Lyell Wealth Management, LP reported 157 positions worth $1.38B for the quarter ended Jun 30, 2026, up 19.3% on the prior quarter. It opened 14 new positions, added to 59, trimmed 52 and exited 6. Its largest holding is Nvidia Corp at 8.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HONA Honeywell Aerospace Inc. | +27.6K | – | $6.11M | 0.444% |
| DELL Dell Technologies Inc. | +10.6K | +39.2% | $4.59M | 1.19% |
| TSLA Tesla, Inc. | +8,123 | +156.2% | $3.42M | 0.407% |
| CRWD CrowdStrike Holdings, Inc. | +16.3K | – | $3.11M | 0.226% |
| FCX Freeport-Mcmoran Inc | +43.6K | +36.0% | $2.74M | 0.753% |
| TJX Tjx Companies Inc | +17.2K | +31.4% | $2.61M | 0.794% |
| AVGO Broadcom Inc. | +6,166 | +15.5% | $2.33M | 1.26% |
| CB Chubb Ltd | +6,446 | – | $2.20M | 0.16% |
| WM Waste Management Inc | +8,403 | +17.8% | $1.87M | 0.9% |
| PANW Palo Alto Networks Inc | +3,447 | +2.0% | $1.18M | 4.31% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | -7,987 | -10.3% | $4.64M | 2.94% |
| LEN Lennar Corp | -29.2K | -85.0% | $2.64M | 0.034% |
| VRT Vertiv Holdings Co | -7,820 | -7.5% | $2.62M | 2.36% |
| NOW ServiceNow, Inc. | -22.6K | -19.8% | $2.25M | 0.663% |
| VEEV Veeva Systems Inc | -10.9K | -28.8% | $1.93M | 0.348% |
| INTU Intuit Inc. | -6,994 | -24.3% | $1.83M | 0.414% |
| WDAY Workday, Inc. | -13.0K | -44.7% | $1.60M | 0.144% |
| TMUS T-Mobile US, Inc. | -8,962 | -21.5% | $1.50M | 0.399% |
| SNOW Snowflake Inc. | -5,776 | -9.1% | $1.47M | 1.07% |
| CAT Caterpillar Inc | -891 | -2.4% | $948.83K | 2.8% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| HONA Honeywell Aerospace Inc. | +27.6K | $6.11M | 0.444% |
| CRWD CrowdStrike Holdings, Inc. | +16.3K | $3.11M | 0.226% |
| CB Chubb Ltd | +6,446 | $2.20M | 0.16% |
| CL Colgate Palmolive Co | +7,970 | $730.69K | 0.053% |
| LIN Linde Plc | +996 | $516.86K | 0.038% |
| EMR Emerson Electric Co | +2,377 | $340.27K | 0.025% |
| PEG Public Service Enterprise Group Inc | +4,048 | $328.54K | 0.024% |
| KLAC Kla Corp | +1,070 | $322.83K | 0.023% |
| SHEL Shell plc | +3,685 | $285.74K | 0.021% |
| STX Seagate Technology Holdings plc | +290 | $279.85K | 0.02% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TTD Trade Desk, Inc. | -40.0K | $907.60K | 0.079% |
| NKE NIKE, Inc. | -9,038 | $477.39K | 0.041% |
| BR Broadridge Financial Solutions, Inc. | -2,297 | $373.22K | 0.032% |
| BMY Bristol Myers Squibb Co | -5,595 | $339.34K | 0.029% |
| TCOM Trip.com Group Ltd | -5,062 | $252.04K | 0.022% |
| DJP Barclays Bank Plc | -4,370 | $210.37K | 0.018% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 576.1K | $115.27M | 8.38% | -2,851 | -0.5% | Reduced | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 254.1K | $89.79M | 6.53% | +1 | +0.0% | Added | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 183.3K | $65.51M | 4.76% | +1,322 | +0.7% | Added | 0% |
| 4 | PANW Palo Alto Networks Inc | Technology | 173.7K | $59.24M | 4.31% | +3,447 | +2.0% | Added | 0.02% |
| 5 | AAPL Apple Inc. | Technology | 185.0K | $53.54M | 3.89% | +719 | +0.4% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 177.7K | $42.35M | 3.08% | +2,259 | +1.3% | Added | 0% |
| 7 | AMD Advanced Micro Devices Inc | Technology | 69.5K | $40.37M | 2.94% | -7,987 | -10.3% | Reduced | 0% |
| 8 | ASML Asml Holding Nv | Technology | 19.9K | $39.65M | 2.88% | -207 | -1.0% | Reduced | 0.01% |
| 9 | CAT Caterpillar Inc | Industrials | 36.1K | $38.45M | 2.8% | -891 | -2.4% | Reduced | 0.01% |
| 10 | MSFT Microsoft Corp | Technology | 93.7K | $34.95M | 2.54% | +1,210 | +1.3% | Added | 0% |
| 11 | JPM Jpmorgan Chase & Co | Financial Services | 103.6K | $33.90M | 2.46% | +2,996 | +3.0% | Added | 0% |
| 12 | APH Amphenol Corp | Industrials | 380.3K | $33.53M | 2.44% | +1,126 | +0.3% | Added | 0.02% |
| 13 | VRT Vertiv Holdings Co | Industrials | 97.1K | $32.52M | 2.36% | -7,820 | -7.5% | Reduced | 0.03% |
| 14 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 66.6K | $31.80M | 2.31% | -1,401 | -2.1% | Reduced | 0% |
| 15 | META Meta Platforms, Inc. | Technology | 56.2K | $31.68M | 2.3% | +1,132 | +2.1% | Added | 0% |
Tip. Select a row to see that position’s full history at Lyell Wealth Management.
As of its Q2 2026 13F filing, Lyell Wealth Management, LP’s five largest positions were Nvidia Corp (NVDA) at 8.4%, Alphabet Inc. (GOOG) at 6.5%, Alphabet Inc. (GOOGL) at 4.8%, Palo Alto Networks Inc (PANW) at 4.3%, Apple Inc. (AAPL) at 3.9% of the reported portfolio.
Lyell Wealth Management, LP reported a 13F portfolio worth $1.38B across 157 positions for Q2 2026. That is up 19.3% from the previous quarter.
Its largest purchases by value were Honeywell Aerospace Inc. ($6.11M), Dell Technologies Inc. ($4.59M), Tesla, Inc. ($3.42M). It opened 14 new positions.
Its largest sales by value were Advanced Micro Devices Inc ($4.64M), Lennar Corp ($2.64M), Vertiv Holdings Co ($2.62M). It exited 6 positions entirely.
From the Form 13F-HR reports Lyell Wealth Management, LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.