Lyell Wealth Management, LP

13F filer · CIK 0001686444

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$1.63BU.S. long equity reported on 13F

Positions16517 new · 6 closed

Net flow last quarter+$9.59MBuys minus sells

Top 10 positions weight36.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026165 positions
NVDANvidia Corp	$115M	7.07%	0.00%	-0.5%	Q1 2017
GOOGAlphabet Inc.	$89.8M	5.51%	Not reported	0.0%	Q4 2016
GOOGLAlphabet Inc.	$65.5M	4.02%	0.00%	+0.7%	Q4 2016
PANWPalo Alto Networks Inc	$59.2M	3.64%	0.02%	+2.0%	Q4 2016
AAPLApple Inc.	$53.5M	3.29%	0.00%	+0.4%	Q4 2016
SMHMarket Vectors ETF Trust	$49.9M	3.06%	Not reported	-2.3%	Q4 2017
AMZNAmazon Com Inc	$42.4M	2.60%	0.00%	+1.3%	Q4 2016
AMDAdvanced Micro Devices Inc	$40.4M	2.48%	0.00%	-10.3%	Q4 2020
ASMLAsml Holding NV	$39.6M	2.43%	0.01%	-1.0%	Q4 2020
CATCaterpillar Inc	$38.4M	2.36%	0.01%	-2.4%	Q3 2018
MSFTMicrosoft Corp	$35M	2.14%	0.00%	+1.3%	Q4 2016
JPMJPMorgan Chase & Co	$33.9M	2.08%	0.00%	+3.0%	Q4 2016
APHAmphenol Corp	$33.5M	2.06%	0.02%	+0.3%	Q2 2021
VRTVertiv Holdings Co	$32.5M	2.00%	0.03%	-7.5%	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$31.8M	1.95%	0.00%	-2.1%	Q4 2020
METAMeta Platforms, Inc.	$31.7M	1.94%	Not reported	+2.1%	Q4 2016
PWRQuanta Services, Inc.	$28.3M	1.74%	0.03%	-1.0%	Q4 2024
COSTCostco Wholesale Corp	$28.3M	1.74%	0.01%	+1.2%	Q4 2016
MSMorgan Stanley	$23.2M	1.42%	0.01%	+1.0%	Q4 2016
DHIHorton D R Inc	$20.6M	1.26%	0.05%	0.0%	Q4 2016
CDNSCadence Design Systems Inc	$19.8M	1.21%	0.02%	+0.6%	Q4 2020
SHOPShopify Inc.	$19.1M	1.17%	0.04%	+1.5%	Q2 2018
