LYELL WEALTH MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OWL | 689K | $10.30M |
 | EXTR | 582K | $9.70M |
 | NVDA | 581K | $108.30M |
 | NFLX | 206K | $19.35M |
 | UBER | 197K | $16.08M |
 | APH | 190K | $25.67M |
 | AAPL | 184K | $49.96M |
 | GOOGL | 182K | $57.04M |
 | AMZN | 175K | $40.31M |
 | PANW | 169K | $31.21M |
 | SHOP | 165K | $26.54M |
 | NOW | 130K | $19.97M |
 | FCX | 124K | $6.31M |
 | WMT | 124K | $13.81M |
 | DHI | 123K | $17.76M |
 | MS | 110K | $19.49M |
 | VRT | 105K | $17.09M |
 | JPM | 101K | $32.49M |
 | TOL | 96K | $12.93M |
 | MSFT | 92K | $44.57M |
Blue Owl Capital Inc.
OWL
Shares Held
689K
Value
$10.30M
Extreme Networks, Inc.
EXTR
Shares Held
582K
Value
$9.70M
NVIDIA Corporation
NVDA
Shares Held
581K
Value
$108.30M
Netflix, Inc.
NFLX
Shares Held
206K
Value
$19.35M
Uber Technologies, Inc.
UBER
Shares Held
197K
Value
$16.08M
Amphenol Corporation
APH
Shares Held
190K
Value
$25.67M
Apple Inc.
AAPL
Shares Held
184K
Value
$49.96M
Alphabet Inc.
GOOGL
Shares Held
182K
Value
$57.04M
Amazon.com, Inc.
AMZN
Shares Held
175K
Value
$40.31M
Palo Alto Networks, Inc.
PANW
Shares Held
169K
Value
$31.21M
Shopify Inc.
SHOP
Shares Held
165K
Value
$26.54M
ServiceNow, Inc.
NOW
Shares Held
130K
Value
$19.97M
Freeport-McMoRan Inc.
FCX
Shares Held
124K
Value
$6.31M
Walmart Inc.
WMT
Shares Held
124K
Value
$13.81M
D.R. Horton, Inc.
DHI
Shares Held
123K
Value
$17.76M
Morgan Stanley
MS
Shares Held
110K
Value
$19.49M
Vertiv Holdings Co
VRT
Shares Held
105K
Value
$17.09M
JPMorgan Chase & Co.
JPM
Shares Held
101K
Value
$32.49M
Toll Brothers, Inc.
TOL
Shares Held
96K
Value
$12.93M
Microsoft Corporation
MSFT
Shares Held
92K
Value
$44.57M