account_balance
Investment manager · 13F filer · SEC CIK 1686444
Lyell Wealth Management, LP
Reported value$1.69Bas of Sep 30, 2026
Positions233 5 new, 4 sold out
Top 10 weight38.3%NVDA alone is 8%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
7.8%
GOOGAlphabet Inc.
5.6%Added +9%
PANWPalo Alto Networks Inc
4.0%Trimmed −2%
GOOGLAlphabet Inc.
3.9%Added +5%
AAPLApple Inc.
3.7%
MSFTMicrosoft Corp
2.8%
SMHVaneck Semiconductor ETF
2.8%
AMZNAmazon.com Inc
2.7%
AMDAdvanced Micro Devices Inc
2.5%
METAMeta Platforms, Inc.
2.5%
ASMLASML Holding NV
2.2%
JPMJPMorgan Chase & Co
2.0%
NVDANVIDIA Corp
7.8%
GOOGAlphabet Inc.
5.6%Added +9%
PANWPalo Alto Networks Inc
4.0%−2%
GOOGLAlphabet Inc.
3.9%+5%
AAPLApple Inc.
3.7%
MSFTMicrosoft Corp
2.8%
SMHVaneck Semiconductor ETF
2.8%
AMZNAmazon.com Inc
2.7%
AMDAdvanced Micro Devices Inc
2.5%
META2.5%ASMLJPM2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 7.8% HeldGOOG Alphabet Inc. 5.6% Added +9%PANW Palo Alto Networks Inc 4.0% Trimmed −2%GOOGL Alphabet Inc. 3.9% Added +5%AAPL Apple Inc. 3.7% HeldMSFT Microsoft Corp 2.8% Held
SMH Vaneck Semiconductor ETF 2.8% Held
AMZN Amazon.com Inc 2.7% HeldAMD Advanced Micro Devices Inc 2.5% HeldMETA Meta Platforms, Inc. 2.5% HeldASML ASML Holding NV 2.2% HeldJPM JPMorgan Chase & Co 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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