The Analysis of LAVELLE CAPITAL LP's Holdings & P&L


Currently, LAVELLE CAPITAL LP holds 70 types of securities in its portfolio with a total value $161.1M. In the most recent quarter, they have increased their positions in TSLA (+70.0K shares, valued at $26.0M), SPY (+35.4K shares, valued at $23.0M), META (+28.9K shares, valued at $16.5M); initiated new positions in TSLA (+70.0K shares, valued at $26.0M), SPY (+35.4K shares, valued at $23.0M), META (+28.9K shares, valued at $16.5M).


1M P&L
-2.1M-1.51%
3M P&L
-6.1M-4.34%
HY P&L
-13.4M-9.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A59.8M
44.8%
2Auto Manufacturers26.0M
19.5%
3Internet Content & Information16.5M
12.4%

Top Industries by Stock Count

1N/A24 stocks
39.3%
2Software - Application14 stocks
23.0%
3Software - Infrastructure4 stocks
6.6%
Stock Holdings
TSLA
TESLA INC
New
Shares70.0K
Event2026-03-31
Filed2026-05-28
SPY
STATE STR SPDR S&P 500 ETF T
New
Shares35.4K
Event2026-03-31
Filed2026-05-28
META
META PLATFORMS INC
New
Shares28.9K
Event2026-03-31
Filed2026-05-28
VANGUARD INDEX FDS
VANGUARD INDEX FDS
New
Shares15.3K
Event2026-03-31
Filed2026-05-28
ALPHABET INC
ALPHABET INC
New
Shares23.6K
Event2026-03-31
Filed2026-05-28
ALPHABET INC
ALPHABET INC
New
Shares21.1K
Event2026-03-31
Filed2026-05-28
URTH
ISHARES INC
New
Shares25.7K
Event2026-03-31
Filed2026-05-28
JMST
J P MORGAN EXCHANGE TRADED F
New
Shares78.5K
Event2026-03-31
Filed2026-05-28
BRK.A
BERKSHIRE HATHAWAY INC DEL
New
Shares5
Event2026-03-31
Filed2026-05-28
VT
VANGUARD INTL EQUITY INDEX F
New
Shares24.4K
Event2026-03-31
Filed2026-05-28
MSTR
STRATEGY INC
New
Shares24.9K
Event2026-03-31
Filed2026-05-28
GLD
SPDR GOLD TR
New
Shares5.8K
Event2026-03-31
Filed2026-05-28
IWR
ISHARES TR
New
Shares22.2K
Event2026-03-31
Filed2026-05-28
NVDA
NVIDIA CORPORATION
New
Shares11.6K
Event2026-03-31
Filed2026-05-28
JMUB
J P MORGAN EXCHANGE TRADED F
New
Shares40.3K
Event2026-03-31
Filed2026-05-28
JPST
J P MORGAN EXCHANGE TRADED F
New
Shares39.6K
Event2026-03-31
Filed2026-05-28
CRCL
CIRCLE INTERNET GROUP INC
New
Shares20.0K
Event2026-03-31
Filed2026-05-28
BILL HOLDINGS INC
BILL HOLDINGS INC
New
Shares45.6K
Event2026-03-31
Filed2026-05-28
VEA
VANGUARD TAX-MANAGED FDS
New
Shares26.9K
Event2026-03-31
Filed2026-05-28
VB
VANGUARD INDEX FDS
New
Shares6.5K
Event2026-03-31
Filed2026-05-28
HUBS
HUBSPOT INC
New
Shares6.4K
Event2026-03-31
Filed2026-05-28
AAPL
APPLE INC
New
Shares6.0K
Event2026-03-31
Filed2026-05-28
XLV
SELECT SECTOR SPDR TR
New
Shares10.1K
Event2026-03-31
Filed2026-05-28
TOST
TOAST INC
New
Shares55.0K
Event2026-03-31
Filed2026-05-28
TSM
TAIWAN SEMICONDUCTOR MANUFAC
New
Shares4.0K
Event2026-03-31
Filed2026-05-28
AGG
ISHARES TR
New
Shares13.5K
Event2026-03-31
Filed2026-05-28
IVV
ISHARES TR
New
Shares2.0K
Event2026-03-31
Filed2026-05-28
FRSH
FRESHWORKS INC
New
Shares151.6K
Event2026-03-31
Filed2026-05-28
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
New
Shares2.5K
Event2026-03-31
