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Lyell Wealth Management, LP

CIK:0001686444
Investment Adviser
$1B AUM
219 holdings
Menlo Park, CA, USA
Founded:2010
11 employees
Latest filing:Jun 30, 2025

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
N
NVDANVIDIA CORPORATION COM
+$30.0M
M
MSFTMICROSOFT CORP COM
+$12.3M
M
METAMETA PLATFORMS INC CL A
+$9.2M
O
OWLBLUE OWL CAPITAL INC COM CL A
+$8.7M
V
VRTVERTIV HOLDINGS CO COM CL A
+$8.1M
Top Sells
X
XLEENERGY SELECT SECTOR SPDR FUND
-$3.9M
C
CVXCHEVRON CORP NEW COM
-$3.7M
A
AAPLAPPLE INC COM
-$3.7M
S
SLBSCHLUMBERGER LTD COM STK
-$2.6M
A
ADBEADOBE INC COM
-$2.4M

Top Holdings

N
NVDANVIDIA CORPORATION COM
+7.4%$93.9M
M
MSFTMICROSOFT CORP COM
+3.5%$44.8M
M
METAMETA PLATFORMS INC CL A
+3.0%$38.2M
A
AAPLAPPLE INC COM
+3.0%$37.7M
A
AMZNAMAZON COM INC COM
+2.9%$37.2M

Equity Positions (219)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION COM7.42%$93.9M594,220$7.18$157.99+$30.0M
MICROSOFT CORP COM3.54%$44.8M90,100$168.86$497.41+$12.3M
META PLATFORMS INC CL A3.02%$38.2M51,726$228.02$738.09+$9.2M
APPLE INC COM2.97%$37.7M183,514$65.85$205.17-$3.7M
AMAZON COM INC COM2.93%$37.2M169,355$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)

NameRoleLocationLinkedIn
A
Anna Wong
Portfolio ManagerSan Jose, CA , United States