, Inc. Technology	Added	87,197	+3,563	$1,985,475	−18.9%	1.69%
QBTS	D-Wave Quantum Inc. Technology	Added	123,916	+4,045	$1,788,107	−43.0%	1.52%
TYL	Tyler Technologies Inc Technology	Added	5,192	+167	$1,777,636	−22.1%	1.51%
ENPH	Enphase Energy, Inc. Technology	NEW	34,191	NEW	$1,292,761	NEW	1.10%
EPAM	EPAM Systems, Inc. Technology	Added	9,305	+3,869	$1,259,897	+13.1%	1.07%
INDI	indie Semiconductor, Inc. Technology	Added	298,927	+9,429	$962,544	−5.8%	0.82%
IONQ	IonQ, Inc. Technology	NEW	28,491	NEW	$821,395	NEW	0.70%
QUBT	Quantum Computing Inc. Technology	Added	72,443	+2,684	$496,234	−30.7%	0.42%