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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
VOTVanguard Index Fds
Recent Activity
Decreased -2.26%
1.29%
$3.565M
14,048 shares@ $253.75 avg price
FVALFidelity Covington Trust
Recent Activity
Decreased -3.96%
1.07%
$2.962M
48,142 shares@ $61.53 avg price
DDOGDatadog Inc
Recent Activity
Decreased -0.33%
1.02%
$2.815M
19,700 shares@ $142.89 avg price
MUMicron Technology Inc
Recent Activity
Decreased -0.01%
0.95%
$2.612M
31,033 shares@ $84.16 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -2.62%
0.86%
$2.376M
19,667 shares@ $120.8 avg price
KTOSKratos Defense & Sec Solutio
Recent Activity
Decreased -2.26%
0.83%
$2.285M
86,609 shares@ $26.38 avg price
ADBEAdobe Inc
Recent Activity
Decreased -4.06%
0.8%
$2.196M
4,938 shares@ $444.69 avg price
HLITHarmonic Inc
Recent Activity
Decreased -1.72%
0.57%
$1.567M
118,445 shares@ $13.23 avg price
DGROIshares Tr
Recent Activity
Decreased -2.8%
0.56%
$1.53M
24,948 shares@ $61.34 avg price
BLDEBlade Air Mobility Inc
Recent Activity
Decreased -1.27%
0.41%
$1.128M
265,433 shares@ $4.25 avg price