LYELL WEALTH MANAGEMENT, LP
Sector Allocation
- Technology49.7%$810.7M
- Other15.3%$249.8M
- Industrials9.3%$151.9M
- Financials9.3%$151.2M
- Consumer Discretionary4.9%$79.6M
- Healthcare4.6%$75.0M
- Consumer Staples2.8%$46.0M
- Communication Services1.5%$24.0M
- Energy0.8%$13.6M
- Utilities0.8%$13.0M
AUM History
13fpro.ai/research/fund/lyell-wealth-management-lp-1686444
Conviction and streaks
Concentrating · top 10 = 36.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$115.3MGOOG
$89.8MGOOGL
$65.5MPANW
$59.2MAAPL
$53.5M- VANECK$49.9M
AMZN
$42.4MAMD
$40.4MASML
$39.6MCAT
$38.4MMSFT
$35.0MJPM
$33.9MAPH
$33.5MVRT
$32.5MTSM
$31.8MMETA
$31.7MPWR
$28.3MCOST
$28.3MMS
$23.2MDHI
$20.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lyell-wealth-management-lp-1686444
LYELL WEALTH MANAGEMENT, LP 13F holdings — Q2 2026
$1.6B portfolio (+19.8% QoQ) · 232 holdings · Q2 2026 13F · top 10 are 37% of the stock portfolio
$115.3M
7.1% of stocks
-0.5%This quarter-0.6%Since filed10+ qtrsHeld$89.8M
5.5% of stocks
+0.0%This quarter-12.0%Since filed10+ qtrsHeld$65.5M
4.0% of stocks
+0.7%This quarter-12.0%Since filed10+ qtrsHeld$59.2M
3.6% of stocks
+2%This quarter+10.8%Since filed10+ qtrsHeld$53.5M
3.3% of stocks
+0.4%This quarter+11.6%Since filed10+ qtrsHeld- 6
VANECK SEMICONDUCTOR ETF - ETF
$49.9M
3.1% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $42.4M
2.6% of stocks
+1%This quarter-7.2%Since filed10+ qtrsHeld$40.4M
2.5% of stocks
-10%This quarter+16.2%Since filed10+ qtrsHeld$39.6M
2.4% of stocks
-1%This quarter-2.5%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$38.4M
2.4% of stocks
-2%This quarter-18.1%Since filed10+ qtrsHeld
All holdings — LYELL WEALTH MANAGEMENT, LP (Q2 2026)
232 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $35.0M | 2.1% | 94K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | JPMORGAN CHASE & CO | Financials | $33.9M | 2.1% | 104K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | AMPHENOL CORP /DE/ | Technology | $33.5M | 2.1% | 190K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Vertiv Holdings Co | Technology | $32.5M | 2.0% | 97K | -7% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $31.8M | 1.9% | 67K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Meta Platforms, Inc. | Technology | $31.7M | 1.9% | 56K | +2% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | QUANTA SERVICES, INC. | Industrials | $28.3M | 1.7% | 39K | -1% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $28.3M | 1.7% | 30K | +1% | 10+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MORGAN STANLEY | Financials | $23.2M | 1.4% | 111K | +1.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | HORTON D R INC /DE/ | Industrials | $20.6M | 1.3% | 126K | +0.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CADENCE DESIGN SYSTEMS INC | Technology | $19.8M | 1.2% | 53K | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | SHOPIFY INC. | Technology | $19.1M | 1.2% | 167K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | EXTREME NETWORKS INC | Technology | $18.9M | 1.2% | 582K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | VISA INC. | Financials | $18.2M | 1.1% | 53K | -0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Toll Brothers, Inc. | Industrials | $17.4M | 1.1% | 106K | +6% | 10+ qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AVGO | Broadcom Inc. | Technology | $17.4M | 1.1% | 46K | +15% | |||
