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Lavelle Capital LP

13F filer · CIK 0002136566
Reported Jul 22, 2026
Net buyer this quarter
13F portfolio value$232MU.S. long equity reported on 13F
Positions5711 new · 4 closed
Net flow last quarter+$17.7MBuys minus sells
Top 10 positions weight48.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 22, 202657 positions
TSLATesla, Inc.$38.5M16.61%0.00%+30.9%Q1 2026
SPYSPDR S&P 500 ETF Trust$26.4M11.39%Not reported-0.1%Q4 2025
METAMeta Platforms, Inc.$15.6M6.74%Not reported-4.0%Q4 2025
GOOGLAlphabet Inc.$8.9M3.83%0.00%+5.6%Q4 2025
GOOGAlphabet Inc.$7.84M3.38%Not reported+5.3%Q4 2025
CBRSCerebras Systems Inc.$5.36M2.31%Not reportedNewQ2 2026
BRK.ABerkshire Hathaway Inc$3.74M1.61%Not reportedNot reportedQ4 2025
CSCOCisco Systems, Inc.$2.35M1.01%0.00%NewQ2 2026
GLDSPDR Gold Trust$2.14M0.92%0.00%Not reportedQ4 2025
FRSHFreshworks Inc.$2.07M0.89%0.13%+34.7%Q4 2025
NVDANvidia Corp$1.87M0.81%0.00%-19.2%Q4 2025
AAPLApple Inc.$1.76M0.76%0.00%+0.7%Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$1.67M0.72%0.00%-13.5%Q4 2025
BILLBILL Holdings, Inc.$1.65M0.71%0.05%Not reportedQ4 2025
AMZNAmazon Com Inc$1.56M0.67%0.00%+282.8%Q4 2025
TOSTToast, Inc.$1.53M0.66%0.03%Not reportedQ4 2025
WDAYWorkday, Inc.$1.4M0.60%0.01%+59.8%Q4 2025
BLBlackline, Inc.$1.38M0.59%0.08%+205.1%Q4 2025
BRK.BBerkshire Hathaway Inc$1.26M0.54%Not reportedNot reportedQ4 2025
CRCLCircle Internet Group, Inc.$1.25M0.54%Not reportedNot reportedQ4 2025
SMWBSimilarweb Ltd.$1.24M0.54%0.23%Not reportedQ4 2025
HUBSHubspot Inc$1.17M0.50%0.01%Not reportedQ4 2025
CRMSalesforce, Inc.$1.07M0.46%0.00%+25.6%Q1 2026
ETEnergy Transfer LP$1.06M0.46%0.00%+1.5%Q4 2025
MSFTMicrosoft Corp$1.05M0.45%0.00%0.0%Q4 2025
GSGoldman Sachs Group Inc$992K0.43%0.00%-4.9%Q4 2025
EPDEnterprise Products Partners L.P.$936K0.40%0.00%+0.3%Q4 2025
ALKTAlkami Technology, Inc.$882K0.38%0.05%Not reportedQ4 2025
SPTSprout Social, Inc.$834K0.36%Not reportedNot reportedQ1 2026
KVYOKlaviyo, Inc.$772K0.33%Not reportedNot reportedQ1 2026
PFEPfizer Inc$722K0.31%0.00%Not reportedQ4 2025
WKWorkiva Inc$718K0.31%Not reportedNot reportedQ4 2025
NOWServiceNow, Inc.$661K0.28%0.00%NewQ2 2026
AXPAmerican Express Co$660K0.28%0.00%Not reportedQ4 2025
VVisa Inc.$633K0.27%0.00%Not reportedQ4 2025
COSTCostco Wholesale Corp$592K0.26%0.00%Not reportedQ4 2025
CXMSprinklr, Inc.$522K0.23%0.11%Not reportedQ4 2025
LAWCS Disco, Inc.$511K0.22%0.21%NewQ2 2026
BABoeing Co$504K0.22%0.00%NewQ2 2026
BLLNBillionToOne, Inc.$490K0.21%0.04%NewQ2 2026
NOBLNoble International, Ltd.$486K0.21%Not reported+0.3%Q4 2025
BACBank of America Corp$475K0.20%0.00%+0.5%Q4 2025
MARMarriott International Inc$458K0.20%0.00%Not reportedQ4 2025
AVGOBroadcom Inc.$448K0.19%0.00%Not reportedQ4 2025
MCKMckesson Corp$373K0.16%0.00%+7.2%Q4 2025
