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LAVELLE CAPITAL LP

Q2 2026 13F Holdings

  • Location
    san francisco, CA
  • Num holdings

    77

  • Value ($000)

    $232,056

  • Date Filed
    07/22/2026
  • Form type
    13F-HR
  • CIK
    0002136566
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TSLA

TESLA INC

COM
88160R101
$38.54M
17 %

91,628

M
MU

MICRON TECHNOLOGY INC

COM
595112103
$34.63M
15 %

30,000

call
S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$26.44M
11 %

35,407

M
META

META PLATFORMS INC

CL A
30303M102
$15.63M
7 %

27,753

K
KRE

SPDR SERIES TRUST

ST STR BLO 1 ETF
78468R663
$11.44M
5 %

124,881

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$10.5M
5 %

15,286

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.9M
4 %

24,895

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$7.84M
3 %

22,176

---

CEREBRAS SYSTEMS INC

COM CL A
15675D103
$5.36M
2 %

24,270

U
URTH

ISHARES INC

MSCI WORLD ETF
464286392
$5.21M
2 %

25,688

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