Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LAVELLE CAPITAL LP (CIK 2136566) reported $232.1M across 75 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TSLA ($38.5M, 16.61%), MU ($34.7M, 14.95%), SPY ($26.4M, 11.39%), META ($15.6M, 6.74%), BIL ($11.4M, 4.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | $38.5M | 16.61% | 91,628 | Added |
| 2 | MU | MICRON TECHNOLOGY INC | $34.7M | 14.95% | 30,057 | New |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $26.4M | 11.39% | 35,407 | Trimmed |
| 4 | META | META PLATFORMS INC | $15.6M | 6.74% | 27,753 | Trimmed |
| 5 | BIL | SPDR SERIES TRUST | $11.4M | 4.93% | 124,881 | Added |
| 6 | VOO | VANGUARD INDEX FDS | $10.5M | 4.52% | 15,286 | Hold |
| 7 | GOOGL | ALPHABET INC | $8.9M | 3.83% | 24,895 | Added |
| 8 | GOOG | ALPHABET INC | $7.8M | 3.38% | 22,176 | Added |
| 9 | CBRS | CEREBRAS SYSTEMS INC | $5.4M | 2.31% | 24,270 | New |
| 10 | URTH | ISHARES INC | $5.2M | 2.24% | 25,688 | Hold |
| 11 | VT | VANGUARD INTL EQUITY INDEX F | $3.8M | 1.66% | 24,485 | Added |
| 12 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.7M | 1.61% | 5 | Hold |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.4M | 1.05% | 5,094 | Added |
| 14 | IWR | ISHARES TR | $2.4M | 1.05% | 22,163 | Hold |
| 15 | CSCO | CISCO SYS INC | $2.3M | 1.01% | 20,000 | New |
| 16 | GLD | SPDR GOLD TR | $2.1M | 0.92% | 5,813 | Hold |
| 17 | FRSH | FRESHWORKS INC | $2.1M | 0.89% | 204,175 | Added |
| 18 | VB | VANGUARD INDEX FDS | $2.0M | 0.84% | 6,455 | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $1.9M | 0.82% | 26,854 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $1.9M | 0.81% | 9,341 | Trimmed |
| 21 | AAPL | APPLE INC | $1.8M | 0.76% | 6,088 | Added |
| 22 | BILL | BILL HOLDINGS INC | $1.7M | 0.71% | 45,640 | Hold |
| 23 | XLV | SELECT SECTOR SPDR TR | $1.6M | 0.69% | 10,088 | Hold |
| 24 | AMZN | AMAZON COM INC | $1.6M | 0.67% | 6,531 | Added |
| 25 | TOST | TOAST INC | $1.5M | 0.66% | 55,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30