LYELL WEALTH MANAGEMENT, LP Q1 2022 Filing
Filed May 4, 2022
Portfolio Value
$777.0B
Holdings
196
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (196 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 186,029 | $32.5B | 4.18% | |
| 2 | MSFTMICROSOFT CORP | 80,651 | $24.9B | 3.20% | |
| 3 | NVDANVIDIA CORPORATION | 87,261 | $23.8B | 3.06% | |
| 4 | AMZNAMAZON COM INC | 6,993 | $22.8B | 2.93% | |
| 5 | WDAYWORKDAY INC | 90,193 | $21.6B | 2.78% | |
| 6 | GOOGLALPHABET INC | 7,678 | $21.4B | 2.75% | |
| 7 | PANWPALO ALTO NETWORKS INC | 26,473 | $16.5B | 2.12% | |
| 8 | INTUINTUIT | 33,404 | $16.1B | 2.07% | |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 26,327 | $15.6B | 2.00% | |
| 10 | COSTCOSTCO WHSL CORP NEW | 26,295 | $15.1B | 1.95% | |
| 11 | NOWSERVICENOW INC | 25,592 | $14.3B | 1.83% | |
| 12 | DC4DEXCOM INC | 27,832 | $14.2B | 1.83% | |
| 13 | CRMSALESFORCE COM INC | 61,114 | $13.0B | 1.67% | |
| 14 | METAMETA PLATFORMS INC | 57,324 | $12.7B | 1.64% | |
| 15 | GOOGALPHABET INC | 4,452 | $12.4B | 1.60% | |
| 16 | HDHOME DEPOT INC | 41,531 | $12.4B | 1.60% | |
| 17 | JPMJPMORGAN CHASE & CO | 84,942 | $11.6B | 1.49% | |
| 18 | NKENIKE INC | 85,413 | $11.5B | 1.48% | |
| 19 | ISRGINTUITIVE SURGICAL INC | 37,058 | $11.2B | 1.44% | |
| 20 | UNPUNION PAC CORP | 40,732 | $11.1B | 1.43% | |
| 21 | IDXXIDEXX LABS INC | 20,309 | $11.1B | 1.43% | |
| 22 | ADBEADOBE SYSTEMS INCORPORATED | 23,888 | $10.9B | 1.40% | |
| 23 | VEEVVEEVA SYS INC | 50,771 | $10.8B | 1.39% | |
| 24 | ASMLASML HOLDING N V | 15,347 | $10.3B | 1.32% | |
| 25 | HONHONEYWELL INTL INC | 51,513 | $10.0B | 1.29% | |
| 26 | ZTSZOETIS INC | 50,733 | $9.6B | 1.23% | |
| 27 | DISDISNEY WALT CO | 69,483 | $9.5B | 1.23% | |
| 28 | VVISA INC | 41,747 | $9.3B | 1.19% | |
| 29 | SHOPSHOPIFY INC | 13,605 | $9.2B | 1.18% | |
| 30 | PYPLPAYPAL HLDGS INC | 76,750 | $8.9B | 1.14% | |
| 31 | SYKSTRYKER CORPORATION | 32,805 | $8.8B | 1.13% | |
| 32 | DYHTARGET CORP | 39,293 | $8.3B | 1.07% | |
| 33 | ABTABBOTT LABS | 66,657 | $7.9B | 1.02% | |
| 34 | TIPISHARES TR | 59,971 | $7.5B | 0.96% | |
| 35 | SMHVANECK ETF TRUST | 27,289 | $7.4B | 0.95% | |
| 36 | FQIDIGITAL RLTY TR INC | 51,772 | $7.3B | 0.94% | |
| 37 | TWLOTWILIO INC | 42,398 | $7.0B | 0.90% | |
| 38 | CDNSCADENCE DESIGN SYSTEM INC | 42,060 | $6.9B | 0.89% | |
| 39 | DHID R HORTON INC | 90,829 | $6.8B | 0.87% | |
| 40 | EXTREXTREME NETWORKS INC | 530,429 | $6.5B | 0.83% | |
| 41 | TEAMATLASSIAN CORP PLC | 21,292 | $6.3B | 0.81% | |
| 42 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 58,407 | $6.1B | 0.79% | |
| 43 | 8CWCROWN CASTLE INTL CORP NEW | 32,571 | $6.0B | 0.77% | |
| 44 | XLISELECT SECTOR SPDR TR | 57,425 | $5.9B | 0.76% | |
| 45 | CMCSACOMCAST CORP NEW | 121,829 | $5.7B | 0.73% | |
| 46 | GWREGUIDEWIRE SOFTWARE INC | 59,990 | $5.7B | 0.73% | |
