Notify me when LYELL WEALTH MANAGEMENT, LP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 213 | $1,380,997,497 | +$97,407,402 | -$38,960,166 | +$58,447,236 | NVDA, GOOGL, AAPL, MSFT, AMZN | 13F-HR | 11 Feb 2026, 18:02 |
| Q3 2025 | 211 | $1,346,300,439 | +$26,236,188 | -$32,202,223 | -$5,966,035 | NVDA, AAPL, MSFT, META, AMZN | 13F-HR | 06 Nov 2025, 16:47 |
| Q2 2025 | 219 | $1,266,070,050 | +$70,102,453 | -$38,745,205 | +$31,357,248 | NVDA, MSFT, META, AAPL, AMZN | 13F-HR | 29 Jul 2025, 16:05 |
| Q1 2025 | 202 | $1,069,802,507 | +$56,939,118 | -$25,629,128 | +$31,309,990 | NVDA, AAPL, MSFT, AMZN, META | 13F-HR | 08 May 2025, 14:30 |
| Q4 2024 | 200 | $1,115,588,748 | +$52,324,895 | -$43,294,620 | +$9,030,275 | NVDA, AAPL, AMZN, MSFT, META | 13F-HR | 31 Jan 2025, 17:39 |
| Q3 2024 | 207 | $1,099,788,762 | +$40,903,759 | -$31,998,928 | +$8,904,831 | NVDA, AAPL, MSFT, AMZN, META | 13F-HR | 23 Oct 2024, 11:50 |
| Q2 2024 | 199 | $1,047,360,048 | +$143,783,017 | -$23,800,514 | +$119,982,503 | NVDA, AAPL, MSFT, AMZN, PANW | 13F-HR | 08 Aug 2024, 15:30 |
| Q1 2024 | 197 | $983,509,622 | +$35,523,102 | -$18,154,356 | +$17,368,746 | NVDA, MSFT, AAPL, AMZN, WDAY | 13F-HR | 03 May 2024, 11:22 |
| Q4 2023 | 195 | $879,603,653 | +$49,026,662 | -$18,876,044 | +$30,150,618 | NVDA, AAPL, MSFT, WDAY, AMZN | 13F-HR | 02 Feb 2024, 12:41 |
| Q3 2023 | 179 | $743,572,258 | +$11,913,567 | -$22,358,192 | -$10,444,625 | NVDA, AAPL, MSFT, WDAY, AMZN | 13F-HR | 31 Oct 2023, 16:18 |
| Q2 2023 | 181 | $782,429,496 | +$25,729,540 | -$25,627,873 | +$101,667 | NVDA, AAPL, MSFT, WDAY, AMZN | 13F-HR | 04 Aug 2023, 16:02 |
| Q1 2023 | 201 | $714,377,863 | +$35,114,486 | -$26,027,847 | +$9,086,639 | AAPL, NVDA, MSFT, WDAY, AMZN | 13F-HR | 03 May 2023, 15:22 |
| Q4 2022 | 189 | $633,171,146 | +$40,235,321 | -$35,692,638 | +$4,542,683 | AAPL, MSFT, WDAY, TMO, GOOGL | 13F-HR | 24 Jan 2023, 11:23 |
| Q3 2022 | 190 | $587,312,000 | +$55,256,206 | -$15,656,722 | +$39,599,484 | AAPL, MSFT, AMZN, GOOGL, TMO | 13F-HR | 24 Oct 2022, 11:18 |
| Q2 2022 | 193 | $613,186,000 | +$47,086,932 | -$14,642,786 | +$32,444,146 | AAPL, MSFT, GOOGL, AMZN, TMO | 13F-HR | 28 Jul 2022, 13:54 |
| Q1 2022 | 196 | $776,978,000 | +$47,757,503 | -$31,050,385 | +$16,707,118 | AAPL, MSFT, NVDA, AMZN, WDAY | 13F-HR | 03 May 2022, 18:58 |
| Q4 2021 | 187 | $876,088,000 | +$38,694,520 | -$21,712,503 | +$16,982,017 | AAPL, NVDA, MSFT, WDAY, INTU | 13F-HR | 07 Feb 2022, 19:10 |
| Q3 2021 | 182 | $822,223,000 | +$42,393,465 | -$16,365,452 | +$26,028,013 | AAPL, WDAY, MSFT, GOOGL, AMZN | 13F-HR | 09 Nov 2021, 20:20 |
