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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 $1,629,682,361
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 576,081 $115,268,045 7.07%
2.
Alphabet Inc.
 GOOGL 254,136 $89,793,951 5.51%
3.
Alphabet Inc.
 GOOGL 183,316 $65,511,743 4.02%
4.
Palo Alto Networks Inc
 PANW 173,721 $59,242,335 3.64%
5.
Apple Inc.
 AAPL 185,015 $53,535,912 3.29%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.