EXTRExtreme Networks Inc	$18.9M	1.16%	0.44%	Not reported	Q1 2020
VVisa Inc.	$18.2M	1.12%	0.00%	-0.4%	Q1 2017
TOLToll Brothers, Inc.	$17.4M	1.07%	0.11%	+5.6%	Q4 2016
AVGOBroadcom Inc.	$17.4M	1.07%	0.00%	+15.5%	Q1 2021
TMOThermo Fisher Scientific Inc.	$17.3M	1.06%	0.01%	-0.2%	Q4 2016
HDHome Depot, Inc.	$16.8M	1.03%	0.00%	+3.6%	Q4 2016
DELLDell Technologies Inc.	$16.3M	1.00%	0.01%	+39.2%	Q1 2026
ISRGIntuitive Surgical Inc	$15.5M	0.95%	0.01%	+4.9%	Q4 2016
NFLXNetflix Inc	$15.2M	0.94%	0.01%	+1.3%	Q4 2017
SNOWSnowflake Inc.	$14.7M	0.90%	0.02%	-9.1%	Q1 2021
WMTWalmart Inc.	$14.7M	0.90%	0.00%	+3.2%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$14.1M	0.87%	Not reported	+0.5%	Q4 2016
UBERUber Technologies, Inc	$13.9M	0.85%	0.01%	-1.9%	Q3 2020
NETCloudflare, Inc.	$13.7M	0.84%	Not reported	+3.5%	Q4 2021
DEDeere & Co	$13.1M	0.80%	0.01%	+7.1%	Q4 2020
GLDSPDR Gold Trust	$12.9M	0.79%	0.01%	-3.1%	Q1 2017
WMWaste Management Inc	$12.4M	0.76%	0.01%	+17.8%	Q1 2026
BRK.BBerkshire Hathaway Inc	$12.1M	0.74%	Not reported	+0.6%	Q1 2017
IDXXIdexx Laboratories Inc	$11.9M	0.73%	0.03%	+0.6%	Q2 2019
SYKStryker Corp	$11.6M	0.71%	0.01%	-0.6%	Q1 2019
TJXTJX Companies Inc	$10.9M	0.67%	0.01%	+31.4%	Q4 2025
FCXFreeport-Mcmoran Inc	$10.4M	0.64%	0.01%	+36.0%	Q1 2023
MAMastercard Inc	$10.1M	0.62%	0.00%	+0.6%	Q3 2020
NOWServiceNow, Inc.	$9.11M	0.56%	0.01%	-19.8%	Q1 2019
BLKBlackRock, Inc.	$8.79M	0.54%	0.01%	+7.5%	Q4 2016
UNPUnion Pacific Corp	$8.59M	0.53%	0.01%	+5.1%	Q1 2018
HONHoneywell International Inc	$6.18M	0.38%	0.01%	+8.2%	Q4 2016
HONAHoneywell Aerospace Inc.	$6.11M	0.37%	Not reported	+8.2%	Q2 2026

