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Bouvel Investment Partners, LLC

All holdings · as of Dec 31, 2025

80 positions

CompanyClassValueShares% of portfolio
J P MORGAN EXCHANGE TRADED F$2.44M50,1630.7%
Tempus AI, Inc.$2.35M39,7220.7%
MERCURY SYSTEMS INC$2.28M31,2830.7%
TYLER TECHNOLOGIES, INC.$2.28M5,0250.7%
CrowdStrike Holdings, Inc.$2.26M4,8180.7%
Oklo Inc.$2.01M27,9580.6%
Monolithic Power Systems Inc$1.95M2,1460.6%
ISHARES TR$1.90M27,3710.5%
Coinbase Global, Inc.$1.74M7,7060.5%
TWILIO INC$1.72M12,1070.5%
Zscaler, Inc.$1.69M7,5250.5%
CRISPR THERAPEUTICS AG$1.66M31,5900.5%
Joby Aviation, Inc.$1.61M122,1070.5%
iShares MSCI UAE ETF$1.55M10,4410.4%
PayPal Holdings, Inc.$1.37M23,4450.4%
GRAIL, Inc.$1.29M15,0610.4%
Eos Energy Enterprises, Inc.$1.24M108,2260.4%
Strata Critical Medical, Inc. ("Issuer")$1.17M243,6720.3%
NUSCALE POWER Corp$1.15M81,0640.3%
EPAM Systems, Inc.$1.11M5,4360.3%
AEHR TEST SYSTEMS$1.09M53,7960.3%
indie Semiconductor, Inc.$1.02M289,4980.3%
VANGUARD INDEX FDS$776.3K2,7810.2%
Quantum Computing Inc.$715.7K69,7590.2%
Adaptive Biotechnologies Corp$690.5K42,5180.2%
Plug Power Inc$682.7K346,5560.2%
ISHARES TR$358.4K2,5390.1%
ISHARES INC$304.2K4,5250.1%
ISHARES TR$218.0K2,4370.1%
Solstice Advanced Materials Inc.$215.3K4,4320.1%
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