LYELL WEALTH MANAGEMENT, LP Q1 2019 Filing
Filed May 6, 2019
Portfolio Value
$299.6M
Holdings
119
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (119 positions)
| Stock | Value |
|---|---|
WDAYWORKDAY INC | $15.0M |
PANWPALO ALTO NETWORKS INC | $14.0M |
GWREGUIDEWIRE SOFTWARE INC | $9.7M |
AMZNAMAZON COM INC | $8.5M |
MSFTMICROSOFT CORP | $7.2M |
PYPLPAYPAL HLDGS INC | $6.8M |
BABOEING CO | $6.7M |
AAPLAPPLE INC | $6.6M |
METAFACEBOOK INC | $6.5M |
GOOGLALPHABET INC | $6.3M |
CRMSALESFORCE COM INC | $6.2M |
INTUINTUIT | $6.1M |
JPMJPMORGAN CHASE & CO | $5.9M |
VEEVVEEVA SYS INC | $5.7M |
BABAALIBABA GROUP HLDG LTD | $5.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $5.2M |
COSTCOSTCO WHSL CORP NEW | $5.2M |
WPWORLDPAY INC | $5.1M |
BACBANK AMER CORP | $5.1M |
ISRGINTUITIVE SURGICAL INC | $5.0M |
NKENIKE INC | $4.9M |
HONHONEYWELL INTL INC | $4.9M |
VVISA INC | $4.8M |
HDHOME DEPOT INC | $4.8M |
IWMISHARES TR | $4.7M |
ILMNILLUMINA INC | $4.3M |
TIPISHARES TR | $4.1M |
GOOGALPHABET INC | $4.1M |
DISDISNEY WALT CO | $4.0M |
ADBEADOBE INC | $4.0M |
PRAHPRA HEALTH SCIENCES INC | $3.9M |
CSCOCISCO SYS INC | $3.8M |
XYZSQUARE INC | $3.7M |
INTCINTEL CORP | $3.7M |
AMGNAMGEN INC | $3.5M |
NOCNORTHROP GRUMMAN CORP | $3.5M |
XLFSELECT SECTOR SPDR TR | $3.5M |
RTN1USDRAYTHEON CO | $3.4M |
GBDCGOLUB CAP BDC INC | $3.3M |
FQIDIGITAL RLTY TR INC | $3.2M |
BACVERIZON COMMUNICATIONS INC | $3.1M |
—ISHARES TR | $3.1M |
SHOPSHOPIFY INC | $2.9M |
SYKSTRYKER CORP | $2.8M |
NVDANVIDIA CORP | $2.7M |
IAUISHARES TR | $2.7M |
SWKSTANLEY BLACK & DECKER INC | $2.5M |
NOWSERVICENOW INC | $2.5M |
CVXCHEVRON CORP NEW | $2.2M |
—ISHARES TR | $2.1M |
XLVSELECT SECTOR SPDR TR | $2.0M |
IAUISHARES TR | $2.0M |
XBISPDR SERIES TRUST | $2.0M |
PFEPFIZER INC | $1.8M |
EOGEOG RES INC | $1.8M |
IJRISHARES TR | $1.7M |
BKNGBOOKING HLDGS INC | $1.7M |
PXDEURPIONEER NAT RES CO | $1.6M |
SMHVANECK VECTORS ETF TR | $1.5M |
XLISELECT SECTOR SPDR TR | $1.5M |
LMTLOCKHEED MARTIN CORP | $1.5M |
ATVIEURACTIVISION BLIZZARD INC | $1.4M |
NFLXNETFLIX INC | $1.3M |
FDXFEDEX CORP | $1.3M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.2M |
XLESELECT SECTOR SPDR TR | $1.2M |
XLNXEURXILINX INC | $1.0M |
SBUXSTARBUCKS CORP | $932K |
DHID R HORTON INC | $927K |
XOMEXXON MOBIL CORP | $844K |
IBDPISHARES TR | $842K |
IEFISHARES TR | $805K |
SLBSCHLUMBERGER LTD | $789K |
CRVLCORVEL CORP | $783K |
CSXCSX CORP | $767K |
CMACOMERICA INC | $760K |
EPDENTERPRISE PRODS PARTNERS L | $731K |
VCSHVANGUARD SCOTTSDALE FDS | $667K |
GQ9SPDR GOLD TRUST | $647K |
—ISHARES TR | $629K |
GAMRUSDETF MANAGERS TR | $587K |
VTIVANGUARD INDEX FDS | $563K |
LVLNSPDR SERIES TRUST | $539K |
SPYSPDR S&P 500 ETF TR | $509K |
JNJJOHNSON & JOHNSON | $484K |
NTESNETEASE INC | $483K |
AXPAMERICAN EXPRESS CO | $460K |
LLYLILLY ELI & CO | $456K |
SVMKUSDSVMK INC | $455K |
GILDGILEAD SCIENCES INC | $455K |
VIGVANGUARD GROUP | $437K |
MRKMERCK & CO INC | $432K |
PAAPLAINS ALL AMERN PIPELINE L | $402K |
PGPROCTER AND GAMBLE CO | $375K |
KOCOCA COLA CO | $373K |
VUGVANGUARD INDEX FDS | $372K |
HPHELMERICH & PAYNE INC | $354K |
UTXZUNITED TECHNOLOGIES CORP | $352K |
SIVBEURSVB FINL GROUP | $345K |
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