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STEPHANE BOUVEL

@Bouvel Investment Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$277.475MTotal holdings78
Assets growth rate4.36%Assets growth rate (2-Q avg)3.61%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Bouvel Investment Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Bouvel Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 277.475M in assets, with a quarterly growth rate of 4.36% and a 2-quarter average growth rate of 3.61%. The portfolio is managed by STEPHANE BOUVEL, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IMCGIshares Tr
Recent Activity
New Position
1.67%
$4.613M
61,080 shares@ $75.53 avg price
MINTPimco Etf Tr
Recent Activity
New Position
1.03%
$2.836M
28,260 shares@ $100.34 avg price
SMCISuper Micro Computer Inc
Recent Activity
New Position
0.52%
$1.426M
46,785 shares@ $30.49 avg price
MRCYMercury Sys Inc
Recent Activity
New Position
0.48%
$1.307M
31,113 shares@ $42.0 avg price
SYMSymbotic Inc
Recent Activity
New Position
0.39%
$1.056M
44,539 shares@ $23.72 avg price
TEMTempus Ai Inc
Recent Activity
New Position
0.38%
$1.029M
30,486 shares@ $33.76 avg price
SMRNuscale Pwr Corp
Recent Activity
New Position
0.36%
$972,774
54,254 shares@ $17.93 avg price