IAUIshares Gold Trust$359K0.15%0.00%Not reportedQ4 2025
PDIPIMCO Dynamic Income Fund$350K0.15%Not reportedNot reportedQ4 2025
ASMLAsml Holding NV$342K0.15%0.00%Not reportedQ1 2026
BABAAlibaba Group Holding Ltd$322K0.14%0.00%Not reportedQ4 2025
LRCXLam Research Corp$289K0.12%0.00%NewQ2 2026
Q1 2026Reported May 28, 202650 positions
TSLATesla, Inc.$26M16.16%0.00%NewQ1 2026
SPYSPDR S&P 500 ETF Trust$23M14.30%Not reported-0.8%Q4 2025
METAMeta Platforms, Inc.$16.5M10.27%Not reported+338.9%Q4 2025
GOOGLAlphabet Inc.$6.78M4.21%0.00%-21.3%Q4 2025
GOOGAlphabet Inc.$6.04M3.75%Not reportedNot reportedQ4 2025
BRK.ABerkshire Hathaway Inc$3.59M2.23%Not reportedNot reportedQ4 2025
MSTRStrategy Inc$3.11M1.93%Not reported-75.1%Q4 2025
GLDSPDR Gold Trust$2.5M1.55%0.00%+1.6%Q4 2025
NVDANvidia Corp$2.02M1.25%0.00%-2.3%Q4 2025
CRCLCircle Internet Group, Inc.$1.91M1.18%Not reportedNot reportedQ4 2025
BILLBILL Holdings, Inc.$1.75M1.08%0.05%Not reportedQ4 2025
HUBSHubspot Inc$1.56M0.97%0.01%+203.8%Q4 2025
AAPLApple Inc.$1.53M0.95%0.00%-18.8%Q4 2025
TOSTToast, Inc.$1.46M0.90%0.03%Not reportedQ4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$1.37M0.85%0.00%-19.7%Q4 2025
FRSHFreshworks Inc.$1.22M0.76%0.10%-5.5%Q4 2025
BRK.BBerkshire Hathaway Inc$1.2M0.75%Not reported-4.1%Q4 2025
KTECKey Technology Inc$1.13M0.70%1.28%Not reportedQ4 2025
ETEnergy Transfer LP$1.05M0.65%0.00%+1.0%Q4 2025
FROGJFrog Ltd$1.05M0.65%0.02%Not reportedQ4 2025
MSFTMicrosoft Corp$1.04M0.65%0.00%+2.5%Q4 2025
CRMSalesforce, Inc.$1.01M0.63%0.00%NewQ1 2026
KVYOKlaviyo, Inc.$994K0.62%Not reportedNewQ1 2026
EPDEnterprise Products Partners L.P.$960K0.60%0.00%-14.2%Q4 2025
WDAYWorkday, Inc.$928K0.58%0.00%+312.7%Q4 2025
WKWorkiva Inc$883K0.55%Not reportedNot reportedQ4 2025
GSGoldman Sachs Group Inc$872K0.54%0.00%-15.1%Q4 2025
PFEPfizer Inc$842K0.52%0.00%-16.1%Q4 2025
ALKTAlkami Technology, Inc.$762K0.47%0.05%-18.6%Q4 2025
COSTCostco Wholesale Corp$631K0.39%0.00%-28.4%Q4 2025
SPTSprout Social, Inc.$630K0.39%Not reportedNewQ1 2026
CXMSprinklr, Inc.$607K0.38%0.11%Not reportedQ4 2025
BLBlackline, Inc.$596K0.37%0.03%Not reportedQ4 2025
VVisa Inc.$557K0.35%0.00%+0.7%Q4 2025
SMWBSimilarweb Ltd.$529K0.33%0.23%Not reportedQ4 2025
GTMZoomInfo Technologies Inc.$497K0.31%0.03%Not reportedQ4 2025
NOBLNoble International, Ltd.$457K0.28%Not reported-31.4%Q4 2025
BABAAlibaba Group Holding Ltd$420K0.26%0.00%Not reportedQ4 2025
IAUIshares Gold Trust$419K0.26%0.00%Not reportedQ4 2025
BACBank of America Corp$405K0.25%0.00%+0.6%Q4 2025
MCKMckesson Corp$398K0.25%0.00%Not reportedQ4 2025
AVGOBroadcom Inc.$367K0.23%0.00%Not reportedQ4 2025
PDIPIMCO Dynamic Income Fund$359K0.22%Not reported+2.5%Q4 2025
AMZNAmazon Com Inc$355K0.22%0.00%-77.9%Q4 2025
CRWDCrowdStrike Holdings, Inc.$281K0.17%0.00%-63.1%Q4 2025
