Lyell Wealth Management, LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Lyell Wealth Management, LP reported 199 stock positions worth $1.0 billion. Its top holding was Nvidia (NVDA) at 7.7% of the portfolio, followed by Apple (AAPL, 3.7%) and Microsoft (MSFT, 3.3%). Compared with Q1 2024, it opened 10 new positions, sold out of 8, added to 96 and reduced 53. The biggest buy was a new position in Uber Technologies (UBER) and the biggest sale Veeva Systems Class A (VEEV, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001686444
- Portfolio Value
- $1.0B (Q2 2024)
- SEC Filing
- 0001104659-24-087235 ↗ filed Aug 8, 2024
Holdings Value
Holdings 199 stocks · $1.0B
| NVDA Nvidia Corp. | 7.72% | 654,764 | $80.9M | Reduce -5.2% |
| AAPL Apple Inc. | 3.71% | 184,401 | $38.8M | Add +3.5% |
| MSFT Microsoft Corp. | 3.32% | 77,694 | $34.7M | Add +2.3% |
| AMZN Amazon.com Inc. | 2.91% | 157,502 | $30.4M | Add +3.6% |
| PANW Palo Alto Networks Inc. | 2.55% | 78,884 | $26.7M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 2.41% | 138,673 | $25.3M | Add +2.7% |
| META Meta Platforms Inc. Class A | 2.33% | 48,480 | $24.4M | Add +8.4% |
| COST Costco Wholesale Corp. | 2.20% | 27,104 | $23.0M | Add +2.1% |
| WDAY Workday Inc. Class A | 2.14% | 100,464 | $22.5M | Add +5.3% |
| NOW ServiceNow Inc. | 1.96% | 26,071 | $20.5M | Add +6.4% |
| INTU Intuit Inc. | 1.93% | 30,685 | $20.2M | Add +4.4% |
| GOOG Alphabet Inc. Class C | 1.72% | 98,125 | $18.0M | Add +18.8% |
| ASML ASML Holding NV-NY Reg SHS | 1.71% | 17,551 | $17.9M | Add +4.0% |
| JPM JPMorgan Chase & Co. | 1.71% | 88,389 | $17.9M | Add +2.3% |
| CRM Salesforce Inc. | 1.58% | 64,280 | $16.5M | Add +6.8% |
| TMO Thermo Fisher Scientific Inc. | 1.54% | 29,113 | $16.1M | Add +3.0% |
| SMH Vaneck Semiconductor ETF | 1.46% | 58,651 | $15.3M | Add +4.8% |
| ISRG Intuitive Surgical Inc. | 1.44% | 33,955 | $15.1M | Add +0.5% |
| DHI D.R. Horton Inc. | 1.44% | 106,717 | $15.0M | Add +5.7% |
| HD Home Depot Inc. | 1.41% | 42,771 | $14.7M | Add +2.8% |
| AMD Advanced Micro Devices | 1.33% | 85,611 | $13.9M | Add +13.1% |
| CDNS Cadence Design SYS Inc. | 1.24% | 42,098 | $13.0M | Add +7.5% |
| V Visa Inc. Class A | 1.15% | 45,882 | $12.0M | Add +5.0% |
| CAT Caterpillar Inc. | 1.12% | 35,367 | $11.8M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.10% | 21,218 | $11.5M | Add +29.0% |
| ZTS Zoetis Inc. | 1.09% | 66,140 | $11.5M | Add +10.8% |
| SYK Stryker Corp. | 1.09% | 33,613 | $11.4M | Add +4.5% |
| LEN Lennar Corp. Class A | 1.09% | 75,838 | $11.4M | Add +5.8% |
| ADBE Adobe Inc. | 1.05% | 19,718 | $11.0M | Reduce -7.4% |
| APH Amphenol Corp. Class A | 1.04% | 161,999 | $10.9M | Add +2.3% |
| HON Honeywell International Inc. | 1.00% | 48,936 | $10.4M | Add +1.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.99% | 220,214 | $10.4M | Add +15.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.99% | 59,693 | $10.4M | Add +5.0% |
| SHOP Shopify Inc. Class A | 0.99% | 156,201 | $10.3M | Add +20.9% |
| IDXX Idexx Laboratories Inc. | 0.98% | 21,139 | $10.3M | Add +4.3% |
| VEEV Veeva Systems Inc. Class A | 0.95% | 54,345 | $9.9M | Reduce -8.0% |
| XLE SS Energy Select Sector | 0.90% | 103,822 | $9.5M | Add +4.4% |
| UBER Uber Technologies Inc. | 0.86% | 124,642 | $9.1M | New |
| CVX Chevron Corp. | 0.86% | 57,388 | $9.0M | Add +9.5% |
| MS Morgan Stanley | 0.85% | 91,524 | $8.9M | Add +8.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.83% | 89,135 | $8.7M | Reduce -10.6% |
