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LYELL WEALTH MANAGEMENT, LP

Q2 2026 13F filing

Updated 37 days ago

232 disclosed positions worth $1.6B

Portfolio value
$1.6B
Total holdings
232
New positions
27
Closed positions
11
Increased
91
Decreased
70
Turnover
16.4%
Filed
2026-08-05

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION COM

-0.5%
Value
$115.3M
Shares
576.1K
% Port
7.07%
G

ALPHABET INC CAP STK CL C

0.0%
Value
$89.8M
Shares
254.1K
% Port
5.51%
G

ALPHABET INC CAP STK CL A

+0.7%
Value
$65.5M
Shares
183.3K
% Port
4.02%
P

PALO ALTO NETWORKS INC COM

+2.0%
Value
$59.2M
Shares
173.7K
% Port
3.64%
A

APPLE INC COM

+0.4%
Value
$53.5M
Shares
185.0K
% Port
3.29%
H

VANECK SEMICONDUCTOR ETF

-2.3%
Value
$49.9M
Shares
76.2K
% Port
3.06%
A

AMAZON COM INC COM

+1.3%
Value
$42.4M
Shares
177.7K
% Port
2.60%
A
8.AMD

ADVANCED MICRO DEVICES INC COM

-10.3%
Value
$40.4M
Shares
69.5K
% Port
2.48%
A

ASML HLDG NV N Y REGISTRY SHS

-1.0%
Value
$39.6M
Shares
19.9K
% Port
2.43%
C
10.CAT

CATERPILLAR INC COM

-2.4%
Value
$38.4M
Shares
36.1K
% Port
2.36%
M
11.MSFT

MICROSOFT CORP COM

+1.3%
Value
$35M
Shares
93.7K
% Port
2.14%
J

JPMORGAN CHASE & CO COM

+3.0%
Value
$33.9M
Shares
103.6K
% Port
2.08%
A
13.APH

AMPHENOL CORP CL A

+0.3%
Value
$33.5M
Shares
190.1K
% Port
2.06%
V
14.VRT

VERTIV HOLDINGS CO COM CL A

-7.5%
Value
$32.5M
Shares
97.1K
% Port
2.00%
T

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

-2.1%
Value
$31.8M
Shares
66.6K
% Port
1.95%
M
16.META

META PLATFORMS INC CL A

+2.0%
Value
$31.7M
Shares
56.2K
% Port
1.94%
P
17.PWR

QUANTA SVCS INC COM

-1.0%
Value
$28.3M
Shares
39.3K
% Port
1.74%
C
18.COST

COSTCO WHOLESALE CORPORATION COM

+1.2%
Value
$28.3M
Shares
30.2K
% Port
1.74%
M

MORGAN STANLEY COM NEW

+1.0%
Value
$23.2M
Shares
111.1K
% Port
1.42%
D
20.DNP

D R HORTON INC COM

+0.0%
Value
$20.6M
Shares
126.4K
% Port
1.26%
C
21.CDNS

CADENCE DESIGN SYSTEM INC COM

+0.6%
Value
$19.8M
Shares
52.7K
% Port
1.21%
S
22.SHOP

SHOPIFY INC CL A SUB VTG SHS

+1.5%
Value
$19.1M
Shares
167.4K
% Port
1.17%
E
23.EXTR

EXTREME NETWORKS INC COM

Unchanged
Value
$18.9M
Shares
582.3K
% Port
1.16%
V
24.V

VISA INC COM CL A

-0.4%
Value
$18.2M
Shares
53.0K
% Port
1.12%
T
25.TOL

TOLL BROTHERS INC COM

+5.6%
Value
$17.4M
Shares
105.8K
% Port
1.07%
A
26.AVGO

BROADCOM INC COM

+15.5%
Value
$17.4M
Shares
46.0K
% Port
1.07%
T
27.TMO

THERMO FISHER SCIENTIFIC INC COM

-0.2%
Value
$17.3M
Shares
34.5K
% Port
1.06%
H
28.HD

HOME DEPOT INC COM

+3.6%
Value
$16.8M
Shares
47.7K
% Port
1.03%
D
29.DELL

DELL TECHNOLOGIES INC CL C

+39.1%
Value
$16.3M
Shares
37.8K
% Port
1.00%
I
30.ISRG

INTUITIVE SURGICAL INC COM NEW

+4.9%
Value
$15.5M
Shares
39.0K
% Port
0.95%
N
31.NFLX

NETFLIX INC. COM

+1.3%
Value
$15.2M
Shares
213.5K
% Port
0.94%
S
32.SNOW

SNOWFLAKE INC COM SHS

-9.1%
Value
$14.7M
Shares
57.8K
% Port
0.90%
W
33.WMT

WALMART INC COM

+3.2%
Value
$14.7M
Shares
129.7K
% Port
0.90%
E
34.ETHA

ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

+6.5%
Value
$14.4M
Shares
592.8K
% Port
0.88%
S
35.SPY

STATE STREET SPDR S&P 500 ETF

+0.5%
Value
$14.1M
Shares
18.9K
% Port
0.87%
U
36.UBER

UBER TECHNOLOGIES INC COM

-1.9%
Value
$13.9M
Shares
192.9K
% Port
0.85%
N
37.NET

CLOUDFLARE INC CL A COM

+3.5%
Value
$13.7M
Shares
55.9K
% Port
0.84%
E
38.ETHA

ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

+8.0%
Value
$13.4M
Shares
529.6K
% Port
0.82%
D
39.DE

DEERE & CO COM

+7.1%
Value
$13.1M
Shares
20.7K
% Port
0.80%
G
40.GLD

SPDR GOLD SHARES

-3.1%
Value
$12.9M
Shares
34.9K
% Port
0.79%
?
41.N/A

ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

+8.4%
Value
$12.7M
Shares
546.9K
% Port
0.78%
W
42.WM

WASTE MGMT INC DEL COM

+17.8%
Value
$12.4M
Shares
55.6K
% Port
0.76%
B

BERKSHIRE HATHAWAY INC DEL CL B NEW

+0.6%
Value
$12.1M
Shares
24.2K
% Port
0.74%
I
44.IDXX

IDEXX LABS INC COM

+0.6%
Value
$11.9M
Shares
22.7K
% Port
0.73%
S
45.SYK

STRYKER CORPORATION COM

-0.6%
Value
$11.6M
Shares
36.8K
% Port
0.71%
S

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

+2.0%
Value
$11.5M
Shares
61.9K
% Port
0.70%
T
47.TJX

TJX COS INC NEW COM

+31.4%
Value
$10.9M
Shares
72.0K
% Port
0.67%
?
48.N/A

ISHARES IBONDS DEC 2030 TERM CORPORATE ETF

+5.3%
Value
$10.7M
Shares
492.6K
% Port
0.66%
F
49.FCX

FREEPORT MCMORAN INC CL B

+36.0%
Value
$10.4M
Shares
164.8K
% Port
0.64%
M
50.MA

MASTERCARD INCORPORATED CL A

+0.6%
Value
$10.1M
Shares
19.6K
% Port
0.62%