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CIK: 0001686444
Total reported value
$1.6B
$1.6B
199 檔
13.0%
In Q2 2024, Lyell Wealth Management, LP's U.S. equity holdings reached a combined market value of $1.6B, distributed across 199 disclosed stock positions.
During Q2 2024, Lyell Wealth Management, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.72% | -0.35% | +848.45% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.71% | -0.15% | +3.48% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.32% | -0.38% | +2.30% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.91% | -0.09% | +3.57% | |
| 5 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.55% | +1.63% | +4.05% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | +0.17% | +2.70% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.33% | -0.38% | +8.40% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.20% | -0.45% | +2.06% | |
| 9 | WDAY | Workday Inc-class A | Stock-Tech | 2.14% | -0.16% | +5.27% | |
| 10 | NOW | Servicenow Inc | Stock-Tech | 1.96% | -0.32% | +6.40% | |
| 11 | INTU | Intuit Inc | Stock-Tech | 1.93% | -0.57% | +4.37% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.72% | +0.15% | +18.83% | |
| 13 | ASML | ASML Holding N.V. | Stock-Tech | 1.71% | +0.48% | +4.04% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | -0.09% | +2.32% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.58% | -0.12% | +6.83% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.54% | -0.19% | +2.97% | |
| 17 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.46% | +0.87% | +4.84% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.44% | -0.31% | +0.50% | |
| 19 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.44% | -0.01% | +5.68% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.41% | -0.08% | +2.81% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 1.33% | +1.32% | +13.13% | |
| 22 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.24% | +0.14% | +7.53% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | -0.06% | +5.05% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 1.12% | +0.43% | +2.37% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.10% | -0.03% | +28.99% | |
| 26 | ZTS | Zoetis Inc | Stock-Healthcare | 1.09% | — | +10.82% | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 1.09% | -0.18% | +4.50% | |
| 28 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.09% | -0.19% | +5.80% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 1.05% | — | -7.38% | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 1.04% | +0.30% | +104.65% | |
| 31 | HON | Honeywell International Inc | Stock-Industrials | 1.00% | -0.85% | EXIT | |
| 32 | SLB | Slb LTD | Stock-Energy | 0.99% | -0.09% | +15.05% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.99% | +0.26% | +5.02% | |
| 34 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.99% | -0.27% | +20.94% | |
| 35 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.98% | -0.20% | +4.28% | |
| 36 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.95% | -0.20% | -8.00% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.90% | -0.07% | +4.42% | |
| 38 | UBER | Uber Technologies Inc | Stock-Industrials | 0.86% | -0.19% | — | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.14% | +9.53% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.85% | +0.09% | +8.63% | |
| 41 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.83% | -0.07% | EXIT | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.83% | -0.55% | +10.29% | |
| 43 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.78% | -0.09% | +6.54% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.77% | -0.01% | +0.47% | |
| 45 | SNOW | Snowflake Inc | Stock-Tech | 0.75% | +0.20% | -0.60% | |
| 46 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.74% | — | -0.15% | |
| 47 | GWRE | Guidewire Software Inc | Stock-Tech | 0.74% | -0.10% | — | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.73% | -0.35% | -0.50% | |
| 49 | EXTR | Extreme Networks Inc | Stock-Other | 0.71% | +0.51% | — | |
| 50 | DXCM | Dexcom Inc | Stock-Healthcare | 0.70% | -0.03% | -4.62% |
According to official SEC Form 13F filings, Lyell Wealth Management, LP reported a total U.S. public equity portfolio value of $1.6B across 199 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 13.0% of total reported equity market value during Q2 2024.
During Q2 2024, Lyell Wealth Management, LP's top holdings by market value included NVDA (7.7%)、AAPL (3.7%)、MSFT (3.3%). The largest single position, NVDA, represented 7.7% of total portfolio value.
In Q2 2024, Lyell Wealth Management, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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