Managers / Q2 2024 · view latest →
LYELL WEALTH MANAGEMENT, LP
CIK 0001686444 · 3000 SAND HILL ROAD, BUILDING ONE, SUITE 135, MENLO PARK, CA, 94025 · 650-353-3692
Reported Value
$1.0B
Q2 2024
Positions
199
Filings on Record
30
2019–present window
Filed
Aug 8, 2024
original filing
Summary
Lyell Wealth Management, Lp reported $1.0B in U.S.-listed holdings across 199 positions for Q2 2024.
Its largest position, NVDA, represents 7.7% of the portfolio.
Compared with Q1 2024, the fund opened 10 new positions and exited 8.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.4B | 216 | May 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.4B | 213 | Feb 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.3B | 211 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.3B | 219 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.1B | 202 | May 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.1B | 200 | Feb 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.1B | 207 | Oct 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.0B | 199 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $984M | 197 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $880M | 195 | Feb 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $744M | 179 | Oct 31, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $782M | 181 | Aug 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $714M | 201 | May 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $633.2B | 189 | Jan 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $587M | 190 | Oct 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $613M | 193 | Jul 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $777M | 196 | May 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $876M | 187 | Feb 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $822M | 182 | Nov 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $808M | 190 | Aug 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $686M | 172 | May 7, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $626M | 158 | Feb 4, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $534M | 136 | Nov 4, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $456M | 121 | Jul 30, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $335M | 119 | May 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $375M | 130 | Feb 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $333M | 121 | Nov 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $332M | 123 | Aug 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $300M | 119 | May 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $240M | 109 | Feb 11, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.