LYELL WEALTH MANAGEMENT, LP
CIK 1686444 · Holdings on Dec 31, 2023 · First reported Feb 2, 2024
Top ten holdings
Q4 2023- NVDA4.21%
- AAPL3.90%
- MSFT3.25%
- WDAY2.84%
- AMZN2.61%
- PANW2.42%
- GOOGL2.21%
- INTU2.11%
- COST2.00%
- NOW1.98%
Share classes counted separately27.53%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA CORPStock View history and evidence | $37.04M | 4.21% | 74.79K shares | — | ↗▾ | |
| 02 | AAPLAPPLE INCStock View history and evidence | $34.28M | 3.90% | 178.06K shares | — | ↗▾ | |
| 03 | MSFTMICROSOFT CORPStock View history and evidence | $28.63M | 3.25% | 76.13K shares | — | ↗▾ | |
| 04 | WDAYWORKDAY INC-CLASS AStock View history and evidence | $25.00M | 2.84% | 90.55K shares | — | ↗▾ | |
| 05 | AMZNAMAZON.COM INCStock View history and evidence | $23.00M | 2.61% | 151.38K shares | — | ↗▾ | |
| 06 | PANWPALO ALTO NETWORKS INCStock View history and evidence | $21.30M | 2.42% | 72.23K shares | — | ↗▾ | |
| 07 | GOOGLALPHABET INC-CL AStock View history and evidence | $19.44M | 2.21% | 139.16K shares | — | ↗▾ | |
| 08 | INTUINTUIT INCStock View history and evidence | $18.54M | 2.11% | 29.66K shares | — | ↗▾ | |
| 09 | COSTCOSTCO WHOLESALE CORPStock View history and evidence | $17.62M | 2.00% | 26.70K shares | — | ↗▾ | |
| 10 | NOWSERVICENOW INCStock View history and evidence | $17.44M | 1.98% | 24.68K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 46434VAX8 ISHARES IBONDS DEC 2023 TERM CORPORATE ETF | Non-derivative | — | — | SEC filing ↗ | |
| ATVI ACTIVISION BLIZZARD INC | Non-derivative | — | — | SEC filing ↗ | |
| BKSE BNY MELLON US SMALL CAP CORE | Non-derivative | — | — | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1686444 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 2, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 879603653
}Research all 195 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.