Long-term investor
Lavelle Capital LP @lavellecapitallp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002136566).
Record
- Tracked since 2026-03-31 (182 days), 139 trades recorded
- Returns: week n/a · month n/a · 90 days +11.0% · 6 months n/a · 1 year n/a · all +1.6%
- Max drawdown n/a · win rate 8% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSLA · 16.6% · long · since 2026-03-31
- MU · 15.0% · long · since 2026-06-30
- SPY · 11.4% · long · since 2026-03-31
- META · 6.7% · long · since 2026-03-31
- BIL · 4.9% · long · since 2026-03-31
- VOO · 4.5% · long · since 2026-03-31
- GOOGL · 3.8% · long · since 2026-03-31
- GOOG · 3.4% · long · since 2026-03-31
- CBRS · 2.3% · long · since 2026-06-30
- URTH · 2.2% · long · since 2026-03-31
- VT · 1.7% · long · since 2026-03-31
- BRKA · 1.6% · long · since 2026-03-31