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LYELL WEALTH MANAGEMENT, LP
Updated 6 days agoManaged by Lyell Wealth Management, Lp • Latest filing Q3 2026
Portfolio value
$1.7B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.3B |
| Q4 2025 | $1.4B |
| Q1 2026 | $1.4B |
| Q2 2026 | $1.6B |
| Q3 2026 | $1.7B |
Top holdings
233 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $132.3M | 579.4K | 7.84% | — | |
| 2 | $94.3M | 276.7K | 5.59% | — | |
| 3 | $67.4M | 169.8K | 4.00% | — | |
| 4 | $66.5M | 193.2K | 3.94% | — | |
| 5 | $61.9M | 185.8K | 3.67% | — | |
| 6 | $48.1M | 93.7K | 2.85% | — | |
| 7 | $46.9M | 77.0K | 2.78% | — | |
| 8 | $45.1M | 180.9K | 2.67% | — | |
| 9 | $41.8M | 68.3K | 2.48% | — | |
| 10 | $41.4M | 57.1K | 2.45% | — | |
| 11 | $36.4M | 20.1K | 2.16% | — | |
| 12 | $34.4M | 103.8K | 2.04% | — | |
| 13 | $32M | 379.6K | 1.90% | — | |
| 14 | $30.4M | 66.6K | 1.80% | — | |
| 15 | $29.5M | 36.4K | 1.75% | — | |
| 16 | $27.6M | 30.3K | 1.63% | — | |
| 17 | $25.8M | 40.2K | 1.53% | — | |
| 18 | $25.1M | 169.1K | 1.49% | — | |
| 19 | $23.8M | 98.6K | 1.41% | — | |
| 20 | $23.7M | 35.1K | 1.41% | — |