| Q2 2021 | 190 | $807,895,000 | +$53,097,824 | -$8,826,749 | +$44,271,075 | AAPL, WDAY, PYPL, MSFT, SHOP | 13F-HR | 09 Aug 2021, 12:58 |
| Q1 2021 | 172 | $686,464,000 | +$75,483,259 | -$18,067,585 | +$57,415,674 | WDAY, AAPL, PYPL, MSFT, AMZN | 13F-HR | 07 May 2021, 16:23 |
| Q4 2020 | 158 | $626,130,000 | +$58,305,978 | -$21,721,720 | +$36,584,258 | AAPL, WDAY, AMZN, SHOP, PYPL | 13F-HR | 04 Feb 2021, 10:43 |
| Q3 2020 | 136 | $533,772,000 | +$54,242,719 | -$14,825,042 | +$39,417,677 | AAPL, AMZN, WDAY, SHOP, ZM | 13F-HR | 04 Nov 2020, 14:56 |
| Q2 2020 | 121 | $455,850,000 | +$46,426,284 | -$23,292,394 | +$23,133,890 | GWRE, AAPL, SHOP, AMZN, WDAY | 13F-HR | 29 Jul 2020, 17:39 |
| Q1 2020 | 119 | $334,507,000 | +$23,586,882 | -$9,653,664 | +$13,933,218 | GWRE, AAPL, AMZN, MSFT, WDAY | 13F-HR | 11 May 2020, 12:12 |
| Q4 2019 | 130 | $374,520,000 | +$23,462,395 | -$6,600,511 | +$16,861,884 | GWRE, WDAY, AAPL, MSFT, AMZN | 13F-HR | 05 Feb 2020, 16:18 |
| Q3 2019 | 121 | $332,746,000 | +$22,079,163 | -$19,024,042 | +$3,055,121 | GWRE, WDAY, AAPL, MSFT, AMZN | 13F-HR | 06 Nov 2019, 16:57 |
| Q2 2019 | 123 | $331,724,000 | +$34,542,765 | -$12,925,427 | +$21,617,338 | WDAY, GWRE, PANW, AMZN, MSFT | 13F-HR | 01 Aug 2019, 17:01 |
| Q1 2019 | 119 | $299,556,000 | +$37,565,688 | -$16,218,079 | +$21,347,609 | WDAY, PANW, GWRE, AMZN, MSFT | 13F-HR | 03 May 2019, 19:26 |
| Q4 2018 | 109 | $239,503,000 | +$9,558,258 | -$21,138,344 | -$11,580,086 | WDAY, PANW, GWRE, AMZN, MSFT | 13F-HR | 08 Feb 2019, 19:02 |
| Q3 2018 | 119 | $297,005,000 | +$15,299,655 | -$14,087,501 | +$1,212,154 | PANW, WDAY, GWRE, AMZN, AAPL | 13F-HR | 30 Oct 2018, 16:10 |
| Q2 2018 | 110 | $273,598,000 | +$8,966,749 | -$13,774,272 | -$4,807,523 | PANW, WDAY, GWRE, AMZN, META | 13F-HR | 27 Jul 2018, 19:14 |
| Q1 2018 | 106 | $270,292,000 | +$26,862,381 | -$17,885,986 | +$8,976,395 | PANW, WDAY, GWRE, AMZN, META | 13F-HR | 04 May 2018, 18:33 |
| Q4 2017 | 107 | $251,786,000 | +$17,353,534 | -$9,381,048 | +$7,972,486 | PANW, WDAY, META, BA, JPM | 13F-HR | 30 Jan 2018, 16:49 |
| Q3 2017 | 105 | $231,564,000 | +$20,519,625 | -$8,199,406 | +$12,320,219 | PANW, WDAY, META, BABA, BA | 13F-HR | 26 Oct 2017, 15:15 |
| Q2 2017 | 99 | $205,485,000 | +$22,589,076 | -$12,056,183 | +$10,532,893 | PANW, WDAY, META, GBDC, JPM | 13F-HR | 27 Jul 2017, 15:50 |
| Q1 2017 | 98 | $184,813,000 | +$22,472,433 | -$9,381,836 | +$13,090,597 | PANW, WDAY, META, GBDC, JPM | 13F-HR | 08 May 2017, 12:28 |
| Q4 2016 | 89 | $160,953,000 | $0 | $0 | $0 | PANW, WDAY, META, JPM, GOOGL | 13F-HR | 13 Feb 2017, 16:50 |