Vivaldi Capital Management LP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $609 Million distributed in 283 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.6M, Bank Of New York Mellon Corp with a value of $22.4M, Amgen Inc with a value of $18.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $17.3M, and Medtronic PLC with a value of $16.1M.
Examining the 13F form we can see an decrease of $26.7M in the current position value, from $636M to 609M.
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
$609 Million
ETFs: $255 Million
Technology: $91.6 Million
Healthcare: $70.8 Million
Financial Services: $62.9 Million
Industrials: $47.8 Million
Consumer Cyclical: $24.8 Million
Communication Services: $19.6 Million
Consumer Defensive: $15.9 Million
Other: $20.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