| 27 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $17.3M | 1.1% | 34K | -0.2% | |||
| 28 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $16.8M | 1.0% | 48K | +4% | |||
| 29 | $DELL | Dell Technologies Inc. | Technology | $16.3M | 1.0% | 38K | +39% | |||
| 30 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $15.5M | 0.9% | 39K | +5% | |||
| 31 | $NFLX | NETFLIX INC | Communication Services | $15.2M | 0.9% | 214K | +1% | |||
| 32 | $SNOW | Snowflake Inc. | Technology | $14.7M | 0.9% | 58K | -9% | |||
| 33 | $WMT | Walmart Inc. | Consumer Staples | $14.7M | 0.9% | 130K | +3% | |||
| 34 | — | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF - ETF | — | $14.4M | 0.9% | 593K | +6% | |||
| 35 | $SPY | SPDR S&P 500 ETF TRUST | — | $14.1M | 0.9% | 19K | +0.5% | |||
| 36 | $UBER | Uber Technologies, Inc | Technology | $13.9M | 0.8% | 193K | -2% | |||
| 37 | $NET | Cloudflare, Inc. | Technology | $13.7M | 0.8% | 56K | +3% | |||
| 38 | — | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF - ETF | — | $13.4M | 0.8% | 530K | +8% | |||
| 39 | $DE | DEERE & CO | Industrials | $13.1M | 0.8% | 21K | +7% | |||
| 40 | $GLD | SPDR GOLD TRUST | Financials | $12.9M | 0.8% | 35K | -3% | |||
| 41 | — | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF - ETF | — | $12.7M | 0.8% | 547K | +8% | |||
| 42 | $WM | WASTE MANAGEMENT INC | Utilities | $12.4M | 0.8% | 56K | +18% | |||
| 43 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $12.1M | 0.7% | 24K | +0.6% | |||
| 44 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $11.9M | 0.7% | 23K | +0.6% | |||
| 45 | $SYK | STRYKER CORP | Healthcare | $11.6M | 0.7% | 37K | -0.6% | |||
| 46 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF - ETF | — | $11.5M | 0.7% | 62K | +2% | |||
| 47 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $10.9M | 0.7% | 72K | +31% | |||
| 48 | — | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF - ETF | — | $10.7M | 0.7% | 493K | +5% | |||
| 49 | $FCX | FREEPORT-MCMORAN INC | Materials | $10.4M | 0.6% | 165K | +36% | |||
| 50 | $MA | Mastercard Inc | Financials | $10.1M | 0.6% | 20K | +0.6% | |||
| 51 | $NOW | ServiceNow, Inc. | Technology | $9.1M | 0.6% | 92K | -20% | |||
| 52 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ETF | — | $8.8M | 0.5% | 56K | +2% | |||
| 53 | $BLK | BlackRock, Inc. | Financials | $8.8M | 0.5% | 9,138 | +7% | |||
| 54 | — | VANGUARD S&P 500 ETF - ETF | — | $8.7M | 0.5% | 13K | +10% | |||
| 55 | $UNP | UNION PACIFIC CORP | Industrials | $8.6M | 0.5% | 32K | +5% | |||
| 56 | — | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF - ETF | — | $8.5M | 0.5% | 350K | -25% | |||
| 57 | — | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF - ETF | — | $7.7M | 0.5% | 370K | +6% | |||
| 58 | — | ISHARES IBONDS DEC 2032 TERM CORPORATE ETF - ETF | — | $6.7M | 0.4% | 267K | +0.9% | |||
| 59 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | — | $6.3M | 0.4% | 33K | +4% | |||
| 60 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $6.2M | 0.4% | 28K | -46% | |||
| 61 | $HONA | Honeywell Aerospace Inc. | Industrials | $6.1M | 0.4% | 28K | New | |||
