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
Portfolio value trend — upgrade to see history
UpgradeTop 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
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tesla Inc | 70.0K | $26.03M | 16.2% | +70.0K | New |
| 2 | Spdr S&P 500 ETF Tr | 35.4K | $23.04M | 14.3% | −268 | Reduced |
| 3 | Meta Platforms Inc | 28.9K | $16.54M | 10.3% | +22.3K | Added |
| 4 | Vanguard Index Fds | 15.3K | $9.13M | 5.7% | 0 | Held |
| 5 | Alphabet Inc | 23.6K | $6.78M | 4.2% | −6.4K | Reduced |
| 6 | Alphabet Inc | 21.1K | $6.04M | 3.8% | 0 | Held |
| 7 | Ishares Inc | 25.7K | $4.62M | 2.9% | +25.7K | New |
| 8 | J P Morgan Exchange Traded F | 78.5K | $4.00M | 2.5% | +78.5K | New |
| 9 | Berkshire Hathaway Inc Del | 5 | $3.59M | 2.2% | 0 | Held |
| 10 | Vanguard Intl Equity Index F | 24.4K | $3.38M | 2.1% | +10.2K | Added |
60 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio