LYELL WEALTH MANAGEMENT, LP
217 holdingsFiling period: 2026-03-31Current AUM: $1.57Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION COM | 578.9K | $101.0M | $116.2M | 7.38% | -1,791 | 2026-03-31 |
| 2 | GOOG | ALPHABET INC CAP STK CL C | 254.1K | $72.9M | $90.6M | 5.76% | +168.8K | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | 182.0K | $52.3M | $64.8M | 4.12% | -238 | 2026-03-31 |
| 4 | AAPL | APPLE INC COM | 184.3K | $46.8M | $56.9M | 3.62% | +535 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC COM | 175.4K | $36.5M | $47.6M | 3.03% | +792 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP COM | 92.5K | $34.2M | $43.0M | 2.73% | +338 | 2026-03-31 |
| 7 | META | META PLATFORMS INC CL A | 55.1K | $31.5M | $30.7M | 1.95% | +1.0K | 2026-03-31 |
| 8 | SMH | VANECK SEMICONDUCTOR ETF | 77.9K | $29.9M | $42.1M | 2.67% | +237 | 2026-03-31 |
| 9 | COST | COSTCO WHOLESALE CORPORATION COM | 29.9K | $29.8M | $28.4M | 1.81% | +378 | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE & CO COM | 100.6K | $29.6M | $35.4M | 2.25% | -239 | 2026-03-31 |
| 11 | PANW | PALO ALTO NETWORKS INC COM | 170.3K | $27.3M | $56.5M | 3.59% | +864 | 2026-03-31 |
| 12 | — | ASML HLDG NV N Y REGISTRY SHS | 20.1K | $26.6M | $26.6M | 1.69% | -292 | 2026-03-31 |
| 13 | VRT | VERTIV HOLDINGS CO COM CL A | 105.0K | $26.3M | $25.4M | 1.61% | -533 | 2026-03-31 |
| 14 | CAT | CATERPILLAR INC COM | 37.0K | $26.2M | $30.1M | 1.91% | -251 | 2026-03-31 |
| 15 | APH | AMPHENOL CORP CL A | 189.6K | $24.0M | $30.5M | 1.93% | -358 | 2026-03-31 |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 68.0K | $23.0M | $27.5M | 1.75% | -809 | 2026-03-31 |
| 17 | PWR | QUANTA SVCS INC COM | 39.7K | $21.8M | $26.5M | 1.68% | +1.2K | 2026-03-31 |
| 18 | NFLX | NETFLIX INC. COM | 210.7K | $20.3M | $15.1M | 0.96% | +4.4K | 2026-03-31 |
| 19 | SHOP | SHOPIFY INC CL A SUB VTG SHS | 164.9K | $19.6M | $19.3M | 1.23% | +21 | 2026-03-31 |
| 20 | MS | MORGAN STANLEY COM NEW | 110.0K | $18.1M | $23.1M | 1.47% | +234 | 2026-03-31 |
| 21 | DHI | D R HORTON INC COM | 126.4K | $17.3M | $18.1M | 1.15% | +3.1K | 2026-03-31 |
| 22 | ISRG | INTUITIVE SURGICAL INC COM NEW | 37.2K | $17.1M | $13.1M | 0.83% | -294 | 2026-03-31 |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC COM | 34.5K | $17.0M | $19.8M | 1.26% | +323 | 2026-03-31 |
| 24 | V | VISA INC COM CL A | 53.2K | $16.1M | $19.5M | 1.24% | -1,170 | 2026-03-31 |
| 25 | AMD | ADVANCED MICRO DEVICES INC COM | 77.5K | $15.8M | $36.9M | 2.34% | +99 | 2026-03-31 |
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