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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
EDVVanguard World Fd
Recent Activity
Exited
0%
$3.515M
44,119 shares@ $79.69 avg price
BLVVanguard Bd Index Fds
Recent Activity
Exited
0%
$2.903M
38,625 shares@ $75.17 avg price
ENPHEnphase Energy Inc
Recent Activity
Exited
0%
$1.544M
13,658 shares@ $113.02 avg price
THRMGentherm Inc
Recent Activity
Exited
0%
$1.286M
27,620 shares@ $46.55 avg price
OLEDUniversal Display Corp
Recent Activity
Exited
0%
$1.213M
5,781 shares@ $209.91 avg price
CHPTChargepoint Holdings Inc
Recent Activity
Exited
0%
$433,416
316,362 shares@ $1.38 avg price