Lyell Wealth Management, LP 13F Holdings & Position Changes (Q1 2026) — Charts & AI Insights

Name: Lyell Wealth Management, LP — 13F Holdings, 2026-03-31
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001686444

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$1.4B

Reporting period: 2026-03-31 · Number of holdings: 216

LYELL WEALTH MANAGEMENT, LP disclosed 216 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.4B and a quarterly turnover rate of 23.1%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "L"

Personality snowflake

Concentration: 8.32
Portfolio Stability: 23.06
Momentum/Contrarian: 100
Sector conviction: 62.17
Diversification: 100
Sizing Uniformity: 81.27

Lyell Wealth Management, LP's disclosed holdings carry a Herfindahl concentration index of 0.021 — mathematically equivalent to about 48 equally-sized positions, well below its 216 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 1.87), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/lyell-wealth-management-lp

Recent moves

View source Form 13F filing on SEC.gov

Add GOOG
+197.7%　$46.1M
Trim WDAY
-59.3%　-$11.6M
Trim CRM
-70.5%　-$10.9M
Trim MSFT
+0.4%　-$10.3M
Add VRT
-0.5%　$9.2M
Trim INTU
-12.7%　-$9.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

View source Form 13F filing on SEC.gov

Showing top 200 holdings (of 216 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	7.42%	-0.42%	-0.31%
2	GOOG	Alphabet Inc-cl C	Stock-Comm Services	5.36%	+3.42%	+197.74%
3	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.85%	-0.28%	-0.13%
4	AAPL	Apple INC	Stock-Tech	3.44%	-0.18%	+0.29%
5	AMZN	Amazon.com INC	Stock-Consumer Disc	2.69%	-0.23%	+0.45%
6	MSFT	Microsoft CORP	Stock-Tech	2.52%	-0.71%	+0.37%
7	META	Meta Platforms Inc-class A	Stock-Comm Services	2.32%	-0.27%	+1.87%
8	SMH	Vaneck Semiconductor ETF	ETF-Other	2.19%	+0.16%	+0.31%
9	COST	Costco Wholesale CORP	Stock-Consumer Staples	2.19%	+0.35%	+1.28%
10	JPM	Jpmorgan Chase & Co	Stock-Financials	2.17%	-0.18%	-0.24%
11	PANW	Palo Alto Networks INC	Stock-Tech	2.01%	-0.25%	+0.51%
12	ASML	ASML Holding N.V.	Stock-Tech	1.95%	+0.37%	-1.43%
13	VRT	Vertiv Holdings Co-a	Stock-Industrials	1.93%	+0.69%	-0.51%
14	CAT	Caterpillar INC	Stock-Industrials	1.93%	+0.39%	-0.67%
15	APH	Amphenol Corp-cl A	Stock-Tech	1.76%	-0.10%	-0.19%
16	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	1.69%	+0.18%	-1.18%
17	PWR	Quanta Services INC	Stock-Industrials	1.60%	+0.42%	+3.25%
18	NFLX	Netflix INC	Stock-Comm Services	1.49%	—	+2.12%
19	SHOP	Shopify INC - Class A	Stock-Tech	1.44%	-0.48%	+0.01%
20	MS	Morgan Stanley	Stock-Financials	1.33%	-0.08%	+0.21%
21	DHI	Dr Horton INC	Stock-Consumer Disc	1.27%	—	+2.50%
22	ISRG	Intuitive Surgical INC	Stock-Healthcare	1.26%	-0.28%	-0.78%
23	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	1.25%	-0.19%	+0.94%
24	V	Visa Inc-class A Shares	Stock-Financials	1.18%	-0.20%	-2.15%
25	AMD	Advanced Micro Devices	Stock-Tech	1.16%	—	+0.13%
26	WMT	Walmart INC	Stock-Consumer Staples	1.15%	+0.15%	+1.36%
27	GLD	Spdr Gold Shares	ETF-Commodities	1.14%	—	-0.86%
28	HD	Home Depot INC	Stock-Consumer Disc	1.11%	—	-0.69%
29	CDNS	Cadence Design Sys INC	Stock-Tech	1.07%	-0.11%	+0.16%
30	UBER	Uber Technologies INC	Stock-Industrials	1.04%	-0.12%	-0.06%
31	TOL	Toll Brothers INC	Stock-Consumer Disc	1.00%	—	+4.74%
32	IBDS	Ishrs Ibnds Dec 27 CORP ETF	ETF-Other	0.99%	—	+6.65%
33	IDXX	Idexx Laboratories INC	Stock-Healthcare	0.93%	-0.21%	-3.41%
34	INTU	Intuit INC	Stock-Tech	0.92%	-0.66%	-12.70%
35	IBDT	Ishares Ibonds Dec 2028 ETF	ETF-Other	0.91%	—	+2.27%
36	AVGO	Broadcom INC	Stock-Tech	0.91%	+0.33%	+73.38%
37	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.90%	—	+16.94%
38	SYK	Stryker CORP	Stock-Healthcare	0.89%	-0.14%	-8.98%
39	NOW	Servicenow INC	Stock-Tech	0.88%	-0.57%	-12.22%
40	IBDU	Ishares Ibonds Dec 2029 Term	ETF-Other	0.86%	—	+3.82%
41	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.85%	—	+2.99%
42	HON	Honeywell International INC	Stock-Industrials	0.85%	+0.16%	+4.24%
43	IBDR	Ishares Ibonds Dec 2026 Term	ETF-Other	0.83%	—	-6.42%
44	NET	Cloudflare INC - Class A	Stock-Tech	0.82%	—	+3.18%
45	DE	Deere & Co	Stock-Industrials	0.80%	+0.16%	+2.02%
46	WM	Waste Management INC	Stock-Industrials	0.80%	+0.80%	NEW
47	IBDV	Ishares Ibonds Dec 2030 CORP	ETF-Other	0.75%	—	+3.31%
48	XLI	Ss Industrial Select Sector	ETF-Other	0.72%	—	+5.81%
49	MA	Mastercard INC - A	Stock-Financials	0.72%	-0.10%	-1.66%
50	SNOW	Snowflake INC	Stock-Tech	0.70%	-0.26%	+4.94%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+2.4%

