Universe · entity
LYELL WEALTH MANAGEMENT, LP
Institutional manager (13F) · CIK 1686444
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | $101M | 578,932 |
| 2 | ALPHABET INC CAP STK CL C | $73M | 254,135 |
| 3 | ALPHABET INC CAP STK CL A | $52M | 181,994 |
| 4 | APPLE INC COM | $47M | 184,296 |
| 5 | AMAZON COM INC COM | $37M | 175,441 |
| 6 | MICROSOFT CORP COM | $34M | 92,487 |
| 7 | META PLATFORMS INC CL A | $32M | 55,116 |
| 8 | VANECK SEMICONDUCTOR ETF | $30M | 77,905 |
| 9 | COSTCO WHOLESALE CORPORATION COM | $30M | 29,874 |
| 10 | JPMORGAN CHASE & CO COM | $30M | 100,578 |
| 11 | PALO ALTO NETWORKS INC COM | $27M | 170,274 |
| 12 | ASML HLDG NV N Y REGISTRY SHS | $27M | 20,137 |
| 13 | VERTIV HOLDINGS CO COM CL A | $26M | 104,958 |
| 14 | CATERPILLAR INC COM | $26M | 36,994 |
| 15 | AMPHENOL CORP CL A | $24M | 189,586 |
| 16 | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $23M | 67,979 |
| 17 | QUANTA SVCS INC COM | $22M | 39,707 |
| 18 | NETFLIX INC. COM | $20M | 210,747 |
| 19 | SHOPIFY INC CL A SUB VTG SHS | $20M | 164,916 |
| 20 | MORGAN STANLEY COM NEW | $18M | 109,996 |
| 21 | D R HORTON INC COM | $17M | 126,385 |
| 22 | INTUITIVE SURGICAL INC COM NEW | $17M | 37,192 |
| 23 | THERMO FISHER SCIENTIFIC INC COM | $17M | 34,546 |
| 24 | VISA INC COM CL A | $16M | 53,199 |
| 25 | ADVANCED MICRO DEVICES INC COM | $16M | 77,486 |
| 26 | WALMART INC COM | $16M | 125,615 |
| 27 | SPDR GOLD SHARES | $15M | 36,019 |
| 28 | HOME DEPOT INC COM | $15M | 46,013 |
| 29 | CADENCE DESIGN SYSTEM INC COM | $15M | 52,360 |
| 30 | UBER TECHNOLOGIES INC COM | $14M | 196,668 |
| 31 | TOLL BROTHERS INC COM | $14M | 100,181 |
| 32 | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $13M | 556,683 |
| 33 | IDEXX LABS INC COM | $13M | 22,517 |
| 34 | INTUIT COM | $12M | 28,832 |
| 35 | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $12M | 490,178 |
| 36 | BROADCOM INC COM | $12M | 39,849 |
| 37 | STATE STREET SPDR S&P 500 ETF | $12M | 18,829 |
| 38 | STRYKER CORPORATION COM | $12M | 36,965 |
| 39 | SERVICENOW INC COM | $12M | 114,446 |
| 40 | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $12M | 504,623 |
| 41 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $12M | 24,078 |
| 42 | HONEYWELL INTL INC COM | $12M | 51,035 |
| 43 | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $11M | 466,279 |
| 44 | CLOUDFLARE INC CL A COM | $11M | 54,034 |
| 45 | DEERE & CO COM | $11M | 19,304 |
| 46 | WASTE MGMT INC DEL COM | $11M | 47,158 |
| 47 | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $10M | 467,998 |
| 48 | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $10M | 60,703 |
| 49 | MASTERCARD INCORPORATED CL A | $10M | 19,514 |
| 50 | SNOWFLAKE INC COM SHS | $10M | 63,551 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.