| 62 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | — | $5.8M | 0.4% | 39K | +10% | |||
| 63 | $OWL | BLUE OWL CAPITAL INC. | Financials | $5.8M | 0.4% | 662K | -9% | |||
| 64 | $INTU | INTUIT INC. | Technology | $5.7M | 0.3% | 22K | -24% | |||
| 65 | $TSLA | Tesla, Inc. | Consumer Discretionary | $5.6M | 0.3% | 13K | +156% | |||
| 66 | $TMUS | T-Mobile US, Inc. | Communication Services | $5.5M | 0.3% | 33K | -21% | |||
| 67 | — | ISHARES IBONDS DEC 2033 TERM CORPORATE ETF - ETF | — | $5.3M | 0.3% | 205K | +13% | |||
| 68 | $ABT | ABBOTT LABORATORIES | Healthcare | $5.1M | 0.3% | 56K | -13% | |||
| 69 | $VEEV | VEEVA SYSTEMS INC | Technology | $4.8M | 0.3% | 27K | -29% | |||
| 70 | — | ISHARES IBONDS DEC 2034 TERM CORPORATE ETF - ETF | — | $4.7M | 0.3% | 181K | +41% | |||
| 71 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $4.3M | 0.3% | 75K | +0.6% | |||
| 72 | — | STATE STREET SPDR S&P BIOTECH ETF - ETF | — | $4.3M | 0.3% | 27K | +120% | |||
| 73 | — | ISHARES CORE S&P 500 ETF - ETF | — | $4.1M | 0.3% | 5,501 | — | |||
| 74 | $CVX | CHEVRON CORP | Energy | $3.8M | 0.2% | 23K | -7% | |||
| 75 | — | SCHWAB INTERNATIONAL EQUITY ETF - ETF | — | $3.8M | 0.2% | 136K | +33% | |||
| 76 | — | ISHARES BIOTECHNOLOGY ETF - ETF | — | $3.7M | 0.2% | 20K | +11% | |||
| 77 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $3.6M | 0.2% | 20K | -14% | |||
| 78 | $LLY | ELI LILLY & Co | Healthcare | $3.4M | 0.2% | 2,847 | +5% | |||
| 79 | $MU | MICRON TECHNOLOGY INC | Technology | $3.3M | 0.2% | 2,880 | -17% | |||
| 80 | $GWRE | Guidewire Software, Inc. | Technology | $3.3M | 0.2% | 27K | -0.6% | |||
| 81 | $IVZ | Invesco Ltd. | Financials | $3.1M | 0.2% | 15K | -13% | |||
| 82 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $3.1M | 0.2% | 4,080 | New | |||
| 83 | $DIS | Walt Disney Co | Communication Services | $3.0M | 0.2% | 31K | -7% | |||
| 84 | — | ISHARES RUSSELL 2000 ETF - ETF | — | $3.0M | 0.2% | 9,974 | +5% | |||
| 85 | $NDAQ | NASDAQ, INC. | Financials | $3.0M | 0.2% | 37K | +17% | |||
| 86 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.6M | 0.2% | 3,508 | -0.7% | |||
| 87 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.6M | 0.2% | 19K | -5% | |||
| 88 | — | ISHARES CORE S&P MID-CAP ETF - ETF | — | $2.5M | 0.1% | 32K | — | |||
| 89 | $BALL | BALL Corp | Industrials | $2.5M | 0.1% | 40K | +19% | |||
| 90 | $SLB | SLB LIMITED/NV | Energy | $2.4M | 0.1% | 52K | -19% | |||
| 91 | — | ISHARES TIPS BOND ETF - ETF | — | $2.3M | 0.1% | 21K | +0.2% | |||
| 92 | $OUNZ | VanEck Merk Gold ETF | Financials | $2.3M | 0.1% | 59K | -29% | |||
| 93 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.2M | 0.1% | 19K | +16% | |||
| 94 | $CB | Chubb Ltd | Financials | $2.2M | 0.1% | 6,446 | New | |||
| 95 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.2M | 0.1% | 8,500 | +2% | |||
| 96 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | — | $2.1M | 0.1% | 40K | -10% | |||
| 97 | $ICE | Intercontinental Exchange, Inc. | Financials | $2.1M | 0.1% | 17K | -19% | |||
| 98 | — | ISHARES SEMICONDUCTOR ETF - ETF | — | $2.0M | 0.1% | 3,178 | +38% | |||
| 99 | — | ISHARES MSCI EAFE ETF - ETF | — | $2.0M | 0.1% | 19K | -0.3% | |||
| 100 | $WDAY | Workday, Inc. | Technology | $2.0M | 0.1% | 16K | -45% | |||
