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Bouvel Investment Partners, LLC Historic Quarter Change: USA Stocks, Sold Out

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Bouvel Investment Partners, LLC historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Bouvel Investment Partners, LLC opened 64 positions, added to 280, reduced 243 and sold out of 64.

  • Q2 2026: Stock HONZZZZ; Country of operation —; Class COM; Shares before 27,528.
  • Q2 2026: Stock PLTR; Country of operation United States; Class CL A; Shares before 26,115.
  • Q2 2026: Stock MRCY; Country of operation United States; Class COM; Shares before 32,751.
  • Q2 2026: Stock SMCI; Country of operation United States; Class COM NEW; Shares before 87,197.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1839122), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-10); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026HONZZZZ
HONEYWELL INTL INC		COM27,5280-27,528$6,222,041$0-$6,222,0412026-07-17
Q2 2026PLTR
PALANTIR TECHNOLOGIES INC		United StatesCL A26,1150-26,115$3,820,029$0-$3,820,0292026-07-17
Q2 2026MRCY
MERCURY SYS INC		United StatesCOM32,7510-32,751$2,387,875$0-$2,387,8752026-07-17
Q2 2026SMCI
SUPER MICRO COMPUTER INC		United StatesCOM NEW87,1970-87,197$1,985,476$0-$1,985,4762026-07-17
Q2 2026TYL
TYLER TECHNOLOGIES INC		United StatesCOM5,1920-5,192$1,777,466$0-$1,777,4662026-07-17
Q2 2026SMR
NUSCALE PWR CORP		United StatesCL A COM129,3630-129,363$1,402,295$0-$1,402,2952026-07-17
Q2 2026EPAM
EPAM SYS INC		United StatesCOM9,3050-9,305$1,259,897$0-$1,259,8972026-07-17
Q2 2026ADPT
ADAPTIVE BIOTECHNOLOGIES COR		United StatesCOM43,8150-43,815$608,145$0-$608,1452026-07-17
Q2 2026QUBT
QUANTUM COMPUTING INC		United StatesCOM72,4430-72,443$496,235$0-$496,2352026-07-17
Q1 2026INTU
INTUIT		United StatesCOM9,7750-9,775$6,474,824$0-$6,474,8242026-04-10
Q1 2026KKR
KKR & CO INC		United StatesCOM49,8760-49,876$6,358,192$0-$6,358,1922026-04-10
Q1 2026CRM
SALESFORCE INC		United StatesCOM19,9050-19,905$5,272,901$0-$5,272,9012026-04-10
Q1 2026UBER
UBER TECHNOLOGIES INC		United StatesCOM54,6510-54,651$4,465,533$0-$4,465,5332026-04-10
Q1 2026MRSH
MARSH & MCLENNAN COS INC		United StatesCOM13,6510-13,651$2,532,534$0-$2,532,5342026-04-10
Q1 2026COIN
COINBASE GLOBAL INC		United StatesCOM CL A7,7060-7,706$1,742,635$0-$1,742,6352026-04-10
Q1 2026TWLO
TWILIO INC		United StatesCL A12,1070-12,107$1,722,100$0-$1,722,1002026-04-10
Q1 2026ZS
ZSCALER INC		United StatesCOM7,5250-7,525$1,692,523$0-$1,692,5232026-04-10
Q1 2026PYPL
PAYPAL HLDGS INC		United StatesCOM23,4450-23,445$1,368,719$0-$1,368,7192026-04-10
Q1 2026SRTA
STRATA CRITICAL MEDICAL INC		United StatesCL A COM243,6720-243,672$1,172,062$0-$1,172,0622026-04-10
Q4 2025FISV
FISERV INC		United StatesCOM34,9380-34,938$4,504,556$0-$4,504,5562026-01-23
Q4 2025SNPS
SYNOPSYS INC		United StatesCOM7,8330-7,833$3,864,724$0-$3,864,7242026-01-23
Q4 2025HUBS
HUBSPOT INC		United StatesCOM1,7680-1,768$827,070$0-$827,0702026-01-23
Q4 2025CERS
CERUS CORP		United StatesCOM496,1890-496,189$788,941$0-$788,9412026-01-23
Q4 2025AUR
AURORA INNOVATION INC		United StatesCLASS A COM143,4620-143,462$773,260$0-$773,2602026-01-23
Q4 2025ILMN
ILLUMINA INC		United StatesCOM6,1290-6,129$582,071$0-$582,0712026-01-23
Q3 2025ADSK
AUTODESK INC		United StatesCOM12,0330-12,033$3,725,056$0-$3,725,0562025-10-22
Q3 2025ADBE
ADOBE INC		United StatesCOM4,7500-4,750$1,837,680$0-$1,837,6802025-10-22
Q2 2025AXP