Performance Last 4 Quarters

+19.1%

Based on 84% of reported portfolio value with available pricing

Stdev: +15.4%
Beta: +1.14
Alpha: -3%
Max Drawdown: -9.9%
Annualized Perf: +18.3%
Batting Avg vs S&P: +44.4%
Sortino: +2.4
Stutzer: +0.35
Treynor: +0.16
Sterling: +1.01
Calmar: +1.85
Information Ratio: -0.1
Tracking Error: +4.1%
Stdev Down: +7.5%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +38%
Worst 12 Months: +1.8%
Efficiency Ratio: +0.5
Sharpe: +1.17
Stdev Sectors: +10.3%
Skewness: +0.27
Kurtosis: -0.25
Upside Potential: +4.13

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q1	216	$1.4B	23	1NVDA 2GOOG 3GOOGL Top holdings2026 Q1 1.NVDA 2.GOOG 3.GOOGL 4.AAPL 5.AMZN 6.MSFT 7.META 8.SMH 9.COST 10.JPM
2025 Q4	213	$1.4B	13	1NVDA 2GOOGL 3AAPL Top holdings2025 Q4 1.NVDA 2.GOOGL 3.AAPL 4.MSFT 5.AMZN 6.META 7.JPM 8.PANW 9.SMH 10.GOOG
2025 Q3	211	$1.3B	31	1NVDA 2AAPL 3MSFT Top holdings2025 Q3 1.NVDA 2.AAPL 3.MSFT 4.META 5.AMZN 6.GOOGL 7.PANW 8.JPM 9.COST 10.SMH
2025 Q2	219	$1.3B	0	1NVDA 2MSFT 3META Top holdings2025 Q2 1.NVDA 2.MSFT 3.META 4.AAPL 5.AMZN 6.PANW 7.JPM 8.COST 9.NOW 10.GOOGL
2025 Q1	202	$1.1B	100	1NVDA 2AAPL 3MSFT Top holdings2025 Q1 1.NVDA 2.AAPL 3.MSFT 4.AMZN 5.META 6.PANW 7.COST 8.JPM 9.GOOGL 10.WDAY
2024 Q4	200	$1.1B	0	1NVDA 2AAPL 3AMZN Top holdings2024 Q4 1.NVDA 2.AAPL 3.AMZN 4.MSFT 5.META 6.PANW 7.NOW 8.GOOGL 9.COST 10.WDAY
2024 Q3	207	$1.1B	0	1NVDA 2AAPL 3MSFT Top holdings2024 Q3 1.NVDA 2.AAPL 3.MSFT 4.AMZN 5.META 6.PANW 7.COST 8.NOW 9.GOOGL 10.WDAY
2024 Q2	199	$1.0B	0	1NVDA 2AAPL 3MSFT Top holdings2024 Q2 1.NVDA 2.AAPL 3.MSFT 4.AMZN 5.PANW 6.GOOGL 7.META 8.COST 9.WDAY 10.NOW
2024 Q1	197	$983.5M	0	1NVDA 2MSFT 3AAPL Top holdings2024 Q1 1.NVDA 2.MSFT 3.AAPL 4.AMZN 5.WDAY 6.META 7.PANW 8.GOOGL 9.COST 10.INTU
2023 Q4	195	$879.6M	0	1NVDA 2AAPL 3MSFT Top holdings2023 Q4 1.NVDA 2.AAPL 3.MSFT 4.WDAY 5.AMZN 6.PANW 7.GOOGL 8.INTU 9.COST 10.NOW
2023 Q3	179	$743.6M	0	1NVDA 2AAPL 3MSFT Top holdings2023 Q3 1.NVDA 2.AAPL 3.MSFT 4.WDAY 5.AMZN 6.GOOGL 7.PANW 8.INTU 9.COST 10.NOW
2023 Q2	181	$782.4M	0	1NVDA 2AAPL 3MSFT Top holdings2023 Q2 1.NVDA 2.AAPL 3.MSFT 4.WDAY 5.AMZN 6.PANW 7.GOOGL 8.COST 9.NOW 10.EXTR
2023 Q1	201	$714.4M	0	1AAPL 2NVDA 3MSFT Top holdings2023 Q1 1.AAPL 2.NVDA 3.MSFT 4.WDAY 5.AMZN 6.TMO 7.GOOGL 8.PANW 9.INTU 10.COST
2022 Q4	189	$633.2M	0	1AAPL 2MSFT 3WDAY Top holdings2022 Q4 1.AAPL 2.MSFT 3.WDAY 4.TMO 5.GOOGL 6.HD 7.INTU 8.NVDA 9.COST 10.AMZN
2022 Q3	190	$587.3M	0	1AAPL 2MSFT 3AMZN Top holdings2022 Q3 1.AAPL 2.MSFT 3.AMZN 4.GOOGL 5.TMO 6.WDAY 7.INTU 8.COST 9.PANW 10.HD
2022 Q2	193	$613.2M	0	1AAPL 2MSFT 3GOOGL Top holdings2022 Q2 1.AAPL 2.MSFT 3.GOOGL 4.AMZN 5.TMO 6.NVDA 7.INTU 8.WDAY 9.COST 10.NOW
2022 Q1	196	$777.0M	0	1AAPL 2MSFT 3NVDA Top holdings2022 Q1 1.AAPL 2.MSFT 3.NVDA 4.AMZN 5.WDAY 6.GOOGL 7.PANW 8.INTU 9.TMO 10.COST
