Lyell Wealth Management, LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), Lyell Wealth Management, LP reported 197 stock positions worth $983.5 million. Its top holding was Nvidia (NVDA) at 6.3% of the portfolio, followed by Microsoft (MSFT, 3.2%) and Apple (AAPL, 3.1%). Compared with Q4 2023, it opened 10 new positions, sold out of 8, added to 88 and reduced 68. The biggest buy was ASML Holding NV-NY Reg SHS (ASML, shares +0%) and the biggest sale Nike Class B (NKE, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001686444
- Portfolio Value
- $983.5M (Q1 2024)
- SEC Filing
- 0001104659-24-056800 ↗ filed May 3, 2024
Holdings Value
Holdings 197 stocks · $983.5M
| NVDA Nvidia Corp. | 6.34% | 69,035 | $62.4M | Reduce -7.7% |
| MSFT Microsoft Corp. | 3.25% | 75,948 | $32.0M | Reduce -0.2% |
| AAPL Apple Inc. | 3.11% | 178,192 | $30.6M | Add +0.1% |
| AMZN Amazon.com Inc. | 2.79% | 152,076 | $27.4M | Add +0.5% |
| WDAY Workday Inc. Class A | 2.65% | 95,438 | $26.0M | Add +5.4% |
| META Meta Platforms Inc. Class A | 2.21% | 44,724 | $21.7M | Reduce -0.6% |
| PANW Palo Alto Networks Inc. | 2.19% | 75,814 | $21.5M | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 2.07% | 135,021 | $20.4M | Reduce -3.0% |
| COST Costco Wholesale Corp. | 1.98% | 26,556 | $19.5M | Reduce -0.5% |
| INTU Intuit Inc. | 1.94% | 29,400 | $19.1M | Reduce -0.9% |
| NOW ServiceNow Inc. | 1.90% | 24,503 | $18.7M | Reduce -0.7% |
| CRM Salesforce Inc. | 1.84% | 60,170 | $18.1M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 1.76% | 86,381 | $17.3M | Reduce -0.1% |
| DHI D.R. Horton Inc. | 1.69% | 100,977 | $16.6M | Reduce -0.9% |
| TMO Thermo Fisher Scientific Inc. | 1.67% | 28,274 | $16.4M | Add +1.3% |
| ASML ASML Holding NV-NY Reg SHS | 1.66% | 16,869 | $16.4M | Add +0.3% |
| HD Home Depot Inc. | 1.62% | 41,604 | $16.0M | Reduce -0.7% |
| VEEV Veeva Systems Inc. Class A | 1.39% | 59,073 | $13.7M | Add +3.8% |
| AMD Advanced Micro Devices | 1.39% | 75,676 | $13.7M | Add +0.2% |
| ISRG Intuitive Surgical Inc. | 1.37% | 33,785 | $13.5M | Add +0.2% |
| CAT Caterpillar Inc. | 1.29% | 34,547 | $12.7M | Add +0.2% |
| SMH Vaneck Semiconductor ETF | 1.28% | 55,944 | $12.6M | Reduce -4.1% |
| GOOG Alphabet Inc. Class C | 1.28% | 82,575 | $12.6M | Reduce -2.1% |
| LEN Lennar Corp. Class A | 1.25% | 71,682 | $12.3M | Add +0.3% |
| V Visa Inc. Class A | 1.24% | 43,678 | $12.2M | Add +1.6% |
| CDNS Cadence Design SYS Inc. | 1.24% | 39,150 | $12.2M | Reduce -1.1% |
| SYK Stryker Corp. | 1.17% | 32,164 | $11.5M | Add +0.6% |
| IDXX Idexx Laboratories Inc. | 1.11% | 20,271 | $10.9M | Add +1.5% |
| ADBE Adobe Inc. | 1.09% | 21,288 | $10.7M | Add +4.2% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.07% | 191,415 | $10.5M | Add +10.0% |
| ZTS Zoetis Inc. | 1.03% | 59,680 | $10.1M | Add +7.0% |
| SHOP Shopify Inc. Class A | 1.01% | 129,160 | $10.0M | Add +1.7% |
