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 (181 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
  • 78462F103 · 11.4% · long · since 2026-03-31
  • META · 6.7% · long · since 2026-03-31
  • 78468R663 · 4.9% · long · since 2026-03-31
  • 922908363 · 4.5% · long · since 2026-03-31
  • GOOGL · 3.8% · long · since 2026-03-31
  • 02079K107 · 3.4% · long · since 2026-03-31
  • CBRS · 2.3% · long · since 2026-06-30
  • 464286392 · 2.2% · long · since 2026-03-31
  • 922042742 · 1.7% · long · since 2026-03-31
  • 084670108 · 1.6% · long · since 2026-03-31

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