2021 Q4	187	$876.1M	0	1AAPL 2NVDA 3MSFT Top holdings2021 Q4 1.AAPL 2.NVDA 3.MSFT 4.WDAY 5.INTU 6.GOOGL 7.AMZN 8.SHOP 9.META 10.TMO
2021 Q3	182	$822.2M	0	1AAPL 2WDAY 3MSFT Top holdings2021 Q3 1.AAPL 2.WDAY 3.MSFT 4.GOOGL 5.AMZN 6.SHOP 7.META 8.PYPL 9.INTU 10.NVDA
2021 Q2	190	$807.9M	100	1AAPL 2WDAY 3PYPL Top holdings2021 Q2 1.AAPL 2.WDAY 3.PYPL 4.MSFT 5.SHOP 6.AMZN 7.META 8.GOOGL 9.NVDA 10.INTU
2021 Q1	172	$686.5M	18	1WDAY 2AAPL 3PYPL Top holdings2021 Q1 1.WDAY 2.AAPL 3.PYPL 4.MSFT 5.AMZN 6.META 7.SHOP 8.GOOGL 9.INTU 10.TWLO
2020 Q4	158	$626.1M	23	1AAPL 2WDAY 3AMZN Top holdings2020 Q4 1.AAPL 2.WDAY 3.AMZN 4.SHOP 5.PYPL 6.MSFT 7.TWLO 8.VEEV 9.META 10.NOW
2020 Q3	136	$533.8M	22	1AAPL 2AMZN 3WDAY Top holdings2020 Q3 1.AAPL 2.AMZN 3.WDAY 4.SHOP 5.ZM 6.PYPL 7.MSFT 8.GWRE 9.VEEV 10.CRM
2020 Q2	121	$455.9M	41	1GWRE 2AAPL 3SHOP Top holdings2020 Q2 1.GWRE 2.AAPL 3.SHOP 4.AMZN 5.WDAY 6.MSFT 7.PYPL 8.VEEV 9.DXCM 10.META
2020 Q1	119	$334.5M	22	1GWRE 2AAPL 3AMZN Top holdings2020 Q1 1.GWRE 2.AAPL 3.AMZN 4.MSFT 5.WDAY 6.VEEV 7.GOOGL 8.PYPL 9.SHOP 10.META
2019 Q4	130	$374.5M	16	1GWRE 2WDAY 3AAPL Top holdings2019 Q4 1.GWRE 2.WDAY 3.AAPL 4.MSFT 5.AMZN 6.JPM 7.PANW 8.META 9.GOOGL 10.PYPL
2019 Q3	121	$332.7M	17	1GWRE 2WDAY 3AAPL Top holdings2019 Q3 1.GWRE 2.WDAY 3.AAPL 4.MSFT 5.AMZN 6.PANW 7.JPM 8.PYPL 9.META 10.BA
2019 Q2	123	$331.7M	20	1WDAY 2GWRE 3PANW Top holdings2019 Q2 1.WDAY 2.GWRE 3.PANW 4.AMZN 5.MSFT 6.META 7.PYPL 8.VEEV 9.AAPL 10.JPM
2019 Q1	119	$299.6M	32	1WDAY 2PANW 3GWRE Top holdings2019 Q1 1.WDAY 2.PANW 3.GWRE 4.AMZN 5.MSFT 6.PYPL 7.BA 8.AAPL 9.META 10.GOOGL
2018 Q4	109	$239.5M	28	1WDAY 2PANW 3GWRE Top holdings2018 Q4 1.WDAY 2.PANW 3.GWRE 4.AMZN 5.MSFT 6.JPM 7.BA 8.GOOGL 9.PYPL 10.META
2018 Q3	119	$297.0M	15	1PANW 2WDAY 3GWRE Top holdings2018 Q3 1.PANW 2.WDAY 3.GWRE 4.AMZN 5.AAPL 6.META 7.MSFT 8.BA 9.JPM 10.GOOGL
2018 Q2	110	$273.6M	15	1PANW 2WDAY 3GWRE Top holdings2018 Q2 1.PANW 2.WDAY 3.GWRE 4.AMZN 5.META 6.AAPL 7.BA 8.JPM 9.GOOGL 10.MSFT
2018 Q1	106	$270.3M	21	1PANW 2WDAY 3GWRE Top holdings2018 Q1 1.PANW 2.WDAY 3.GWRE 4.AMZN 5.META 6.JPM 7.BA 8.AAPL 9.BABA 10.BLKCHF
2017 Q4	107	$251.8M	17	1PANW 2WDAY 3META Top holdings2017 Q4 1.PANW 2.WDAY 3.META 4.BA 5.JPM 6.GBDC 7.DHI 8.GOOGL 9.AAPL 10.TCEHY
2017 Q3	105	$231.6M	19	1PANW 2WDAY 3META Top holdings2017 Q3 1.PANW 2.WDAY 3.META 4.BABA 5.BA 6.GBDC 7.JPM 8.GOOGL 9.IWM 10.TCEHY
2017 Q2	99	$205.5M	23	1PANW 2WDAY 3META Top holdings2017 Q2 1.PANW 2.WDAY 3.META 4.GBDC 5.JPM 6.IWM 7.GOOGL 8.BABA 9.AAPL 10.BA
2017 Q1	98	$184.8M	24	1PANW 2WDAY 3META Top holdings2017 Q1 1.PANW 2.WDAY 3.META 4.GBDC 5.JPM 6.IWM 7.AAPL 8.GOOGL 9.BA 10.XLF
2016 Q4	89	$161.0M	—	1PANW 2WDAY 3META Top holdings2016 Q4 1.PANW 2.WDAY 3.META 4.JPM 5.GOOGL 6.XOM 7.BLKCHF 8.BA 9.BAC 10.INTU

