Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Lyell Wealth Management, Lp > Profile

Instuitional Investor - Lyell Wealth Management, Lp

Fund Profile
Filing Period:
Fund Name: Lyell Wealth Management, Lp
Portfolio Value $1,115,588,748
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 610,955 $82,045,168 7.35%
2.
Apple Inc.
 AAPL 185,415 $46,431,553 4.16%
3.
Amazon Com Inc
 AMZN 161,680 $35,470,975 3.17%
4.
Microsoft Corp
 MSFT 79,191 $33,379,091 2.99%
5.
Meta Platforms Inc.
 META 49,469 $28,964,669 2.59%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)