Bouvel Investment Partners, LLC
Bouvel Investment Partners, LLC reported 84 holdings worth US$442M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
Bouvel Investment Partners, LLC reported 84 holdings worth US$442M as of Jun 30, 2026. Largest: Marvell Technology, Inc., Intel Corporation and Nvidia Corporation. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 84
- Value as reported
- US$442M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Marvell Technology, Inc. | 71,585 | US$21.3M | 4.8% |
| Intel Corporation | 126K | US$17.6M | 4.0% |
| Nvidia Corporation | 63,279 | US$12.7M | 2.9% |
| Datadog, Inc. | 41,678 | US$10.9M | 2.5% |
| Palo Alto Networks, Inc. | 30,966 | US$10.6M | 2.4% |
| Broadcom Inc. | 26,430 | US$9.98M | 2.3% |
| Amazon.com, Inc. | 41,727 | US$9.95M | 2.2% |
| Abbvie Inc. | 37,712 | US$9.49M | 2.1% |
| Vicor Corporation | 24,525 | US$9.31M | 2.1% |
| Ge Aerospace | 24,644 | US$9.21M | 2.1% |
| Teradyne, Inc. | 18,014 | US$8.72M | 2.0% |
| Alphabet Inc (google) Class C | 24,032 | US$8.59M | 1.9% |
| Mastec, Inc. | 20,308 | US$8.45M | 1.9% |
| Eli Lilly And Company | 6,825 | US$8.19M | 1.9% |
| Entergy Corporation | 65,513 | US$7.52M | 1.7% |
| Lumentum Holdings Inc. | 8,621 | US$7.4M | 1.7% |
| Microsoft Corp. | 19,674 | US$7.34M | 1.7% |
| International Business Machines Corporation | 23,371 | US$6.57M | 1.5% |
| Snowflake Inc. | 25,275 | US$6.43M | 1.5% |
| Apple Inc | 21,327 | US$6.17M | 1.4% |
| Boeing Company (the) | 26,842 | US$5.81M | 1.3% |
| Amphenol Corporation | 32,924 | US$5.81M | 1.3% |
| Intuitive Surgical, Inc. | 14,449 | US$5.75M | 1.3% |
| Quanta Services, Inc. | 7,750 | US$5.58M | 1.3% |
| Rtx Corporation | 28,889 | US$5.48M | 1.2% |
| Meta Platforms, Inc. | 9,526 | US$5.37M | 1.2% |
| Crowdstrike Holdings, Inc. | 6,961 | US$5.31M | 1.2% |
| Netflix, Inc. | 68,878 | US$4.92M | 1.1% |
| Ttm Technologies, Inc. | 25,124 | US$4.7M | 1.1% |
| Aehr Test Systems | 48,852 | US$4.69M | 1.1% |
| Pdf Solutions, Inc. | 63,352 | US$4.48M | 1.0% |
| Vertiv Holdings, Llc | 13,088 | US$4.38M | 0.99% |
| First Solar, Inc. | 16,869 | US$3.98M | 0.90% |
| Ionq, Inc. | 73,095 | US$3.89M | 0.88% |
| Axon Enterprise, Inc. | 5,895 | US$3.3M | 0.75% |
| Monolithic Power Systems, Inc. | 2,250 | US$3.11M | 0.70% |
| Natera, Inc. | 11,238 | US$3.05M | 0.69% |
| D-wave Quantum Inc. | 124K | US$2.98M | 0.67% |
| Tempus Ai, Inc. | 40,944 | US$2.37M | 0.54% |
| Joby Aviation, Inc. | 250K | US$2.23M | 0.50% |
| Aerovironment, Inc. | 13,285 | US$2.19M | 0.50% |
| Symbotic Inc. | 45,983 | US$2.07M | 0.47% |
| Kratos Defense & Security Solutions, Inc. | 40,882 | US$2.04M | 0.46% |
| Boston Scientific Corporation | 45,853 | US$1.96M | 0.44% |
| Toast, Inc. | 69,623 | US$1.94M | 0.44% |
| Enphase Energy, Inc. | 34,148 | US$1.68M | 0.38% |
| Oklo Inc. | 29,482 | US$1.54M | 0.35% |
| Plug Power, Inc. | 518K | US$1.4M | 0.32% |
| Amprius Technologies, Inc. | 99,308 | US$1.38M | 0.31% |
| Indie Semiconductor, Inc. | 300K | US$1.35M | 0.30% |
| Grail, Inc. | 16,215 | US$1.11M | 0.25% |
| Red Cat Holdings, Inc. | 75,979 | US$809K | 0.18% |
| Eos Energy Enterprises, Inc. | 116K | US$681K | 0.15% |
| Solstice Advanced Materials Inc. | 3,150 | US$279K | 0.06% |
| Cerus Corporation | 20,000 | US$58,400 | 0.01% |
| Super Micro Computer, Inc. | 0 | US$0 | 0.00% |
| Tyler Technologies, Inc. | 0 | US$0 | 0.00% |
| Adaptive Biotechnologies Corporation | 0 | US$0 | 0.00% |
| Epam Systems, Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Mercury Systems Inc | 0 | US$0 | 0.00% |
| Nuscale Power Corporation | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Quantum Computing Inc. | 0 | US$0 | 0.00% |
Source
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