LYELL WEALTH MANAGEMENT, LP 13F Holdings

CIK 0001686444 · Menlo Park, CA

As of Sep 30, 2025, LYELL WEALTH MANAGEMENT, LP reported 211 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology590,528 10.2M8.20%
APPLE INCAAPLTechnology181,525$46.2M3.44%
MICROSOFT CORPMSFTTechnology87,113$45.1M3.36%
META PLATFORMS INCMETACommunication Services51,860$38.1M2.83%
AMAZON.COM INCAMZNEquity169,794$37.3M2.77%
ALPHABET INCGOOGLEquity152,979$37.2M2.77%
PALO ALTO NETWORKS INCPANWTechnology168,972$34.4M2.56%
JPMORGAN CHASE & COJPMFinancial Services96,673$30.5M2.27%
COSTCO WHOLESALE CORPCOSTConsumer Defensive28,933$26.8M1.99%
VANECK SEMICONDUCTOR ETFSMH—77,269$25.2M1.88%
SHOPIFY INCSHOPTechnology164,768$24.5M1.82%
SERVICENOW INCNOWTechnology26,454$24.3M1.81%
AMPHENOL CORP-CL AAPHTechnology195,275$24.2M1.80%
INTUIT INCINTUTechnology33,084$22.6M1.68%
ALPHABET INCGOOGEquity92,321$22.5M1.67%
HORTON D R INCDHIConsumer Cyclical118,837$20.1M1.50%
NETFLIX INCNFLXCommunication Services16,739$20.1M1.49%
ASML HOLDING NVASMLTechnology20,500 9.8M1.48%
WORKDAY INCWDAYTechnology81,561 9.6M1.46%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology68,802 9.2M1.43%
UBER TECHNOLOGIES INCUBERTechnology188,415 8.5M1.37%
HOME DEPOT INCHDConsumer Cyclical45,487 8.4M1.37%
VISA INC-CLASS A SHARESVFinancial Services53,047 8.1M1.35%
CATERPILLAR INCCATIndustrials37,855 8.1M1.34%
CADENCE DESIGN SYSTEMS INCCDNSTechnology50,784 7.8M1.33%