Filed: 7/29/2025ACC: 0001104659-25-071730
📋 What this filing means
LYELL WEALTH MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 219 equity positions with a total reported market value of $1.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
219
Positions
$1.27B
Total AUM (reported)
9.95M
Total Shares
Allocation by class
STOCK$1.04B82.1%
ETF$180.90M14.3%
ADR$31.37M2.5%
REIT$13.95M1.1%
Portfolio Concentration
Top 3$176.88M14.0%
4–10$219.77M17.4%
11–25$280.55M22.2%
Rest$588.87M46.5%
Top 3 weight
14.0%
Top 10 weight
31.3%
Voting Authority Distribution
Total shares with voting rights: 9.95M
Sole
Full voting authority
9.95M
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)
Sole219
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings219
Rows:
NVIDIA CORPORATION COM
SOLEShares594.22K
TypeSH
Market value$93.88M
7.42%
Sole
594.22K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares90.10K
TypeSH
Market value$44.82M
3.54%
Sole
90.10K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares51.73K
TypeSH
Market value$38.18M
3.02%
Sole
51.73K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares183.51K
TypeSH
Market value$37.65M
2.97%
Sole
183.51K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares169.35K
TypeSH
Market value$37.15M
2.93%
Sole
169.35K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC COM
SOLEShares164.84K
TypeSH
Market value$33.73M
2.66%
Sole
164.84K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares100.27K
TypeSH
Market value$29.07M
2.30%
Sole
100.27K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares28.34K
TypeSH
Market value$28.06M
2.22%
Sole
28.34K
Shared
0.00
None
0.00
SERVICENOW INC COM
SOLEShares26.50K
TypeSH
Market value$27.24M
2.15%
Sole
26.50K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares152.48K
TypeSH
Market value$26.87M
2.12%
Sole
152.48K
Shared
0.00
None
0.00
INTUIT COM
SOLEShares31.68K
TypeSH
Market value$24.95M
1.97%
Sole
31.68K
Shared
0.00
None
0.00
WORKDAY INC CL A
SOLEShares94.19K
TypeSH
Market value$22.60M
1.79%
Sole
94.19K
Shared
0.00
None
0.00
NETFLIX INC COM
SOLEShares16.20K
TypeSH
Market value$21.69M
1.71%
Sole
16.20K
Shared
0.00
None
0.00
VANECK SEMICONDUCTOR ETF
SOLEShares72.75K
TypeSH
Market value$20.29M
1.60%
Sole
72.75K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC COM NEW
SOLEShares35.66K
TypeSH
Market value$19.38M
1.53%
Sole
35.66K
Shared
0.00
None
0.00
AMPHENOL CORP NEW CL A
SOLEShares195.57K
TypeSH
Market value$19.31M
1.53%
Sole
195.57K
Shared
0.00
None
0.00
SHOPIFY INC CL A SUB VTG SHS
SOLEShares164.82K
TypeSH
Market value$19.01M
1.50%
Sole
164.82K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares52.27K
TypeSH
Market value$18.56M
1.47%
Sole
52.27K
Shared
0.00
None
0.00
SALESFORCE INC COM
SOLEShares64.81K
TypeSH
Market value$17.67M
1.40%
Sole
64.81K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC COM
SOLEShares185.91K
TypeSH
Market value$17.34M
1.37%
Sole
185.91K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares93.10K
TypeSH
Market value$16.52M
1.30%
Sole
93.10K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares45.03K
TypeSH
Market value$16.51M
1.30%
Sole
45.03K
Shared
0.00
None
0.00
VEEVA SYS INC CL A COM
SOLEShares54.21K
TypeSH
Market value$15.61M
1.23%
Sole
54.21K
Shared
0.00
None
0.00
ASML HOLDING N V N Y REGISTRY SHS
SOLEShares19.46K
TypeSH
Market value$15.59M
1.23%
Sole
19.46K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC COM
SOLEShares50.34K
TypeSH
Market value$15.51M
1.23%
Sole
50.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION COMSOLE | Stock | 594.22K | SH | $93.88M 7.42% | 594.22K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 90.10K | SH | $44.82M 3.54% | 90.10K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 51.73K | SH | $38.18M 3.02% | 51.73K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 183.51K | SH | $37.65M 2.97% | 183.51K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 169.35K | SH | $37.15M 2.93% | 169.35K | 0.00 | 0.00 |
PALO ALTO NETWORKS INC COMSOLE | Stock | 164.84K | SH | $33.73M 2.66% | 164.84K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Stock | 100.27K | SH | $29.07M 2.30% | 100.27K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 28.34K | SH | $28.06M 2.22% | 28.34K | 0.00 | 0.00 |
SERVICENOW INC COMSOLE | Stock | 26.50K | SH | $27.24M 2.15% | 26.50K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 152.48K | SH | $26.87M 2.12% | 152.48K | 0.00 | 0.00 |
INTUIT COMSOLE | Stock | 31.68K | SH | $24.95M 1.97% | 31.68K | 0.00 | 0.00 |
WORKDAY INC CL ASOLE | Stock | 94.19K | SH | $22.60M 1.79% | 94.19K | 0.00 | 0.00 |
NETFLIX INC COMSOLE | Stock | 16.20K | SH | $21.69M 1.71% | 16.20K | 0.00 | 0.00 |
VANECK SEMICONDUCTOR ETFSOLE | ETF | 72.75K | SH | $20.29M 1.60% | 72.75K | 0.00 | 0.00 |
INTUITIVE SURGICAL INC COM NEWSOLE | Stock | 35.66K | SH | $19.38M 1.53% | 35.66K | 0.00 | 0.00 |
AMPHENOL CORP NEW CL ASOLE | Stock | 195.57K | SH | $19.31M 1.53% | 195.57K | 0.00 | 0.00 |
SHOPIFY INC CL A SUB VTG SHSSOLE | Stock | 164.82K | SH | $19.01M 1.50% | 164.82K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 52.27K | SH | $18.56M 1.47% | 52.27K | 0.00 | 0.00 |
SALESFORCE INC COMSOLE | Stock | 64.81K | SH | $17.67M 1.40% | 64.81K | 0.00 | 0.00 |
UBER TECHNOLOGIES INC COMSOLE | Stock | 185.91K | SH | $17.34M 1.37% | 185.91K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 93.10K | SH | $16.52M 1.30% | 93.10K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Stock | 45.03K | SH | $16.51M 1.30% | 45.03K | 0.00 | 0.00 |
VEEVA SYS INC CL A COMSOLE | Stock | 54.21K | SH | $15.61M 1.23% | 54.21K | 0.00 | 0.00 |
ASML HOLDING N V N Y REGISTRY SHSSOLE | ADR | 19.46K | SH | $15.59M 1.23% | 19.46K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INC COMSOLE | Stock | 50.34K | SH | $15.51M 1.23% | 50.34K | 0.00 | 0.00 |
Page 1 of 9
…