| NFLX Netflix Inc. | 0.83% | 12,891 | $8.7M | Add +10.3% |
| DLR Digital Realty Trust Inc. | 0.78% | 53,986 | $8.2M | Add +6.5% |
| UNP Union Pacific Corp. | 0.77% | 35,548 | $8.0M | Add +0.5% |
| SNOW Snowflake Inc. | 0.75% | 58,330 | $7.9M | Reduce -0.6% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.74% | 310,033 | $7.7M | Reduce -0.1% |
| GWRE Guidewire Software Inc. | 0.74% | 55,890 | $7.7M | No change |
| GLD SPDR Gold Shares | 0.73% | 35,673 | $7.7M | Reduce -0.5% |
| EXTR Extreme Networks Inc. | 0.71% | 556,016 | $7.5M | No change |
| DXCM Dexcom Inc. | 0.70% | 64,915 | $7.4M | Reduce -4.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.70% | 309,868 | $7.4M | Add +10.8% |
| FCX Freeport-McMoran Inc. | 0.69% | 149,510 | $7.3M | Add +10.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.69% | 302,208 | $7.2M | Add +5.5% |
| XLI SS Industrial Select Sector | 0.62% | 53,563 | $6.5M | Reduce -4.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.62% | 261,751 | $6.5M | Add +12.2% |
| NKE Nike Inc. Class B | 0.61% | 84,343 | $6.4M | Reduce -3.3% |
| MA Mastercard Inc. Class A | 0.58% | 13,749 | $6.1M | Add +19.4% |
| COP Conocophillips | 0.58% | 52,866 | $6.0M | Add +3.1% |
| ABT Abbott Laboratories | 0.56% | 56,064 | $5.8M | Reduce -1.9% |
| IBDU iShares Ibonds Dec 2029 Term | 0.54% | 248,200 | $5.6M | Add +15.0% |
| DE Deere & Co. | 0.53% | 14,902 | $5.6M | Add +8.7% |
| TGT Target Corp. | 0.53% | 37,196 | $5.5M | Add +0.2% |
| PRCT Procept Biorobotics Corp. | 0.49% | 84,203 | $5.1M | No change |
| PEP Pepsico Inc. | 0.49% | 30,836 | $5.1M | Add +8.3% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.48% | 236,645 | $5.0M | Add +8.5% |
| WMT Walmart Inc. | 0.48% | 74,156 | $5.0M | Add +1177.0% |
| LMT Lockheed Martin Corp. | 0.45% | 10,061 | $4.7M | Reduce -21.7% |
| IBDP iShares Ibonds Dec 2024 Term | 0.45% | 186,199 | $4.7M | Reduce -24.8% |
| TMUS T-Mobile US Inc. | 0.44% | 26,367 | $4.6M | Add +265.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.43% | 45,484 | $4.5M | Add +1.3% |
| BLK BlackRock Finance Inc. | 0.42% | 5,633 | $4.4M | Add +2.1% |
| IBDX iShares Ibonds Dec 2032 TC | 0.42% | 177,925 | $4.4M | Add +10.1% |
| UNH Unitedhealth Group Inc. | 0.42% | 8,556 | $4.4M | Add +13.0% |
| NOC Northrop Grumman Corp. | 0.40% | 9,699 | $4.2M | Reduce -25.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.40% | 105,224 | $4.2M | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 0.37% | 19,062 | $3.9M | Add +0.5% |
| XLV SS Health Care Select Sector | 0.36% | 25,543 | $3.7M | Add +10.8% |
| CCI Crown Castle Inc. | 0.35% | 37,598 | $3.7M | Add +14.5% |
| IVV iShares Core S&P 500 ETF | 0.33% | 6,367 | $3.5M | Reduce -2.6% |
| NET Cloudflare Inc. Class A | 0.33% | 41,320 | $3.4M | Add +17.5% |
| CI The Cigna Group | 0.32% | 10,022 | $3.3M | Add +0.6% |
| BHP BHP Group Ltd.-Spon ADR | 0.30% | 54,677 | $3.1M | Reduce -8.8% |
| RSP Invesco S&P 500 Equal Weight | 0.30% | 18,945 | $3.1M | Reduce -18.6% |
| XLK SS Technology Select Sector | 0.29% | 13,400 | $3.0M | Add +10.0% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 50,840 | $3.0M | Reduce -7.5% |
| IBB iShares Biotechnology ETF | 0.28% | 21,539 | $3.0M | Add +0.7% |
| BALL Ball Corp. | 0.27% | 47,535 | $2.9M | Add +11.1% |
| TIP iShares Tips Bond ETF | 0.26% | 25,877 | $2.8M | Add +3.6% |
