LYELL WEALTH MANAGEMENT, LP

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$1.1B
Signature - Title
Kevin Connell - Chief Compliance Officer
Location
Menlo Park, CA
Summary
This page shows a list of all the recent 13F filings made by LYELL WEALTH MANAGEMENT, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LYELL WEALTH MANAGEMENT, LP reported 207 stock holdings with total value $1.1B as of Q3 2024. Top holdings included NVDA, AAPL, MSFT, AMZN, and META.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 207 $1.1B +$40.9M -$32M +$8.9M NVDA, AAPL, MSFT, AMZN, META 13F-HR 10/23/2024, 11:50 AM
Q2 2024 199 $1.05B +$144M -$23.8M +$120M NVDA, AAPL, MSFT, AMZN, PANW 13F-HR 8/8/2024, 03:30 PM
Q1 2024 197 $984M +$35.5M -$18.2M +$17.4M NVDA, MSFT, AAPL, AMZN, WDAY 13F-HR 5/3/2024, 11:22 AM
Q4 2023 195 $880M +$49M -$18.9M +$30.2M NVDA, AAPL, MSFT, WDAY, AMZN 13F-HR 2/2/2024, 12:41 PM
Q3 2023 179 $744M +$11.9M -$22.4M -$10.4M NVDA, AAPL, MSFT, WDAY, AMZN 13F-HR 10/31/2023, 04:18 PM
Q2 2023 181 $782M +$25.7M -$25.6M +$102K NVDA, AAPL, MSFT, WDAY, AMZN 13F-HR 8/4/2023, 04:02 PM
Q1 2023 201 $714M +$35.1M -$26M +$9.09M AAPL, NVDA, MSFT, WDAY, AMZN 13F-HR 5/3/2023, 03:22 PM
Q4 2022 189 $633M +$40.2M -$35.7M +$4.54M AAPL, MSFT, WDAY, TMO, GOOGL 13F-HR 1/24/2023, 11:23 AM
Q3 2022 190 $587M +$55.3M -$15.7M +$39.6M AAPL, MSFT, AMZN, GOOGL, TMO 13F-HR 10/24/2022, 11:18 AM
Q2 2022 193 $613M +$47.1M -$14.6M +$32.4M AAPL, MSFT, GOOGL, AMZN, TMO 13F-HR 7/28/2022, 01:54 PM
Q1 2022 196 $777M +$47.8M -$31.1M +$16.7M AAPL, MSFT, NVDA, AMZN, WDAY 13F-HR 5/3/2022, 06:58 PM
Q4 2021 187 $876M +$38.7M -$21.7M +$17M AAPL, NVDA, MSFT, WDAY, INTU 13F-HR 2/7/2022, 07:10 PM
Q3 2021 182 $822M +$42.4M -$16.4M +$26M AAPL, WDAY, MSFT, GOOGL, AMZN 13F-HR 11/9/2021, 08:20 PM
Q2 2021 190 $808M +$53.1M -$8.83M +$44.3M AAPL, WDAY, PYPL, MSFT, SHOP 13F-HR 8/9/2021, 12:58 PM
Q1 2021 172 $686M +$75.5M -$18.1M +$57.4M WDAY, AAPL, PYPL, MSFT, AMZN 13F-HR 5/7/2021, 04:23 PM
Q4 2020 158 $626M +$58.3M -$21.7M +$36.6M AAPL, WDAY, AMZN, SHOP, PYPL 13F-HR 2/4/2021, 10:43 AM
Q3 2020 136 $534M +$54.2M -$14.8M +$39.4M AAPL, AMZN, WDAY, SHOP, ZM 13F-HR 11/4/2020, 02:56 PM
Q2 2020 121 $456M +$46.4M -$23.3M +$23.1M GWRE, AAPL, SHOP, AMZN, WDAY 13F-HR 7/29/2020, 05:39 PM
Q1 2020 119 $335M +$23.6M -$9.65M +$13.9M GWRE, AAPL, AMZN, MSFT, WDAY 13F-HR 5/11/2020, 12:12 PM
Q4 2019 130 $375M +$23.5M -$6.6M +$16.9M GWRE, WDAY, AAPL, MSFT, AMZN 13F-HR 2/5/2020, 04:18 PM
Q3 2019 121 $333M +$22.1M -$19M +$3.06M GWRE, WDAY, AAPL, MSFT, AMZN 13F-HR 11/6/2019, 04:57 PM
Q2 2019 123 $332M +$34.5M -$12.9M +$21.6M WDAY, GWRE, PANW, AMZN, MSFT 13F-HR 8/1/2019, 05:01 PM
Q1 2019 119 $300M +$37.6M -$16.2M +$21.3M WDAY, PANW, GWRE, AMZN, MSFT 13F-HR 5/3/2019, 07:26 PM
Q4 2018 109 $240M +$9.56M -$21.1M -$11.6M WDAY, PANW, GWRE, AMZN, MSFT 13F-HR 2/8/2019, 07:02 PM
Q3 2018 119 $297M +$15.3M -$14.1M +$1.21M PANW, WDAY, GWRE, AMZN, AAPL 13F-HR 10/30/2018, 04:10 PM
Q2 2018 110 $274M +$8.97M -$13.8M -$4.81M PANW, WDAY, GWRE, META, AMZN 13F-HR 7/27/2018, 07:14 PM
Q1 2018 106 $270M +$26.9M -$17.9M +$8.98M PANW, WDAY, GWRE, AMZN, META 13F-HR 5/4/2018, 06:33 PM
Q4 2017 107 $252M +$17.4M -$9.38M +$7.97M PANW, WDAY, META, BA, JPM 13F-HR 1/30/2018, 04:49 PM
Q3 2017 105 $232M +$20.5M -$8.2M +$12.3M PANW, WDAY, META, BABA, BA 13F-HR 10/26/2017, 03:15 PM
Q2 2017 99 $205M +$22.6M -$12.1M +$10.5M PANW, WDAY, META, GBDC, JPM 13F-HR 7/27/2017, 03:50 PM
Q1 2017 98 $185M +$22.5M -$9.38M +$13.1M PANW, WDAY, META, GBDC, JPM 13F-HR 5/8/2017, 12:28 PM
Q4 2016 89 $161M $0 $0 PANW, WDAY, META, JPM, GOOGL 13F-HR 2/13/2017, 04:50 PM