| 101 | — | SCHWAB EMERGING MARKETS EQUITY ETF - ETF | — | $2.0M | 0.1% | 54K | +35% | |||
| 102 | $LRCX | LAM RESEARCH CORP | Technology | $1.9M | 0.1% | 4,446 | — | |||
| 103 | — | ISHARES MSCI EMERGING MARKETS ETF - ETF | — | $1.9M | 0.1% | 27K | -0.1% | |||
| 104 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $1.8M | 0.1% | 5,316 | +152% | |||
| 105 | $AXP | AMERICAN EXPRESS CO | Financials | $1.7M | 0.1% | 4,977 | +11% | |||
| 106 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF | — | $1.6M | 0.1% | 20K | — | |||
| 107 | $RTX | RTX Corp | Industrials | $1.5M | 0.1% | 7,974 | -0.9% | |||
| 108 | $JCI | Johnson Controls International plc | Industrials | $1.5M | 0.1% | 10K | — | |||
| 109 | $CRM | Salesforce, Inc. | Technology | $1.5M | 0.1% | 9,551 | -38% | |||
| 110 | — | ISHARES U.S. HOME CONSTRUCTION ETF - ETF | — | $1.5M | 0.1% | 14K | -2% | |||
| 111 | $COP | CONOCOPHILLIPS | Energy | $1.5M | 0.1% | 14K | -14% | |||
| 112 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF | — | $1.5M | 0.1% | 27K | +5% | |||
| 113 | $CRVL | CORVEL CORP | Financials | $1.4M | 0.1% | 23K | — | |||
| 114 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.4M | 0.1% | 6,308 | -1% | |||
| 115 | $MRK | Merck & Co., Inc. | Healthcare | $1.4M | 0.1% | 11K | +91% | |||
| 116 | $RDDT | Reddit, Inc. | Technology | $1.4M | 0.1% | 7,835 | -0.0% | |||
| 117 | $CSX | CSX CORP | Industrials | $1.3M | 0.1% | 28K | — | |||
| 118 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $1.3M | 0.1% | 1,858 | -2% | |||
| 119 | $TEL | TE Connectivity plc | Technology | $1.3M | 0.1% | 6,371 | -0.2% | |||
| 120 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | — | $1.3M | 0.1% | 10K | +278% | |||
| 121 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.2M | 0.1% | 4,404 | +56% | |||
| 122 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.2M | 0.1% | 1,669 | -2% | |||
| 123 | $COHR | COHERENT CORP. | Technology | $1.2M | 0.1% | 3,000 | — | |||
| 124 | — | ISHARES RUSSELL MIDCAP ETF - ETF | — | $1.2M | 0.1% | 11K | -10% | |||
| 125 | — | ISHARES IBONDS DEC 2035 TERM CORPORATE ETF - ETF | — | $1.1M | 0.1% | 42K | New | |||
| 126 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF | — | $1.0M | 0.1% | 8,438 | New | |||
| 127 | $TRGP | Targa Resources Corp. | Energy | $955K | 0.1% | 3,563 | -5% | |||
| 128 | $PEP | PEPSICO INC | Consumer Staples | $954K | 0.1% | 7,049 | -8% | |||
| 129 | $TXN | TEXAS INSTRUMENTS INC | Technology | $927K | 0.1% | 3,111 | +2% | |||
| 130 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $919K | 0.1% | 7,276 | — | |||
| 131 | $ABBV | AbbVie Inc. | Healthcare | $911K | 0.1% | 3,619 | +84% | |||
| 132 | $DXCM | DEXCOM INC | Healthcare | $885K | 0.1% | 13K | -20% | |||
| 133 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $868K | 0.1% | 5,918 | +3% | |||
| 134 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $852K | 0.1% | 8,342 | +16% | |||
| 135 | — | STATE STREET SPDR S&P HOMEBUILDERS ETF - ETF | — | $809K | 0.1% | 7,003 | -6% | |||
| 136 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $800K | 0.1% | 1,571 | -17% | |||
| 137 | $MDT | Medtronic plc | Healthcare | $782K | 0.1% | 9,990 | — | |||
| 138 | $SCHW | SCHWAB CHARLES CORP | Financials | $745K | 0.1% | 8,078 | — | |||
| 139 | $GEV | GE Vernova Inc. | Industrials | $738K | 0.1% | 628 | +19% | |||
