Bouvel Investment Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 85 distinct positions held by the firm.
The portfolio is diversified across various sectors, with a significant allocation to technology. Major holdings include NVIDIA Corporation, which the firm holds 14,222,821 shares; Microsoft Corporation, with 9,918,717 shares; and Alphabet Inc., Class A, holding 8,135,772 shares. Other notable technology positions include Meta Platforms, Inc., Amazon.com, Inc., and Broadcom Inc.
Outside of technology, the portfolio includes substantial stakes in financial and healthcare companies. Bouvel holds 12,030,248 shares in the Morgan Stanley ETF Trust EATO VANC BD ETF and 11,037,873 shares in the Capital Group Fixed Income ETF T US Multi-Sector. In the healthcare sector, the firm holds 7,846,159 shares of Eli Lilly & Co. and 5,699,675 shares of Vertex Pharmaceuticals Inc.
The filing also details several smaller positions, including Archer Aviation Inc., with 10,000 shares; CrowdStrike Holdings Inc., with 6,676,466 shares; and Plug Power Inc., with 992,591 shares.
