Investor Details
| Filer Name: | LYELL WEALTH MANAGEMENT, LP |
|---|---|
| CIK: | 1686444 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-31 |
| Number of Holdings: | 200 |
| Portfolio Value: | $1.12B |
Lyell Wealth Management, Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NVDA | US | NVIDIA CORP | 610,955 | $82M | 7.35% | -2.7% | - |
| AAPL | US | APPLE INC | 185,415 | $46M | 4.16% | 0.2% | - |
| AMZN | US | AMAZON.COM INC | 161,680 | $35M | 3.18% | 0.9% | - |
| MSFT | US | MICROSOFT CORP | 79,191 | $33M | 2.99% | 0.6% | - |
| META | US | META PLATFORMS INC-CLASS A | 49,469 | $29M | 2.60% | 0.7% | - |
| PANW | US | PALO ALTO NETWORKS INC | 158,186 | $29M | 2.58% | 100.5% | - |
| NOW | US | SERVICENOW INC | 26,041 | $28M | 2.47% | -0.5% | - |
| GOOGL | US | ALPHABET INC-CL A | 138,753 | $26M | 2.35% | -1.1% | - |
| COST | US | COSTCO WHOLESALE CORP | 27,179 | $25M | 2.23% | 0.5% | - |
| WDAY | US | WORKDAY INC-CLASS A | 91,466 | $24M | 2.12% | 0.6% | - |
| JPM | US | JPMORGAN CHASE & CO | 90,055 | $22M | 1.94% | 0.2% | - |
| CRM | US | SALESFORCE INC | 64,202 | $21M | 1.92% | 0.0% | - |
| INTU | US | INTUIT INC | 31,234 | $20M | 1.76% | 1.6% | - |
| ISRG | US | INTUITIVE SURGICAL INC | 33,709 | $18M | 1.58% | -0.7% | - |
| HD | US | HOME DEPOT INC | 43,747 | $17M | 1.53% | 0.9% | - |
| SHOP | US | SHOPIFY INC - CLASS A | 157,488 | $17M | 1.50% | 0.2% | - |
| GOOG | US | ALPHABET INC-CL C | 84,331 | $16M | 1.44% | -17.9% | - |
| TMO | US | THERMO FISHER SCIENTIFIC INC | 29,768 | $15M | 1.39% | 1.4% | - |
| V | US | VISA INC-CLASS A SHARES | 48,337 | $15M | 1.37% | 0.5% | - |
| SMH | US | VANECK SEMICONDUCTOR ETF | 62,588 | $15M | 1.36% | 3.9% | - |