Filed: 5/8/2025ACC: 0001104659-25-046030
📋 What this filing means
LYELL WEALTH MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 202 equity positions with a total reported market value of $1.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
202
Positions
$1.07B
Total AUM (reported)
9.44M
Total Shares
Allocation by class
STOCK$864.60M80.8%
ETF$168.53M15.8%
ADR$24.15M2.3%
REIT$12.53M1.2%
Portfolio Concentration
Top 3$137.77M12.9%
4–10$181.58M17.0%
11–25$235.65M22.0%
Rest$514.80M48.1%
Top 3 weight
12.9%
Top 10 weight
29.9%
Voting Authority Distribution
Total shares with voting rights: 9.44M
Sole
Full voting authority
9.44M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole202
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings202
Rows:
NVIDIA CORPORATION COM
SOLEShares589.37K
TypeSH
Market value$63.88M
5.97%
Sole
589.37K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares186.20K
TypeSH
Market value$41.36M
3.87%
Sole
186.20K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares86.67K
TypeSH
Market value$32.53M
3.04%
Sole
86.67K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares165.91K
TypeSH
Market value$31.57M
2.95%
Sole
165.91K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares50.26K
TypeSH
Market value$28.97M
2.71%
Sole
50.26K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC COM
SOLEShares160.67K
TypeSH
Market value$27.42M
2.56%
Sole
160.67K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares27.48K
TypeSH
Market value$25.99M
2.43%
Sole
27.48K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares95.78K
TypeSH
Market value$23.49M
2.20%
Sole
95.78K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares144.62K
TypeSH
Market value$22.36M
2.09%
Sole
144.62K
Shared
0.00
None
0.00
WORKDAY INC CL A
SOLEShares93.25K
TypeSH
Market value$21.78M
2.04%
Sole
93.25K
Shared
0.00
None
0.00
SERVICENOW INC COM
SOLEShares25.75K
TypeSH
Market value$20.50M
1.92%
Sole
25.75K
Shared
0.00
None
0.00
INTUIT COM
SOLEShares31.43K
TypeSH
Market value$19.30M
1.80%
Sole
31.43K
Shared
0.00
None
0.00
SALESFORCE INC COM
SOLEShares66.10K
TypeSH
Market value$17.74M
1.66%
Sole
66.10K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC COM NEW
SOLEShares34.49K
TypeSH
Market value$17.08M
1.60%
Sole
34.49K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares48.69K
TypeSH
Market value$17.06M
1.59%
Sole
48.69K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares44.40K
TypeSH
Market value$16.27M
1.52%
Sole
44.40K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares30.78K
TypeSH
Market value$15.32M
1.43%
Sole
30.78K
Shared
0.00
None
0.00
SHOPIFY INC CL A SUB VTG SHS
SOLEShares160.26K
TypeSH
Market value$15.30M
1.43%
Sole
160.26K
Shared
0.00
None
0.00
NETFLIX INC COM
SOLEShares15.75K
TypeSH
Market value$14.69M
1.37%
Sole
15.75K
Shared
0.00
None
0.00
VANECK SEMICONDUCTOR ETF
SOLEShares68.50K
TypeSH
Market value$14.48M
1.35%
Sole
68.50K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares90.95K
TypeSH
Market value$14.21M
1.33%
Sole
90.95K
Shared
0.00
None
0.00
D R HORTON INC COM
SOLEShares110.99K
TypeSH
Market value$14.11M
1.32%
Sole
110.99K
Shared
0.00
None
0.00
STRYKER CORPORATION COM
SOLEShares37.14K
TypeSH
Market value$13.83M
1.29%
Sole
37.14K
Shared
0.00
None
0.00
ASML HOLDING N V N Y REGISTRY SHS
SOLEShares19.48K
TypeSH
Market value$12.91M
1.21%
Sole
19.48K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC COM
SOLEShares176.37K
TypeSH
Market value$12.85M
1.20%
Sole
176.37K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION COMSOLE | Stock | 589.37K | SH | $63.88M 5.97% | 589.37K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 186.20K | SH | $41.36M 3.87% | 186.20K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 86.67K | SH | $32.53M 3.04% | 86.67K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 165.91K | SH | $31.57M 2.95% | 165.91K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 50.26K | SH | $28.97M 2.71% | 50.26K | 0.00 | 0.00 |
PALO ALTO NETWORKS INC COMSOLE | Stock | 160.67K | SH | $27.42M 2.56% | 160.67K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 27.48K | SH | $25.99M 2.43% | 27.48K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Stock | 95.78K | SH | $23.49M 2.20% | 95.78K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 144.62K | SH | $22.36M 2.09% | 144.62K | 0.00 | 0.00 |
WORKDAY INC CL ASOLE | Stock | 93.25K | SH | $21.78M 2.04% | 93.25K | 0.00 | 0.00 |
SERVICENOW INC COMSOLE | Stock | 25.75K | SH | $20.50M 1.92% | 25.75K | 0.00 | 0.00 |
INTUIT COMSOLE | Stock | 31.43K | SH | $19.30M 1.80% | 31.43K | 0.00 | 0.00 |
SALESFORCE INC COMSOLE | Stock | 66.10K | SH | $17.74M 1.66% | 66.10K | 0.00 | 0.00 |
INTUITIVE SURGICAL INC COM NEWSOLE | Stock | 34.49K | SH | $17.08M 1.60% | 34.49K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 48.69K | SH | $17.06M 1.59% | 48.69K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Stock | 44.40K | SH | $16.27M 1.52% | 44.40K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Stock | 30.78K | SH | $15.32M 1.43% | 30.78K | 0.00 | 0.00 |
SHOPIFY INC CL A SUB VTG SHSSOLE | Stock | 160.26K | SH | $15.30M 1.43% | 160.26K | 0.00 | 0.00 |
NETFLIX INC COMSOLE | Stock | 15.75K | SH | $14.69M 1.37% | 15.75K | 0.00 | 0.00 |
VANECK SEMICONDUCTOR ETFSOLE | ETF | 68.50K | SH | $14.48M 1.35% | 68.50K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 90.95K | SH | $14.21M 1.33% | 90.95K | 0.00 | 0.00 |
D R HORTON INC COMSOLE | Stock | 110.99K | SH | $14.11M 1.32% | 110.99K | 0.00 | 0.00 |
STRYKER CORPORATION COMSOLE | Stock | 37.14K | SH | $13.83M 1.29% | 37.14K | 0.00 | 0.00 |
ASML HOLDING N V N Y REGISTRY SHSSOLE | ADR | 19.48K | SH | $12.91M 1.21% | 19.48K | 0.00 | 0.00 |
UBER TECHNOLOGIES INC COMSOLE | Stock | 176.37K | SH | $12.85M 1.20% | 176.37K | 0.00 | 0.00 |
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