| AVGO Broadcom Inc. | 0.25% | 1,663 | $2.7M | Add +3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 6,494 | $2.6M | No change |
| SBUX Starbucks Corp. | 0.25% | 33,615 | $2.6M | Reduce -45.3% |
| TEAM Atlassian Corp. Class A | 0.24% | 14,234 | $2.5M | Reduce -42.6% |
| OIH Vaneck Oil Services ETF | 0.24% | 7,959 | $2.5M | Add +29.9% |
| EFA iShares MSCI Eafe ETF | 0.22% | 29,667 | $2.3M | Reduce -12.1% |
| CRVL Corvel Corp. | 0.22% | 8,960 | $2.3M | No change |
| LLY Eli Lilly & Co. | 0.21% | 2,481 | $2.2M | Add +0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 4,495 | $2.2M | Add +13.6% |
| XBI SS SPDR S&P Biotech ETF | 0.18% | 20,701 | $1.9M | Reduce -8.5% |
| XOM Exxon Mobil Corp. | 0.18% | 16,665 | $1.9M | Add +31.5% |
| DASH DoorDash Inc. Class A | 0.17% | 16,062 | $1.7M | Reduce -57.9% |
Portfolio Sells Q1 2024 → Q2 2024
| VEEV Veeva Systems Inc. Class A | Reduce -8.0% | 0.95% | −0.44 |
| DASH DoorDash Inc. Class A | Reduce -57.9% | 0.17% | −0.37 |
| SBUX Starbucks Corp. | Reduce -45.3% | 0.25% | −0.32 |
| DXCM Dexcom Inc. | Reduce -4.6% | 0.70% | −0.26 |
| TEAM Atlassian Corp. Class A | Reduce -42.6% | 0.24% | −0.25 |
| NOC Northrop Grumman Corp. | Reduce -25.4% | 0.40% | −0.23 |
| NKE Nike Inc. Class B | Reduce -3.3% | 0.61% | −0.23 |
| SNOW Snowflake Inc. | Reduce -0.6% | 0.75% | −0.21 |
| IBDP iShares Ibonds Dec 2024 Term | Reduce -24.8% | 0.45% | −0.18 |
| IGV iShares Expanded Tech-Softwa | Reduce -84.1% | 0.03% | −0.17 |
| LMT Lockheed Martin Corp. | Reduce -21.7% | 0.45% | −0.15 |
| EQIX Equinix Inc. | Reduce -48.5% | 0.10% | −0.12 |
| ABT Abbott Laboratories | Reduce -1.9% | 0.56% | −0.10 |
| RSP Invesco S&P 500 Equal Weight | Reduce -18.6% | 0.30% | −0.10 |
| XLI SS Industrial Select Sector | Reduce -4.0% | 0.62% | −0.09 |
| IJH iShares Core S&P Midcap ETF | Reduce -7.5% | 0.28% | −0.06 |
| TTD Trade Desk Inc./the Class A | Reduce -10.6% | 0.83% | −0.05 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -8.8% | 0.30% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -12.1% | 0.22% | −0.05 |
| BA The Boeing Co. | Sold out | 0.00% | −0.05 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -0.1% | 0.74% | −0.05 |
| ADBE Adobe Inc. | Reduce -7.4% | 1.05% | −0.05 |
| GNRC Generac Holdings Inc. | Reduce -56.9% | 0.03% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -28.8% | 0.08% | −0.04 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.04 |
| AMGN Amgen Inc. | Reduce -47.7% | 0.04% | −0.04 |
| XBI SS SPDR S&P Biotech ETF | Reduce -8.5% | 0.18% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -14.3% | 0.15% | −0.03 |
| WY Weyerhaeuser Co. | Sold out | 0.00% | −0.03 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.02 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.02 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.02 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -36.3% | 0.02% | −0.02 |
| GLD SPDR Gold Shares | Reduce -0.5% | 0.73% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -4.0% | 0.11% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -2.6% | 0.33% | −0.02 |
| SWK Stanley Black & Decker Inc. | Reduce -10.4% | 0.04% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.4% | 0.07% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.7% | 0.11% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -10.1% | 0.02% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Reduce -28.6% | 0.02% | −0.01 |
| TSLA Tesla Inc. | Reduce -12.9% | 0.12% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -31.0% | 0.02% | −0.01 |