Holding changes this quarter

View source Form 13F filing on SEC.gov

Lyell Wealth Management, LP's most significant position changes for 2026-03-31: New buy: Waste Management INC (WM); New buy: Dell Technologies -c (DELL); New buy: Nasdaq INC (NDAQ); Add: Alphabet Inc-cl C (GOOG) — shares +197.74%; Trim: Workday Inc-class A (WDAY) — shares -59.26%.

Position changes disclosed by Lyell Wealth Management, LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GOOG	Alphabet Inc-cl C	+3.4%	+197.74%	Add
2	VRT	Vertiv Holdings Co-a	+0.7%	-0.51%	Trim
3	TJX	Tjx Companies INC	+0.5%	+262.05%	Add
4	PWR	Quanta Services INC	+0.4%	+3.25%	Add
5	CAT	Caterpillar INC	+0.4%	-0.67%	Trim
6	ASML	ASML Holding N.V.	+0.4%	-1.43%	Trim
7	COST	Costco Wholesale CORP	+0.4%	+1.28%	Add
8	AVGO	Broadcom INC	+0.3%	+73.38%	Add
9	ICE	Intercontinental Exchange In	+0.2%	+729.88%	Add
10	TSM	Taiwan Semiconductor-sp Adr	+0.2%	-1.18%	Trim
11	IJR	Ishares Core S&p Small-cap E	+0.2%	+85.88%	Add
12	DE	Deere & Co	+0.2%	+2.02%	Add
13	HON	Honeywell International INC	+0.2%	+4.24%	Add
14	SMH	Vaneck Semiconductor ETF	+0.2%	+0.31%	Add
15	WMT	Walmart INC	+0.2%	+1.36%	Add
16	XLV	Ss Health Care Select Sector	+0.1%	+26.08%	Add
17	MS	Morgan Stanley	-0.1%	+0.21%	Add
18	GWRE	Guidewire Software INC	-0.1%	-0.08%	Trim
19	APH	Amphenol Corp-cl A	-0.1%	-0.19%	Trim
20	MA	Mastercard INC - A	-0.1%	-1.66%	Trim
21	CDNS	Cadence Design Sys INC	-0.1%	+0.16%	Add
22	ABT	Abbott Laboratories	-0.1%	-2.27%	Trim
23	UBER	Uber Technologies INC	-0.1%	-0.06%	Trim
24	SYK	Stryker CORP	-0.1%	-8.98%	Trim
25	AAPL	Apple INC	-0.2%	+0.29%	Add
26	JPM	Jpmorgan Chase & Co	-0.2%	-0.24%	Trim
27	TMO	Thermo Fisher Scientific INC	-0.2%	+0.94%	Add
28	V	Visa Inc-class A Shares	-0.2%	-2.15%	Trim
29	IDXX	Idexx Laboratories INC	-0.2%	-3.41%	Trim
30	AMZN	Amazon.com INC	-0.2%	+0.45%	Add
31	PANW	Palo Alto Networks INC	-0.3%	+0.51%	Add
32	SNOW	Snowflake INC	-0.3%	+4.94%	Add
33	OWL	Blue Owl Capital INC	-0.3%	+5.18%	Add
34	META	Meta Platforms Inc-class A	-0.3%	+1.87%	Add
35	GOOGL	Alphabet Inc-cl A	-0.3%	-0.13%	Trim
36	ISRG	Intuitive Surgical INC	-0.3%	-0.78%	Trim
37	DLR	Digital Realty Trust INC	-0.4%	-59.92%	Trim
38	LEN	Lennar Corp-a	-0.4%	-56.42%	Trim
39	VEEV	Veeva Systems Inc-class A	-0.4%	-30.70%	Trim
40	NVDA	Nvidia CORP	-0.4%	-0.31%	Trim
41	SHOP	Shopify INC - Class A	-0.5%	+0.01%	Add
42	NOW	Servicenow INC	-0.6%	-12.22%	Trim
43	BR	Broadridge Financial Solutio	-0.6%	-94.34%	Trim
44	INTU	Intuit INC	-0.7%	-12.70%	Trim
45	MSFT	Microsoft CORP	-0.7%	+0.37%	Add
46	CRM	Salesforce INC	-0.8%	-70.52%	Trim
47	WDAY	Workday Inc-class A	-0.8%	-59.26%	Trim
48	WM	Waste Management INC	—	NEW	New buy
49	DELL	Dell Technologies -c	—	NEW	New buy
50	NDAQ	Nasdaq INC	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026 Q1	2026-05-07	13F-HR	View on EDGAR
2025 Q4	2026-02-12	13F-HR	View on EDGAR
2025 Q3	2025-11-06	13F-HR	View on EDGAR
2025 Q2	2025-07-29	13F-HR	View on EDGAR
2025 Q1	2025-05-08	13F-HR	View on EDGAR
2024 Q4	2025-02-03	13F-HR	View on EDGAR
2024 Q3	2024-10-23	13F-HR	View on EDGAR
2024 Q2	2024-08-08	13F-HR	View on EDGAR
2024 Q1	2024-05-03	13F-HR	View on EDGAR
2023 Q4	2024-02-02	13F-HR	View on EDGAR
2023 Q3	2023-10-31	13F-HR	View on EDGAR
2023 Q2	2023-08-04	13F-HR	View on EDGAR
2023 Q1	2023-05-03	13F-HR	View on EDGAR
2022 Q4	2023-01-24	13F-HR	View on EDGAR
2022 Q3	2022-10-24	13F-HR	View on EDGAR
2022 Q2	2022-07-28	13F-HR	View on EDGAR
2022 Q1	2022-05-04	13F-HR	View on EDGAR
2021 Q4	2022-02-08	13F-HR	View on EDGAR
2021 Q3	2021-11-10	13F-HR	View on EDGAR
2021 Q2	2021-08-09	13F-HR	View on EDGAR
2021 Q1	2021-05-07	13F-HR	View on EDGAR
2020 Q4	2021-02-04	13F-HR	View on EDGAR
2020 Q3	2020-11-04	13F-HR	View on EDGAR
2020 Q2	2020-07-30	13F-HR	View on EDGAR
2020 Q1	2020-05-11	13F-HR	View on EDGAR
2019 Q4	2020-02-05	13F-HR	View on EDGAR
2019 Q3	2019-11-06	13F-HR	View on EDGAR
2019 Q2	2019-08-01	13F-HR	View on EDGAR
2019 Q1	2019-05-06	13F-HR	View on EDGAR
2018 Q4	2019-02-11	13F-HR	View on EDGAR
2018 Q3	2018-10-30	13F-HR	View on EDGAR
2018 Q2	2018-07-30	13F-HR	View on EDGAR
2018 Q1	2018-05-07	13F-HR	View on EDGAR
2017 Q4	2018-01-30	13F-HR	View on EDGAR
2017 Q3	2017-10-26	13F-HR	View on EDGAR
2017 Q2	2017-07-27	13F-HR	View on EDGAR
2017 Q1	2017-05-08	13F-HR	View on EDGAR
2016 Q4	2017-02-13	13F-HR	View on EDGAR

FAQ

What is Lyell Wealth Management, LP and what type of investor is it?

Lyell Wealth Management, LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.4B, spread across 216 disclosed positions.

What are Lyell Wealth Management, LP's largest equity positions?

Based on the latest 13F filing, Lyell Wealth Management, LP's top holdings by market value are: 1. Nvidia CORP (NVDA) — $101.0M (7.4%) 2. Alphabet Inc-cl C (GOOG) — $72.9M (5.4%) 3. Alphabet Inc-cl A (GOOGL) — $52.3M (3.9%) 4. Apple INC (AAPL) — $46.8M (3.4%) 5. Amazon.com INC (AMZN) — $36.5M (2.7%)

What changes did Lyell Wealth Management, LP make in its most recent portfolio filing?

