LYELL WEALTH MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OWL | 725K | $6.62M |
 | EXTR | 582K | $8.78M |
 | NVDA | 579K | $100.97M |
 | GOOG | 254K | $72.90M |
 | NFLX | 211K | $20.26M |
 | UBER | 197K | $14.15M |
 | APH | 190K | $23.95M |
 | AAPL | 184K | $46.77M |
 | GOOGL | 182K | $52.33M |
 | AMZN | 175K | $36.54M |
 | PANW | 170K | $27.30M |
 | SHOP | 165K | $19.56M |
 | DHI | 126K | $17.34M |
 | WMT | 126K | $15.61M |
 | FCX | 121K | $7.12M |
 | NOW | 114K | $11.97M |
 | MS | 110K | $18.10M |
 | VRT | 105K | $26.30M |
 | JPM | 101K | $29.59M |
 | TOL | 100K | $13.67M |
Blue Owl Capital Inc.
OWL
Shares Held
725K
Value
$6.62M
Extreme Networks, Inc.
EXTR
Shares Held
582K
Value
$8.78M
NVIDIA Corporation
NVDA
Shares Held
579K
Value
$100.97M
Alphabet Inc.
GOOG
Shares Held
254K
Value
$72.90M
Netflix, Inc.
NFLX
Shares Held
211K
Value
$20.26M
Uber Technologies, Inc.
UBER
Shares Held
197K
Value
$14.15M
Amphenol Corporation
APH
Shares Held
190K
Value
$23.95M
Apple Inc.
AAPL
Shares Held
184K
Value
$46.77M
Alphabet Inc.
GOOGL
Shares Held
182K
Value
$52.33M
Amazon.com, Inc.
AMZN
Shares Held
175K
Value
$36.54M
Palo Alto Networks, Inc.
PANW
Shares Held
170K
Value
$27.30M
Shopify Inc.
SHOP
Shares Held
165K
Value
$19.56M
D.R. Horton, Inc.
DHI
Shares Held
126K
Value
$17.34M
Walmart Inc.
WMT
Shares Held
126K
Value
$15.61M
Freeport-McMoRan Inc.
FCX
Shares Held
121K
Value
$7.12M
ServiceNow, Inc.
NOW
Shares Held
114K
Value
$11.97M
Morgan Stanley
MS
Shares Held
110K
Value
$18.10M
Vertiv Holdings Co
VRT
Shares Held
105K
Value
$26.30M
JPMorgan Chase & Co.
JPM
Shares Held
101K
Value
$29.59M
Toll Brothers, Inc.
TOL
Shares Held
100K
Value
$13.67M