Institutional Fund
Lyell Wealth Management, LP
Menlo Park, CACIK 16864445 filings on record
Portfolio Value
$1.36B
Q1 2026
Holdings
216
Reported positions
New Buys
15
Opened this quarter
QoQ Change
-1.5%
from $1.38B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation7.4%
- Alphabet Inc5.4%
- Alphabet Inc3.8%
- Apple Inc3.4%
- Amazon Com Inc2.7%
- Microsoft Corp2.5%
- Other74.7%
Portfolio Holdings
216 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 578.9K | $100.97M | 7.4% | −1.8K | Reduced |
| 2 | Alphabet Inc | 254.1K | $72.90M | 5.4% | +168.8K | Added |
| 3 | Alphabet Inc | 182.0K | $52.33M | 3.8% | −238 | Reduced |
| 4 | Apple Inc | 184.3K | $46.77M | 3.4% | +535 | Added |
| 5 | Amazon Com Inc | 175.4K | $36.54M | 2.7% | +792 | Added |
| 6 | Microsoft Corp | 92.5K | $34.24M | 2.5% | +338 | Added |
| 7 | Meta Platforms Inc | 55.1K | $31.53M | 2.3% | +1.0K | Added |
| 8 | Vaneck ETF Trust | 77.9K | $29.87M | 2.2% | +237 | Added |
| 9 | Costco Whsl Corp New | 29.9K | $29.77M | 2.2% | +378 | Added |
| 10 | Jpmorgan Chase & Co. | 100.6K | $29.59M | 2.2% | −239 | Reduced |
206 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio