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Size ($ in 1000's)
At 12/31/2023: $879,611
At 09/30/2023: $743,577
Lyell Wealth Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lyell Wealth Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Lyell Wealth Management LP top holdings by largest position size, as per the latest 13f filing made by Lyell Wealth Management LP.
In the Lyell Wealth Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Lyell Wealth Management LP in that top holding, then the share count change between reporting periods, and finally the Lyell Wealth Management LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| NVIDIA CORPORATION COM |
74,790 |
-1,728 |
$37,038 | | NVDA | 74,790 | -1,728 | $37,038 | | APPLE INC COM |
178,057 |
+12,804 |
$34,281 | | AAPL | 178,057 | +12,804 | $34,281 | | MICROSOFT CORP COM |
76,131 |
+1,621 |
$28,628 | | MSFT | 76,131 | +1,621 | $28,628 | | WORKDAY INC CL A |
90,548 |
+1,277 |
$24,997 | | WDAY | 90,548 | +1,277 | $24,997 | | AMAZON COM INC COM |
151,383 |
+1,547 |
$23,001 | | AMZN | 151,383 | +1,547 | $23,001 | | PALO ALTO NETWORKS INC COM |
72,227 |
+4,620 |
$21,298 | | PANW | 72,227 | +4,620 | $21,298 | | ALPHABET INC CAP STK CL A |
139,157 |
+823 |
$19,439 | | GOOGL | 139,157 | +823 | $19,439 | | INTUIT COM |
29,661 |
-1,229 |
$18,539 | | INTU | 29,661 | -1,229 | $18,539 | | COSTCO WHSL CORP NEW COM |
26,695 |
+249 |
$17,621 | | COST | 26,695 | +249 | $17,621 | | SERVICENOW INC COM |
24,680 |
-590 |
$17,436 | | NOW | 24,680 | -590 | $17,436 | | SALESFORCE INC COM |
60,607 |
-516 |
$15,948 | | CRM | 60,607 | -516 | $15,948 | | META PLATFORMS INC CL A |
44,997 |
+8 |
$15,927 | | META | 44,997 | +8 | $15,927 | | D R HORTON INC COM |
101,928 |
+86 |
$15,491 | | DHI | 101,928 | +86 | $15,491 | | THERMO FISHER SCIENTIFIC INC COM |
27,900 |
+2,679 |
$14,809 | | TMO | 27,900 | +2,679 | $14,809 | | JPMORGAN CHASE & CO COM |
86,483 |
+880 |
$14,711 | | JPM | 86,483 | +880 | $14,711 | | HOME DEPOT INC COM |
41,904 |
+1,665 |
$14,522 | | HD | 41,904 | +1,665 | $14,522 | | ASML HOLDING N V N Y REGISTRY SHS |
16,827 |
+590 |
$12,737 | | ASML | 16,827 | +590 | $12,737 | | ADOBE INC COM |
20,424 |
+352 |
$12,185 | | ADBE | 20,424 | +352 | $12,185 | | ALPHABET INC CAP STK CL C |
84,313 |
+2,618 |
$11,882 | | GOOG | 84,313 | +2,618 | $11,882 | | INTUITIVE SURGICAL INC COM NEW |
33,706 |
+243 |
$11,371 | | ISRG | 33,706 | +243 | $11,371 | | VISA INC COM CL A |
42,972 |
+1,326 |
$11,188 | | V | 42,972 | +1,326 | $11,188 | | ADVANCED MICRO DEVICES INC COM |
75,554 |
+1,880 |
$11,137 | | AMD | 75,554 | +1,880 | $11,137 | | IDEXX LABS INC COM |
19,980 |
+550 |