| 140 | $INTC | INTEL CORP | Technology | $733K | 0.0% | 5,250 | +0.4% | |||
| 141 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $731K | 0.0% | 7,970 | New | |||
| 142 | — | VANGUARD SMALL-CAP ETF - ETF | — | $730K | 0.0% | 2,408 | — | |||
| 143 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | — | $724K | 0.0% | 23K | +0.4% | |||
| 144 | — | FIRST TRUST DOW JONES INTERNET INDEX FUND - ETF | — | $691K | 0.0% | 2,609 | -9% | |||
| 145 | $ORCL | ORACLE CORP | Technology | $686K | 0.0% | 4,682 | — | |||
| 146 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $684K | 0.0% | 1,492 | +7% | |||
| 147 | $GS | GOLDMAN SACHS GROUP INC | Financials | $674K | 0.0% | 666 | — | |||
| 148 | $WT | WisdomTree, Inc. | Financials | $663K | 0.0% | 6,885 | New | |||
| 149 | $GE | GENERAL ELECTRIC CO | Industrials | $661K | 0.0% | 1,769 | +13% | |||
| 150 | — | ISHARES CORE MSCI EAFE ETF - ETF | — | $653K | 0.0% | 6,764 | -9% |
What changed in Q2 2026
Against the previous quarter's 13F: 25 new, 91 added to, 72 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (25)
$HONAHoneywell Aerospace Inc.$6.1M
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$3.1M
first bought this quarter
$CBChubb Ltd$2.2M
first bought this quarter
- ISHARES IBONDS DEC 2035 TERM CORPORATE ETF - ETF$1.1M
first bought this quarter
- STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF$1.0M
first bought this quarter
$CLCOLGATE PALMOLIVE CO$731K
first bought this quarter
+19 more in the Excel export
Added to (91)
$DELLDell Technologies Inc.+39%
now $16.3M · held 2 qtrs, 2 adds in a row
$TSLATesla, Inc.+156%
now $5.6M · held 10+ qtrs
$FCXFREEPORT-MCMORAN INC+36%
now $10.4M · held 10+ qtrs
$TJXTJX COMPANIES INC /DE/+31%
now $10.9M · held 3 qtrs, 3 adds in a row
$AVGOBroadcom Inc.+15%
now $17.4M · held 10+ qtrs, 3 adds in a row
- STATE STREET SPDR S&P BIOTECH ETF - ETF+120%
now $4.3M
+85 more in the Excel export
Trimmed (72)
$HONHONEYWELL INTERNATIONAL INC-46%
now $6.2M · held 10+ qtrs
now $40.4M · held 10+ qtrs
- ISHARES IBONDS DEC 2026 TERM CORPORATE ETF - ETF-25%
now $8.5M
$LENLENNAR CORP /NEW/-85%
now $465K · held 10+ qtrs, 3 trims in a row
now $32.5M · held 8 qtrs
$NOWServiceNow, Inc.-20%
now $9.1M · held 10+ qtrs, 3 trims in a row
+66 more in the Excel export
Holdings by quarter
Every 13F LYELL WEALTH MANAGEMENT, LP has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow LYELL WEALTH MANAGEMENT?
Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of LYELL WEALTH MANAGEMENT's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-1.4%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 12% over the last 4
Top 10 weight
37%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LYELL WEALTH MANAGEMENT, LP disclosed 232 positions worth $1.6B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 7.1% of the equity portfolio, followed by $GOOG and $GOOGL. During the quarter the fund opened 25 new positions and exited 9 — including a new stake in $HONA and a full exit from $TTD. The portfolio is most concentrated in Technology (49.7% of disclosed assets). All figures are sourced directly from LYELL WEALTH MANAGEMENT, LP’s Form 13F-HR filing with the SEC under CIK 1686444.
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