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Portfolio (Quarterly) Guide ↗

Bouvel Investment Partners, LLC

· CIK 0001839122
13F Portfolio $345M AUM 78 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 52 Added 13 Reduced 10 Exited
Page 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PANW PALO ALTO NETWORKS INC Technology 31,335.0 $5.0M 1.46% +189.0 +0.6% $160.32 +87.0%
22 DDOG DATADOG INC Technology 42,019.0 $5.0M 1.44% +16K +64.1% $118.05 +98.0%
23 VRT VERTIV HOLDINGS CO Industrials 17,679.0 $4.4M 1.28% +581.0 +3.4% $250.58 +22.1%
24 PWR QUANTA SVCS INC Industrials 7,760.0 $4.3M 1.24% +222.0 +3.0% $549.02 +28.0%
25 APH AMPHENOL CORP Technology 32,957.0 $4.2M 1.21% +363.0 +1.1% $126.35 +31.2%
26 VICR VICOR CORP Technology 24,938.0 $4.0M 1.17% +755.0 +3.1% $161.00 +97.7%
27 SNOW SNOWFLAKE INC Technology 25,629.0 $3.9M 1.12% +176.0 +0.7% $150.82 +57.3%
28 FSLR FIRST SOLAR INC Energy 16,852.0 $3.3M 0.96% +530.0 +3.2% $197.26 +21.9%
29 BSX BOSTON SCIENTIFIC CORP Healthcare 46,562.0 $2.9M 0.85% +420.0 +0.9% $62.75 -29.3%
30 CRWD CROWDSTRIKE HLDGS INC Technology 6,942.0 $2.7M 0.79% +2K +44.1% $390.41 +78.0%
31 AEHR AEHR TEST SYS Technology 71,824.0 $2.7M 0.77% +18K +33.5% $37.08 +151.1%
32 SYM SYMBOTIC INC Industrials 45,926.0 $2.4M 0.71% +2K +3.7% $53.20 -22.1%
33 MPWR MONOLITHIC PWR SYS INC Technology 2,217.0 $2.4M 0.70% +71.0 +3.3% $1093.35 +23.8%
34 MRCY MERCURY SYS INC Industrials 32,751.0 $2.4M 0.69% +1K +4.7% $72.91 +43.5%
35 DGRO ISHARES TR 30,503.0 $2.1M 0.62% +3K +11.4% $70.18 +8.1%
36 ITOT ISHARES TR 14,443.0 $2.1M 0.60% +4K +38.3% $142.43 +13.5%
37 SMCI SUPER MICRO COMPUTER INC Technology 87,197.0 $2.0M 0.58% +4K +4.3% $22.77 +35.5%
38 TEM TEMPUS AI INC Healthcare 40,940.0 $1.9M 0.54% +1K +3.1% $45.22 +24.6%
39 QBTS D-WAVE QUANTUM INC Technology 123,916.0 $1.8M 0.52% +4K +3.4% $14.43 +55.4%
40 TYL TYLER TECHNOLOGIES INC Technology 5,192.0 $1.8M 0.52% +167.0 +3.3% $342.35 -14.6%
Page 2 of 3  ·  52 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.9%
Industrials 25.0%
Healthcare 9.2%
Communication Services 8.5%
Consumer Cyclical 3.9%
Energy 2.0%
Utilities 1.3%
Basic Materials 0.1%