$11,090 | | IDXX | 19,980 | +550 | $11,090 | | ZOETIS INC CL A |
55,791 |
+1,962 |
$11,011 | | ZTS | 55,791 | +1,962 | $11,011 | | VEEVA SYS INC CL A COM |
56,893 |
+4,297 |
$10,953 | | VEEV | 56,893 | +4,297 | $10,953 | | CADENCE DESIGN SYSTEM INC COM |
39,593 |
-536 |
$10,784 | | CDNS | 39,593 | -536 | $10,784 | | LENNAR CORP CL A |
71,476 |
+1,953 |
$10,653 | | LEN | 71,476 | +1,953 | $10,653 | | HONEYWELL INTL INC COM |
50,117 |
+250 |
$10,510 | | HON | 50,117 | +250 | $10,510 | | VANECK SEMICONDUCTOR ETF (SMH) |
58,328 |
+3,626 |
$10,200 | | SMH | 58,328 | +3,626 | $10,200 | | CATERPILLAR INC COM |
34,465 |
+1,271 |
$10,190 | | CAT | 34,465 | +1,271 | $10,190 | | SHOPIFY INC CL A |
126,955 |
+1,950 |
$9,890 | | SHOP | 126,955 | +1,950 | $9,890 | | EXTREME NETWORKS COM |
556,016 |
+11,466 |
$9,808 | | EXTR | 556,016 | +11,466 | $9,808 | | SNOWFLAKE INC CL A |
48,747 |
+19,838 |
$9,701 | | SNOW | 48,747 | +19,838 | $9,701 | | STRYKER CORPORATION COM |
31,963 |
+750 |
$9,572 | | SYK | 31,963 | +750 | $9,572 | | NIKE INC CL B |
87,588 |
+1,000 |
$9,509 | | NKE | 87,588 | +1,000 | $9,509 | | SCHLUMBERGER LTD COM STK |
174,008 |
+7,772 |
$9,055 | | SLB | 174,008 | +7,772 | $9,055 | | DEXCOM INC COM |
70,282 |
-14,981 |
$8,721 | | DXCM | 70,282 | -14,981 | $8,721 | | UNION PAC CORP COM |
34,455 |
+4,145 |
$8,463 | | UNP | 34,455 | +4,145 | $8,463 | | ENERGY SELECT SECTOR SPDR FUND (XLE) |
100,786 |
-3,143 |
$8,450 | | XLE | 100,786 | -3,143 | $8,450 | | CHEVRON CORP NEW COM |
52,411 |
+920 |
$7,818 | | CVX | 52,411 | +920 | $7,818 | | AMPHENOL CORP NEW CL A |
78,650 |
-5,387 |
$7,797 | | APH | 78,650 | -5,387 | $7,797 | | ISHARES IBONDS DEC 2025 TERM CORPORATE ETF (IBDQ) |
298,228 |
+36,077 |
$7,384 | | IBDQ | 298,228 | +36,077 | $7,384 | | MORGAN STANLEY COM NEW |
79,114 |
+5,772 |
$7,377 | | MS | 79,114 | +5,772 | $7,377 | | THE TRADE DESK INC COM CL A |
99,690 |
+31,700 |
$7,174 | | TTD | 99,690 | +31,700 | $7,174 | | ISHARES IBONDS DEC 2024 TERM CORPORATE ETF (IBDP) |
281,692 |
-12,568 |
$7,017 | | IBDP | 281,692 | -12,568 | $7,017 | | SPDR GOLD SHARES (GLD) |
35,749 |
-1,423 |
$6,834 | | GLD | 35,749 | -1,423 | $6,834 | | SPDR S&P 500 ETF TRUST (SPY) |
14,123 |
+1,589 |
$6,713 | | SPY | 14,123 | +1,589 | $6,713 | | DIGITAL RLTY TR INC COM |
48,347 |
+5,197 |
$6,507 | | DLR | 48,347 | +5,197 | $6,507 | | NORTHROP GRUMMAN CORP COM |
13,758 |
-321 |
$6,441 | | NOC | 13,758 | -321 | $6,441 | | LOCKHEED MARTIN CORP COM |
13,539 |
-946 |
$6,136 | | LMT | 13,539 | -946 | $6,136 |
See Full List: All Stocks Held By Lyell Wealth Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lyell Wealth Management LP
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