EAGLEgl Inc$255K0.16%Not reportedNot reportedQ4 2025
SANBanco Santander, S.A.$231K0.14%0.00%Not reportedQ4 2025
ASMLAsml Holding NV$227K0.14%0.00%NewQ1 2026
DEDeere & Co$218K0.14%0.00%NewQ1 2026
EXFYExpensify, Inc.$17.4K0.01%0.06%Not reportedQ4 2025
Q4 2025Reported May 29, 202669 positions
SPYSPDR S&P 500 ETF Trust$25.3M16.03%Not reportedNewQ4 2025
MSTRStrategy Inc$15.2M9.63%Not reportedNewQ4 2025
GOOGLAlphabet Inc.$9.38M5.94%0.00%NewQ4 2025
GOOGAlphabet Inc.$6.61M4.19%Not reportedNewQ4 2025
METAMeta Platforms, Inc.$4.35M2.76%Not reportedNewQ4 2025
SEMRSemrush Holdings, Inc.$3.79M2.40%1.36%NewQ4 2025
BRK.ABerkshire Hathaway Inc$3.77M2.39%Not reportedNewQ4 2025
BILLBILL Holdings, Inc.$2.49M1.58%0.05%NewQ4 2025
GLDSPDR Gold Trust$2.27M1.44%0.00%NewQ4 2025
NVDANvidia Corp$2.21M1.40%0.00%NewQ4 2025
AAPLApple Inc.$2.03M1.28%0.00%NewQ4 2025
FRSHFreshworks Inc.$1.96M1.24%0.10%NewQ4 2025
TOSTToast, Inc.$1.95M1.24%0.03%NewQ4 2025
AMZNAmazon Com Inc$1.78M1.13%0.00%NewQ4 2025
CRCLCircle Internet Group, Inc.$1.59M1.00%Not reportedNewQ4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$1.53M0.97%0.00%NewQ4 2025
SMWBSimilarweb Ltd.$1.52M0.96%0.23%NewQ4 2025
FROGJFrog Ltd$1.39M0.88%0.02%NewQ4 2025
ALKTAlkami Technology, Inc.$1.38M0.87%0.06%NewQ4 2025
MSFTMicrosoft Corp$1.33M0.84%0.00%NewQ4 2025
BRK.BBerkshire Hathaway Inc$1.32M0.83%Not reportedNewQ4 2025
KTECKey Technology Inc$1.29M0.82%1.28%NewQ4 2025
WKWorkiva Inc$1.28M0.81%Not reportedNewQ4 2025
AXPAmerican Express Co$1.17M0.74%0.00%NewQ4 2025
GSGoldman Sachs Group Inc$1.07M0.68%0.00%NewQ4 2025
CMECme Group Inc.$998K0.63%0.00%NewQ4 2025
EPDEnterprise Products Partners L.P.$948K0.60%0.00%NewQ4 2025
CRWDCrowdStrike Holdings, Inc.$914K0.58%0.00%NewQ4 2025
BLBlackline, Inc.$891K0.56%0.03%NewQ4 2025
ETEnergy Transfer LP$889K0.56%0.00%NewQ4 2025
GTMZoomInfo Technologies Inc.$845K0.54%0.03%NewQ4 2025
IBMInternational Business Machines Corp$844K0.53%0.00%NewQ4 2025
HUBSHubspot Inc$844K0.53%0.00%NewQ4 2025
ABBVAbbVie Inc.$834K0.53%0.00%NewQ4 2025
CXMSprinklr, Inc.$787K0.50%0.11%NewQ4 2025
PFEPfizer Inc$779K0.49%0.00%NewQ4 2025
COSTCostco Wholesale Corp$763K0.48%0.00%NewQ4 2025
ADBEAdobe Inc.$702K0.44%0.00%NewQ4 2025
SHOPShopify Inc.$687K0.44%0.00%NewQ4 2025
ULUnilever PLC$684K0.43%0.00%NewQ4 2025
NOBLNoble International, Ltd.$655K0.41%Not reportedNewQ4 2025
VVisa Inc.$642K0.41%0.00%NewQ4 2025
TWTradeweb Markets Inc.$583K0.37%5420.00%NewQ4 2025
YELPYelp Inc$552K0.35%0.03%NewQ4 2025
AVPTAvePoint, Inc.$548K0.35%0.02%NewQ4 2025
PAYXPaychex Inc$499K0.32%0.00%NewQ4 2025
BABAAlibaba Group Holding Ltd$491K0.31%0.00%NewQ4 2025
BACBank of America Corp$454K0.29%0.00%NewQ4 2025
HRBH&R Block Inc$429K0.27%0.01%NewQ4 2025
TAPMolson Coors Beverage Co$424K0.27%Not reportedNewQ4 2025
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