Q1 2026Reported May 7, 2026153 positions
NVDANvidia Corp	$101M	7.42%	0.00%	-0.3%	Q1 2017
GOOGAlphabet Inc.	$72.9M	5.36%	Not reported	+197.7%	Q4 2016
GOOGLAlphabet Inc.	$52.3M	3.85%	0.00%	-0.1%	Q4 2016
AAPLApple Inc.	$46.8M	3.44%	0.00%	+0.3%	Q4 2016
AMZNAmazon Com Inc	$36.5M	2.69%	0.00%	+0.5%	Q4 2016
MSFTMicrosoft Corp	$34.2M	2.52%	0.00%	+0.4%	Q4 2016
METAMeta Platforms, Inc.	$31.5M	2.32%	Not reported	+1.9%	Q4 2016
SMHMarket Vectors ETF Trust	$29.9M	2.19%	Not reported	+0.3%	Q4 2017
COSTCostco Wholesale Corp	$29.8M	2.19%	0.01%	+1.3%	Q4 2016
JPMJPMorgan Chase & Co	$29.6M	2.17%	0.00%	-0.2%	Q4 2016
PANWPalo Alto Networks Inc	$27.3M	2.01%	0.02%	+0.5%	Q4 2016
ASMLAsml Holding NV	$26.6M	1.95%	0.01%	-1.4%	Q4 2020
VRTVertiv Holdings Co	$26.3M	1.93%	0.03%	-0.5%	Q3 2024
CATCaterpillar Inc	$26.2M	1.93%	0.01%	-0.7%	Q3 2018
APHAmphenol Corp	$24M	1.76%	0.02%	-0.2%	Q2 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$23M	1.69%	0.00%	-1.2%	Q4 2020
PWRQuanta Services, Inc.	$21.8M	1.60%	0.03%	+3.3%	Q4 2024
NFLXNetflix Inc	$20.3M	1.49%	0.01%	+2.1%	Q4 2017
SHOPShopify Inc.	$19.6M	1.44%	0.04%	0.0%	Q2 2018
MSMorgan Stanley	$18.1M	1.33%	0.01%	+0.2%	Q4 2016
DHIHorton D R Inc	$17.3M	1.27%	0.04%	+2.5%	Q4 2016
ISRGIntuitive Surgical Inc	$17.1M	1.26%	0.01%	-0.8%	Q4 2016
TMOThermo Fisher Scientific Inc.	$17M	1.25%	0.01%	+0.9%	Q4 2016
VVisa Inc.	$16.1M	1.18%	0.00%	-2.2%	Q1 2017
AMDAdvanced Micro Devices Inc	$15.8M	1.16%	0.00%	+0.1%	Q4 2020
WMTWalmart Inc.	$15.6M	1.15%	0.00%	+1.4%	Q2 2021
GLDSPDR Gold Trust	$15.5M	1.14%	0.01%	-0.9%	Q1 2017
HDHome Depot, Inc.	$15.1M	1.11%	0.00%	-0.7%	Q4 2016
CDNSCadence Design Systems Inc	$14.5M	1.07%	0.02%	+0.2%	Q4 2020
UBERUber Technologies, Inc	$14.1M	1.04%	0.01%	-0.1%	Q3 2020
TOLToll Brothers, Inc.	$13.7M	1.00%	0.11%	+4.7%	Q4 2016
IDXXIdexx Laboratories Inc	$12.7M	0.93%	0.03%	-3.4%	Q2 2019
INTUIntuit Inc.	$12.5M	0.92%	0.01%	-12.7%	Q4 2016
AVGOBroadcom Inc.	$12.3M	0.91%	0.00%	+73.4%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$12.2M	0.90%	Not reported	+16.9%	Q4 2016
SYKStryker Corp	$12.1M	0.89%	0.01%	-9.0%	Q1 2019
NOWServiceNow, Inc.	$12M	0.88%	0.01%	-12.2%	Q1 2019
BRK.BBerkshire Hathaway Inc	$11.5M	0.85%	Not reported	+3.0%	Q1 2017
HONHoneywell International Inc	$11.5M	0.85%	0.01%	+4.2%	Q4 2016
NETCloudflare, Inc.	$11.1M	0.82%	Not reported	+3.2%	Q4 2021
DEDeere & Co	$10.9M	0.80%	0.01%	+2.0%	Q4 2020
WMWaste Management Inc	$10.8M	0.80%	0.01%	New	Q1 2026
MAMastercard Inc	$9.75M	0.72%	0.00%	-1.7%	Q3 2020
SNOWSnowflake Inc.	$9.58M	0.70%	0.02%	+4.9%	Q1 2021
EXTRExtreme Networks Inc	$8.78M	0.65%	0.44%	Not reported	Q1 2020
TMUST-Mobile US, Inc.	$8.76M	0.64%	0.00%	+1.6%	Q1 2024
TJXTJX Companies Inc	$8.76M	0.64%	0.01%	+262.1%	Q4 2025
BLKBlackRock, Inc.	$8.18M	0.60%	0.01%	+2.4%	Q4 2016
UNPUnion Pacific Corp	$7.3M	0.54%	0.01%	-3.7%	Q1 2018
FCXFreeport-Mcmoran Inc	$7.12M	0.52%	0.01%	-2.4%	Q1 2023

