Sanjeev Rao
Lavelle Capital Lp
Assets Managed
$161.124M
Holdings
70
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Lavelle Capital Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 70 positions.
Assets under management
The assets under management (AUM) of Lavelle Capital Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 161.124M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Sanjeev Rao, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
TSLA Tesla Inc
| 16.16% | $26.033M 70,027 shares@ $371.75 avg price | New Position |
SPY Spdr S&p 500 Etf Trust
| 14.31% | $23.041M 35,429 shares@ $650.35 avg price | New Position |
META Meta Platforms Inc-class A
| 10.27% | $16.542M 28,913 shares@ $572.13 avg price | New Position |
VOO Vanguard S&p 500 Etf
| 5.67% | $9.134M 15,286 shares@ $597.55 avg price | New Position |
GOOGL Alphabet Inc-cl A
| 4.21% | $6.777M 23,568 shares@ $287.56 avg price | New Position |
GOOG Alphabet Inc-cl C
| 3.76% | $6.044M 21,070 shares@ $286.87 avg price | New Position |
URTH Ishares Msci World Etf
| 2.88% | $4.624M 25,688 shares@ $180.03 avg price | New Position |
JMST Jpm Ultra-short Muni Income
| 2.49% | $4.001M 78,480 shares@ $50.98 avg price | New Position |
BRK.A Berkshire Hathaway Inc-cl A
| 2.23% | $3.591M 5 shares@ $718140.0 avg price | New Position |
VT Vanguard Tot World Stk Etf
| 2.1% | $3.38M 24,434 shares@ $138.32 avg price | New Position |
1-10 of 70