Institutional Manager · CIK 0001686444
LYELL WEALTH MANAGEMENT, LP
Menlo Park, CA · File #028-17772
Latest AUM
$1.38B
Positions
213
Top-10 Concentration
41.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025213 pos · $1.38B
- 13F HOLDINGS REPORTQ/E Sep 2025211 pos · $1.35B
- 13F HOLDINGS REPORTQ/E Jun 2025219 pos · $1.27B
- 13F HOLDINGS REPORTQ/E Mar 2025202 pos · $1.07B
- 13F HOLDINGS REPORTQ/E Dec 2024200 pos · $1.12B
- 13F HOLDINGS REPORTQ/E Sep 2024207 pos · $1.10B
- 13F HOLDINGS REPORTQ/E Jun 2024199 pos · $1.05B
- 13F HOLDINGS REPORTQ/E Mar 2024197 pos · $983.5M
- 13F HOLDINGS REPORTQ/E Dec 2023179 pos · $743.6M
- 13F HOLDINGS REPORTQ/E Sep 2023181 pos · $782.4M
- 13F HOLDINGS REPORTQ/E Jun 2023201 pos · $714.4M
- 13F HOLDINGS REPORTQ/E Mar 2023189 pos · $633.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | NVDA | 580,723 | $108.3M | 9.83% |
| 2 | ALPHABET INC CAP STK CL A | GOOG | 182,232 | $57.0M | 5.18% |
| 3 | APPLE INC COM | AAPL | 183,761 | $50.0M | 4.54% |
| 4 | MICROSOFT CORP COM | MSFT | 92,149 | $44.6M | 4.05% |
| 5 | AMAZON COM INC COM | AMZN | 174,649 | $40.3M | 3.66% |
| 6 | META PLATFORMS INC CL A | META | 54,105 | $35.7M | 3.24% |
| 7 | JPMORGAN CHASE & CO. COM | VYLD | 100,817 | $32.5M | 2.95% |
| 8 | PALO ALTO NETWORKS INC COM | PANW | 169,410 | $31.2M | 2.83% |
| 9 | VANECK SEMICONDUCTOR ETF | 92189F676 | 77,668 | $28.0M | 2.54% |
| 10 | ALPHABET INC CAP STK CL C | GOOG | 85,356 | $26.8M | 2.43% |
| 11 | SHOPIFY INC CL A SUB VTG SHS | SHOP | 164,895 | $26.5M | 2.41% |
| 12 | AMPHENOL CORP NEW CL A | 032095101 | 189,944 | $25.7M | 2.33% |
| 13 | COSTCO WHOLESALE CORPORATION COM | 22160K105 | 29,496 | $25.4M | 2.31% |
| 14 | INTUIT COM | INTU | 33,026 | $21.9M | 1.99% |
| 15 | ASML HOLDING N V N Y REGISTRY SHS | ASMLF | 20,429 | $21.9M | 1.98% |
| 16 | CATERPILLAR INC COM | CAT | 37,245 | $21.3M | 1.94% |
| 17 | INTUITIVE SURGICAL INC COM NEW | ISRG | 37,486 | $21.2M | 1.93% |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 874039100 | 68,788 | $20.9M | 1.90% |
| 19 | SERVICENOW INC COM | NOW | 130,385 | $20.0M | 1.81% |
| 20 | THERMO FISHER SCIENTIFIC INC COM | TMO | 34,223 | $19.8M | 1.80% |