| HON Honeywell International Inc. | 1.01% | 48,266 | $9.9M | Reduce -3.7% |
| SNOW Snowflake Inc. | 0.96% | 58,684 | $9.5M | Add +20.4% |
| DXCM Dexcom Inc. | 0.96% | 68,060 | $9.4M | Reduce -3.2% |
| XLE SS Energy Select Sector | 0.95% | 99,426 | $9.4M | Reduce -1.4% |
| APH Amphenol Corp. Class A | 0.93% | 79,159 | $9.1M | Add +0.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.89% | 99,690 | $8.7M | No change |
| UNP Union Pacific Corp. | 0.88% | 35,380 | $8.7M | Add +2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.87% | 16,449 | $8.6M | Add +16.5% |
| CVX Chevron Corp. | 0.84% | 52,394 | $8.3M | Reduce -0.0% |
| NKE Nike Inc. Class B | 0.83% | 87,261 | $8.2M | Reduce -0.4% |
| MS Morgan Stanley | 0.81% | 84,254 | $7.9M | Add +6.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.79% | 56,841 | $7.7M | Add +5.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.78% | 310,508 | $7.7M | Add +4.1% |
| GLD SPDR Gold Shares | 0.75% | 35,853 | $7.4M | Add +0.3% |
| DLR Digital Realty Trust Inc. | 0.74% | 50,672 | $7.3M | Add +4.8% |
| NFLX Netflix Inc. | 0.72% | 11,688 | $7.1M | Add +5.4% |
| XLI SS Industrial Select Sector | 0.71% | 55,777 | $7.0M | Add +4.0% |
| IBDR iShares Ibonds Dec 2026 Term | 0.69% | 286,398 | $6.8M | Add +13.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.68% | 279,526 | $6.7M | Add +29.3% |
| TGT Target Corp. | 0.67% | 37,123 | $6.6M | Add +1.2% |
| COP Conocophillips | 0.66% | 51,258 | $6.5M | Add +4.9% |
| GWRE Guidewire Software Inc. | 0.66% | 55,890 | $6.5M | No change |
| ABT Abbott Laboratories | 0.66% | 57,131 | $6.5M | Add +3.2% |
| EXTR Extreme Networks Inc. | 0.65% | 556,016 | $6.4M | No change |
| FCX Freeport-McMoran Inc. | 0.65% | 135,408 | $6.4M | Add +9.4% |
| NOC Northrop Grumman Corp. | 0.63% | 12,999 | $6.2M | Reduce -5.5% |
| IBDP iShares Ibonds Dec 2024 Term | 0.63% | 247,646 | $6.2M | Reduce -12.1% |
| LMT Lockheed Martin Corp. | 0.59% | 12,852 | $5.8M | Reduce -5.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.59% | 233,301 | $5.8M | Add +46.6% |
| DE Deere & Co. | 0.57% | 13,706 | $5.6M | Add +6.4% |
| SBUX Starbucks Corp. | 0.57% | 61,421 | $5.6M | Add +6.8% |
| MA Mastercard Inc. Class A | 0.56% | 11,514 | $5.5M | Add +1.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.56% | 44,909 | $5.5M | Reduce -2.2% |
| DASH DoorDash Inc. Class A | 0.53% | 38,134 | $5.3M | Add +2.5% |
| PEP Pepsico Inc. | 0.51% | 28,472 | $5.0M | Reduce -4.8% |
| IBDU iShares Ibonds Dec 2029 Term | 0.50% | 215,780 | $4.9M | Add +20.2% |
| TEAM Atlassian Corp. Class A | 0.49% | 24,803 | $4.8M | Add +26.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.47% | 218,035 | $4.7M | Add +26.4% |
| BLK BlackRock Finance Inc. | 0.47% | 5,519 | $4.6M | Add +2.8% |
