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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

InvestmentPortfolio %Reported Value
TSLA
Tesla Inc
Recent Activity
New Position
16.16%
$26.033M
70,027 shares@ $371.75 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
New Position
14.31%
$23.041M
35,429 shares@ $650.35 avg price
META
Meta Platforms Inc-class A
Recent Activity
New Position
10.27%
$16.542M
28,913 shares@ $572.13 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
New Position
5.67%
$9.134M
15,286 shares@ $597.55 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
New Position
4.21%
$6.777M
23,568 shares@ $287.56 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
New Position
3.76%
$6.044M
21,070 shares@ $286.87 avg price
URTH
Ishares Msci World Etf
Recent Activity
New Position
2.88%
$4.624M
25,688 shares@ $180.03 avg price
JMST
Jpm Ultra-short Muni Income
Recent Activity
New Position
2.49%
$4.001M
78,480 shares@ $50.98 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
New Position
2.23%
$3.591M
5 shares@ $718140.0 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
New Position
2.1%
$3.38M
24,434 shares@ $138.32 avg price

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