StockDriftsStockDriftsTop 50 Lyell Wealth Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION COM | 7.07% | 576.1K | $115.3M | -0.49%(-2.85K) | $6.77(+3237.20%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 5.51% | 254.1K | $89.8M | +0.00%(+1) | $231.33(+48.12%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 4.02% | 183.3K | $65.5M | +0.73%(+1.32K) | $105.27(+227.45%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC COM | 3.64% | 173.7K | $59.2M | +2.02%(+3.45K) | $52.57(+619.37%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 3.29% | 185.0K | $53.5M | +0.39%(+719) | $66.58(+358.70%) | 2026-06-30 | |
| SMH | VANECK SEMICONDUCTOR ETF | 3.06% | 76.2K | $49.9M | -2.25%(-1.75K) | $133.69(+339.70%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 2.6% | 177.7K | $42.4M | +1.29%(+2.26K) | $99.78(+163.10%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC COM | 2.48% | 69.5K | $40.4M | -10.31%(-7.99K) | $116.68(+339.04%) | 2026-06-30 | |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 2.43% | 19.9K | $39.6M | -1.03%(-207) | $647.49(+188.46%) | 2026-06-30 | |
| CAT | CATERPILLAR INC COM | 2.36% | 36.1K | $38.4M | -2.41%(-891) | $226.90(+283.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.41% | +97.23% | +12.04% | +76.56% |
| Top 20 Holdings Unweighted | +22.19% | +82.41% | +10.27% | +63.06% |
Lyell Wealth Management LP reports $1.63B in US-listed equity holdings across 232 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.1%), GOOG (5.5%) and GOOGL (4.0%). The top 20 holdings account for 54.79% of reported assets. Its disclosed equity book has returned +97.23% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lyell Wealth Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1686444). View Lyell Wealth Management LP’s 13F filings on SEC