| PRCT Procept Biorobotics Corp. | 0.42% | 84,203 | $4.2M | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.41% | 161,650 | $4.0M | Add +80.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.41% | 105,516 | $4.0M | Reduce -2.0% |
| IWM iShares Russell 2000 ETF | 0.41% | 18,963 | $4.0M | Add +33.9% |
| RSP Invesco S&P 500 Equal Weight | 0.40% | 23,262 | $3.9M | Add +0.6% |
| UNH Unitedhealth Group Inc. | 0.38% | 7,571 | $3.7M | Add +19.2% |
| CI The Cigna Group | 0.37% | 9,967 | $3.6M | Add +4.3% |
| CCI Crown Castle Inc. | 0.35% | 32,836 | $3.5M | Add +3.6% |
| BHP BHP Group Ltd.-Spon ADR | 0.35% | 59,917 | $3.5M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 0.35% | 6,538 | $3.4M | Add +20.1% |
| XLV SS Health Care Select Sector | 0.35% | 23,053 | $3.4M | Add +5.9% |
| NET Cloudflare Inc. Class A | 0.35% | 35,171 | $3.4M | Add +14.7% |
| IJH iShares Core S&P Midcap ETF | 0.34% | 54,930 | $3.3M | Add +3.7% |
| IBB iShares Biotechnology ETF | 0.30% | 21,394 | $2.9M | Add +4.0% |
| BALL Ball Corp. | 0.29% | 42,790 | $2.9M | Add +14.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 6,494 | $2.7M | Reduce -0.3% |
| EFA iShares MSCI Eafe ETF | 0.27% | 33,764 | $2.7M | Reduce -13.1% |
| TIP iShares Tips Bond ETF | 0.27% | 24,977 | $2.7M | Add +10.4% |
| XLK SS Technology Select Sector | 0.26% | 12,185 | $2.5M | Reduce -1.2% |
| CRVL Corvel Corp. | 0.24% | 8,960 | $2.4M | No change |
| XBI SS SPDR S&P Biotech ETF | 0.22% | 22,614 | $2.1M | Add +9.1% |
| AVGO Broadcom Inc. | 0.22% | 1,614 | $2.1M | Add +2.4% |
| EQIX Equinix Inc. | 0.21% | 2,561 | $2.1M | Reduce -39.7% |
| OIH Vaneck Oil Services ETF | 0.21% | 6,129 | $2.1M | Add +14.9% |
| IGV iShares Expanded Tech-Softwa | 0.20% | 23,025 | $2.0M | Reduce -9.1% |
| LLY Eli Lilly & Co. | 0.19% | 2,463 | $1.9M | Add +1.3% |
| EEM iShares MSCI Emerging Market | 0.18% | 44,013 | $1.8M | Reduce -23.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 3,957 | $1.8M | Reduce -11.5% |
| MU Micron Technology Inc. | 0.16% | 12,977 | $1.5M | Add +0.5% |
Portfolio Sells Q4 2023 → Q1 2024
| NKE Nike Inc. Class B | Reduce -0.4% | 0.83% | −0.25 |
| HON Honeywell International Inc. | Reduce -3.7% | 1.01% | −0.19 |
| EQIX Equinix Inc. | Reduce -39.7% | 0.21% | −0.17 |
| IBDP iShares Ibonds Dec 2024 Term | Reduce -12.1% | 0.63% | −0.17 |
| INTU Intuit Inc. | Reduce -0.9% | 1.94% | −0.16 |
| BA The Boeing Co. | Reduce -61.5% | 0.05% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -3.0% | 2.07% | −0.14 |
| LMT Lockheed Martin Corp. | Reduce -5.1% | 0.59% | −0.10 |
| NOC Northrop Grumman Corp. | Reduce -5.5% | 0.63% | −0.10 |
| NOW ServiceNow Inc. | Reduce -0.7% | 1.90% | −0.08 |
| EEM iShares MSCI Emerging Market | Reduce -23.4% | 0.18% | −0.08 |
| TSLA Tesla Inc. | Reduce -0.7% | 0.13% | −0.08 |
| GOOG Alphabet Inc. Class C | Reduce -2.1% | 1.28% | −0.07 |
| GNRC Generac Holdings Inc. | Reduce -41.0% | 0.08% | −0.07 |
