Vivaldi Capital Management LP - Portfolio overview

Vivaldi Capital Management LP has 303 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.95%
2. AMAT - APPLIED MATLS INC, 3.74%
3. SPYM - SPDR SERIES TRUST, 3.68%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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