account_balance
Investment manager · 13F filer · SEC CIK 2136566
Lavelle Capital LP
Reported value$185Mas of Sep 30, 2026
Positions79 9 new, 5 sold out
Top 10 weight61.4%SPY alone is 15%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
14.5%
BILSPDR Series Trust
10.2%Added +64%
BABoeing Co
6.3%Added +2611%
VOOVanguard Index FDS
5.8%
TSLATesla, Inc.
5.8%Trimmed −67%
GOOGLAlphabet Inc.
4.5%Trimmed −3%
GOOGAlphabet Inc.
4.1%
CBRSCerebras Systems Inc.
4.1%Added +75%
SPCXSpace Exploration Technologies Corp
4.0%New
URTHiShares Inc
2.2%−24%
VTVanguard Intl Equity Index F
2.1%
SPYSPDR S&P 500 ETF Trust
14.5%
BILSPDR Series Trust
10.2%Added +64%
BABoeing Co
6.3%
VOOVanguard Index FDS
5.8%
TSLATesla, Inc.
5.8%−67%
GOOGLAlphabet Inc.
4.5%
GOOGAlphabet Inc.
4.1%
CBRSCerebras Systems Inc.
4.1%
SPCX4.0%URTH2.2%
VT2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 14.5% Held
BIL SPDR Series Trust 10.2% Added +64%
BA Boeing Co 6.3% Added +2611%VOO Vanguard Index FDS 5.8% Held
TSLA Tesla, Inc. 5.8% Trimmed −67%GOOGL Alphabet Inc. 4.5% Trimmed −3%GOOG Alphabet Inc. 4.1% HeldCBRS Cerebras Systems Inc. 4.1% Added +75%SPCX Space Exploration Technologies Corp 4.0% NewURTH iShares Inc 2.2% Trimmed −24%
VT Vanguard Intl Equity Index F 2.1% Held
Berkshire Hathaway Inc 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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