| DHI D.R. Horton Inc. | Reduce -0.9% | 1.69% | −0.07 |
| PEP Pepsico Inc. | Reduce -4.8% | 0.51% | −0.07 |
| EFA iShares MSCI Eafe ETF | Reduce -13.1% | 0.27% | −0.06 |
| CVX Chevron Corp. | Reduce -0.0% | 0.84% | −0.05 |
| SCHX Schwab US Large-Cap ETF | Reduce -59.1% | 0.03% | −0.05 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.04 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.04 |
| IGV iShares Expanded Tech-Softwa | Reduce -9.1% | 0.20% | −0.03 |
| DXCM Dexcom Inc. | Reduce -3.2% | 0.96% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -11.5% | 0.18% | −0.03 |
| HD Home Depot Inc. | Reduce -0.7% | 1.62% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -8.2% | 0.12% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -23.3% | 0.06% | −0.03 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 1.98% | −0.03 |
| FDN First Trust DJ Internet Ind | Reduce -16.6% | 0.11% | −0.02 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.02 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.02 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.02 |
| FTEC Fidelity MSCI Info Tech Indx | Sold out | 0.00% | −0.02 |
| JNJ Johnson & Johnson | Reduce -7.0% | 0.11% | −0.02 |
| ZM Zoom Communications Inc. | Reduce -10.6% | 0.06% | −0.02 |
| DOCU Docusign Inc. | Reduce -0.6% | 0.11% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -0.2% | 0.05% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -6.2% | 0.13% | −0.01 |
| XLK SS Technology Select Sector | Reduce -1.2% | 0.26% | −0.01 |
| A Agilent Technologies Inc. | Reduce -1.9% | 0.11% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -12.3% | 0.06% | −0.01 |
| KEYS Keysight Technologies Inc. | Reduce -1.8% | 0.06% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -14.7% | 0.04% | −0.01 |
| SWK Stanley Black & Decker Inc. | Reduce -0.9% | 0.05% | −0.01 |
| HPQ HP Inc. | Reduce -4.8% | 0.04% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -10.8% | 0.03% | −0.01 |
| XLE SS Energy Select Sector | Reduce -1.4% | 0.95% | −0.01 |
| MSFT Microsoft Corp. | Reduce -0.2% | 3.25% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -2.2% | 0.13% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| ASML ASML Holding NV-NY Reg SHS | Add +0.3% | 1.66% | +0.22 |
| AMZN Amazon.com Inc. | Add +0.5% | 2.79% | +0.17 |
| IBDX iShares Ibonds Dec 2032 TC | Add +80.5% | 0.41% | +0.15 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.2% | 0.79% | +0.15 |
| VEEV Veeva Systems Inc. Class A | Add +3.8% | 1.39% | +0.15 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +46.6% | 0.59% | +0.14 |
| CAT Caterpillar Inc. | Add +0.2% | 1.29% | +0.13 |
| AMD Advanced Micro Devices | Add +0.2% | 1.39% | +0.12 |
| TMUS T-Mobile US Inc. | New | 0.12% | +0.12 |
| DASH DoorDash Inc. Class A | Add +2.5% | 0.53% | +0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +16.5% | 0.87% | +0.11 |
