LAVELLE CAPITAL LP: 13F holdings
CIK 21365662026Q2
| Positions | 75 |
|---|
| Reported value | $232.1m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 75 (+5 vs prior quarter) |
|---|
| Reported value | $232.1m (+44.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSLA TESLA INC | 91,628 | $38.5m | 16.6% |
| SPY STATE STR SPDR S&P 500 ETF T | 35,407 | $26.4m | 11.4% |
| META META PLATFORMS INC | 27,753 | $15.6m | 6.7% |
| BIL SPDR SERIES TRUST | 124,881 | $11.4m | 4.9% |
| VOO VANGUARD INDEX FDS | 15,286 | $10.5m | 4.5% |
| GOOGL ALPHABET INC | 24,895 | $8.9m | 3.8% |
| GOOG ALPHABET INC | 22,176 | $7.8m | 3.4% |
| CBRS CEREBRAS SYSTEMS INC | 24,270 | $5.4m | 2.3% |
| URTH ISHARES INC | 25,688 | $5.2m | 2.2% |
| ACWI VANGUARD INTL EQUITY INDEX F | 24,485 | $3.8m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2136566")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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