AMERICAN EXPRESS CO		United StatesCOM28,9170-28,917$7,842,290$0-$7,842,2902025-07-11
Q2 2025TTD
THE TRADE DESK INC		United StatesCOM CL A32,8930-32,893$3,606,717$0-$3,606,7172025-07-11
Q2 2025SPSC
SPS COMM INC		United StatesCOM18,0580-18,058$3,506,225$0-$3,506,2252025-07-11
Q2 2025AVAV
AEROVIRONMENT INC		United StatesCOM17,1080-17,108$3,430,054$0-$3,430,0542025-07-11
Q2 2025BA
BOEING CO		United StatesCOM21,8620-21,862$3,323,898$0-$3,323,8982025-07-11
Q2 2025AMD
ADVANCED MICRO DEVICES INC		United StatesCOM20,1970-20,197$3,313,924$0-$3,313,9242025-07-11
Q2 2025MU
MICRON TECHNOLOGY INC		United StatesCOM31,0390-31,039$3,219,055$0-$3,219,0552025-07-11
Q2 2025MS
MORGAN STANLEY		United StatesCOM NEW25,9240-25,924$2,702,318$0-$2,702,3182025-07-11
Q2 2025ASPN
ASPEN AEROGELS INC		United StatesCOM90,9920-90,992$2,519,568$0-$2,519,5682025-07-11
Q2 2025DDOG
DATADOG INC		United StatesCL A COM19,7660-19,766$2,274,276$0-$2,274,2762025-07-11
Q2 2025HLIT
HARMONIC INC		United StatesCOM120,5240-120,524$1,756,035$0-$1,756,0352025-07-11
Q2 2025ENPH
ENPHASE ENERGY INC		United StatesCOM13,6580-13,658$1,543,571$0-$1,543,5712025-07-11
Q2 2025GEV
GE VERNOVA INC		United StatesCOM5,9710-5,971$1,522,486$0-$1,522,4862025-07-11
Q2 2025SHOP
SHOPIFY INC		CL A17,3760-17,376$1,392,473$0-$1,392,4732025-07-11
Q2 2025THRM
GENTHERM INC		United StatesCOM27,6200-27,620$1,285,711$0-$1,285,7112025-07-11
Q2 2025OLED
UNIVERSAL DISPLAY CORP		United StatesCOM5,7810-5,781$1,213,432$0-$1,213,4322025-07-11
Q2 2025XYZ
BLOCK INC		United StatesCL A17,8670-17,867$1,199,378$0-$1,199,3782025-07-11
Q2 2025SNCR
SYNCHRONOSS TECHNOLOGIES INC		United StatesCOM NEW72,4760-72,476$1,078,809$0-$1,078,8092025-07-11
Q2 2025SABR
SABRE CORP		United StatesCOM248,4340-248,434$911,751$0-$911,7512025-07-11
Q2 2025PLUG
PLUG POWER INC		United StatesCOM NEW378,6340-378,634$855,712$0-$855,7122025-07-11
Q2 2025U
UNITY SOFTWARE INC		United StatesCOM35,5950-35,595$805,159$0-$805,1592025-07-11
Q1 2025SMCI
SUPER MICRO COMPUTER INC		United StatesCOM NEW46,7850-46,785$1,426,007$0-$1,426,0072025-04-17
Q1 2025MRCY
MERCURY SYS INC		United StatesCOM31,1130-31,113$1,306,746$0-$1,306,7462025-04-17
Q1 2025SYM
SYMBOTIC INC		United StatesCLASS A COM44,5390-44,539$1,056,020$0-$1,056,0202025-04-17
Q1 2025TEM
TEMPUS AI INC		United StatesCL A30,4860-30,486$1,029,207$0-$1,029,2072025-04-17
Q1 2025SMR
NUSCALE PWR CORP		United StatesCL A COM54,2540-54,254$972,774$0-$972,7742025-04-17
Q4 2024ENPH
ENPHASE ENERGY INC		United StatesCOM13,6580-13,658$1,543,571$0-$1,543,5712025-01-15
Q4 2024THRM
GENTHERM INC		United StatesCOM27,6200-27,620$1,285,711$0-$1,285,7112025-01-15
Q4 2024OLED
UNIVERSAL DISPLAY CORP		United StatesCOM5,7810-5,781$1,213,432$0-$1,213,4322025-01-15
Q3 2024CMG
CHIPOTLE MEXICAN GRILL INC		United StatesCOM57,3000-57,300$3,589,845$0-$3,589,8452024-11-05
Q2 2024MAR
MARRIOTT INTL INC NEW		United StatesCL A11,4390-11,439$2,886,174$0-$2,886,1742024-07-12
Q2 2024EPAM
EPAM SYS INC		United StatesCOM10,1270-10,127$2,796,672$0-$2,796,6722024-07-12
Q2 2024HXL
HEXCEL CORP NEW		United StatesCOM19,8240-19,824$1,444,178$0-$1,444,1782024-07-12
Q2 2024PYPL
PAYPAL HLDGS INC		United StatesCOM21,5010-21,501$1,440,318$0-$1,440,3182024-07-12
Q2 2024PAYC
PAYCOM SOFTWARE INC		United StatesCOM6,5130-6,513$1,296,152$0-$1,296,1522024-07-12
Q1 2024NCLH
NORWEGIAN CRUISE LINE HLDG L		United StatesSHS70,9150-70,915$1,421,127$0-$1,421,1272024-04-16
Q1 2024APD
AIR PRODS & CHEMS INC		United StatesCOM8670-867$237,385$0-$237,3852024-04-16

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