In the latest reported quarter, Lyell Wealth Management, LP made 50 notable position adjustments: 3 new positions were initiated, 23 existing holdings were added to, 24 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Waste Management INC (WM); New buy: Dell Technologies -c (DELL); New buy: Nasdaq INC (NDAQ); Add: Alphabet Inc-cl C (GOOG) — shares +197.74%; Trim: Workday Inc-class A (WDAY) — shares -59.26%

What sectors does Lyell Wealth Management, LP focus on?

Lyell Wealth Management, LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.0% • Communication Services: 17.0% • Industrials: 12.2% • Financials: 10.1% • Consumer Discretionary: 9.3% • Health Care: 7.6%

Peer Institutions

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Stack Financial Management, Inc

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Concentration16.1

Portfolio Stability27.4

Sector conviction42.6

AUM within 0.1% of this institution

View detail

Vicus Capital

CIK 0001544806

Total reported value

$1.4B

250 stks

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Sector conviction90.5

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Total reported value

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Sector conviction51.2

AUM within 0.1% of this institution

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Adams Diversified Equity Fund, INC.

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Portfolio Stability36.4

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Fred Alger Management, LLC

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Argus Investors' Counsel, INC.

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Lyell Wealth Management, LP 13F Holdings & Position Changes (Q1 2026) — Charts & AI Insights

CIK: 0001686444

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$1.4B

Reporting period: 2026-03-31 · Number of holdings: 216

LYELL WEALTH MANAGEMENT, LP disclosed 216 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.4B and a quarterly turnover rate of 23.1%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "L"

Personality snowflake

Concentration: 8.32
Portfolio Stability: 23.06
Momentum/Contrarian: 100
Sector conviction: 62.17
Diversification: 100
Sizing Uniformity: 81.27

Position sizes vary widely across the portfolio (a coefficient of variation of 1.87), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/lyell-wealth-management-lp

Recent moves

View source Form 13F filing on SEC.gov

Add GOOG
+197.7%　$46.1M
Trim WDAY
-59.3%　-$11.6M
Trim CRM
-70.5%　-$10.9M
Trim MSFT
+0.4%　-$10.3M
Add VRT
-0.5%　$9.2M
Trim INTU
-12.7%　-$9.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

View source Form 13F filing on SEC.gov

Showing top 200 holdings (of 216 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	7.42%	-0.42%	-0.31%
2	GOOG	Alphabet Inc-cl C	Stock-Comm Services	5.36%	+3.42%	+197.74%
3	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.85%	-0.28%	-0.13%
4	AAPL	Apple INC	Stock-Tech	3.44%	-0.18%	+0.29%
5	AMZN	Amazon.com INC	Stock-Consumer Disc	2.69%	-0.23%	+0.45%
6	MSFT	Microsoft CORP	Stock-Tech	2.52%	-0.71%	+0.37%
7	META	Meta Platforms Inc-class A	Stock-Comm Services	2.32%	-0.27%	+1.87%
8	SMH	Vaneck Semiconductor ETF	ETF-Other	2.19%	+0.16%	+0.31%
9	COST	Costco Wholesale CORP	Stock-Consumer Staples	2.19%	+0.35%	+1.28%
10	JPM	Jpmorgan Chase & Co	Stock-Financials	2.17%	-0.18%	-0.24%
11	PANW	Palo Alto Networks INC	Stock-Tech	2.01%	-0.25%	+0.51%
12	ASML	ASML Holding N.V.	Stock-Tech	1.95%	+0.37%	-1.43%
13	VRT	Vertiv Holdings Co-a	Stock-Industrials	1.93%	+0.69%	-0.51%
14	CAT	Caterpillar INC	Stock-Industrials	1.93%	+0.39%	-0.67%
15	APH	Amphenol Corp-cl A	Stock-Tech	1.76%	-0.10%	-0.19%
16	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	1.69%	+0.18%	-1.18%
17	PWR	Quanta Services INC	Stock-Industrials	1.60%	+0.42%	+3.25%
18	NFLX	Netflix INC	Stock-Comm Services	1.49%	—	+2.12%
19	SHOP	Shopify INC - Class A	Stock-Tech	1.44%	-0.48%	+0.01%
20	MS	Morgan Stanley	Stock-Financials	1.33%	-0.08%	+0.21%
21	DHI	Dr Horton INC	Stock-Consumer Disc	1.27%	—	+2.50%
22	ISRG	Intuitive Surgical INC	Stock-Healthcare	1.26%	-0.28%	-0.78%
23	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	1.25%	-0.19%	+0.94%
24	V	Visa Inc-class A Shares	Stock-Financials	1.18%	-0.20%	-2.15%
25	AMD	Advanced Micro Devices	Stock-Tech	1.16%	—	+0.13%
26	WMT	Walmart INC	Stock-Consumer Staples	1.15%	+0.15%	+1.36%
27	GLD	Spdr Gold Shares	ETF-Commodities	1.14%	—	-0.86%
28	HD	Home Depot INC	Stock-Consumer Disc	1.11%	—	-0.69%
29	CDNS	Cadence Design Sys INC	Stock-Tech	1.07%	-0.11%	+0.16%
30	UBER	Uber Technologies INC	Stock-Industrials	1.04%	-0.12%	-0.06%
31	TOL	Toll Brothers INC	Stock-Consumer Disc	1.00%	—	+4.74%
32	IBDS	Ishrs Ibnds Dec 27 CORP ETF	ETF-Other	0.99%	—	+6.65%
33	IDXX	Idexx Laboratories INC	Stock-Healthcare	0.93%	-0.21%	-3.41%
34	INTU	Intuit INC	Stock-Tech	0.92%	-0.66%	-12.70%
35	IBDT	Ishares Ibonds Dec 2028 ETF	ETF-Other	0.91%	—	+2.27%
36	AVGO	Broadcom INC	Stock-Tech	0.91%	+0.33%	+73.38%
37	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.90%	—	+16.94%
38	SYK	Stryker CORP	Stock-Healthcare	0.89%	-0.14%	-8.98%
39	NOW	Servicenow INC	Stock-Tech	0.88%	-0.57%	-12.22%
40	IBDU	Ishares Ibonds Dec 2029 Term	ETF-Other	0.86%	—	+3.82%
41	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.85%	—	+2.99%
42	HON	Honeywell International INC	Stock-Industrials	0.85%	+0.16%	+4.24%
43	IBDR	Ishares Ibonds Dec 2026 Term	ETF-Other	0.83%	—	-6.42%
44	NET	Cloudflare INC - Class A	Stock-Tech	0.82%	—	+3.18%
45	DE	Deere & Co	Stock-Industrials	0.80%	+0.16%	+2.02%
46	WM	Waste Management INC	Stock-Industrials	0.80%	+0.80%	NEW
47	IBDV	Ishares Ibonds Dec 2030 CORP	ETF-Other	0.75%	—	+3.31%
48	XLI	Ss Industrial Select Sector	ETF-Other	0.72%	—	+5.81%
49	MA	Mastercard INC - A	Stock-Financials	0.72%	-0.10%	-1.66%
50	SNOW	Snowflake INC	Stock-Tech	0.70%	-0.26%	+4.94%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+2.4%