| TWLO Twilio Inc. Class A | Reduce -9.7% | 0.03% | −0.01 |
| ZM Zoom Communications Inc. | Reduce -1.0% | 0.05% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -16.1% | 0.03% | −0.01 |
| UPS United Parcel Service Class B | Reduce -7.8% | 0.03% | −0.01 |
| FDN First Trust DJ Internet Ind | Reduce -0.4% | 0.10% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| UBER Uber Technologies Inc. | New | 0.86% | +0.86 |
| AAPL Apple Inc. | Add +3.5% | 3.71% | +0.60 |
| WMT Walmart Inc. | Add +1177.0% | 0.48% | +0.44 |
| GOOG Alphabet Inc. Class C | Add +18.8% | 1.72% | +0.44 |
| PANW Palo Alto Networks Inc. | Add +4.0% | 2.55% | +0.36 |
| GOOGL Alphabet Inc. Class A | Add +2.7% | 2.41% | +0.34 |
| TMUS T-Mobile US Inc. | Add +265.2% | 0.44% | +0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +29.0% | 1.10% | +0.23 |
| COST Costco Wholesale Corp. | Add +2.1% | 2.20% | +0.22 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.0% | 0.99% | +0.20 |
| SMH Vaneck Semiconductor ETF | Add +4.8% | 1.46% | +0.18 |
| META Meta Platforms Inc. Class A | Add +8.4% | 2.33% | +0.13 |
| AMZN Amazon.com Inc. | Add +3.6% | 2.91% | +0.12 |
| APH Amphenol Corp. Class A | Add +2.3% | 1.04% | +0.11 |
| NFLX Netflix Inc. | Add +10.3% | 0.83% | +0.11 |
| TLT iShares 20+ Year Treasury BD | New | 0.09% | +0.09 |
| ISRG Intuitive Surgical Inc. | Add +0.5% | 1.44% | +0.07 |
| ZTS Zoetis Inc. | Add +10.8% | 1.09% | +0.07 |
| MSFT Microsoft Corp. | Add +2.3% | 3.32% | +0.07 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.07% | +0.07 |
| NOW ServiceNow Inc. | Add +6.4% | 1.96% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +4.0% | 1.71% | +0.05 |
| FCX Freeport-McMoran Inc. | Add +10.4% | 0.69% | +0.05 |
| SCHF Schwab Intl Equity ETF | New | 0.04% | +0.04 |
| MS Morgan Stanley | Add +8.6% | 0.85% | +0.04 |
| DLR Digital Realty Trust Inc. | Add +6.5% | 0.78% | +0.04 |
| VOO Vanguard S&P 500 ETF | New | 0.04% | +0.04 |
| AVGO Broadcom Inc. | Add +3.0% | 0.25% | +0.04 |
| OUNZ Vaneck Merk Gold ETF | Add +56.6% | 0.11% | +0.04 |
| IBDU iShares Ibonds Dec 2029 Term | Add +15.0% | 0.54% | +0.04 |
| UNH Unitedhealth Group Inc. | Add +13.0% | 0.42% | +0.04 |
| XOM Exxon Mobil Corp. | Add +31.5% | 0.18% | +0.03 |
| XLK SS Technology Select Sector | Add +10.0% | 0.29% | +0.03 |
| OIH Vaneck Oil Services ETF | Add +29.9% | 0.24% | +0.03 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +12.2% | 0.62% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +13.6% | 0.21% | +0.03 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +10.8% | 0.70% | +0.03 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | New | 0.02% | +0.02 |
| OEF iShares S&P 100 ETF | New | 0.02% | +0.02 |
| COHR Coherent Corp. | New | 0.02% | +0.02 |
| AMLP Alerian MLP ETF | New | 0.02% | +0.02 |
| LLY Eli Lilly & Co. | Add +0.7% | 0.21% | +0.02 |
| ANSS Ansys Inc. | New | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +9.5% | 0.86% | +0.02 |
| MA Mastercard Inc. Class A | Add +19.4% | 0.58% | +0.02 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +42.9% | 0.05% | +0.01 |
| IBDX iShares Ibonds Dec 2032 TC | Add +10.1% | 0.42% | +0.01 |
| XLV SS Health Care Select Sector | Add +10.8% | 0.36% | +0.01 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +8.5% | 0.48% | +0.01 |
| LRCX Lam Research Corp. | Add +8.1% | 0.06% | +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 |