LYELL WEALTH MANAGEMENT, LP
•CIK: 1686444•Filing: Q4 2025
**LYELL WEALTH MANAGEMENT, LP** manages $1.4B across a diversified portfolio of 213 positions. The firm maintains significant exposure to mega-cap technology and growth names, notably holding $108.3M in NVDA and $57.0M in GOOGL. Core allocations also include substantial positions in AAPL ($50.0M), MSFT ($44.6M), and AMZN ($40.3M). This concentration suggests a conviction in established, market-leading technology and financial infrastructure.
Total AUM
$1.4B
QoQ Performance
+2.6%
Positions
213
Top 10 Concentration
33.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA7.8%
GOOGL4.1%
AAPL3.6%
MSFT3.2%
AMZN2.9%
META2.6%
JPM2.4%
PANW2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.8%
Technology28.1%
Consumer9.1%
Financial6.6%
Industrial3.7%
Healthcare2.7%
Communication2.3%
ETF1.6%
🚪 Exited Positionssold since Q3 2025
+13 more exited positions
Changes from Q3 2025
NEW7 new positions
↑111 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023