Lyell Wealth Management, LP
Lyell Wealth Management, LP reported 232 holdings worth US$1.63B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Lyell Wealth Management, LP reported 232 holdings worth US$1.63B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Palo Alto Networks, Inc. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 232
- Value as reported
- US$1.63B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 435K | US$155M | 9.5% |
| Nvidia Corporation | 576K | US$115M | 7.1% |
| Palo Alto Networks, Inc. | 174K | US$59.2M | 3.6% |
| Apple Inc | 185K | US$53.5M | 3.3% |
| Amazon.com, Inc. | 178K | US$42.4M | 2.6% |
| Advanced Micro Devices Inc | 69,499 | US$40.4M | 2.5% |
| Asml Holding Nv | 19,930 | US$39.6M | 2.4% |
| Caterpillar, Inc. | 36,103 | US$38.4M | 2.4% |
| Microsoft Corp. | 93,697 | US$35M | 2.1% |
| Jp Morgan Chase & Co. | 104K | US$33.9M | 2.1% |
| Amphenol Corporation | 190K | US$33.5M | 2.1% |
| Vertiv Holdings, Llc | 97,138 | US$32.5M | 2.0% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 66,578 | US$31.8M | 2.0% |
| Meta Platforms, Inc. | 56,248 | US$31.7M | 1.9% |
| Quanta Services, Inc. | 39,309 | US$28.3M | 1.7% |
| Costco Wholesale Corporation | 30,240 | US$28.3M | 1.7% |
| Morgan Stanley | 111K | US$23.2M | 1.4% |
| D.r. Horton, Inc. | 126K | US$20.6M | 1.3% |
| Cadence Design Systems, Inc. | 52,693 | US$19.8M | 1.2% |
| Shopify Inc. | 167K | US$19.1M | 1.2% |
| Extreme Networks, Inc. | 582K | US$18.9M | 1.2% |
| Visa Inc. | 53,002 | US$18.2M | 1.1% |
| Toll Brothers, Inc. | 106K | US$17.4M | 1.1% |
| Broadcom Inc. | 46,015 | US$17.4M | 1.1% |
| Thermo Fisher Scientific Inc | 34,479 | US$17.3M | 1.1% |
| Home Depot, Inc. (the) | 47,689 | US$16.8M | 1.0% |
| Dell Technologies Inc. | 37,835 | US$16.3M | 1.0% |
| Intuitive Surgical, Inc. | 39,001 | US$15.5M | 0.95% |
| Netflix, Inc. | 214K | US$15.2M | 0.94% |
| Snowflake Inc. | 57,775 | US$14.7M | 0.90% |
| Walmart Inc. | 130K | US$14.7M | 0.90% |
| Uber Technologies, Inc. | 193K | US$13.9M | 0.85% |
| Cloudflare, Inc. | 55,907 | US$13.7M | 0.84% |
| Deere & Company | 20,668 | US$13.1M | 0.80% |
| Waste Management, Inc. | 55,561 | US$12.4M | 0.76% |
| Berkshire Hathaway Inc. | 24,228 | US$12.1M | 0.74% |
| Idexx Laboratories, Inc. | 22,660 | US$11.9M | 0.73% |
| Stryker Corporation | 36,756 | US$11.6M | 0.71% |
| Tjx Companies, Inc. (the) | 72,050 | US$10.9M | 0.67% |
| Freeport-mcmoran, Inc. | 165K | US$10.4M | 0.64% |
| Mastercard Incorporated | 19,629 | US$10.1M | 0.62% |
| Servicenow, Inc. | 91,809 | US$9.11M | 0.56% |
| Blackrock, Inc. | 9,138 | US$8.79M | 0.54% |
| Union Pacific Corporation | 31,590 | US$8.59M | 0.53% |
| Blue Owl Capital Inc. | 662K | US$5.79M | 0.36% |
| Intuit Inc. | 21,838 | US$5.7M | 0.35% |
| Tesla, Inc. | 13,323 | US$5.6M | 0.34% |
| T-mobile Us, Inc. | 32,736 | US$5.49M | 0.34% |
