Bouvel Investment Partners, LLC
Bouvel Investment Partners, LLC reported 85 holdings worth US$433M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Bouvel Investment Partners, LLC reported 85 holdings worth US$433M as of Sep 30, 2026. Largest: Marvell Technology, Inc., Nvidia Corporation and Palo Alto Networks, Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 85
- Value as reported
- US$433M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Marvell Technology, Inc. | 70,424 | US$18.6M | 4.3% |
| Nvidia Corporation | 62,277 | US$14.2M | 3.3% |
| Palo Alto Networks, Inc. | 30,514 | US$12.1M | 2.8% |
| Datadog, Inc. | 41,083 | US$11.3M | 2.6% |
| Amazon.com, Inc. | 41,074 | US$10.2M | 2.4% |
| Microsoft Corp. | 19,339 | US$9.92M | 2.3% |
| Abbvie Inc. | 37,093 | US$9.7M | 2.2% |
| Intel Corporation | 78,704 | US$9.46M | 2.2% |
| Broadcom Inc. | 25,971 | US$9.12M | 2.1% |
| Snowflake Inc. | 24,948 | US$8.47M | 2.0% |
| Alphabet Inc (google) Class C | 23,645 | US$8.14M | 1.9% |
| Eli Lilly And Company | 6,781 | US$7.85M | 1.8% |
| Lumentum Holdings Inc. | 7,953 | US$7.72M | 1.8% |
| Ge Aerospace | 24,238 | US$7.57M | 1.7% |
| Vicor Corporation | 24,344 | US$7.03M | 1.6% |
| Apple Inc | 20,943 | US$6.97M | 1.6% |
| Meta Platforms, Inc. | 9,382 | US$6.8M | 1.6% |
| Crowdstrike Holdings, Inc. | 25,218 | US$6.68M | 1.5% |
| Entergy Corporation | 64,511 | US$6.4M | 1.5% |
| Intuitive Surgical, Inc. | 14,241 | US$5.79M | 1.3% |
| L3harris Technologies, Inc. | 24,424 | US$5.78M | 1.3% |
| Vertex Pharmaceuticals Incorporated | 10,902 | US$5.7M | 1.3% |
| Amphenol Corporation | 64,028 | US$5.4M | 1.2% |
| Rtx Corporation | 28,613 | US$5.31M | 1.2% |
| Teradyne, Inc. | 13,048 | US$5.23M | 1.2% |
| International Business Machines Corporation | 23,602 | US$5.19M | 1.2% |
| Quanta Services, Inc. | 7,685 | US$4.94M | 1.1% |
| Boeing Company (the) | 26,411 | US$4.91M | 1.1% |
| Netflix, Inc. | 67,824 | US$4.72M | 1.1% |
| Natera, Inc. | 11,202 | US$4.63M | 1.1% |
| Aehr Test Systems | 38,486 | US$3.83M | 0.88% |
| Ttm Technologies, Inc. | 30,226 | US$3.71M | 0.86% |
| Mastec, Inc. | 16,655 | US$3.56M | 0.82% |
| Tempus Ai, Inc. | 40,920 | US$3.35M | 0.77% |
| Pdf Solutions, Inc. | 63,271 | US$3.23M | 0.75% |
| Ionq, Inc. | 72,990 | US$3.2M | 0.74% |
| Vertiv Holdings, Llc | 13,141 | US$3.17M | 0.73% |
| Monolithic Power Systems, Inc. | 2,252 | US$3.03M | 0.70% |
| First Solar, Inc. | 16,808 | US$2.94M | 0.68% |
| Axon Enterprise, Inc. | 5,908 | US$2.5M | 0.58% |
| Kratos Defense & Security Solutions, Inc. | 56,729 | US$2.42M | 0.56% |
| Bwx Technologies, Inc. | 17,049 | US$2.34M | 0.54% |
| Grail, Inc. | 16,199 | US$2.27M | 0.52% |
| D-wave Quantum Inc. | 124K | US$2.06M | 0.47% |
| Toast, Inc. | 69,642 | US$2.02M | 0.47% |
| Aerovironment, Inc. | 13,282 | US$1.89M | 0.44% |
| Karman Holdings Inc. | 56,786 | US$1.84M | 0.42% |
| Amprius Technologies, Inc. | 188K | US$1.82M | 0.42% |
| Rocket Lab Corporation | 24,145 | US$1.68M | 0.39% |
| Joby Aviation, Inc. | 250K | US$1.52M | 0.35% |
| Red Cat Holdings, Inc. | 166K | US$1.07M | 0.25% |
| Plug Power, Inc. | 512K | US$993K | 0.23% |
| Eos Energy Enterprises, Inc. | 270K | US$828K | 0.19% |
| Archer Aviation Inc. | 10,000 | US$49,700 | 0.01% |
| Cerus Corporation | 20,000 | US$47,600 | 0.01% |
| Boston Scientific Corporation | 0 | US$0 | 0.00% |
| Enphase Energy, Inc. | 0 | US$0 | 0.00% |
| Indie Semiconductor, Inc. | 0 | US$0 | 0.00% |
| Oklo Inc. | 0 | US$0 | 0.00% |
| Solstice Advanced Materials Inc. | 0 | US$0 | 0.00% |
| Symbotic Inc. | 0 | US$0 | 0.00% |
Source
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