LAVELLE CAPITAL LP: 13F holdings

CIK 21365662026Q2

Positions75
Reported value$232.1m
Filed2026-07-22

Top 10 holdings

SecuritySharesValueWeight
TSLA TESLA INC91,628$38.5m16.6%
SPY STATE STR SPDR S&P 500 ETF T35,407$26.4m11.4%
META META PLATFORMS INC27,753$15.6m6.7%
BIL SPDR SERIES TRUST124,881$11.4m4.9%
VOO VANGUARD INDEX FDS15,286$10.5m4.5%
GOOGL ALPHABET INC24,895$8.9m3.8%
GOOG ALPHABET INC22,176$7.8m3.4%
CBRS CEREBRAS SYSTEMS INC24,270$5.4m2.3%
URTH ISHARES INC25,688$5.2m2.2%
ACWI VANGUARD INTL EQUITY INDEX F24,485$3.8m1.7%

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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