Lavelle Capital LP
75 holdingsFiling period: 2026-06-30Current AUM: $227.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | 91.6K | $38.5M | $37.0M | 16.26% | +21.6K | 2026-06-30 |
| 2 | MU | Micron Technology Inc | 30.1K | $34.7M | $28.1M | 12.35% | -- | 2026-06-30 |
| 3 | SPY | State Str Spdr S&P 500 ETF T | 35.4K | $26.4M | $27.2M | 11.98% | -22 | 2026-06-30 |
| 4 | META | Meta Platforms Inc | 27.8K | $15.6M | $17.3M | 7.62% | -1,160 | 2026-06-30 |
| 5 | BIL | Spdr Series Trust | 124.9K | $11.4M | $11.4M | 5.04% | +117.2K | 2026-06-30 |
| 6 | VOO | Vanguard Index Fds | 15.3K | $10.5M | $10.8M | 4.76% | -- | 2026-06-30 |
| 7 | GOOGL | Alphabet Inc | 24.9K | $8.9M | $7.1M | 3.11% | +1.3K | 2026-06-30 |
| 8 | GOOG | Alphabet Inc | 22.2K | $7.8M | $6.3M | 2.75% | +1.1K | 2026-06-30 |
| 9 | CBRS | Cerebras Systems Inc | 24.3K | $5.4M | $2.8M | 1.23% | -- | 2026-06-30 |
| 10 | URTH | iShares Inc | 25.7K | $5.2M | $5.3M | 2.35% | -- | 2026-06-30 |
| 11 | VT | Vanguard Intl Equity Index F | 24.5K | $3.8M | $3.9M | 1.70% | +51 | 2026-06-30 |
| 12 | BRK-A | Berkshire Hathaway Inc Del | 5 | $3.7M | $3.7M | 1.65% | -- | 2026-06-30 |
| 13 | IWR | iShares TR | 22.2K | $2.4M | $2.5M | 1.09% | -- | 2026-06-30 |
| 14 | TSM | Taiwan Semiconductor Manufac | 5.1K | $2.4M | $2.2M | 0.97% | +1.1K | 2026-06-30 |
| 15 | CSCO | Cisco Sys Inc | 20.0K | $2.3M | $2.2M | 0.96% | -- | 2026-06-30 |
| 16 | GLD | Spdr Gold TR | 5.8K | $2.1M | $2.1M | 0.94% | -- | 2026-06-30 |
| 17 | FRSH | Freshworks Inc | 204.2K | $2.1M | $3.1M | 1.35% | +52.6K | 2026-06-30 |
| 18 | VB | Vanguard Index Fds | 6.5K | $2.0M | $1.9M | 0.84% | +4 | 2026-06-30 |
| 19 | VEA | Vanguard Tax-Managed Fds | 26.9K | $1.9M | $1.9M | 0.83% | -37 | 2026-06-30 |
| 20 | NVDA | NVIDIA Corporation | 9.3K | $1.9M | $2.0M | 0.88% | -2,226 | 2026-06-30 |
| 21 | AAPL | Apple Inc | 6.1K | $1.8M | $2.1M | 0.93% | +42 | 2026-06-30 |
| 22 | BILL | Bill Holdings Inc | 45.6K | $1.6M | $2.2M | 0.97% | -- | 2026-06-30 |
| 23 | XLV | Select Sector Spdr TR | 10.1K | $1.6M | $1.9M | 0.82% | -- | 2026-06-30 |
| 24 | AMZN | Amazon.com Inc | 6.5K | $1.6M | $1.6M | 0.70% | +4.8K | 2026-06-30 |
| 25 | TOST | Toast Inc | 55.0K | $1.5M | $1.7M | 0.76% | -- | 2026-06-30 |
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