Instuitional Investor - Lyell Wealth Management, Lp

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%