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Home > Institutional Investor > Lyell Wealth Management, Lp > Profile

Instuitional Investor - Lyell Wealth Management, Lp

Fund Profile
Filing Period:
Fund Name: Lyell Wealth Management, Lp
Portfolio Value $1,266,070,050
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 594,220 $93,880,818 7.42%
2.
Microsoft Corp
 MSFT 90,100 $44,816,756 3.54%
3.
Meta Platforms Inc.
 META 51,726 $38,178,443 3.02%
4.
Apple Inc.
 AAPL 183,514 $37,651,469 2.97%
5.
Amazon Com Inc
 AMZN 169,355 $37,154,793 2.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)