VIVALDI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BWA | 343K | $18.61M |
 | GALT | 259K | $721.45K |
 | WBD | 222K | $6.11M |
 | PSBD | 168K | $1.64M |
 | SCHW | 159K | $14.98M |
 | MDT | 147K | $12.77M |
 | AAPL | 147K | $37.35M |
 | ON | 129K | $8.00M |
 | NVDA | 120K | $20.88M |
 | AOMR | 113K | $931.22K |
 | RHI | 111K | $2.82M |
 | GLPI | 96K | $4.27M |
 | CVS | 92K | $6.59M |
 | T | 91K | $2.63M |
 | MRVL | 88K | $8.68M |
 | AMAT | 83K | $28.25M |
 | GOOGL | 69K | $19.85M |
 | SLB | 65K | $3.32M |
 | LENZ | 64K | $586.08K |
 | ZBH | 64K | $5.75M |
BorgWarner Inc.
BWA
Shares Held
343K
Value
$18.61M
Galectin Therapeutics Inc.
GALT
Shares Held
259K
Value
$721.45K
Warner Bros. Discovery, Inc.
WBD
Shares Held
222K
Value
$6.11M
Palmer Square Capital BDC Inc.
PSBD
Shares Held
168K
Value
$1.64M
The Charles Schwab Corporation
SCHW
Shares Held
159K
Value
$14.98M
Medtronic plc
MDT
Shares Held
147K
Value
$12.77M
Apple Inc.
AAPL
Shares Held
147K
Value
$37.35M
ON Semiconductor Corporation
ON
Shares Held
129K
Value
$8.00M
NVIDIA Corporation
NVDA
Shares Held
120K
Value
$20.88M
Angel Oak Mortgage, Inc.
AOMR
Shares Held
113K
Value
$931.22K
Robert Half Inc.
RHI
Shares Held
111K
Value
$2.82M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
96K
Value
$4.27M
CVS Health Corp.
CVS
Shares Held
92K
Value
$6.59M
AT&T Inc.
T
Shares Held
91K
Value
$2.63M
Marvell Technology, Inc.
MRVL
Shares Held
88K
Value
$8.68M
Applied Materials, Inc.
AMAT
Shares Held
83K
Value
$28.25M
Alphabet Inc.
GOOGL
Shares Held
69K
Value
$19.85M
Slb N.V.
SLB
Shares Held
65K
Value
$3.32M
LENZ Therapeutics, Inc.
LENZ
Shares Held
64K
Value
$586.08K
Zimmer Biomet Holdings, Inc.
ZBH
Shares Held
64K
Value
$5.75M