Portfolio (Quarterly)
Guide ↗
Bouvel Investment Partners, LLC
· CIK 0001839122| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | INTU | INTUIT | Technology | 9,775 | $6.5M | 1.87% | SOLD |
| 2 | KKR | KKR & CO INC | Financial Services | 49,876 | $6.4M | 1.83% | SOLD |
| 3 | CRM | SALESFORCE INC | Technology | 19,905 | $5.3M | 1.52% | SOLD |
| 4 | UBER | UBER TECHNOLOGIES INC | Technology | 54,651 | $4.5M | 1.29% | SOLD |
| 5 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 13,651 | $2.5M | 0.73% | SOLD |
| 6 | COIN | COINBASE GLOBAL INC | Financial Services | 7,706 | $1.7M | 0.50% | SOLD |
| 7 | TWLO | TWILIO INC | Communication Services | 12,107 | $1.7M | 0.50% | SOLD |
| 8 | ZS | ZSCALER INC | Technology | 7,525 | $1.7M | 0.49% | SOLD |
| 9 | PYPL | PAYPAL HLDGS INC | Financial Services | 23,445 | $1.4M | 0.40% | SOLD |
| 10 | — | STRATA CRITICAL MEDICAL INC | — | 243,672 | $1.2M | 0.34% | SOLD |
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%