Q4 2024 · 13F-HR
Bouvel Investment Partners, LLCholdings as filed
Filed 2025-01-15 · accession 0001085146-25-000214
$277.5M
Reported value
78
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 61774R841 | EVTR | MORGAN STANLEY ETF TRUST | $11.8M | 4.24% | 235,817 | Common | SOLE |
| 72201R775 | BOND | PIMCO ETF TR | $11.0M | 3.97% | 121,748 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $10.3M | 3.71% | 76,704 | Common | SOLE |
| 46641Q332 | JEPI | J P MORGAN EXCHANGE TRADED F | $10.2M | 3.66% | 176,686 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $9.2M | 3.32% | 41,986 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $8.7M | 3.14% | 29,323 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $8.4M | 3.03% | 111,121 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $8.3M | 3.01% | 19,803 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $7.9M | 2.84% | 71,392 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $7.5M | 2.70% | 14,356 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $6.6M | 2.38% | 19,733 | Common | SOLE |
| 461202103 | INTU | INTUIT | $6.1M | 2.21% | 9,746 | Common | SOLE |
| 14020Y300 | CGMS | CAPITAL GRP FIXED INCM ETF T | $5.9M | 2.11% | 214,744 | Common | SOLE |
| 78468R812 | QUS | SPDR SER TR | $5.7M | 2.04% | 36,543 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $5.7M | 2.04% | 31,066 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $5.6M | 2.02% | 9,570 | Common | SOLE |
| 46137V613 | PRF | INVESCO EXCHANGE TRADED FD T | $5.5M | 1.99% | 137,124 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $5.1M | 1.85% | 6,644 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $5.0M | 1.79% | 14,937 | Common | SOLE |
| 464288307 | IMCG | ISHARES TR | $4.6M | 1.66% | 61,080 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $4.6M | 1.64% | 24,054 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $4.2M | 1.50% | 18,467 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $4.1M | 1.48% | 24,622 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $4.1M | 1.48% | 45,907 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC | $3.9M | 1.42% | 33,551 | Common | SOLE |
| 097023105 | BA | BOEING CO | $3.8M | 1.38% | 21,616 | Common | SOLE |
| 464287309 | IVW | ISHARES TR | $3.8M | 1.36% | 37,134 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC | $3.8M | 1.36% | 7,765 | Common | SOLE |
| 922908538 | VOT | VANGUARD INDEX FDS | $3.6M | 1.28% | 14,048 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $3.6M | 1.28% | 12,051 | Common | SOLE |
| 464287168 | DVY | ISHARES TR | $3.4M | 1.24% | 26,236 | Common | SOLE |
| 78463M107 | SPSC | SPS COMM INC | $3.4M | 1.21% | 18,258 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $3.3M | 1.21% | 26,611 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $3.3M | 1.20% | 28,788 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $3.3M | 1.19% | 54,701 | Common | SOLE |
| 46654Q203 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.3M | 1.18% | 57,844 | Common | SOLE |
| 98980G102 | ZS | ZSCALER INC | $3.2M | 1.14% | 17,547 | Common | SOLE |
| 464288687 | PFF | ISHARES TR | $3.0M | 1.09% | 95,770 | Common | SOLE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $3.0M | 1.07% | 5,139 | Common | SOLE |
| 316092782 | FVAL | FIDELITY COVINGTON TRUST | $3.0M | 1.07% | 48,142 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $2.9M | 1.05% | 16,514 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $2.9M | 1.04% | 13,626 | Common | SOLE |
| 880770102 | TER | TERADYNE INC | $2.9M | 1.04% | 22,810 | Common | SOLE |
| 72201R833 | MINT | PIMCO ETF TR | $2.8M | 1.02% | 28,260 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $2.8M | 1.01% | 19,700 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $2.7M | 0.98% | 20,019 | Common | SOLE |
| 008073108 | AVAV | AEROVIRONMENT INC | $2.7M | 0.96% | 17,274 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $2.6M | 0.94% | 31,033 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $2.4M | 0.86% | 19,667 | Common | SOLE |
| 50077B207 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2.3M | 0.82% | 86,609 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $2.2M | 0.79% | 4,938 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $2.0M | 0.71% | 6,013 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $1.9M | 0.67% | 17,552 | Common | SOLE |
| 413160102 | HLIT | HARMONIC INC | $1.6M | 0.56% | 118,445 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $1.5M | 0.55% | 18,093 | Common | SOLE |
| 46434V621 | DGRO | ISHARES TR | $1.5M | 0.55% | 24,948 | Common | SOLE |
| 86800U302 | SMCI | SUPER MICRO COMPUTER INC | $1.4M | 0.51% | 46,785 | Common | SOLE |
| 589378108 | MRCY | MERCURY SYS INC | $1.3M | 0.47% | 31,113 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $1.3M | 0.45% | 11,097 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $1.3M | 0.45% | 1,807 | Common | SOLE |
| 925815102 | VICR | VICOR CORP | $1.2M | 0.43% | 24,790 | Common | SOLE |
| 092667104 | SRTA | BLADE AIR MOBILITY INC | $1.1M | 0.41% | 265,433 | Common | SOLE |
| 87151X101 | SYM | SYMBOTIC INC | $1.1M | 0.38% | 44,539 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $1.0M | 0.37% | 30,486 | Common | SOLE |
| G65163100 | JOBY | JOBY AVIATION INC | $1.0M | 0.36% | 123,862 | Common | SOLE |
| 67079K100 | SMR | NUSCALE PWR CORP | $972,774 | 0.35% | 54,254 | Common | SOLE |
| 00760J108 | AEHR | AEHR TEST SYS | $957,705 | 0.35% | 57,589 | Common | SOLE |
| 464287150 | ITOT | ISHARES TR | $917,061 | 0.33% | 7,130 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG | $859,859 | 0.31% | 21,846 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $849,887 | 0.31% | 6,360 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $786,787 | 0.28% | 35,015 | Common | SOLE |
| 157085101 | CERS | CERUS CORP | $765,044 | 0.28% | 496,782 | Common | SOLE |
| 04523Y105 | ASPN | ASPEN AEROGELS INC | $764,632 | 0.28% | 64,363 | Common | SOLE |
| 45569U101 | INDI | INDIE SEMICONDUCTOR INC | $738,408 | 0.27% | 182,323 | Common | SOLE |
| 87157B400 | SNCR | SYNCHRONOSS TECHNOLOGIES INC | $692,546 | 0.25% | 72,140 | Common | SOLE |
| 00650F109 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $262,608 | 0.09% | 43,805 | Common | SOLE |
| 78573M104 | SABR | SABRE CORP | $36,500 | 0.01% | 10,000 | Common | SOLE |
| 72919P202 | PLUG | PLUG POWER INC | $31,950 | 0.01% | 15,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.