Filed2026-05-28
KRANESHARES TRUST
KRANESHARES TRUST
New
Shares82.7K
Event2026-03-31
Filed2026-05-28
ET
ENERGY TRANSFER L P
New
Shares54.4K
Event2026-03-31
Filed2026-05-28
FROG
JFROG LTD
New
Shares22.3K
Event2026-03-31
Filed2026-05-28
MSFT
MICROSOFT CORP
New
Shares2.8K
Event2026-03-31
Filed2026-05-28
CRM
SALESFORCE INC
New
Shares5.4K
Event2026-03-31
Filed2026-05-28
KVYO
KLAVIYO INC
New
Shares51.1K
Event2026-03-31
Filed2026-05-28
EPD
ENTERPRISE PRODS PARTNERS L
New
Shares25.4K
Event2026-03-31
Filed2026-05-28
WDAY
WORKDAY INC
New
Shares7.1K
Event2026-03-31
Filed2026-05-28
WK
WORKIVA INC
New
Shares14.8K
Event2026-03-31
Filed2026-05-28
GS
GOLDMAN SACHS GROUP INC
New
Shares1.0K
Event2026-03-31
Filed2026-05-28
PFE
PFIZER INC
New
Shares30.0K
Event2026-03-31
Filed2026-05-28
ALKT
ALKAMI TECHNOLOGY INC
New
Shares48.7K
Event2026-03-31
Filed2026-05-28
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
New
Shares3.9K
Event2026-03-31
Filed2026-05-28
ACWX
ISHARES TR
New
Shares10.7K
Event2026-03-31
Filed2026-05-28
BIL
SPDR SERIES TRUST
New
Shares7.7K
Event2026-03-31
Filed2026-05-28
OEF
ISHARES TR
New
Shares2.2K
Event2026-03-31
Filed2026-05-28
COST
COSTCO WHOLESALE CORPORATION
New
Shares633
Event2026-03-31
Filed2026-05-28
SPT
SPROUT SOCIAL INC
New
Shares110.5K
Event2026-03-31
Filed2026-05-28
CXM
SPRINKLR INC
New
Shares101.2K
Event2026-03-31
Filed2026-05-28
BL
BLACKLINE INC
New
Shares16.1K
Event2026-03-31
Filed2026-05-28
V
VISA INC
New
Shares1.8K
Event2026-03-31
Filed2026-05-28
EUAD
SPINNAKER ETF SERIES
New
Shares13.6K
Event2026-03-31
Filed2026-05-28
XLF
SELECT SECTOR SPDR TR
New
Shares11.1K
Event2026-03-31
Filed2026-05-28
SMWB
SIMILARWEB LTD
New
Shares202.7K
Event2026-03-31
Filed2026-05-28
GTM
ZOOMINFO TECHNOLOGIES INC
New
Shares83.1K
Event2026-03-31
Filed2026-05-28
NOBL
PROSHARES TR
New
Shares4.3K
Event2026-03-31
Filed2026-05-28
IWM
ISHARES TR
New
Shares1.8K
Event2026-03-31
Filed2026-05-28
BABA
ALIBABA GROUP HLDG LTD
New
Shares3.4K
Event2026-03-31
Filed2026-05-28
ISHARES GOLD TR
ISHARES GOLD TR
New
Shares4.8K
Event2026-03-31
Filed2026-05-28
BAC
BANK AMERICA CORP
New
Shares8.3K
Event2026-03-31
Filed2026-05-28
MCK
MCKESSON CORP
New
Shares460
Event2026-03-31
Filed2026-05-28
BROADCOM INC
BROADCOM INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-28
PDI
PIMCO DYNAMIC INCOME FD
New
Shares21.0K
Event2026-03-31
Filed2026-05-28
AMZN
AMAZON COM INC
New
Shares1.7K
Event2026-03-31
Filed2026-05-28
CRWD
CROWDSTRIKE HLDGS INC
New
Shares720
Event2026-03-31
Filed2026-05-28
EAGL
2023 ETF SERIES TRUST
New
Shares8.4K
Event2026-03-31
Filed2026-05-28
SAN
BANCO SANTANDER SA
New
Shares20.5K
Event2026-03-31
Filed2026-05-28
ASML
ASML HLDG NV
New
Shares172
Event2026-03-31
Filed2026-05-28
DE
DEERE & CO
New
Shares387
Event2026-03-31
Filed2026-05-28
IEFA
ISHARES TR
New
Shares2.2K
Event2026-03-31
Filed2026-05-28
EXFY
EXPENSIFY INC
New
Shares20.0K
Event2026-03-31
Filed2026-05-28

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available