Bouvel Investment Partners, LLC — 13F Holdings & Portfolio
CIK 1839122 · latest 13F-HR filed 2026-07-17
Bouvel Investment Partners, LLC manages $442.3M in 13F-reported U.S. long-equity assets across 84 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MRVL (4.82%), INTC (3.98%), BOND (3.40%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 18 new positions, exited 12, added to 51, and trimmed 9.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 43
PHOENIXVILLE, PA 19460
$442.3M
Long-equity book
84
Distinct positions
2026-06-30
Filed 2026-07-17
+18 / −12 / ↑51 / ↓9
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MARVELL TECHNOLOGY INC$14.1M +194.7%
- INTEL CORP$10.0M +131.1%
- DATADOG INC$5.9M +118.8%
- PALO ALTO NETWORKS INC$5.5M +110.2%
- VICOR CORP$5.3M +132.0%
Top Trims
- PIMCO ETF TR-$7.0M -31.6%
- ISHARES TR-$3.0M -55.4%
- NETFLIX INC.-$1.8M -26.4%
- BROADCOM INC-$1.2M -11.0%
- INTUITIVE SURGICAL INC-$983.0K -14.6%
New Positions
- ABBVIE INC$9.5M
- VANGUARD MALVERN FDS$8.5M
- ISHARES TR$6.6M
- TTM TECHNOLOGIES INC$4.7M
- PDF SOLUTIONS INC$4.5M
Exited Positions
- J P MORGAN EXCHANGE TRADED F$8.3M
- ISHARES TR$6.3M
- HONEYWELL INTL INC$6.2M
- PALANTIR TECHNOLOGIES INC$3.8M
- PIMCO ETF TR$3.8M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $21.3M | 4.82% | 71,585 | SH |
| 2 | INTEL CORP | INTC | 458140100 | $17.6M | 3.98% | 126,137 | SH |
| 3 | PIMCO ETF TR | BOND | 72201R775 | $15.1M | 3.40% | 163,263 | SH |
| 4 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $14.4M | 3.26% | 292,611 | SH |
| 5 | MORGAN STANLEY ETF TRUST | EVTR | 61774R841 | $14.2M | 3.22% | 280,957 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $12.7M | 2.86% | 63,279 | SH |
| 7 | CAPITAL GRP FIXED INCM ETF T | CGMS | 14020Y300 | $11.3M | 2.57% | 415,149 | SH |
| 8 | INVESCO EXCHANGE TRADED FD T | PRF | 46137V613 | $11.0M | 2.49% | 204,067 | SH |
| 9 | DATADOG INC | DDOG | 23804L103 | $10.9M | 2.45% | 41,678 | SH |
| 10 | PALO ALTO NETWORKS INC | PANW | 697435105 | $10.6M | 2.39% | 30,966 | SH |
| 11 | BROADCOM INC | AVGO | 11135F101 | $10.0M | 2.26% | 26,430 | SH |
| 12 | AMAZON COM INC | AMZN | 023135106 | $9.9M | 2.25% | 41,727 | SH |
| 13 | ABBVIE INC | ABBV | 00287Y109 | $9.5M | 2.15% | 37,712 | SH |
| 14 | VICOR CORP | VICR | 925815102 | $9.3M | 2.11% | 24,525 | SH |
| 15 | GE AEROSPACE | GE | 369604301 | $9.2M | 2.08% | 24,644 | SH |
| 16 | TERADYNE INC | TER | 880770102 | $8.7M | 1.97% | 18,014 | SH |
| 17 | ALPHABET INC | GOOGL | 02079K305 | $8.6M | 1.94% | 24,032 | SH |
| 18 | VANGUARD MALVERN FDS | VTIP | 922020805 | $8.5M | 1.93% | 169,981 | SH |
