Stock Taper 
LYELL WEALTH MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Blue Owl Capital Inc. | OWL | 662.11K | $5.79M |
 Extreme Networks, Inc. | EXTR | 582.35K | $18.85M |
 NVIDIA Corporation | NVDA | 576.08K | $115.27M |
 Alphabet Inc. | GOOG | 254.14K | $89.79M |
 Netflix, Inc. | NFLX | 213.53K | $15.25M |
 Uber Technologies, Inc. | UBER | 192.91K | $13.92M |
 Amphenol Corporation | APH | 190.15K | $33.53M |
 Apple Inc. | AAPL | 185.01K | $53.54M |
 Alphabet Inc. | GOOGL | 183.32K | $65.51M |
 Amazon.com, Inc. | AMZN | 177.7K | $42.35M |
 Palo Alto Networks, Inc. | PANW | 173.72K | $59.24M |
 Shopify Inc. | SHOP | 167.42K | $19.12M |
 Freeport-McMoRan Inc. | FCX | 164.8K | $10.36M |
 Walmart Inc. | WMT | 129.68K | $14.69M |
 D.R. Horton, Inc. | DHI | 126.42K | $20.59M |
 Morgan Stanley | MS | 111.06K | $23.22M |
 Toll Brothers, Inc. | TOL | 105.79K | $17.43M |
 JPMorgan Chase & Co. | JPM | 103.57K | $33.9M |
 Vertiv Holdings Co | VRT | 97.14K | $32.52M |
 Microsoft Corporation | MSFT | 93.7K | $34.95M |