LYELL WEALTH MANAGEMENT, LP
CIK 1686444
13F filing for Q2 2026・No. 1,896
- Holdings
- US$1.63B
- Quarter change
- +US$268.9M
- Entries
- 232
- Net bought (estimate)
- +US$25.18M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 27
- Sold out 11
- Cut 74
- Added 86
- Corporate actions 2
- Unchanged 45
Largest holdings
232 stocks worth US$1.63B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaStock | Cut | 576,081 | US$115.27M | 7.07% |
| GOOGALPHABET INC CAP STK CL CStock | Added | 254,136 | US$89.79M | 5.51% |
| GOOGLAlphabetStock | Added | 183,316 | US$65.51M | 4.02% |
| PANWPALO ALTO NETWORKS INC COMStock | Added | 173,721 | US$59.24M | 3.64% |
| AAPLAppleStock | Added | 185,015 | US$53.54M | 3.29% |
| SMHVANECK SEMICONDUCTOR ETFETF | Cut | 76,152 | US$49.95M | 3.06% |
| AMZNAmazonStock | Added | 177,700 | US$42.35M | 2.60% |
| AMDAMDStock | Cut | 69,499 | US$40.37M | 2.48% |
| ASMLASML HLDG NV N Y REGISTRY SHSADR | Cut | 19,930 | US$39.65M | 2.43% |
| CATCATERPILLAR INC COMStock | Cut | 36,103 | US$38.45M | 2.36% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.