Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LYELL WEALTH MANAGEMENT, LP (CIK 1686444) reported $1.36B across 216 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($101.0M, 7.42%), GOOG ($72.9M, 5.36%), GOOGL ($52.3M, 3.85%), AAPL ($46.8M, 3.44%), AMZN ($36.5M, 2.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION COM | $101.0M | 7.42% | 578,932 | Trimmed |
| 2 | GOOG | ALPHABET INC CAP STK CL C | $72.9M | 5.36% | 254,135 | Added |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | $52.3M | 3.85% | 181,994 | Trimmed |
| 4 | AAPL | APPLE INC COM | $46.8M | 3.44% | 184,296 | Added |
| 5 | AMZN | AMAZON COM INC COM | $36.5M | 2.69% | 175,441 | Added |
| 6 | MSFT | MICROSOFT CORP COM | $34.2M | 2.52% | 92,487 | Added |
| 7 | META | META PLATFORMS INC CL A | $31.5M | 2.32% | 55,116 | Added |
| 8 | COST | COSTCO WHOLESALE CORPORATION COM | $29.8M | 2.19% | 29,874 | Added |
| 9 | SMH | VANECK SEMICONDUCTOR ETF | $29.9M | 2.19% | 77,905 | Added |
| 10 | JPM | JPMORGAN CHASE & CO COM | $29.6M | 2.17% | 100,578 | Trimmed |
| 11 | PANW | PALO ALTO NETWORKS INC COM | $27.3M | 2.01% | 170,274 | Added |
| 12 | ASML | ASML HLDG NV N Y REGISTRY SHS | $26.6M | 1.95% | 20,137 | Trimmed |
| 13 | CAT | CATERPILLAR INC COM | $26.2M | 1.93% | 36,994 | Trimmed |
| 14 | VRT | VERTIV HOLDINGS CO COM CL A | $26.3M | 1.93% | 104,958 | Trimmed |
| 15 | APH | AMPHENOL CORP CL A | $24.0M | 1.76% | 189,586 | Trimmed |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $23.0M | 1.69% | 67,979 | Trimmed |
| 17 | PWR | QUANTA SVCS INC COM | $21.8M | 1.60% | 39,707 | Added |
| 18 | NFLX | NETFLIX INC. COM | $20.3M | 1.49% | 210,747 | Added |
| 19 | SHOP | SHOPIFY INC CL A SUB VTG SHS | $19.6M | 1.44% | 164,916 | Added |
| 20 | MS | MORGAN STANLEY COM NEW | $18.1M | 1.33% | 109,996 | Added |
| 21 | DHI | D R HORTON INC COM | $17.3M | 1.27% | 126,385 | Added |
| 22 | ISRG | INTUITIVE SURGICAL INC COM NEW | $17.1M | 1.26% | 37,192 | Trimmed |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC COM | $17.0M | 1.25% | 34,546 | Added |
| 24 | V | VISA INC COM CL A | $16.1M | 1.18% | 53,199 | Trimmed |
| 25 | AMD | ADVANCED MICRO DEVICES INC COM | $15.8M | 1.16% | 77,486 | Added |
Source: SEC Form 13F filings · as of 2026-03-31