Bouvel Investment Partners, LLC
Long book
$344.6M
Q1 2026
Positions
78
Top-10 weight
32%
concentration
Last quarter
+22.7%
SPY +14.8%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filingsBouvel Investment Partners, LLC is an institutional manager, running a $344.6M US long book across 78 positions.
The portfolio is moderately concentrated (top 10 ≈ 32% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: PIMCO ACTIVE BOND EXCHANGE-T, EATON VANCE TOTAL RETURN, CAP GROUP DIVIDEND VALUE, BROADCOM INC, NVIDIA CORP.
Over the last 9 quarters its long book ran on average 0.9pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.4%
Q2 2024
+4.1%
Q3 2024
+3.1%
Q4 2024
-7.4%
Q1 2025
+18.6%
Q2 2025
+8.5%
Q3 2025
+0.1%
Q4 2025
-5.4%
Q1 2026
+22.7%
Sector allocation
Technology 60%
Industrials 22%
Healthcare 8%
Utilities 4%
Consumer discretionary 4%
Services media 3%
Materials 0%
Long book by quarter
What does Bouvel Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AVGO BROADCOM INC | Technology | 36.2K | $11.2M | 3.3% | +0.6% |
| NVDA NVIDIA CORP | Technology | 63.5K | $11.1M | 3.2% | +0.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 42.3K | $8.8M | 2.6% | +0.7% |
| INTC INTEL CORP | Technology | 172.7K | $7.6M | 2.2% | +0.9% |
| LITE LUMENTUM HOLDINGS INC | Technology | 10.7K | $7.5M | 2.2% | +2.9% |
| ETR ENTERGY CORP | Utilities | 66.5K | $7.5M | 2.2% | New |
| MSFT MICROSOFT CORP | Technology | 19.9K | $7.4M | 2.1% | +0.6% |
| MRVL MARVELL TECHNOLOGY INC | Technology | 73.1K | $7.2M | 2.1% | +0.7% |
| GE GENERAL ELECTRIC | Industrials | 25.0K | $7.1M | 2.1% | +0.6% |
| GOOGL ALPHABET INC-CL A | Technology | 24.3K | $7.0M | 2.0% | +0.7% |
| TER TERADYNE INC | Technology | 23.4K | $6.9M | 2.0% | +3.6% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 14.6K | $6.7M | 2.0% | +0.6% |
| NFLX NETFLIX INC | Services media | 69.5K | $6.7M | 1.9% | New |
| MTZ MASTEC INC | Industrials | 20.3K | $6.5M | 1.9% | +3.7% |
| LLY ELI LILLY & CO | Healthcare | 6.9K | $6.3M | 1.8% | +1.0% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 27.5K | $6.2M | 1.8% | +48.8% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 23.5K | $5.7M | 1.7% | +1.1% |
| RTX RTX CORP | Industrials | 29.1K | $5.6M | 1.6% | +0.7% |
| META META PLATFORMS INC-CLASS A | Technology | 9.7K | $5.5M | 1.6% | +0.7% |
| AAPL APPLE INC | Technology | 21.7K | $5.5M | 1.6% | New |
| BA BOEING CO/THE | Industrials | 27.2K | $5.4M | 1.6% | +1.0% |
| ETN EATON CORP PLC | Industrials | 15.1K | $5.4M | 1.6% | +0.6% |
| PANW PALO ALTO NETWORKS INC | Technology | 31.3K | $5.0M | 1.5% | +0.6% |
| DDOG DATADOG INC - CLASS A | Technology | 42.0K | $5.0M | 1.4% | +64.1% |
| VRT VERTIV HOLDINGS CO-A | Technology | 17.7K | $4.4M | 1.3% | +3.4% |
| PWR QUANTA SERVICES INC | Industrials | 7.8K | $4.3M | 1.2% | +2.9% |
| APH AMPHENOL CORP-CL A | Technology | 33.0K | $4.2M | 1.2% | +1.1% |
| VICR VICOR CORP | Technology | 24.9K | $4.0M | 1.2% | +3.1% |
| SNOW SNOWFLAKE INC | Technology | 25.6K | $3.9M | 1.1% | +0.7% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 26.1K | $3.8M | 1.1% | -0.4% |
| FSLR FIRST SOLAR INC | Technology | 16.9K | $3.3M | 1.0% | +3.2% |
| BSX BOSTON SCIENTIFIC CORP | Healthcare | 46.6K | $2.9M | 0.8% | +0.9% |
| KTOS KRATOS DEFENSE & SECURITY | Industrials | 40.8K | $2.9M | 0.8% | -35.3% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 6.9K | $2.7M | 0.8% | +44.1% |
| AEHR AEHR TEST SYSTEMS | Technology | 71.8K | $2.7M | 0.8% | +33.5% |
| SYM SYMBOTIC INC | Industrials | 45.9K | $2.4M | 0.7% | +3.7% |
| MPWR MONOLITHIC POWER SYSTEMS INC | Technology | 2.2K | $2.4M | 0.7% | +3.3% |
| MRCY MERCURY SYSTEMS INC | Technology | 32.8K | $2.4M | 0.7% | +4.7% |
| SMCI SUPER MICRO COMPUTER INC | Technology | 87.2K | $2.0M | 0.6% | +4.3% |
| TEM TEMPUS AI INC-CL A | Technology | 40.9K | $1.9M | 0.5% | +3.1% |
| QBTS D-WAVE QUANTUM INC | Technology | 123.9K | $1.8M | 0.5% | +3.4% |
| TYL TYLER TECHNOLOGIES INC | Technology | 5.2K | $1.8M | 0.5% | +3.3% |
| CRSP CRISPR THERAPEUTICS AG | Healthcare | 32.5K | $1.5M | 0.4% | +2.9% |
| OKLO OKLO INC | Utilities | 29.4K | $1.5M | 0.4% | +5.0% |
| AVAV AEROVIRONMENT INC | Industrials | 7.7K | $1.4M | 0.4% | New |
| SMR NUSCALE POWER CORP | Industrials | 129.4K | $1.4M | 0.4% | +59.6% |
| ENPH ENPHASE ENERGY INC | Technology | 34.2K | $1.3M | 0.4% | New |
| EPAM EPAM SYSTEMS INC | Technology | 9.3K | $1.3M | 0.4% | +71.2% |
| JOBY JOBY AVIATION INC | Industrials | 125.9K | $1.0M | 0.3% | +3.1% |
| INDI INDIE SEMICONDUCTOR INC-A | Technology | 298.9K | $963K | 0.3% | +3.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 10, 2026 | 78 | $344.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 80 | $346.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 22, 2025 | 78 | $326.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 11, 2025 | 73 | $295.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 17, 2025 | 77 | $265.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 15, 2025 | 78 | $277.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR/ARESTATEMENT | Nov 5, 2024 | 77 | $265.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 16, 2024 | 77 | $258.5M | SEC ↗ | |
| Q2 2024 | 13F-HR | Jul 12, 2024 | 77 | $258.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 16, 2024 | 75 | $231.5M | canonical | SEC ↗ |
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