VIVALDI CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | INSM | 2K | $322.29K |
 | NSC | 2K | $668.71K |
 | RDDT | 2K | $504.37K |
 | COST | 2K | $1.93M |
 | SFM | 2K | $224.56K |
 | MU | 2K | $324.64K |
 | TXN | 2K | $333.65K |
 | MCD | 2K | $546.09K |
 | HOOD | 2K | $254.00K |
 | CEG | 2K | $564.36K |
 | TSM | 1K | $404.97K |
 | PGR | 1K | $294.86K |
 | AXP | 1K | $395.60K |
 | IBM | 1K | $311.27K |
 | UNP | 1K | $250.32K |
 | ADP | 997 | $292.62K |
 | FDX | 974 | $229.68K |
 | MSI | 909 | $415.75K |
 | NFLX | 898 | $1.08M |
 | MA | 890 | $506.24K |
Insmed Incorporated
INSM
Shares Held
2K
Value
$322.29K
Norfolk Southern Corporation
NSC
Shares Held
2K
Value
$668.71K
Reddit, Inc.
RDDT
Shares Held
2K
Value
$504.37K
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$1.93M
Sprouts Farmers Market, Inc.
SFM
Shares Held
2K
Value
$224.56K
Micron Technology, Inc.
MU
Shares Held
2K
Value
$324.64K
Texas Instruments Incorporated
TXN
Shares Held
2K
Value
$333.65K
McDonald's Corporation
MCD
Shares Held
2K
Value
$546.09K
Robinhood Markets, Inc.
HOOD
Shares Held
2K
Value
$254.00K
Constellation Energy Corporation
CEG
Shares Held
2K
Value
$564.36K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1K
Value
$404.97K
The Progressive Corporation
PGR
Shares Held
1K
Value
$294.86K
American Express Company
AXP
Shares Held
1K
Value
$395.60K
International Business Machines Corporation
IBM
Shares Held
1K
Value
$311.27K
Union Pacific Corporation
UNP
Shares Held
1K
Value
$250.32K
Automatic Data Processing, Inc.
ADP
Shares Held
997
Value
$292.62K
FedEx Corporation
FDX
Shares Held
974
Value
$229.68K
Motorola Solutions, Inc.
MSI
Shares Held
909
Value
$415.75K
Netflix, Inc.
NFLX
Shares Held
898
Value
$1.08M
Mastercard Incorporated
MA
Shares Held
890
Value
$506.24K