Performance Last 4 Quarters

+19.1%

Based on 84% of reported portfolio value with available pricing

Stdev: +15.4%
Beta: +1.14
Alpha: -3%
Max Drawdown: -9.9%
Annualized Perf: +18.3%
Batting Avg vs S&P: +44.4%
Sortino: +2.4
Stutzer: +0.35
Treynor: +0.16
Sterling: +1.01
Calmar: +1.85
Information Ratio: -0.1
Tracking Error: +4.1%
Stdev Down: +7.5%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +38%
Worst 12 Months: +1.8%
Efficiency Ratio: +0.5
Sharpe: +1.17
Stdev Sectors: +10.3%
Skewness: +0.27
Kurtosis: -0.25
Upside Potential: +4.13

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q1	216	$1.4B	23	1NVDA 2GOOG 3GOOGL Top holdings2026 Q1 1.NVDA 2.GOOG 3.GOOGL 4.AAPL 5.AMZN 6.MSFT 7.META 8.SMH 9.COST 10.JPM
2025 Q4	213	$1.4B	13	1NVDA 2GOOGL 3AAPL Top holdings2025 Q4 1.NVDA 2.GOOGL 3.AAPL 4.MSFT 5.AMZN 6.META 7.JPM 8.PANW 9.SMH 10.GOOG
2025 Q3	211	$1.3B	31	1NVDA 2AAPL 3MSFT Top holdings2025 Q3 1.NVDA 2.AAPL 3.MSFT 4.META 5.AMZN 6.GOOGL 7.PANW 8.JPM 9.COST 10.SMH
2025 Q2	219	$1.3B	0	1NVDA 2MSFT 3META Top holdings2025 Q2 1.NVDA 2.MSFT 3.META 4.AAPL 5.AMZN 6.PANW 7.JPM 8.COST 9.NOW 10.GOOGL
2025 Q1	202	$1.1B	100	1NVDA 2AAPL 3MSFT Top holdings2025 Q1 1.NVDA 2.AAPL 3.MSFT 4.AMZN 5.META 6.PANW 7.COST 8.JPM 9.GOOGL 10.WDAY
2024 Q4	200	$1.1B	0	1NVDA 2AAPL 3AMZN Top holdings2024 Q4 1.NVDA 2.AAPL 3.AMZN 4.MSFT 5.META 6.PANW 7.NOW 8.GOOGL 9.COST 10.WDAY
2024 Q3	207	$1.1B	0	1NVDA 2AAPL 3MSFT Top holdings2024 Q3 1.NVDA 2.AAPL 3.MSFT 4.AMZN 5.META 6.PANW 7.COST 8.NOW 9.GOOGL 10.WDAY
2024 Q2	199	$1.0B	0	1NVDA 2AAPL 3MSFT Top holdings2024 Q2 1.NVDA 2.AAPL 3.MSFT 4.AMZN 5.PANW 6.GOOGL 7.META 8.COST 9.WDAY 10.NOW
2024 Q1	197	$983.5M	0	1NVDA 2MSFT 3AAPL Top holdings2024 Q1 1.NVDA 2.MSFT 3.AAPL 4.AMZN 5.WDAY 6.META 7.PANW 8.GOOGL 9.COST 10.INTU
2023 Q4	195	$879.6M	0	1NVDA 2AAPL 3MSFT Top holdings2023 Q4 1.NVDA 2.AAPL 3.MSFT 4.WDAY 5.AMZN 6.PANW 7.GOOGL 8.INTU 9.COST 10.NOW
2023 Q3	179	$743.6M	0	1NVDA 2AAPL 3MSFT Top holdings2023 Q3 1.NVDA 2.AAPL 3.MSFT 4.WDAY 5.AMZN 6.GOOGL 7.PANW 8.INTU 9.COST 10.NOW
2023 Q2	181	$782.4M	0	1NVDA 2AAPL 3MSFT Top holdings2023 Q2 1.NVDA 2.AAPL 3.MSFT 4.WDAY 5.AMZN 6.PANW 7.GOOGL 8.COST 9.NOW 10.EXTR
2023 Q1	201	$714.4M	0	1AAPL 2NVDA 3MSFT Top holdings2023 Q1 1.AAPL 2.NVDA 3.MSFT 4.WDAY 5.AMZN 6.TMO 7.GOOGL 8.PANW 9.INTU 10.COST
2022 Q4	189	$633.2M	0	1AAPL 2MSFT 3WDAY Top holdings2022 Q4 1.AAPL 2.MSFT 3.WDAY 4.TMO 5.GOOGL 6.HD 7.INTU 8.NVDA 9.COST 10.AMZN
2022 Q3	190	$587.3M	0	1AAPL 2MSFT 3AMZN Top holdings2022 Q3 1.AAPL 2.MSFT 3.AMZN 4.GOOGL 5.TMO 6.WDAY 7.INTU 8.COST 9.PANW 10.HD
2022 Q2	193	$613.2M	0	1AAPL 2MSFT 3GOOGL Top holdings2022 Q2 1.AAPL 2.MSFT 3.GOOGL 4.AMZN 5.TMO 6.NVDA 7.INTU 8.WDAY 9.COST 10.NOW
2022 Q1	196	$777.0M	0	1AAPL 2MSFT 3NVDA Top holdings2022 Q1 1.AAPL 2.MSFT 3.NVDA 4.AMZN 5.WDAY 6.GOOGL 7.PANW 8.INTU 9.TMO 10.COST
