Vivaldi Capital Management LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $636 Million distributed in 287 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.7M, Bank Of New York Mellon Corp with a value of $23.6M, Deere & CO with a value of $22.5M, Nvidia Corp with a value of $18.8M, and Applied Materials Inc with a value of $17.5M.
Examining the 13F form we can see an increase of $296M in the current position value, from $340M to 636M.
Vivaldi Capital Management LP is based out at Chicago, IL
Below you can find more details about Vivaldi Capital Management LP portfolio as well as his latest detailed transactions.
Portfolio value
$636 Million
ETFs: $247 Million
Technology: $111 Million
Industrials: $71.8 Million
Financial Services: $64.1 Million
Healthcare: $62.4 Million
Consumer Cyclical: $30.9 Million
Communication Services: $16.2 Million
Consumer Defensive: $10.7 Million
Other: $22 Million
Stock Holdings Table Market Cap. of $200 Billions or more
