EdgeMarket › What Lyell Wealth Management, Lp reported owning
What Lyell Wealth Management, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
216Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 101.0M | 7.4% | 578.9K | 214.72 | +22.4% |
| GOOG Alphabet Inc. | 72.9M | 5.4% | 254.1K | 341.75 | +70.7% |
| GOOGL Alphabet Inc. | 52.3M | 3.8% | 182.0K | 344.82 | +73.0% |
| AAPL Apple Inc. | 46.8M | 3.4% | 184.3K | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 36.5M | 2.7% | 175.4K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 34.2M | 2.5% | 92.5K | 483.24 | -4.4% |
| META Meta Platforms, Inc. | 31.5M | 2.3% | 55.1K | 549.90 | -26.5% |
| SMH VanEck Semiconductor ETF | 29.9M | 2.2% | 77.9K | 560.42 | +93.9% |
| COST COSTCO WHOLESALE CORP /NEW | 29.8M | 2.2% | 29.9K | 947.74 | -4.7% |
| JPM JPMORGAN CHASE & CO | 29.6M | 2.2% | 100.6K | 351.58 | +20.3% |
| PANW Palo Alto Networks Inc | 27.3M | 2.0% | 170.3K | 357.87 | +94.0% |
| ASML ASML HOLDING NV | 26.6M | 2.0% | 20.1K | 1,763.76 | +135.3% |
| VRT Vertiv Holdings Co | 26.3M | 1.9% | 105.0K | 261.95 | +105.4% |
| CAT CATERPILLAR INC | 26.2M | 1.9% | 37.0K | 827.90 | +96.8% |
| APH AMPHENOL CORP /DE/ | 24.0M | 1.8% | 189.6K | 157.01 | +44.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 23.0M | 1.7% | 68.0K | 418.95 | +83.3% |
| PWR QUANTA SERVICES, INC. | 21.8M | 1.6% | 39.7K | 639.34 | +70.1% |
| NFLX NETFLIX INC | 20.3M | 1.5% | 210.7K | 79.59 | -34.4% |
| SHOP SHOPIFY INC. | 19.6M | 1.4% | 164.9K | 149.25 | +8.7% |
| MS MORGAN STANLEY | 18.1M | 1.3% | 110.0K | 214.20 | +48.6% |
| DHI HORTON D R INC /DE/ | 17.3M | 1.3% | 126.4K | 148.35 | -9.2% |
| ISRG INTUITIVE SURGICAL INC | 17.1M | 1.3% | 37.2K | 378.81 | -21.2% |
| TMO THERMO FISHER SCIENTIFIC INC. | 17.0M | 1.2% | 34.5K | 629.27 | +27.2% |
| V VISA INC. | 16.1M | 1.2% | 53.2K | 371.04 | +7.9% |
| AMD ADVANCED MICRO DEVICES INC | 15.8M | 1.2% | 77.5K | 473.25 | +186.5% |
| WMT Walmart Inc. | 15.6M | 1.1% | 125.6K | 103.70 | +1.1% |
| GLD SPDR GOLD TRUST | 15.5M | 1.1% | 36.0K | 423.36 | +37.3% |
| HD HOME DEPOT, INC. | 15.1M | 1.1% | 46.0K | 335.61 | -16.5% |
| CDNS CADENCE DESIGN SYSTEMS INC | 14.5M | 1.1% | 52.4K | 319.02 | -7.7% |
| UBER Uber Technologies, Inc | 14.1M | 1.0% | 196.7K | 78.80 | -15.9% |
| TOL Toll Brothers, Inc. | 13.7M | 1.0% | 100.2K | 147.09 | +11.9% |
| IBDS iShares iBonds Dec 2027 Term Corporate ETF | 13.5M | 1.0% | 556.7K | 24.20 | -0.2% |
| IDXX IDEXX LABORATORIES INC /DE | 12.7M | 0.9% | 22.5K | 556.93 | -13.0% |
| INTU INTUIT INC. | 12.5M | 0.9% | 28.8K | 367.00 | -47.5% |
| IBDT iShares iBonds Dec 2028 Term Corporate ETF | 12.4M | 0.9% | 490.2K | 25.19 | -0.9% |
| AVGO Broadcom Inc. | 12.3M | 0.9% | 39.8K | 368.45 | +26.5% |
| SPY SPDR S&P 500 ETF TRUST | 12.2M | 0.9% | 18.8K | 765.72 | +20.0% |
| SYK STRYKER CORP | 12.1M | 0.9% | 37.0K | 329.45 | -15.9% |
| NOW ServiceNow, Inc. | 12.0M | 0.9% | 114.4K | 128.48 | -27.8% |
| IBDU iShares iBonds Dec 2029 Term Corporate ETF | 11.7M | 0.9% | 504.6K | 23.05 | -1.4% |
| unmapped CUSIP 084670702 | 11.5M | 0.8% | 24.1K | — | — |
| HON HONEYWELL INTERNATIONAL INC | 11.5M | 0.8% | 51.0K | 215.90 | -50.3% |
| IBDR iShares iBonds Dec 2026 Term Corporate ETF | 11.3M | 0.8% | 466.3K | 24.23 | +0.0% |
| NET Cloudflare, Inc. | 11.1M | 0.8% | 54.0K | 293.14 | +51.7% |
| DE DEERE & CO | 10.9M | 0.8% | 19.3K | 647.47 | +31.4% |
| WM WASTE MANAGEMENT INC | 10.8M | 0.8% | 47.2K | 224.06 | -2.6% |
| IBDV iShares iBonds Dec 2030 Term Corporate ETF | 10.2M | 0.8% | 468.0K | 21.60 | -2.0% |
| XLI State Street Industrial Select Sector SPDR ETF | 9.8M | 0.7% | 60.7K | 180.25 | +19.2% |
| MA Mastercard Inc | 9.8M | 0.7% | 19.5K | 580.63 | -2.0% |
| SNOW Snowflake Inc. | 9.6M | 0.7% | 63.6K | 332.78 | +70.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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