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Lyell Wealth Management, LP
CIK:0001686444
Investment Adviser
$1B AUM
219 holdings
Menlo Park, CA, USA
An investment management firm focused on managing assets for high net worth individuals and other clients.
Investment Strategy
Not Specifically Disclosed
Latest 13F Filing Activity
Lyell Wealth Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 219 equity positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corporation Com, Microsoft Corp. Com, Meta Platforms Inc. CL A among other positions. Lyell Wealth Management, LP reduced exposure to Energy Select Sector SPDR Fund, Chevron Corp. New Com, Apple Inc. Com among others.
Top Buys
Top Holdings
Equity Positions (219)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION COM | 7.42% | $93.9M | 594,220 | $7.18 | $157.99 | +$30.0M |
M MSFT | MICROSOFT CORP COM | 3.54% | $44.8M | 90,100 | $168.86 | $497.41 | +$12.3M |
M META | META PLATFORMS INC CL A | 3.02% | $38.2M | 51,726 | $228.02 | $738.09 | +$9.2M |
A AAPL | APPLE INC COM | 2.97% | $37.7M | 183,514 | $65.85 | $205.17 | -$3.7M |
A AMZN | AMAZON COM INC COM | 2.93% | $37.2M | 169,355 | $95.08 | $219.39 | +$5.6M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+14.7%
SEMICONDUCTORS & RELATED DEVICES
+11.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.2%
SERVICES-BUSINESS SERVICES, NEC
+4.4%
ELECTRONIC COMPUTERS
+3.4%
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
A Anna Wong | Portfolio Manager | San Jose, CA , United States |
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