2021 Q4	187	$876.1M	0	1AAPL 2NVDA 3MSFT Top holdings2021 Q4 1.AAPL 2.NVDA 3.MSFT 4.WDAY 5.INTU 6.GOOGL 7.AMZN 8.SHOP 9.META 10.TMO
2021 Q3	182	$822.2M	0	1AAPL 2WDAY 3MSFT Top holdings2021 Q3 1.AAPL 2.WDAY 3.MSFT 4.GOOGL 5.AMZN 6.SHOP 7.META 8.PYPL 9.INTU 10.NVDA
2021 Q2	190	$807.9M	100	1AAPL 2WDAY 3PYPL Top holdings2021 Q2 1.AAPL 2.WDAY 3.PYPL 4.MSFT 5.SHOP 6.AMZN 7.META 8.GOOGL 9.NVDA 10.INTU
2021 Q1	172	$686.5M	18	1WDAY 2AAPL 3PYPL Top holdings2021 Q1 1.WDAY 2.AAPL 3.PYPL 4.MSFT 5.AMZN 6.META 7.SHOP 8.GOOGL 9.INTU 10.TWLO
2020 Q4	158	$626.1M	23	1AAPL 2WDAY 3AMZN Top holdings2020 Q4 1.AAPL 2.WDAY 3.AMZN 4.SHOP 5.PYPL 6.MSFT 7.TWLO 8.VEEV 9.META 10.NOW
2020 Q3	136	$533.8M	22	1AAPL 2AMZN 3WDAY Top holdings2020 Q3 1.AAPL 2.AMZN 3.WDAY 4.SHOP 5.ZM 6.PYPL 7.MSFT 8.GWRE 9.VEEV 10.CRM
2020 Q2	121	$455.9M	41	1GWRE 2AAPL 3SHOP Top holdings2020 Q2 1.GWRE 2.AAPL 3.SHOP 4.AMZN 5.WDAY 6.MSFT 7.PYPL 8.VEEV 9.DXCM 10.META
2020 Q1	119	$334.5M	22	1GWRE 2AAPL 3AMZN Top holdings2020 Q1 1.GWRE 2.AAPL 3.AMZN 4.MSFT 5.WDAY 6.VEEV 7.GOOGL 8.PYPL 9.SHOP 10.META
2019 Q4	130	$374.5M	16	1GWRE 2WDAY 3AAPL Top holdings2019 Q4 1.GWRE 2.WDAY 3.AAPL 4.MSFT 5.AMZN 6.JPM 7.PANW 8.META 9.GOOGL 10.PYPL
2019 Q3	121	$332.7M	17	1GWRE 2WDAY 3AAPL Top holdings2019 Q3 1.GWRE 2.WDAY 3.AAPL 4.MSFT 5.AMZN 6.PANW 7.JPM 8.PYPL 9.META 10.BA
2019 Q2	123	$331.7M	20	1WDAY 2GWRE 3PANW Top holdings2019 Q2 1.WDAY 2.GWRE 3.PANW 4.AMZN 5.MSFT 6.META 7.PYPL 8.VEEV 9.AAPL 10.JPM
2019 Q1	119	$299.6M	32	1WDAY 2PANW 3GWRE Top holdings2019 Q1 1.WDAY 2.PANW 3.GWRE 4.AMZN 5.MSFT 6.PYPL 7.BA 8.AAPL 9.META 10.GOOGL
2018 Q4	109	$239.5M	28	1WDAY 2PANW 3GWRE Top holdings2018 Q4 1.WDAY 2.PANW 3.GWRE 4.AMZN 5.MSFT 6.JPM 7.BA 8.GOOGL 9.PYPL 10.META
2018 Q3	119	$297.0M	15	1PANW 2WDAY 3GWRE Top holdings2018 Q3 1.PANW 2.WDAY 3.GWRE 4.AMZN 5.AAPL 6.META 7.MSFT 8.BA 9.JPM 10.GOOGL
2018 Q2	110	$273.6M	15	1PANW 2WDAY 3GWRE Top holdings2018 Q2 1.PANW 2.WDAY 3.GWRE 4.AMZN 5.META 6.AAPL 7.BA 8.JPM 9.GOOGL 10.MSFT
2018 Q1	106	$270.3M	21	1PANW 2WDAY 3GWRE Top holdings2018 Q1 1.PANW 2.WDAY 3.GWRE 4.AMZN 5.META 6.JPM 7.BA 8.AAPL 9.BABA 10.BLKCHF
2017 Q4	107	$251.8M	17	1PANW 2WDAY 3META Top holdings2017 Q4 1.PANW 2.WDAY 3.META 4.BA 5.JPM 6.GBDC 7.DHI 8.GOOGL 9.AAPL 10.TCEHY
2017 Q3	105	$231.6M	19	1PANW 2WDAY 3META Top holdings2017 Q3 1.PANW 2.WDAY 3.META 4.BABA 5.BA 6.GBDC 7.JPM 8.GOOGL 9.IWM 10.TCEHY
2017 Q2	99	$205.5M	23	1PANW 2WDAY 3META Top holdings2017 Q2 1.PANW 2.WDAY 3.META 4.GBDC 5.JPM 6.IWM 7.GOOGL 8.BABA 9.AAPL 10.BA
2017 Q1	98	$184.8M	24	1PANW 2WDAY 3META Top holdings2017 Q1 1.PANW 2.WDAY 3.META 4.GBDC 5.JPM 6.IWM 7.AAPL 8.GOOGL 9.BA 10.XLF
2016 Q4	89	$161.0M	—	1PANW 2WDAY 3META Top holdings2016 Q4 1.PANW 2.WDAY 3.META 4.JPM 5.GOOGL 6.XOM 7.BLKCHF 8.BA 9.BAC 10.INTU

