Bouvel Investment Partners 13F annual report
Bouvel Investment Partners is an investment fund managing more than $259 billion ran by Stephane Bouvel. There are currently 73 companies in Bouvel’s portfolio. The largest investments include Morgan Stanley Etf Trust and Pimco Etf Tr, together worth $22.9 billion.
$259 billion Assets Under Management (AUM)
As of 5th July 2024, Bouvel Investment Partners’s top holding is 237,453 shares of Morgan Stanley Etf Trust currently worth over $11.8 billion and making up 4.6% of the portfolio value.
In addition, the fund holds 121,805 shares of Pimco Etf Tr worth $11.1 billion.
The third-largest holding is NVIDIA Corp worth $10.5 billion and the next is J P Morgan Exchange Traded F worth $10.1 billion, with 178,561 shares owned.
Currently, Bouvel Investment Partners's portfolio is worth at least $259 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Bouvel Investment Partners
The Bouvel Investment Partners office and employees reside in Phoenixville, Pennsylvania. According to the last 13-F report filed with the SEC, Stephane Bouvel serves as the CHIEF COMPLIANCE OFFICER at Bouvel Investment Partners.
Recent trades
In the most recent 13F filing, Bouvel Investment Partners revealed that it had opened a new position in
Morgan Stanley Etf Trust and bought 237,453 shares worth $11.8 billion.
The investment fund also strengthened its position in Pimco Etf Tr by buying
41,660 additional shares.
This makes their stake in Pimco Etf Tr total 121,805 shares worth $11.1 billion.
On the other hand, there are companies that Bouvel Investment Partners is getting rid of from its portfolio.
Bouvel Investment Partners closed its position in Epam Sys Inc on 12th July 2024.
It sold the previously owned 10,178 shares for $3.03 billion.
Stephane Bouvel also disclosed a decreased stake in J P Morgan Exchange Traded F by approximately 0.1%.
This leaves the value of the investment at $10.1 billion and 178,561 shares.
One of the smaller hedge funds
The two most similar investment funds to Bouvel Investment Partners are Argyle Capital Management and Etfidea. They manage $258 billion and $259 billion respectively.
Stephane Bouvel investment strategy
Bouvel Investment Partners’s portfolio is diversified across 9 sectors.
Currently, their heaviest sector is Technology — making up 38.8% of
the total portfolio value.
The fund focuses on investments in the United States as
65.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
47% of the total holdings value.
On the other hand, small-cap stocks make up only 5.5% of the portfolio.
The average market cap of the portfolio companies is close to $115 billion.
The complete list of Bouvel Investment Partners trades based on 13F SEC filings
These positions were updated on July 12th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Morgan Stanley Etf Trust |
Opened
237,453
|
$11,789,541,000 | 4.56% |
| Pimco Etf Tr |
51.98%
121,805
|
$11,093,999,000 | 4.29% |
| NVIDIA Corp |
539.33%
84,660
|
$10,458,896,000 | 4.05% |
| J P Morgan Exchange Traded F |
2.90%
178,561
|
$10,120,837,000 | 3.92% |
| Microsoft Corporation |
1.52%
19,366
|
$8,655,410,000 | 3.35% |
| Amazon.com Inc. |
0.62%
41,284
|
$7,978,133,000 | 3.09% |
| Alphabet Inc |
0.59%
39,159
|
$7,132,812,000 | 2.76% |
| Palo Alto Networks Inc |
0.92%
20,952
|
$7,102,768,000 | 2.75% |
| American Express Co. |
1.16%
28,765
|
$6,660,536,000 | 2.58% |
| Intuit Inc |
0.84%
9,634
|
$6,331,233,000 | 2.45% |
| Intuitive Surgical Inc |
0.29%
13,883
|
$6,175,630,000 | 2.39% |
| Eli Lilly Co |
56.80%
6,501
|
$5,885,875,000 | 2.28% |
| Capital Grp Fixed Incm Etf T |
2.21%
215,941
|
$5,813,132,000 | 2.25% |
| Spdr Ser Tr |
Opened
37,051
|
$5,463,133,000 | 2.11% |
| Invesco Exchange Traded Fd T |
5.30%
143,934
|
$5,462,276,000 | 2.11% |
| Salesforce Inc |
0.81%
19,426
|
$4,994,296,000 | 1.93% |
| Marvell Technology Inc |
21.21%
69,565
|
$4,862,559,000 | 1.88% |
| Meta Platforms Inc |
1.00%
9,449
|
$4,764,375,000 | 1.84% |
| Synopsys, Inc. |
Opened
7,802
|
