Lavelle Capital LP
Lavelle Capital LP reported 77 holdings worth US$232M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Lavelle Capital LP reported 77 holdings worth US$232M as of Jun 30, 2026. Largest: Tesla, Inc., Alphabet Inc (google) Class C and Meta Platforms, Inc. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 77
- Value as reported
- US$232M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Tesla, Inc. | 91,628 | US$38.5M | 16.6% |
| Alphabet Inc (google) Class C | 46,820 | US$16.7M | 7.2% |
| Meta Platforms, Inc. | 27,753 | US$15.6M | 6.7% |
| Cerebras Systems Inc. | 24,270 | US$5.36M | 2.3% |
| Berkshire Hathaway Inc. | 9,997 | US$5M | 2.2% |
| Cisco Systems, Inc. | 20,000 | US$2.35M | 1.0% |
| Freshworks Inc. | 204K | US$2.07M | 0.89% |
| Nvidia Corporation | 9,341 | US$1.87M | 0.81% |
| Apple Inc | 6,088 | US$1.76M | 0.76% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,494 | US$1.67M | 0.72% |
| Bill Holdings, Inc. | 45,640 | US$1.65M | 0.71% |
| Amazon.com, Inc. | 6,531 | US$1.56M | 0.67% |
| Toast, Inc. | 55,000 | US$1.53M | 0.66% |
| Workday, Inc. | 11,411 | US$1.4M | 0.60% |
| Blackline, Inc. | 49,181 | US$1.38M | 0.59% |
| Circle Internet Group, Inc. | 20,000 | US$1.25M | 0.54% |
| Hubspot, Inc. | 6,388 | US$1.17M | 0.50% |
| Salesforce, Inc. | 6,823 | US$1.07M | 0.46% |
| Energy Transfer Lp | 55,239 | US$1.06M | 0.46% |
| Microsoft Corp. | 2,823 | US$1.05M | 0.45% |
| Goldman Sachs Group, Inc. (the) | 981 | US$992K | 0.43% |
| Enterprise Products Partners L.p. | 25,462 | US$936K | 0.40% |
| Alkami Technology, Inc. | 48,658 | US$882K | 0.38% |
| Sprout Social, Inc | 111K | US$834K | 0.36% |
| Klaviyo, Inc. Series A | 51,100 | US$772K | 0.33% |
| Pfizer, Inc. | 30,000 | US$722K | 0.31% |
| Workiva Inc. | 14,805 | US$718K | 0.31% |
| Servicenow, Inc. | 6,658 | US$661K | 0.28% |
| American Express Company | 1,950 | US$660K | 0.28% |
| Visa Inc. | 1,844 | US$633K | 0.27% |
| Costco Wholesale Corporation | 633 | US$592K | 0.26% |
| Sprinklr, Inc. | 101K | US$522K | 0.23% |
| Cs Disco, Inc. | 135K | US$511K | 0.22% |
| Boeing Company (the) | 2,330 | US$504K | 0.22% |
| Billiontoone, Inc. | 4,086 | US$490K | 0.21% |
| Bank Of America Corporation | 8,345 | US$475K | 0.20% |
| Marriott International | 1,235 | US$458K | 0.20% |
| Broadcom Inc. | 1,186 | US$448K | 0.19% |
| Mckesson Corporation | 493 | US$373K | 0.16% |
| Asml Holding Nv | 172 | US$342K | 0.15% |
| Lam Research Corporation | 666 | US$289K | 0.12% |
| Banco Santander, S.a. | 20,515 | US$283K | 0.12% |
| Deere & Company | 387 | US$245K | 0.11% |
| Zoominfo Technologies Inc. | 83,085 | US$243K | 0.10% |
| Banco Bilbao Vizcaya Argentaria, S.a. | 8,271 | US$207K | 0.09% |
| Micron Technology, Inc. | 57 | US$65,795 | 0.03% |
| Expensify, Inc. | 20,000 | US$35,800 | 0.02% |
| Crowdstrike Holdings, Inc. | 0 | US$0 | 0.00% |
| Strategy Inc | 0 | US$0 | 0.00% |
Source
View original at SEC
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