| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Workday Inc Class A | 31 | Q2 2024 | 5.2% |
| APPLE INC COM | 31 | Q2 2024 | 4.4% |
| PALO ALTO NETWORKS INC COM | 31 | Q2 2024 | 6.5% |
| MICROSOFT CORP COM | 31 | Q2 2024 | 3.4% |
| AMAZON COM INC COM | 31 | Q2 2024 | 3.3% |
| ALPHABET INC CAP STK CL A | 31 | Q2 2024 | 2.8% |
| META PLATFORMS INC CL A | 31 | Q2 2024 | 3.2% |
| Intuit Inc | 31 | Q2 2024 | 2.6% |
| JPMORGAN CHASE & CO. COM | 31 | Q2 2024 | 2.5% |
| COSTCO WHSL CORP NEW COM | 31 | Q2 2024 | 2.2% |
View LYELL WEALTH MANAGEMENT, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-04 |
View LYELL WEALTH MANAGEMENT, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.