| Abbott Laboratories | 56,357 | US$5.11M | 0.31% |
| Veeva Systems Inc. | 26,935 | US$4.78M | 0.29% |
| Bank Of America Corporation | 75,268 | US$4.29M | 0.26% |
| Chevron Corporation | 23,112 | US$3.83M | 0.24% |
| Digital Realty Trust, Inc. | 20,295 | US$3.64M | 0.22% |
| Eli Lilly And Company | 2,847 | US$3.41M | 0.21% |
| Micron Technology, Inc. | 2,880 | US$3.32M | 0.20% |
| Guidewire Software, Inc. | 26,780 | US$3.3M | 0.20% |
| Crowdstrike Holdings, Inc. | 4,080 | US$3.11M | 0.19% |
| Walt Disney Company (the) | 31,340 | US$3.02M | 0.19% |
| Nasdaq, Inc. | 37,450 | US$2.95M | 0.18% |
| Ball Corporation | 39,605 | US$2.47M | 0.15% |
| Cisco Systems, Inc. | 18,905 | US$2.22M | 0.14% |
| Johnson & Johnson | 8,500 | US$2.16M | 0.13% |
| Intercontinental Exchange Inc. | 16,824 | US$2.07M | 0.13% |
| Workday, Inc. | 16,125 | US$1.97M | 0.12% |
| Lam Research Corporation | 4,446 | US$1.93M | 0.12% |
| The Travelers Companies, Inc. | 5,316 | US$1.75M | 0.11% |
| American Express Company | 4,977 | US$1.68M | 0.10% |
| Rtx Corporation | 7,974 | US$1.51M | 0.09% |
| Salesforce, Inc. | 9,551 | US$1.5M | 0.09% |
| Conocophillips | 14,275 | US$1.48M | 0.09% |
| Corvel Corp. | 22,948 | US$1.43M | 0.09% |
| Lowe's Companies, Inc. | 6,308 | US$1.39M | 0.09% |
| Merck & Company, Inc. | 10,816 | US$1.39M | 0.09% |
| Reddit, Inc. | 7,835 | US$1.36M | 0.08% |
| Csx Corporation | 27,831 | US$1.32M | 0.08% |
| International Business Machines Corporation | 4,404 | US$1.24M | 0.08% |
| Applied Materials, Inc. | 1,669 | US$1.21M | 0.07% |
| Coherent Corp. | 3,000 | US$1.18M | 0.07% |
| Targa Resources, Inc. | 3,563 | US$955K | 0.06% |
| Pepsico, Inc. | 7,049 | US$954K | 0.06% |
| Texas Instruments Incorporated | 3,111 | US$927K | 0.06% |
| Gilead Sciences, Inc. | 7,276 | US$919K | 0.06% |
| Abbvie Inc. | 3,619 | US$911K | 0.06% |
| Dexcom, Inc. | 13,146 | US$885K | 0.05% |
| Procter & Gamble Company (the) | 5,918 | US$868K | 0.05% |
| Starbucks Corporation | 8,342 | US$852K | 0.05% |
| Northrop Grumman Corporation | 1,571 | US$800K | 0.05% |
| Charles Schwab Corporation (the) | 8,078 | US$745K | 0.05% |
| Ge Vernova Inc. | 628 | US$738K | 0.05% |
| Intel Corporation | 5,250 | US$733K | 0.04% |
| Colgate-palmolive Company | 7,970 | US$731K | 0.04% |
| Oracle Corporation | 4,682 | US$686K | 0.04% |
| Ameriprise Financial, Inc. | 1,492 | US$684K | 0.04% |
| Goldman Sachs Group, Inc. (the) | 666 | US$674K | 0.04% |
| Ge Aerospace | 1,769 | US$661K | 0.04% |
| Amgen Inc. | 1,688 | US$611K | 0.04% |
| Lockheed Martin Corporation | 1,111 | US$566K | 0.03% |
| Axon Enterprise, Inc. | 1,000 | US$561K | 0.03% |
| Doordash, Inc. | 3,013 | US$556K | 0.03% |
| Ametek, Inc. | 2,227 | US$539K | 0.03% |
Every holding of Lyell Wealth Management, LP
Source
View original at SEC
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