| 19 | MASTEC INC | MTZ | 576323109 | $8.4M | 1.91% | 20,308 | SH |
| 20 | PGIM ETF TR | PULS | 69344A107 | $8.2M | 1.86% | 166,035 | SH |
| 21 | ELI LILLY & CO | LLY | 532457108 | $8.2M | 1.85% | 6,825 | SH |
| 22 | ENTERGY CORP NEW | ETR | 29364G103 | $7.5M | 1.70% | 65,513 | SH |
| 23 | LUMENTUM HLDGS INC | LITE | 55024U109 | $7.4M | 1.67% | 8,621 | SH |
| 24 | MICROSOFT CORP | MSFT | 594918104 | $7.3M | 1.66% | 19,674 | SH |
| 25 | ISHARES TR | IFRA | 46435U713 | $6.6M | 1.50% | 105,486 | SH |
| 26 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $6.6M | 1.49% | 23,371 | SH |
| 27 | SNOWFLAKE INC | SNOW | 833445109 | $6.4M | 1.45% | 25,275 | SH |
| 28 | EATON CORP PLC | ETN | G29183103 | $6.3M | 1.43% | 14,886 | SH |
| 29 | APPLE INC | AAPL | 037833100 | $6.2M | 1.40% | 21,327 | SH |
| 30 | BOEING CO | BA | 097023105 | $5.8M | 1.31% | 26,842 | SH |
| 31 | AMPHENOL CORP | APH | 032095101 | $5.8M | 1.31% | 32,924 | SH |
| 32 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $5.7M | 1.30% | 14,449 | SH |
| 33 | QUANTA SVCS INC | PWR | 74762E102 | $5.6M | 1.26% | 7,750 | SH |
| 34 | RTX CORPORATION | RTX | 75513E101 | $5.5M | 1.24% | 28,889 | SH |
| 35 | META PLATFORMS INC | META | 30303M102 | $5.4M | 1.21% | 9,526 | SH |
| 36 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $5.3M | 1.20% | 6,961 | SH |
| 37 | NETFLIX INC. | NFLX | 64110L106 | $4.9M | 1.11% | 68,878 | SH |
| 38 | ISHARES TR | IWF | 464287614 | $4.8M | 1.08% | 38,295 | SH |
| 39 | TTM TECHNOLOGIES INC | TTMI | 87305R109 | $4.7M | 1.06% | 25,124 | SH |
| 40 | AEHR TEST SYS | AEHR | 00760J108 | $4.7M | 1.06% | 48,852 | SH |
| 41 | PDF SOLUTIONS INC | PDFS | 693282105 | $4.5M | 1.01% | 63,352 | SH |
| 42 | VERTIV HOLDINGS CO | VRT | 92537N108 | $4.4M | 0.99% | 13,088 | SH |
| 43 | ISHARES TR | IVW | 464287309 | $4.1M | 0.93% | 29,842 | SH |
| 44 | FIRST SOLAR INC | FSLR | 336433107 | $4.0M | 0.90% | 16,869 | SH |
| 45 | IONQ INC | IONQ | 46222L108 | $3.9M | 0.88% | 73,095 | SH |
| 46 | AXON ENTERPRISE INC | AXON | 05464C101 | $3.3M | 0.75% | 5,895 | SH |
| 47 | MONOLITHIC PWR SYS INC | MPWR | 609839105 | $3.1M | 0.70% | 2,250 | SH |
| 48 | ISHARES TR | EFV | 464288877 | $3.1M | 0.70% | 40,481 | SH |
| 49 | FIDELITY COVINGTON TRUST | FVAL | 316092782 | $3.1M | 0.69% | 39,349 | SH |
| 50 | NATERA INC | NTRA | 632307104 | $3.1M | 0.69% | 11,238 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-17 | $442.3M | 84 | 0001839122-26-000006 |
| 2026-03-31 | 2026-04-10 | $344.6M | 78 | 0001839122-26-000003 |
| 2025-12-31 | 2026-01-23 | $346.9M | 80 | 0001839122-26-000001 |