Institutions / Lyell Wealth Management, LP
Lyell Wealth Management, LP
CIK 1686444 · Institution · as of Dec 31, 2025
Portfolio value
$1.38B
Positions
213
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 213 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $108.30M | 7.8% |
| Alphabet Inc. | $57.04M | 4.1% |
| Apple Inc. | $49.96M | 3.6% |
| Microsoft Corp | $44.57M | 3.2% |
| Amazon.com Inc | $40.31M | 2.9% |
| Meta Platforms Inc | $35.71M | 2.6% |
| JPMorgan Chase & Co | $32.49M | 2.4% |
| Palo Alto Networks Inc | $31.21M | 2.3% |
| VanEck Semiconductor ETF | $27.97M | 2.0% |
| Alphabet Inc. | $26.78M | 1.9% |
| Shopify Inc Cl a Sub Vtg Shs | $26.54M | 1.9% |
| Amphenol Corp /De | $25.67M | 1.9% |
| Costco Wholesale Corp /New | $25.44M | 1.8% |
| Intuit Inc. | $21.88M | 1.6% |
| Asml Holding N V N Y Registry Shs | $21.86M | 1.6% |
| Caterpillar Inc | $21.34M | 1.5% |
| Intuitive Surgical Inc | $21.23M | 1.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $20.90M | 1.5% |
| ServiceNow Inc | $19.97M | 1.4% |
| Thermo Fisher Scientific Inc. | $19.83M | 1.4% |
| Morgan Stanley | $19.49M | 1.4% |
| Netflix Inc | $19.35M | 1.4% |
| Visa Inc | $19.07M | 1.4% |
| Horton D R Inc /De | $17.76M | 1.3% |
| Vertiv Holdings Co | $17.09M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.