| NFLX Netflix Inc. | Add +5.4% | 0.72% | +0.11 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +29.3% | 0.68% | +0.09 |
| IWM iShares Russell 2000 ETF | Add +33.9% | 0.41% | +0.08 |
| SYK Stryker Corp. | Add +0.6% | 1.17% | +0.08 |
| ISRG Intuitive Surgical Inc. | Add +0.2% | 1.37% | +0.08 |
| TGT Target Corp. | Add +1.2% | 0.67% | +0.08 |
| NET Cloudflare Inc. Class A | Add +14.7% | 0.35% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +20.1% | 0.35% | +0.05 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +26.4% | 0.47% | +0.05 |
| BALL Ball Corp. | Add +14.4% | 0.29% | +0.05 |
| FCX Freeport-McMoran Inc. | Add +9.4% | 0.65% | +0.05 |
| CI The Cigna Group | Add +4.3% | 0.37% | +0.04 |
| LEN Lennar Corp. Class A | Add +0.3% | 1.25% | +0.04 |
| APH Amphenol Corp. Class A | Add +0.7% | 0.93% | +0.04 |
| IWV iShares Russell 3000 ETF | New | 0.04% | +0.04 |
| SLB SLB Ltd. | Add +10.0% | 1.07% | +0.04 |
| LLY Eli Lilly & Co. | Add +1.3% | 0.19% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | Add +0.5% | 0.16% | +0.03 |
| IBDU iShares Ibonds Dec 2029 Term | Add +20.2% | 0.50% | +0.03 |
| GE General Electric | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | New | 0.03% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +43.9% | 0.09% | +0.02 |
| VEA Vanguard Ftse Developed ETF | New | 0.02% | +0.02 |
| EPD Enterprise Products Partners | New | 0.02% | +0.02 |
| OIH Vaneck Oil Services ETF | Add +14.9% | 0.21% | +0.02 |
| SCHB Schwab US Broad Market ETF | New | 0.02% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | New | 0.02% | +0.02 |
| EWJ iShares MSCI Japan ETF | New | 0.02% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +45.9% | 0.07% | +0.02 |
| XLI SS Industrial Select Sector | Add +4.0% | 0.71% | +0.02 |
| COP Conocophillips | Add +4.9% | 0.66% | +0.02 |
| AVGO Broadcom Inc. | Add +2.4% | 0.22% | +0.02 |
| MA Mastercard Inc. Class A | Add +1.3% | 0.56% | +0.01 |
| XOM Exxon Mobil Corp. | Add +3.7% | 0.15% | +0.01 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +51.5% | 0.04% | +0.01 |
| IBDR iShares Ibonds Dec 2026 Term | Add +13.5% | 0.69% | +0.01 |
| XLV SS Health Care Select Sector | Add +5.9% | 0.35% | +0.01 |
| XBI SS SPDR S&P Biotech ETF | Add +9.1% | 0.22% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 232 | $1.6B | NVDA, GOOG, GOOGL, PANW, AAPL |
| Q1 2026 | 216 | $1.4B | NVDA, GOOG, GOOGL, AAPL, AMZN |
| Q4 2025 | 213 | $1.4B | NVDA, GOOGL, AAPL, MSFT, AMZN |
| Q3 2025 | 211 | $1.3B | NVDA, AAPL, MSFT, META, AMZN |
| Q2 2025 | 219 | $1.3B | NVDA, MSFT, META, AAPL, AMZN |
| Q1 2025 | 202 | $1.1B | NVDA, AAPL, MSFT, AMZN, META |
| Q4 2024 | 200 | $1.1B | NVDA, AAPL, AMZN, MSFT, META |
| Q3 2024 | 207 | $1.1B | NVDA, AAPL, MSFT, AMZN, META |
| Q2 2024 | 199 | $1.0B | NVDA, AAPL, MSFT, AMZN, PANW |
| Q1 2024 | 197 | $983.5M | NVDA, MSFT, AAPL, AMZN, WDAY |