Instuitional Investor - Lyell Wealth Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	590,528	$110,180,719	8.18%
2.	Apple Inc.	AAPL	181,525	$46,221,616	3.43%
3.	Microsoft Corp	MSFT	87,113	$45,120,007	3.35%
4.	Meta Platforms Inc.	META	51,860	$38,084,947	2.83%
5.	Amazon Com Inc	AMZN	169,794	$37,281,669	2.77%