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Funds / Lavelle Capital LP
Institutional Fund

Lavelle Capital LP

San Francisco, CACIK 21365662 filings on record

Portfolio Value
$161.12M
Q1 2026
Holdings
70
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+2.1%
from $157.84M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Tesla Inc16.2%
  • Spdr S&P 500 ETF Tr14.3%
  • Meta Platforms Inc10.3%
  • Vanguard Index Fds5.7%
  • Alphabet Inc4.2%
  • Alphabet Inc3.8%
  • Other45.7%

Portfolio Holdings

70 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Tesla Inc70.0K$26.03M16.2%+70.0KNew
2Spdr S&P 500 ETF Tr35.4K$23.04M14.3%268Reduced
3Meta Platforms Inc28.9K$16.54M10.3%+22.3KAdded
4Vanguard Index Fds15.3K$9.13M5.7%0Held
5Alphabet Inc23.6K$6.78M4.2%6.4KReduced
6Alphabet Inc21.1K$6.04M3.8%0Held
7Ishares Inc25.7K$4.62M2.9%+25.7KNew
8J P Morgan Exchange Traded F78.5K$4.00M2.5%+78.5KNew
9Berkshire Hathaway Inc Del5$3.59M2.2%0Held
10Vanguard Intl Equity Index F24.4K$3.38M2.1%+10.2KAdded

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