Lyell Wealth Management, LP 13F Holdings · Q2 2026
Lyell Wealth Management, LP reported 232 securities worth $1.63B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (7.07%), GOOG (5.51%), GOOGL (4.02%). Among its top 25 positions this quarter: 15 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION COM | $115.3M | 7.07% | 576,081 | Trimmed |
| 2 | GOOG | ALPHABET INC CAP STK CL C | $89.8M | 5.51% | 254,136 | Added |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | $65.5M | 4.02% | 183,316 | Added |
| 4 | PANW | PALO ALTO NETWORKS INC COM | $59.2M | 3.64% | 173,721 | Added |
| 5 | AAPL | APPLE INC COM | $53.5M | 3.29% | 185,015 | Added |
| 6 | SMH | VANECK SEMICONDUCTOR ETF | $49.9M | 3.06% | 76,152 | Trimmed |
| 7 | AMZN | AMAZON COM INC COM | $42.4M | 2.60% | 177,700 | Added |
| 8 | AMD | ADVANCED MICRO DEVICES INC COM | $40.4M | 2.48% | 69,499 | Trimmed |
| 9 | ASML | ASML HLDG NV N Y REGISTRY SHS | $39.6M | 2.43% | 19,930 | Trimmed |
| 10 | CAT | CATERPILLAR INC COM | $38.4M | 2.36% | 36,103 | Trimmed |
| 11 | MSFT | MICROSOFT CORP COM | $35.0M | 2.14% | 93,697 | Added |
| 12 | JPM | JPMORGAN CHASE & CO COM | $33.9M | 2.08% | 103,574 | Added |
| 13 | APH | AMPHENOL CORP CL A | $33.5M | 2.06% | 190,149 | Added |
| 14 | VRT | VERTIV HOLDINGS CO COM CL A | $32.5M | 2.00% | 97,138 | Trimmed |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $31.8M | 1.95% | 66,578 | Trimmed |
| 16 | META | META PLATFORMS INC CL A | $31.7M | 1.94% | 56,248 | Added |
| 17 | COST | COSTCO WHOLESALE CORPORATION COM | $28.3M | 1.74% | 30,240 | Added |
| 18 | PWR | QUANTA SVCS INC COM | $28.3M | 1.74% | 39,309 | Trimmed |
| 19 | MS | MORGAN STANLEY COM NEW | $23.2M | 1.42% | 111,062 | Added |
| 20 | DHI | D R HORTON INC COM | $20.6M | 1.26% | 126,420 | Added |
| 21 | CDNS | CADENCE DESIGN SYSTEM INC COM | $19.8M | 1.21% | 52,693 | Added |
| 22 | SHOP | SHOPIFY INC CL A SUB VTG SHS | $19.1M | 1.17% | 167,421 | Added |
| 23 | EXTR | EXTREME NETWORKS INC COM | $18.9M | 1.16% | 582,345 | Hold |
| 24 | V | VISA INC COM CL A | $18.2M | 1.12% | 53,002 | Trimmed |
| 25 | AVGO | BROADCOM INC COM | $17.4M | 1.07% | 46,015 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR