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CIK: 0001686444
Total reported value
$1.6B
$1.6B
207 檔
13.0%
The Q3 2024 SEC filing reveals that Lyell Wealth Management, LP held a total portfolio value of $1.6B, covering 207 public equity positions.
During Q3 2024, Lyell Wealth Management, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 207 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.93% | -0.35% | -4.11% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.92% | -0.15% | +0.31% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.08% | -0.38% | +1.32% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.71% | -0.09% | +1.73% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.56% | -0.38% | +1.34% | |
| 6 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.45% | +1.63% | -0.00% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.18% | -0.45% | -0.27% | |
| 8 | NOW | Servicenow Inc | Stock-Tech | 2.13% | -0.32% | +0.37% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.12% | +0.17% | +1.16% | |
| 10 | WDAY | Workday Inc-class A | Stock-Tech | 2.02% | -0.16% | -9.49% | |
| 11 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.85% | -0.01% | +0.05% | |
| 12 | INTU | Intuit Inc | Stock-Tech | 1.74% | -0.57% | +0.16% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | -0.09% | +1.68% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.65% | -0.19% | +0.85% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.60% | -0.08% | +1.42% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.60% | -0.12% | -0.16% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.56% | +0.15% | +4.70% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.52% | -0.31% | -0.03% | |
| 19 | ASML | ASML Holding N.V. | Stock-Tech | 1.37% | +0.48% | +2.80% | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.34% | +0.87% | +2.68% | |
| 21 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.34% | -0.19% | +3.67% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 1.30% | +1.32% | +1.90% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.26% | +0.43% | -0.05% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.20% | -0.06% | +4.78% | |
| 25 | ZTS | Zoetis Inc | Stock-Healthcare | 1.19% | — | +1.38% | |
| 26 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.15% | -0.27% | +0.63% | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 1.11% | -0.18% | +0.70% | |
| 28 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.10% | +0.14% | +5.71% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | -0.03% | -3.10% | |
| 30 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.02% | -0.20% | -1.26% | |
| 31 | APH | Amphenol Corp-cl A | Stock-Tech | 0.98% | +0.30% | +1.91% | |
| 32 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.97% | -0.20% | -0.42% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.96% | +0.26% | +1.43% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.94% | -0.55% | +13.02% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.94% | -0.85% | EXIT | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.93% | -0.19% | +9.21% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.91% | — | -2.04% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.90% | +0.09% | +3.95% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | -0.07% | -0.86% | |
| 40 | SLB | Slb LTD | Stock-Energy | 0.81% | -0.09% | -3.17% | |
| 41 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.81% | -0.09% | +1.87% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.80% | -0.35% | +1.19% | |
| 43 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.79% | -0.07% | EXIT | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.77% | -0.01% | -3.01% | |
| 45 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.77% | -0.11% | +11.80% | |
| 46 | EXTR | Extreme Networks Inc | Stock-Other | 0.76% | +0.51% | — | |
| 47 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.76% | — | +7.05% | |
| 48 | GWRE | Guidewire Software Inc | Stock-Tech | 0.75% | -0.10% | -19.14% | |
| 49 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.72% | -0.31% | +7.81% | |
| 50 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.72% | -0.09% | +17.71% |
According to official SEC Form 13F filings, Lyell Wealth Management, LP reported a total U.S. public equity portfolio value of $1.6B across 207 disclosed positions in Q3 2024.
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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 Q3 2024.
During Q3 2024, Lyell Wealth Management, LP's top holdings by market value included NVDA (6.9%)、AAPL (3.9%)、MSFT (3.1%). The largest single position, NVDA, represented 6.9% of total portfolio value.
In Q3 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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