LYELL WEALTH MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 591K | $110.18M |
 | EXTR | 569K | $11.75M |
 | OWL | 487K | $8.24M |
 | APH | 195K | $24.17M |
 | UBER | 188K | $18.46M |
 | AAPL | 182K | $46.22M |
 | AMZN | 170K | $37.28M |
 | PANW | 169K | $34.41M |
 | SHOP | 165K | $24.49M |
 | GOOGL | 153K | $37.19M |
 | FCX | 140K | $5.50M |
 | WMT | 120K | $12.41M |
 | DHI | 119K | $20.14M |
 | MS | 109K | $17.29M |
 | VRT | 106K | $16.00M |
 | JPM | 97K | $30.49M |
 | GOOG | 92K | $22.48M |
 | TOL | 91K | $12.64M |
 | BAC | 89K | $4.59M |
 | LEN | 87K | $11.00M |
NVIDIA Corporation
NVDA
Shares Held
591K
Value
$110.18M
Extreme Networks, Inc.
EXTR
Shares Held
569K
Value
$11.75M
Blue Owl Capital Inc.
OWL
Shares Held
487K
Value
$8.24M
Amphenol Corporation
APH
Shares Held
195K
Value
$24.17M
Uber Technologies, Inc.
UBER
Shares Held
188K
Value
$18.46M
Apple Inc.
AAPL
Shares Held
182K
Value
$46.22M
Amazon.com, Inc.
AMZN
Shares Held
170K
Value
$37.28M
Palo Alto Networks, Inc.
PANW
Shares Held
169K
Value
$34.41M
Shopify Inc.
SHOP
Shares Held
165K
Value
$24.49M
Alphabet Inc.
GOOGL
Shares Held
153K
Value
$37.19M
Freeport-McMoRan Inc.
FCX
Shares Held
140K
Value
$5.50M
Walmart Inc.
WMT
Shares Held
120K
Value
$12.41M
D.R. Horton, Inc.
DHI
Shares Held
119K
Value
$20.14M
Morgan Stanley
MS
Shares Held
109K
Value
$17.29M
Vertiv Holdings Co
VRT
Shares Held
106K
Value
$16.00M
JPMorgan Chase & Co.
JPM
Shares Held
97K
Value
$30.49M
Alphabet Inc.
GOOG
Shares Held
92K
Value
$22.48M
Toll Brothers, Inc.
TOL
Shares Held
91K
Value
$12.64M
Bank of America Corporation
BAC
Shares Held
89K
Value
$4.59M
Lennar Corporation
LEN
Shares Held
87K
Value
$11.00M