Holdings
Lyell Wealth Management, LP
As of Jun 30, 2026, Lyell Wealth Management, LP reported 138 positions worth US$1.33B. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Palo Alto Networks, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 435K | US$155M | −931 | Jun 30, 2026 |
| Nvidia Corporation | 576K | US$115M | −2,851 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 174K | US$59.2M | +3,447 | Jun 30, 2026 |
| Apple Inc | 185K | US$53.5M | +719 | Jun 30, 2026 |
| Amazon.com, Inc. | 178K | US$42.4M | +2,259 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 69,499 | US$40.4M | −7,987 | Jun 30, 2026 |
| Asml Holding Nv | 19,930 | US$39.6M | −207 | Jun 30, 2026 |
| Caterpillar, Inc. | 36,103 | US$38.4M | −891 | Jun 30, 2026 |
| Microsoft Corp. | 93,697 | US$35M | +1,210 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 104K | US$33.9M | +2,996 | Jun 30, 2026 |