$4,642,658,000 | 1.80% |
| Eaton Corp Plc |
0.09%
14,594
|
$4,575,949,000 | 1.77% |
| Uber Technologies Inc |
1.46%
54,133
|
$3,934,386,000 | 1.52% |
| Honeywell International Inc |
0.43%
18,133
|
$3,872,014,000 | 1.50% |
| GE Aerospace |
1.07%
24,284
|
$3,860,427,000 | 1.49% |
| Adobe Inc |
0.32%
6,897
|
$3,831,559,000 | 1.48% |
| First Solar Inc |
0.04%
16,514
|
$3,723,246,000 | 1.44% |
| Chipotle Mexican Grill |
4,805.82%
57,300
|
$3,589,845,000 | 1.39% |
| Ishares Tr |
0.49%
183,491
|
$11,232,765,000 | 4.35% |
| Sps Comm Inc |
0.54%
18,310
|
$3,445,116,000 | 1.33% |
| Boston Scientific Corp. |
1.25%
44,446
|
$3,422,786,000 | 1.32% |
| Teradyne, Inc. |
0.49%
22,778
|
$3,377,750,000 | 1.31% |
| Vanguard Index Fds |
4.12%
14,673
|
$3,368,334,000 | 1.30% |
| Zscaler Inc |
0.24%
17,376
|
$3,339,493,000 | 1.29% |
| Vanguard World Fd |
1.42%
44,573
|
$3,272,104,000 | 1.27% |
| Trade Desk Inc |
1.71%
32,449
|
$3,169,294,000 | 1.23% |
| AeroVironment Inc. |
31.85%
17,296
|
$3,150,548,000 | 1.22% |
| Epam Sys Inc |
Closed
10,178
|
$3,026,327,000 | |
| Autodesk Inc. |
1.70%
11,962
|
$2,959,997,000 | 1.15% |
| Fidelity Covington Trust |
0.27%
50,760
|
$2,922,969,000 | 1.13% |
| Palantir Technologies Inc. |
1.57%
113,587
|
$2,877,146,000 | 1.11% |
| RTX Corp |
0.53%
28,412
|
$2,852,281,000 | 1.10% |
| Marsh Mclennan Cos Inc |
1.13%
13,391
|
$2,821,752,000 | 1.09% |
| Boeing Co. |
1.12%
14,454
|
$2,630,773,000 | 1.02% |
| Vanguard Bd Index Fds |
1.01%
37,314
|
$2,622,801,000 | 1.01% |
| Marriott Intl Inc New |
Closed
11,486
|
$2,590,208,000 | |
| Tyler Technologies, Inc. |
0.33%
5,135
|
$2,581,524,000 | 1.00% |
| Morgan Stanley |
1.47%
25,771
|
$2,504,683,000 | 0.97% |
| Advanced Micro Devices Inc. |
Opened
14,622
|
$2,371,835,000 | 0.92% |
| Spdr Ser Tr |
Closed
44,899
|
$2,354,055,000 | |
| Aspen Aerogels Inc. |
0.59%
93,760
|
$2,236,176,000 | 0.87% |
| Mastec Inc. |
2.51%
19,995
|
$2,139,265,000 | 0.83% |
| Super Micro Computer Inc |
Opened
2,572
|
$2,107,368,000 | 0.82% |
| J P Morgan Exchange Traded F |
Opened
32,787
|
$1,819,679,000 | 0.70% |
| Kratos Defense Sec Solutio |
0.06%
89,532
|
$1,791,525,000 | 0.69% |
| Hexcel Corp. |
Closed
19,959
|
$1,471,976,000 | |
| Norwegian Cruise Line Hldg L |
Closed
70,915
|
$1,421,127,000 | |
| Enphase Energy Inc |
2.65%
13,807
|
$1,376,646,000 | 0.53% |
| Gentherm Inc |
2.84%
27,894
|
$1,375,732,000 | 0.53% |
| Paycom Software Inc |
Closed
6,431
|
$1,329,416,000 | |
| PayPal Holdings Inc |
Closed
21,551
|
$1,323,416,000 | |
| Iteris Inc. |
2.40%
301,980
|
$1,307,573,000 | 0.51% |
| Fidelity Covington Trust |
Closed
24,402
|
$1,306,727,000 | |
| Universal Display Corp. |
0.72%
5,870
|
$1,234,168,000 | 0.48% |
| Altus Power Inc |
2.81%
305,730
|
$1,198,462,000 | 0.46% |
| CRISPR Therapeutics AG |
0.38%
21,932
|
$1,184,547,000 | 0.46% |
| Block Inc |
2.47%
18,041
|
$1,163,432,000 | 0.45% |
| Shopify Inc |
0.36%
17,579
|
$1,161,060,000 | 0.45% |
| HubSpot Inc |
2.34%
1,795
|
$1,058,673,000 | 0.41% |
| Ge Vernova Inc |
Opened
5,973
|
$1,024,429,000 | 0.40% |
| Vertiv Holdings Co |
Opened
11,113
|
$962,052,000 | 0.37% |
| Blade Air Mobility Inc |
50.84%
270,925
|
$942,819,000 | 0.36% |
| Plug Power Inc |
88.33%
381,110
|
$887,985,000 | 0.34% |
| Indie Semiconductor Inc |
Opened
139,719
|
$862,066,000 | 0.33% |
| Vicor Corp. |
43.88%
24,491
|
$812,122,000 | 0.31% |
| Synchronoss Technologies Inc |
0.50%
74,698
|
$694,691,000 | 0.27% |
| Illumina Inc |
1.44%
6,556
|
$684,315,000 | 0.26% |
| Sabre Corp |
3.17%
251,304
|
$670,980,000 | 0.26% |
| Aehr Test Sys |
91.55%
56,252
|
$628,335,000 | 0.24% |
| Cerus Corp. |
4.78%
269,938
|
$475,091,000 | 0.18% |
| Chargepoint Holdings Inc. |
145.96%
312,419
|
$471,753,000 | 0.18% |
| Unity Software Inc. |
2.64%
22,772
|
$370,273,000 | 0.14% |
| Air Prods Chems Inc |
Closed
867
|
$237,385,000 | |
| Adaptive Biotechnologies Cor |
1.50%
45,880
|
$166,084,000 | 0.06% |
| No transactions found | |||
| Showing first 500 out of 82 holdings | |||
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