Portfolio (Quarterly)
Guide ↗
Bouvel Investment Partners, LLC
· CIK 0001839122| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 32,519.0 | $1.5M | 0.45% | +929.0 | +2.9% | $47.57 | +14.4% |
| 42 | OKLO | OKLO INC | Utilities | 29,350.0 | $1.5M | 0.42% | +1K | +5.0% | $49.59 | +2.5% |
| 43 | SMR | NUSCALE PWR CORP | Utilities | 129,363.0 | $1.4M | 0.41% | +48K | +59.6% | $10.84 | -7.2% |
| 44 | EPAM | EPAM SYS INC | Technology | 9,305.0 | $1.3M | 0.37% | +4K | +71.2% | $135.40 | -40.0% |
| 45 | JOBY | JOBY AVIATION INC | Industrials | 125,925.0 | $1.0M | 0.30% | +4K | +3.1% | $8.26 | +7.8% |
| 46 | INDI | INDIE SEMICONDUCTOR INC | Technology | 298,927.0 | $963K | 0.28% | +9K | +3.3% | $3.22 | +11.6% |
| 47 | GRAL | GRAIL INC | Healthcare | 16,127.0 | $833K | 0.24% | +1K | +7.1% | $51.68 | +27.3% |
| 48 | PLUG | PLUG PWR INC | Industrials | 367,782.0 | $831K | 0.24% | +21K | +6.1% | $2.26 | +12.5% |
| 49 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | Healthcare | 43,815.0 | $608K | 0.18% | +1K | +3.0% | $13.88 | +49.4% |
| 50 | EOSE | EOS ENERGY ENTERPRISES INC | Industrials | 113,521.0 | $563K | 0.16% | +5K | +4.9% | $4.96 | +21.7% |
| 51 | DVY | ISHARES TR | — | 3,556.0 | $538K | 0.16% | +1K | +40.1% | $151.41 | +4.3% |
| 52 | QUBT | QUANTUM COMPUTING INC | Technology | 72,443.0 | $496K | 0.14% | +3K | +3.9% | $6.85 | +35.6% |
① 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%