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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
EVTRMorgan Stanley Etf Trust
Recent Activity
Decreased -2.11%
4.24%
$11.758M
235,817 shares@ $49.87 avg price
BONDPimco Etf Tr
Recent Activity
Decreased -1.62%
3.97%
$11.008M
121,748 shares@ $90.42 avg price
NVDANvidia Corporation
Recent Activity
Increased 2.89%
3.72%
$10.301M
76,704 shares@ $134.29 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.2%
3.67%
$10.165M
176,686 shares@ $57.54 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.22%
3.32%
$9.211M
41,986 shares@ $219.4 avg price
AXPAmerican Express Co
Recent Activity
Increased 1.41%
3.14%
$8.703M
29,323 shares@ $296.79 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -2.62%
3.03%
$8.404M
111,121 shares@ $75.63 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.73%
3.01%
$8.347M
19,803 shares@ $421.49 avg price
MRVLMarvell Technology Inc
Recent Activity
Increased 2.08%
2.85%
$7.885M
71,392 shares@ $110.45 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 2.92%
2.71%
$7.493M
14,356 shares@ $521.95 avg price