Holding changes this quarter

View source Form 13F filing on SEC.gov

Position changes disclosed by Lyell Wealth Management, LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GOOG	Alphabet Inc-cl C	+3.4%	+197.74%	Add
2	VRT	Vertiv Holdings Co-a	+0.7%	-0.51%	Trim
3	TJX	Tjx Companies INC	+0.5%	+262.05%	Add
4	PWR	Quanta Services INC	+0.4%	+3.25%	Add
5	CAT	Caterpillar INC	+0.4%	-0.67%	Trim
6	ASML	ASML Holding N.V.	+0.4%	-1.43%	Trim
7	COST	Costco Wholesale CORP	+0.4%	+1.28%	Add
8	AVGO	Broadcom INC	+0.3%	+73.38%	Add
9	ICE	Intercontinental Exchange In	+0.2%	+729.88%	Add
10	TSM	Taiwan Semiconductor-sp Adr	+0.2%	-1.18%	Trim
11	IJR	Ishares Core S&p Small-cap E	+0.2%	+85.88%	Add
12	DE	Deere & Co	+0.2%	+2.02%	Add
13	HON	Honeywell International INC	+0.2%	+4.24%	Add
14	SMH	Vaneck Semiconductor ETF	+0.2%	+0.31%	Add
15	WMT	Walmart INC	+0.2%	+1.36%	Add
16	XLV	Ss Health Care Select Sector	+0.1%	+26.08%	Add
17	MS	Morgan Stanley	-0.1%	+0.21%	Add
18	GWRE	Guidewire Software INC	-0.1%	-0.08%	Trim
19	APH	Amphenol Corp-cl A	-0.1%	-0.19%	Trim
20	MA	Mastercard INC - A	-0.1%	-1.66%	Trim
21	CDNS	Cadence Design Sys INC	-0.1%	+0.16%	Add
22	ABT	Abbott Laboratories	-0.1%	-2.27%	Trim
23	UBER	Uber Technologies INC	-0.1%	-0.06%	Trim
24	SYK	Stryker CORP	-0.1%	-8.98%	Trim
25	AAPL	Apple INC	-0.2%	+0.29%	Add
26	JPM	Jpmorgan Chase & Co	-0.2%	-0.24%	Trim
27	TMO	Thermo Fisher Scientific INC	-0.2%	+0.94%	Add
28	V	Visa Inc-class A Shares	-0.2%	-2.15%	Trim
29	IDXX	Idexx Laboratories INC	-0.2%	-3.41%	Trim
30	AMZN	Amazon.com INC	-0.2%	+0.45%	Add
31	PANW	Palo Alto Networks INC	-0.3%	+0.51%	Add
32	SNOW	Snowflake INC	-0.3%	+4.94%	Add
33	OWL	Blue Owl Capital INC	-0.3%	+5.18%	Add
34	META	Meta Platforms Inc-class A	-0.3%	+1.87%	Add
35	GOOGL	Alphabet Inc-cl A	-0.3%	-0.13%	Trim
36	ISRG	Intuitive Surgical INC	-0.3%	-0.78%	Trim
37	DLR	Digital Realty Trust INC	-0.4%	-59.92%	Trim
38	LEN	Lennar Corp-a	-0.4%	-56.42%	Trim
39	VEEV	Veeva Systems Inc-class A	-0.4%	-30.70%	Trim
40	NVDA	Nvidia CORP	-0.4%	-0.31%	Trim
41	SHOP	Shopify INC - Class A	-0.5%	+0.01%	Add
42	NOW	Servicenow INC	-0.6%	-12.22%	Trim
43	BR	Broadridge Financial Solutio	-0.6%	-94.34%	Trim
44	INTU	Intuit INC	-0.7%	-12.70%	Trim
45	MSFT	Microsoft CORP	-0.7%	+0.37%	Add
46	CRM	Salesforce INC	-0.8%	-70.52%	Trim
47	WDAY	Workday Inc-class A	-0.8%	-59.26%	Trim
48	WM	Waste Management INC	—	NEW	New buy
49	DELL	Dell Technologies -c	—	NEW	New buy
50	NDAQ	Nasdaq INC	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026 Q1	2026-05-07	13F-HR	View on EDGAR
2025 Q4	2026-02-12	13F-HR	View on EDGAR
2025 Q3	2025-11-06	13F-HR	View on EDGAR
2025 Q2	2025-07-29	13F-HR	View on EDGAR
2025 Q1	2025-05-08	13F-HR	View on EDGAR
2024 Q4	2025-02-03	13F-HR	View on EDGAR
2024 Q3	2024-10-23	13F-HR	View on EDGAR
2024 Q2	2024-08-08	13F-HR	View on EDGAR
2024 Q1	2024-05-03	13F-HR	View on EDGAR
2023 Q4	2024-02-02	13F-HR	View on EDGAR
2023 Q3	2023-10-31	13F-HR	View on EDGAR
2023 Q2	2023-08-04	13F-HR	View on EDGAR
2023 Q1	2023-05-03	13F-HR	View on EDGAR
2022 Q4	2023-01-24	13F-HR	View on EDGAR
2022 Q3	2022-10-24	13F-HR	View on EDGAR
2022 Q2	2022-07-28	13F-HR	View on EDGAR
2022 Q1	2022-05-04	13F-HR	View on EDGAR
2021 Q4	2022-02-08	13F-HR	View on EDGAR
2021 Q3	2021-11-10	13F-HR	View on EDGAR
2021 Q2	2021-08-09	13F-HR	View on EDGAR
2021 Q1	2021-05-07	13F-HR	View on EDGAR
2020 Q4	2021-02-04	13F-HR	View on EDGAR
2020 Q3	2020-11-04	13F-HR	View on EDGAR
2020 Q2	2020-07-30	13F-HR	View on EDGAR
2020 Q1	2020-05-11	13F-HR	View on EDGAR
2019 Q4	2020-02-05	13F-HR	View on EDGAR
2019 Q3	2019-11-06	13F-HR	View on EDGAR
2019 Q2	2019-08-01	13F-HR	View on EDGAR
2019 Q1	2019-05-06	13F-HR	View on EDGAR
2018 Q4	2019-02-11	13F-HR	View on EDGAR
2018 Q3	2018-10-30	13F-HR	View on EDGAR
2018 Q2	2018-07-30	13F-HR	View on EDGAR
2018 Q1	2018-05-07	13F-HR	View on EDGAR
2017 Q4	2018-01-30	13F-HR	View on EDGAR
2017 Q3	2017-10-26	13F-HR	View on EDGAR
2017 Q2	2017-07-27	13F-HR	View on EDGAR
2017 Q1	2017-05-08	13F-HR	View on EDGAR
2016 Q4	2017-02-13	13F-HR	View on EDGAR

FAQ

What is Lyell Wealth Management, LP and what type of investor is it?

What are Lyell Wealth Management, LP's largest equity positions?

What changes did Lyell Wealth Management, LP make in its most recent portfolio filing?

What sectors does Lyell Wealth Management, LP focus on?

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View detail

Developer Access

Access Lyell Wealth Management, LP's institutional profile programmatically:

REST API

curl https://alphasmo.com/api/v1/institutions/lyell-wealth-management-lp

CLI

npx alphasmo institutions get lyell-wealth-management-lp

Full API & MCP documentation →