LAVELLE CAPITAL LP — 13F holdings

LAVELLE CAPITAL LP reported 77 holdings worth $232M in its 13F filing for Q2 2026, filed July 22, 2026.

Largest positions

1. TSLA TESLA INC — $38.5M (16.6%)
2. MU MICRON TECHNOLOGY INC — $34.7M (15.0%)
3. SPY SPDR S&P 500 ETF TR — $26.4M (11.4%)
4. META META PLATFORMS INC — $15.6M (6.7%)
5. BIL SPDR SERIES TRUST — $11.4M (4.9%)
6. VOO VANGUARD INDEX FDS — $10.5M (4.5%)
7. GOOGL ALPHABET INC — $8.90M (3.8%)
8. GOOG ALPHABET INC — $7.84M (3.4%)
9. CBRS CEREBRAS SYSTEMS INC — $5.36M (2.3%)
10. URTH ISHARES INC — $5.21M (2.2%)