Holdings
Lavelle Capital LP
As of Jun 30, 2026, Lavelle Capital LP reported 47 positions worth US$118M. Largest: Tesla, Inc., Alphabet Inc (google) Class C and Meta Platforms, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Tesla, Inc. | 91,628 | US$38.5M | +21,601 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 46,820 | US$16.7M | +2,234 | Jun 30, 2026 |
| Meta Platforms, Inc. | 27,753 | US$15.6M | −1,160 | Jun 30, 2026 |
| Cerebras Systems Inc. | 24,270 | US$5.36M | new | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 9,997 | US$5M | −10 | Jun 30, 2026 |
| Cisco Systems, Inc. | 20,000 | US$2.35M | new | Jun 30, 2026 |
| Freshworks Inc. | 204K | US$2.07M | +52,625 | Jun 30, 2026 |
| Nvidia Corporation | 9,341 | US$1.87M | −2,226 | Jun 30, 2026 |
| Apple Inc | 6,088 | US$1.76M | +42 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,494 | US$1.67M | −547 | Jun 30, 2026 |