Q4 2025Reported Feb 12, 2026151 positions
NVDANvidia Corp	$108M	7.84%	0.00%	-1.7%	Q1 2017
GOOGLAlphabet Inc.	$57M	4.13%	0.00%	+19.1%	Q4 2016
AAPLApple Inc.	$50M	3.62%	0.00%	+1.2%	Q4 2016
MSFTMicrosoft Corp	$44.6M	3.23%	0.00%	+5.8%	Q4 2016
AMZNAmazon Com Inc	$40.3M	2.92%	0.00%	+2.9%	Q4 2016
METAMeta Platforms, Inc.	$35.7M	2.59%	Not reported	+4.3%	Q4 2016
JPMJPMorgan Chase & Co	$32.5M	2.35%	0.00%	+4.3%	Q4 2016
PANWPalo Alto Networks Inc	$31.2M	2.26%	0.02%	+0.3%	Q4 2016
SMHMarket Vectors ETF Trust	$28M	2.03%	Not reported	+0.5%	Q4 2017
GOOGAlphabet Inc.	$26.8M	1.94%	Not reported	-7.5%	Q4 2016
SHOPShopify Inc.	$26.5M	1.92%	0.04%	+0.1%	Q2 2018
APHAmphenol Corp	$25.7M	1.86%	0.02%	-2.7%	Q2 2021
COSTCostco Wholesale Corp	$25.4M	1.84%	0.01%	+2.0%	Q4 2016
INTUIntuit Inc.	$21.9M	1.58%	0.01%	-0.2%	Q4 2016
ASMLAsml Holding NV	$21.9M	1.58%	0.01%	-0.4%	Q4 2020
CATCaterpillar Inc	$21.3M	1.55%	0.01%	-1.6%	Q3 2018
ISRGIntuitive Surgical Inc	$21.2M	1.54%	0.01%	+3.0%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$20.9M	1.51%	0.00%	0.0%	Q4 2020
NOWServiceNow, Inc.	$20M	1.45%	0.01%	-1.4%	Q1 2019
TMOThermo Fisher Scientific Inc.	$19.8M	1.44%	0.01%	+4.4%	Q4 2016
MSMorgan Stanley	$19.5M	1.41%	0.01%	+0.9%	Q4 2016
NFLXNetflix Inc	$19.4M	1.40%	0.00%	+23.3%	Q4 2017
VVisa Inc.	$19.1M	1.38%	0.00%	+2.5%	Q1 2017
DHIHorton D R Inc	$17.8M	1.29%	0.04%	+3.8%	Q4 2016
VRTVertiv Holdings Co	$17.1M	1.24%	0.03%	-0.5%	Q3 2024
AMDAdvanced Micro Devices Inc	$16.6M	1.20%	0.00%	-2.3%	Q4 2020
CDNSCadence Design Systems Inc	$16.3M	1.18%	0.02%	+2.9%	Q4 2020
PWRQuanta Services, Inc.	$16.2M	1.18%	0.03%	+3.9%	Q4 2024
UBERUber Technologies, Inc	$16.1M	1.16%	0.01%	+4.4%	Q3 2020
HDHome Depot, Inc.	$15.9M	1.15%	0.00%	+1.9%	Q4 2016
IDXXIdexx Laboratories Inc	$15.8M	1.14%	0.03%	+0.6%	Q2 2019
WDAYWorkday, Inc.	$15.4M	1.11%	0.03%	-12.2%	Q4 2016
GLDSPDR Gold Trust	$14.4M	1.04%	0.01%	-10.6%	Q1 2017
SYKStryker Corp	$14.3M	1.03%	0.01%	+5.4%	Q1 2019
WMTWalmart Inc.	$13.8M	1.00%	0.00%	+2.9%	Q2 2021
CRMSalesforce, Inc.	$13.8M	1.00%	0.01%	-11.6%	Q4 2016
SNOWSnowflake Inc.	$13.3M	0.96%	0.02%	+3.8%	Q1 2021
TOLToll Brothers, Inc.	$12.9M	0.94%	0.10%	+4.5%	Q4 2016
VEEVVeeva Systems Inc	$12.2M	0.88%	0.03%	+0.8%	Q4 2016
BRK.BBerkshire Hathaway Inc	$11.8M	0.85%	Not reported	+14.9%	Q1 2017
MAMastercard Inc	$11.3M	0.82%	0.00%	+2.8%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$11M	0.80%	Not reported	-0.8%	Q4 2016
NETCloudflare, Inc.	$10.3M	0.75%	Not reported	+0.5%	Q4 2021
OWLBlue Owl Capital Inc.	$10.3M	0.75%	10.03%	+41.6%	Q2 2025
EXTRExtreme Networks Inc	$9.7M	0.70%	0.43%	+2.4%	Q1 2020
HONHoneywell International Inc	$9.55M	0.69%	0.01%	-8.7%	Q4 2016
DLRDigital Realty Trust, Inc.	$9.13M	0.66%	0.02%	-1.0%	Q1 2019
BRBroadridge Financial Solutions, Inc.	$9.07M	0.66%	0.03%	+2.6%	Q3 2024
BLKBlackRock, Inc.	$8.89M	0.64%	0.01%	+6.1%	Q4 2016
DEDeere & Co	$8.81M	0.64%	0.01%	+14.8%	Q4 2020

