§ 13F · FUND PROFILE
LYELL WEALTH MANAGEMENT, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.3B (13F)Positions · 211Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION COM | 579K | $101M | 7.4% | ±0% |
| 2 | GOOG | ALPHABET INC CAP STK CL C | 254K | $73M | 5.4% | +198% |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | 182K | $52M | 3.8% | ±0% |
| 4 | AAPL | APPLE INC COM | 184K | $47M | 3.4% | ±0% |
| 5 | AMZN | AMAZON COM INC COM | 175K | $37M | 2.7% | ±0% |
| 6 | MSFT | MICROSOFT CORP COM | 92K | $34M | 2.5% | ±0% |
| 7 | META | META PLATFORMS INC CL A | 55K | $32M | 2.3% | +2% |
| 8 | SMH | VANECK SEMICONDUCTOR ETF | 78K | $30M | 2.2% | ±0% |
| 9 | COST | COSTCO WHOLESALE CORPORATION COM | 30K | $30M | 2.2% | +1% |
| 10 | JPM | JPMORGAN CHASE & CO COM | 101K | $30M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LYELL SIGNAL
AC read
LYELL WEALTH MANAGEMENT, LP is a Other fund managing $1.3 billion in assets. The fund runs a broad portfolio of 211 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed