LYELL WEALTH MANAGEMENT, LP

PrivateCIK: 1686444
Location

MENLO PARK, CA

216
Positions
$1.36B
Total AUM (reported)
11.18M
Total Shares

Allocation by class

TOTAL AUM$1.36B216 positions
STOCK$1.08B79.2%
ETF$227.67M16.7%
ADR$50.31M3.7%
REIT$4.53M0.3%

Portfolio Concentration

Top 316.6%4–1017.5%11–2523.2%Rest42.6%TOP 1034.1%0%100%
Top 3$226.20M16.6%
4–10$238.30M17.5%
11–25$316.37M23.2%
Rest$579.91M42.6%

Top 3 weight

16.6%

Top 10 weight

34.1%

Voting Authority Distribution

Total shares with voting rights: 11.18M

Sole

Full voting authority

11.18M

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)

Sole216
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings216
Rows:

NVIDIA CORPORATION COM

SOLE
Stock
Shares578.93K
TypeSH
Market value$100.97M
7.42%
Sole
578.93K
Shared
0.00
None
0.00

ALPHABET INC CAP STK CL C

SOLE
Stock
Shares254.13K
TypeSH
Market value$72.90M
5.36%
Sole
254.13K
Shared
0.00
None
0.00

ALPHABET INC CAP STK CL A

SOLE
Stock
Shares181.99K
TypeSH
Market value$52.33M
3.85%
Sole
181.99K
Shared
0.00
None
0.00

APPLE INC COM

SOLE
Stock
Shares184.30K
TypeSH
Market value$46.77M
3.44%
Sole
184.30K
Shared
0.00
None
0.00

AMAZON COM INC COM

SOLE
Stock
Shares175.44K
TypeSH
Market value$36.54M
2.69%
Sole
175.44K
Shared
0.00
None
0.00

MICROSOFT CORP COM

SOLE
Stock
Shares92.49K
TypeSH
Market value$34.24M
2.52%
Sole
92.49K
Shared
0.00
None
0.00

META PLATFORMS INC CL A

SOLE
Stock
Shares55.12K
TypeSH
Market value$31.53M
2.32%
Sole
55.12K
Shared
0.00
None
0.00

VANECK SEMICONDUCTOR ETF

SOLE
ETF
Shares77.91K
TypeSH
Market value$29.87M
2.19%
Sole
77.91K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION COM

SOLE
Stock
Shares29.87K
TypeSH
Market value$29.77M
2.19%
Sole
29.87K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO COM

SOLE
Stock
Shares100.58K
TypeSH
Market value$29.59M
2.17%
Sole
100.58K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC COM

SOLE
Stock
Shares170.27K
TypeSH
Market value$27.30M
2.01%
Sole
170.27K
Shared
0.00
None
0.00

ASML HLDG NV N Y REGISTRY SHS

SOLE
ADR
Shares20.14K
TypeSH
Market value$26.60M
1.95%
Sole
20.14K
Shared
0.00
None
0.00

VERTIV HOLDINGS CO COM CL A

SOLE
Stock
Shares104.96K
TypeSH
Market value$26.30M
1.93%
Sole
104.96K
Shared
0.00
None
0.00

CATERPILLAR INC COM

SOLE
Stock
Shares36.99K
TypeSH
Market value$26.21M
1.93%
Sole
36.99K
Shared
0.00
None
0.00

AMPHENOL CORP CL A

SOLE
Stock
Shares189.59K
TypeSH
Market value$23.95M
1.76%
Sole
189.59K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

SOLE
ADR
Shares67.98K
TypeSH
Market value$22.97M
1.69%
Sole
67.98K
Shared
0.00
None
0.00

QUANTA SVCS INC COM

SOLE
Stock
Shares39.71K
TypeSH
Market value$21.80M
1.60%
Sole
39.71K
Shared
0.00
None
0.00

NETFLIX INC. COM

SOLE
Stock
Shares210.75K
TypeSH
Market value$20.26M
1.49%
Sole
210.75K
Shared
0.00
None
0.00

SHOPIFY INC CL A SUB VTG SHS

SOLE
Stock
Shares164.92K
TypeSH
Market value$19.56M
1.44%
Sole
164.92K
Shared
0.00
None
0.00

MORGAN STANLEY COM NEW

SOLE
Stock
Shares110K
TypeSH
Market value$18.10M
1.33%
Sole
110K
Shared
0.00
None
0.00

D R HORTON INC COM

SOLE
Stock
Shares126.39K
TypeSH
Market value$17.34M
1.27%
Sole
126.39K
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC COM NEW

SOLE
Stock
Shares37.19K
TypeSH
Market value$17.15M
1.26%
Sole
37.19K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC COM

SOLE
Stock
Shares34.55K
TypeSH
Market value$16.98M
1.25%
Sole
34.55K
Shared
0.00
None
0.00

VISA INC COM CL A

SOLE
Stock
Shares53.20K
TypeSH
Market value$16.08M
1.18%
Sole
53.20K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC COM

SOLE
Stock
Shares77.49K
TypeSH
Market value$15.76M
1.16%
Sole
77.49K
Shared
0.00
None
0.00
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