Instuitional Investor - Lyell Wealth Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	74,790	$37,037,510	4.21%
2.	Apple Inc.	AAPL	178,057	$34,281,291	3.89%
3.	Microsoft Corp	MSFT	76,131	$28,628,437	3.25%
4.	Workday Inc.	WDAY	90,548	$24,996,681	2.84%
5.	Amazon Com Inc	AMZN	151,383	$23,001,133	2.61%