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CIK: 0001686444
Total reported value
$1.6B
$1.6B
202 檔
12.2%
At the close of Q1 2025, Lyell Wealth Management, LP disclosed equity holdings valued at approximately $1.6B, spread across 202 reported holdings.
In Q1 2025, Lyell Wealth Management, LP displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.97% | -0.35% | -3.53% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.87% | -0.15% | +0.42% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.04% | -0.38% | +9.44% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | -0.09% | +2.61% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.71% | -0.38% | +1.60% | |
| 6 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.56% | +1.63% | +1.57% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.43% | -0.45% | +1.11% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.20% | -0.09% | +6.36% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.09% | +0.17% | +4.23% | |
| 10 | WDAY | Workday Inc-class A | Stock-Tech | 2.04% | -0.16% | +1.95% | |
| 11 | NOW | Servicenow Inc | Stock-Tech | 1.92% | -0.32% | -1.13% | |
| 12 | INTU | Intuit Inc | Stock-Tech | 1.80% | -0.57% | +0.64% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.66% | -0.12% | +2.95% | |
| 14 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.60% | -0.31% | +2.31% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.59% | -0.06% | +0.73% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.52% | -0.08% | +1.48% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.43% | -0.19% | +3.40% | |
| 18 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.43% | -0.27% | +1.76% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.37% | -0.55% | +8.17% | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.35% | +0.87% | +9.44% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.33% | +0.15% | +7.85% | |
| 22 | DHI | Dr Horton Inc | Stock-Consumer Disc | 1.32% | -0.01% | +1.98% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 1.29% | -0.18% | +9.62% | |
| 24 | ASML | ASML Holding N.V. | Stock-Tech | 1.21% | +0.48% | +2.41% | |
| 25 | UBER | Uber Technologies Inc | Stock-Industrials | 1.20% | -0.19% | +8.13% | |
| 26 | APH | Amphenol Corp-cl A | Stock-Tech | 1.17% | +0.30% | +13.10% | |
| 27 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.16% | -0.20% | +0.22% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 1.14% | -0.35% | +7.42% | |
| 29 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.14% | +0.14% | +7.14% | |
| 30 | MS | Morgan Stanley | Stock-Financials | 1.13% | +0.09% | +7.34% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 1.11% | +0.43% | +1.46% | |
| 32 | ZTS | Zoetis Inc | Stock-Healthcare | 1.04% | — | +0.60% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 1.02% | -0.85% | EXIT | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | -0.03% | -6.31% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.00% | +0.26% | +4.52% | |
| 36 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.89% | -0.19% | +0.15% | |
| 37 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.88% | -0.20% | +6.35% | |
| 38 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.88% | -0.11% | +7.01% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.87% | +1.32% | +2.68% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.87% | -0.10% | +8.74% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.25% | +10.48% | |
| 42 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.84% | -0.09% | +7.17% | |
| 43 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.83% | — | -4.84% | |
| 44 | SNOW | Snowflake Inc | Stock-Tech | 0.83% | +0.20% | +5.12% | |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.82% | -0.31% | +6.81% | |
| 46 | BR | Broadridge Financial Solutio | Stock-Tech | 0.82% | -0.03% | EXIT | |
| 47 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.78% | -0.09% | +4.53% | |
| 48 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.76% | -0.30% | +10.27% | |
| 49 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.75% | -0.08% | +5.84% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.75% | -0.18% | +4.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 6 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 7 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 10 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 11 | NOW | Servicenow Inc | — | NEW | New buy |
| 12 | INTU | Intuit Inc | — | NEW | New buy |
| 13 | CRM | Salesforce Inc | — | NEW | New buy |
| 14 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 16 | HD | Home Depot Inc | — | NEW | New buy |
| 17 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 18 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 19 | NFLX | Netflix Inc | — | NEW | New buy |
| 20 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 21 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 22 | DHI | Dr Horton Inc | — | NEW | New buy |
| 23 | SYK | Stryker CORP | — | NEW | New buy |
| 24 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 25 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 26 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 27 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 28 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 29 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 30 | MS | Morgan Stanley | — | NEW | New buy |
| 31 | CAT | Caterpillar Inc | — | NEW | New buy |
| 32 | ZTS | Zoetis Inc | — | NEW | New buy |
| 33 | HON | Honeywell International Inc | — | NEW | New buy |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 35 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 36 | LEN | Lennar Corp-a | — | NEW | New buy |
| 37 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 38 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | — | NEW | New buy |
| 39 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 40 | MA | Mastercard Inc - A | — | NEW | New buy |
| 41 | WMT | Walmart Inc | — | NEW | New buy |
| 42 | IBDT | Ishares Ibonds Dec 2028 ETF | — | NEW | New buy |
| 43 | IBDQ | Ishares Ibonds Dec 2025 Term | — | NEW | New buy |
| 44 | SNOW | Snowflake Inc | — | NEW | New buy |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | — | NEW | New buy |
| 46 | BR | Broadridge Financial Solutio | — | NEW | New buy |
| 47 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 48 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 49 | IBDU | Ishares Ibonds Dec 2029 Term | — | NEW | New buy |
| 50 | ABT | Abbott Laboratories | — | NEW | New buy |
According to official SEC Form 13F filings, Lyell Wealth Management, LP reported a total U.S. public equity portfolio value of $1.6B across 202 disclosed positions in Q1 2025.
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 12.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $63.9M
During Q1 2025, Lyell Wealth Management, LP's top holdings by market value included NVDA (6.0%)、AAPL (3.9%)、MSFT (3.0%). The largest single position, NVDA, represented 6.0% of total portfolio value.
In Q1 2025, Lyell Wealth Management, LP made 50 total portfolio adjustments, initiating 50 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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