LYELL WEALTH MANAGEMENT, LP

PrivateCIK: 1686444
Location

MENLO PARK, CA

232
Positions
$1.63B
Total AUM (reported)
11.37M
Total Shares

Allocation by class

TOTAL AUM$1.63B232 positions
STOCK$1.28B78.8%
ETF$269.54M16.5%
ADR$72.21M4.4%
REIT$3.92M0.2%
CEF$434.6K0.0%

Portfolio Concentration

Top 316.6%4–1019.9%11–2524.1%Rest39.5%TOP 1036.5%0%100%
Top 3$270.57M16.6%
4–10$323.55M19.9%
11–25$392.14M24.1%
Rest$643.42M39.5%

Top 3 weight

16.6%

Top 10 weight

36.5%

Voting Authority Distribution

Total shares with voting rights: 11.37M

Sole

Full voting authority

11.37M

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)

Sole232
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings232
Rows:

NVIDIA CORPORATION COM

SOLE
Stock
Shares576.08K
TypeSH
Market value$115.27M
7.07%
Sole
576.08K
Shared
0.00
None
0.00

ALPHABET INC CAP STK CL C

SOLE
Stock
Shares254.14K
TypeSH
Market value$89.79M
5.51%
Sole
254.14K
Shared
0.00
None
0.00

ALPHABET INC CAP STK CL A

SOLE
Stock
Shares183.32K
TypeSH
Market value$65.51M
4.02%
Sole
183.32K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC COM

SOLE
Stock
Shares173.72K
TypeSH
Market value$59.24M
3.64%
Sole
173.72K
Shared
0.00
None
0.00

APPLE INC COM

SOLE
Stock
Shares185.01K
TypeSH
Market value$53.54M
3.29%
Sole
185.01K
Shared
0.00
None
0.00

VANECK SEMICONDUCTOR ETF

SOLE
ETF
Shares76.15K
TypeSH
Market value$49.95M
3.06%
Sole
76.15K
Shared
0.00
None
0.00

AMAZON COM INC COM

SOLE
Stock
Shares177.70K
TypeSH
Market value$42.35M
2.60%
Sole
177.70K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC COM

SOLE
Stock
Shares69.50K
TypeSH
Market value$40.37M
2.48%
Sole
69.50K
Shared
0.00
None
0.00

ASML HLDG NV N Y REGISTRY SHS

SOLE
ADR
Shares19.93K
TypeSH
Market value$39.65M
2.43%
Sole
19.93K
Shared
0.00
None
0.00

CATERPILLAR INC COM

SOLE
Stock
Shares36.10K
TypeSH
Market value$38.45M
2.36%
Sole
36.10K
Shared
0.00
None
0.00

MICROSOFT CORP COM

SOLE
Stock
Shares93.70K
TypeSH
Market value$34.95M
2.14%
Sole
93.70K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO COM

SOLE
Stock
Shares103.57K
TypeSH
Market value$33.90M
2.08%
Sole
103.57K
Shared
0.00
None
0.00

AMPHENOL CORP CL A

SOLE
Stock
Shares190.15K
TypeSH
Market value$33.53M
2.06%
Sole
190.15K
Shared
0.00
None
0.00

VERTIV HOLDINGS CO COM CL A

SOLE
Stock
Shares97.14K
TypeSH
Market value$32.52M
2.00%
Sole
97.14K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

SOLE
ADR
Shares66.58K
TypeSH
Market value$31.80M
1.95%
Sole
66.58K
Shared
0.00
None
0.00

META PLATFORMS INC CL A

SOLE
Stock
Shares56.25K
TypeSH
Market value$31.68M
1.94%
Sole
56.25K
Shared
0.00
None
0.00

QUANTA SVCS INC COM

SOLE
Stock
Shares39.31K
TypeSH
Market value$28.30M
1.74%
Sole
39.31K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION COM

SOLE
Stock
Shares30.24K
TypeSH
Market value$28.29M
1.74%
Sole
30.24K
Shared
0.00
None
0.00

MORGAN STANLEY COM NEW

SOLE
Stock
Shares111.06K
TypeSH
Market value$23.22M
1.42%
Sole
111.06K
Shared
0.00
None
0.00

D R HORTON INC COM

SOLE
Stock
Shares126.42K
TypeSH
Market value$20.59M
1.26%
Sole
126.42K
Shared
0.00
None
0.00

CADENCE DESIGN SYSTEM INC COM

SOLE
Stock
Shares52.69K
TypeSH
Market value$19.78M
1.21%
Sole
52.69K
Shared
0.00
None
0.00

SHOPIFY INC CL A SUB VTG SHS

SOLE
Stock
Shares167.42K
TypeSH
Market value$19.12M
1.17%
Sole
167.42K
Shared
0.00
None
0.00

EXTREME NETWORKS INC COM

SOLE
Stock
Shares582.35K
TypeSH
Market value$18.85M
1.16%
Sole
582.35K
Shared
0.00
None
0.00

VISA INC COM CL A

SOLE
Stock
Shares53K
TypeSH
Market value$18.18M
1.12%
Sole
53K
Shared
0.00
None
0.00

TOLL BROTHERS INC COM

SOLE
Stock
Shares105.79K
TypeSH
Market value$17.43M
1.07%
Sole
105.79K
Shared
0.00
None
0.00
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