Q3 2025Reported Nov 6, 2025149 positions
NVDANvidia Corp	$110M	8.18%	0.00%	-0.6%	Q1 2017
AAPLApple Inc.	$46.2M	3.43%	0.00%	-1.1%	Q4 2016
MSFTMicrosoft Corp	$45.1M	3.35%	0.00%	-3.3%	Q4 2016
METAMeta Platforms, Inc.	$38.1M	2.83%	Not reported	+0.3%	Q4 2016
AMZNAmazon Com Inc	$37.3M	2.77%	0.00%	+0.3%	Q4 2016
GOOGLAlphabet Inc.	$37.2M	2.76%	0.00%	+0.3%	Q4 2016
PANWPalo Alto Networks Inc	$34.4M	2.56%	0.03%	+2.5%	Q4 2016
JPMJPMorgan Chase & Co	$30.5M	2.26%	0.00%	-3.6%	Q4 2016
COSTCostco Wholesale Corp	$26.8M	1.99%	0.01%	+2.1%	Q4 2016
SMHMarket Vectors ETF Trust	$25.2M	1.87%	Not reported	+6.2%	Q4 2017
SHOPShopify Inc.	$24.5M	1.82%	0.04%	0.0%	Q2 2018
NOWServiceNow, Inc.	$24.3M	1.81%	0.01%	-0.2%	Q1 2019
APHAmphenol Corp	$24.2M	1.79%	0.02%	-0.2%	Q2 2021
INTUIntuit Inc.	$22.6M	1.68%	0.01%	+4.5%	Q4 2016
GOOGAlphabet Inc.	$22.5M	1.67%	Not reported	-0.8%	Q4 2016
DHIHorton D R Inc	$20.1M	1.50%	0.04%	+3.7%	Q4 2016
NFLXNetflix Inc	$20.1M	1.49%	0.00%	+3.4%	Q4 2017
ASMLAsml Holding NV	$19.8M	1.47%	0.01%	+5.4%	Q4 2020
WDAYWorkday, Inc.	$19.6M	1.46%	0.04%	-13.4%	Q4 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$19.2M	1.43%	0.00%	+0.7%	Q4 2020
UBERUber Technologies, Inc	$18.5M	1.37%	0.01%	+1.4%	Q3 2020
HDHome Depot, Inc.	$18.4M	1.37%	0.00%	+1.0%	Q4 2016
VVisa Inc.	$18.1M	1.35%	0.00%	+1.5%	Q1 2017
CATCaterpillar Inc	$18.1M	1.34%	0.01%	+1.3%	Q3 2018
CDNSCadence Design Systems Inc	$17.8M	1.32%	0.02%	+0.9%	Q4 2020
MSMorgan Stanley	$17.3M	1.28%	0.01%	+0.5%	Q4 2016
ISRGIntuitive Surgical Inc	$16.3M	1.21%	0.01%	+2.0%	Q4 2016
VEEVVeeva Systems Inc	$16.1M	1.20%	0.03%	-0.1%	Q4 2016
VRTVertiv Holdings Co	$16M	1.19%	0.03%	+1.0%	Q3 2024
TMOThermo Fisher Scientific Inc.	$15.9M	1.18%	0.01%	+2.0%	Q4 2016
PWRQuanta Services, Inc.	$15.3M	1.14%	0.02%	+4.0%	Q4 2024
IDXXIdexx Laboratories Inc	$14.8M	1.10%	0.03%	+0.2%	Q2 2019
GLDSPDR Gold Trust	$14.4M	1.07%	0.01%	+2.0%	Q1 2017
SYKStryker Corp	$14.2M	1.06%	0.01%	+1.4%	Q1 2019
CRMSalesforce, Inc.	$14M	1.04%	0.01%	-9.1%	Q4 2016
SNOWSnowflake Inc.	$13.2M	0.98%	0.02%	-1.4%	Q1 2021
AMDAdvanced Micro Devices Inc	$12.8M	0.95%	0.00%	-8.7%	Q4 2020
TOLToll Brothers, Inc.	$12.6M	0.94%	0.09%	+18.6%	Q4 2016
WMTWalmart Inc.	$12.4M	0.92%	0.00%	+1.5%	Q2 2021
EXTRExtreme Networks Inc	$11.7M	0.87%	0.43%	Not reported	Q1 2020
HONHoneywell International Inc	$11.3M	0.84%	0.01%	+1.7%	Q4 2016
NETCloudflare, Inc.	$11.2M	0.83%	Not reported	+0.6%	Q4 2021
LENLennar Corp	$11M	0.82%	Not reported	+3.7%	Q4 2021
MAMastercard Inc	$11M	0.82%	0.00%	+2.3%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$10.8M	0.80%	Not reported	-0.1%	Q4 2016
DLRDigital Realty Trust, Inc.	$10.3M	0.77%	0.02%	+0.3%	Q1 2019
BRK.BBerkshire Hathaway Inc	$10.2M	0.76%	Not reported	+20.9%	Q1 2017
BRBroadridge Financial Solutions, Inc.	$9.43M	0.70%	0.03%	+3.8%	Q3 2024
TMUST-Mobile US, Inc.	$9.43M	0.70%	0.00%	+4.8%	Q1 2024
BLKBlackRock, Inc.	$9.13M	0.68%	0.01%	+1.3%	Q4 2016

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