Bouvel Investment Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$266M
Signature - Title
Stephane Bouvel - CHIEF COMPLIANCE OFFICER
Location
Phoenixville, PA
Summary
This page shows a list of all the recent 13F filings made by Bouvel Investment Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bouvel Investment Partners, LLC reported 77 stock holdings with total value $266M as of Q3 2024. Top holdings included EVTR, BOND, JEPI, NVDA, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 77 $266M +$12.1M -$15.8M -$3.69M EVTR, BOND, JEPI, NVDA, MSFT Restatement 11/5/2024, 01:52 PM
Q2 2024 77 $259M +$42.9M -$10.3M +$32.6M EVTR, BOND, NVDA, JEPI, MSFT 13F-HR 7/12/2024, 02:14 PM
Q1 2024 75 $232M +$10.6M -$11.4M -$814K JEPI, NVDA, MSFT, AMZN, BOND 13F-HR 4/15/2024, 09:05 PM
Q4 2023 77 $214M +$5.56M -$1.88M +$3.69M JEPI, BOND, MSFT, NVDA, AMZN 13F-HR 1/11/2024, 01:43 PM
Q3 2023 77 $185M +$33.5M -$18M +$15.5M JEPI, BOND, MSFT, CGMS, NVDA 13F-HR 10/10/2023, 08:56 PM
Q2 2023 72 $183M +$16.2M -$18.9M -$2.65M JEPI, NVDA, MSFT, SHY, PANW 13F-HR 7/14/2023, 10:52 AM
Q1 2023 69 $171M +$5.88M -$4.13M +$1.75M SHY, JEPI, MSFT, MINT, PRF 13F-HR 4/11/2023, 03:27 PM
Q4 2022 67 $155M +$4.21M -$3.49M +$727K SHY, JEPI, MINT, PRF, MSFT 13F-HR 1/18/2023, 05:35 PM
Q3 2022 67 $150M +$34.9M -$11M +$23.9M SHY, JEPI, MINT, AMZN, PRF 13F-HR 10/13/2022, 08:05 PM
Q2 2022 66 $133M +$21.1M -$10.5M +$10.5M SHY, VTIP, PRF, MSFT, AMZN 13F-HR 7/13/2022, 01:19 PM
Q1 2022 65 $164M +$6M -$3.19M +$2.81M MSFT, VTIP, PANW, GOOGL, AMZN 13F-HR 4/11/2022, 04:49 PM
Q4 2021 66 $178M +$10M -$3.69M +$6.31M MSFT, VTIP, GOOGL, AMZN, PRF 13F-HR 1/19/2022, 12:49 PM
Q3 2021 65 $177M +$9.46M -$7.19M +$2.26M MSFT, GOOGL, AMZN, PRF, PYPL 13F-HR 10/7/2021, 03:37 PM
Q2 2021 63 $177M +$12.2M -$6.04M +$6.18M MSFT, AMZN, PYPL, GOOGL, PRF 13F-HR 7/9/2021, 06:21 PM
Q1 2021 61 $156M +$24M -$13M +$11M MSFT, AMZN, INTU, PLUG, GOOGL 13F-HR 4/15/2021, 09:35 PM
Q4 2020 76 $141M $0 $0 PLUG, AMZN, PYPL, MSFT, INTU Restatement 2/12/2021, 05:13 PM