| 47 | DWDMORGAN STANLEY | 64,903 | $5.7B | 0.73% | |
| 48 | SBUXSTARBUCKS CORP | 60,913 | $5.5B | 0.71% | |
| 49 | NFLXNETFLIX INC | 14,569 | $5.5B | 0.70% | |
| 50 | SNOWSNOWFLAKE INC | 23,747 | $5.4B | 0.70% | |
| 51 | BACBK OF AMERICA CORP | 130,055 | $5.4B | 0.69% | |
| 52 | IBDPISHARES TR | 207,482 | $5.2B | 0.67% | |
| 53 | BACVERIZON COMMUNICATIONS INC | 100,421 | $5.1B | 0.66% | |
| 54 | IAUISHARES TR | 201,804 | $5.1B | 0.66% | |
| 55 | APHAMPHENOL CORP NEW | 66,377 | $5.0B | 0.65% | |
| 56 | BALLBALL CORP | 55,603 | $5.0B | 0.64% | |
| 57 | DOCUDOCUSIGN INC | 46,511 | $5.0B | 0.64% | |
| 58 | ILMNILLUMINA INC | 13,914 | $4.9B | 0.63% | |
| 59 | XLESELECT SECTOR SPDR TR | 63,438 | $4.8B | 0.62% | |
| 60 | SPYSPDR S&P 500 ETF TR | 10,520 | $4.8B | 0.61% | |
| 61 | TTDTHE TRADE DESK INC | 67,990 | $4.7B | 0.61% | |
| 62 | IAUISHARES TR | 186,248 | $4.7B | 0.60% | |
| 63 | SWKSTANLEY BLACK & DECKER INC | 33,302 | $4.7B | 0.60% | |
| 64 | AMDADVANCED MICRO DEVICES INC | 42,561 | $4.7B | 0.60% | |
| 65 | BLKCHFBLACKROCK INC | 5,938 | $4.5B | 0.58% | |
| 66 | PEPPEPSICO INC | 26,686 | $4.5B | 0.57% | |
| 67 | LMTLOCKHEED MARTIN CORP | 10,099 | $4.5B | 0.57% | |
| 68 | XBISPDR SER TR | 45,732 | $4.1B | 0.53% | |
| 69 | CATCATERPILLAR INC | 18,441 | $4.1B | 0.53% | |
| 70 | IWMISHARES TR | 19,447 | $4.0B | 0.51% | |
| 71 | ZMZOOM VIDEO COMMUNICATIONS IN | 32,015 | $3.8B | 0.48% | |
| 72 | IBDQISHARES TR | 135,692 | $3.4B | 0.44% | |
| 73 | MAMASTERCARD INCORPORATED | 9,471 | $3.4B | 0.44% | |
| 74 | VCITVANGUARD SCOTTSDALE FDS | 39,000 | $3.4B | 0.43% | |
| 75 | LENLENNAR CORP | 41,122 | $3.3B | 0.43% | |
| 76 | NWLNEWELL BRANDS INC | 152,001 | $3.3B | 0.42% | |
| 77 | TSLATESLA INC | 2,908 | $3.1B | 0.40% | |
| 78 | SLBSCHLUMBERGER LTD | 72,510 | $3.0B | 0.39% | |
| 79 | XLVSELECT SECTOR SPDR TR | 21,255 | $2.9B | 0.37% | |
| 80 | NOCNORTHROP GRUMMAN CORP | 6,479 | $2.9B | 0.37% | |
| 81 | XYZBLOCK INC | 21,180 | $2.9B | 0.37% | |
| 82 | IEFISHARES TR | 23,098 | $2.5B | 0.32% | |
| 83 | DASHDOORDASH INC | 20,955 | $2.5B | 0.32% | |
| 84 | NETCLOUDFLARE INC | 19,364 | $2.3B | 0.30% | |
| 85 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,283 | $2.2B | 0.29% | |
| 86 | BABOEING CO | 11,549 | $2.2B | 0.28% | |
| 87 | IVVISHARES TR | 4,732 | $2.1B | 0.28% | |
| 88 | IJHISHARES TR | 7,900 | $2.1B | 0.27% | |
| 89 | CRVLCORVEL CORP | 12,000 | $2.0B | 0.26% | |
| 90 | CSCOCISCO SYS INC | 33,568 | $1.9B | 0.24% | |
| 91 | RSPINVESCO EXCHANGE TRADED FD T | 11,058 | $1.7B | 0.22% | |
| 92 | ATVIEURACTIVISION BLIZZARD INC | 19,592 | $1.6B | 0.20% | |
| 93 | XLFSELECT SECTOR SPDR TR | 38,611 | $1.5B | 0.19% | |
| 94 | CVXCHEVRON CORP NEW | 9,021 | $1.5B | 0.19% | |
| 95 | GQ9SPDR GOLD TR | 8,125 | $1.5B | 0.19% | |
| 96 | UUNITY SOFTWARE INC | 14,594 | $1.4B | 0.19% | |
| 97 | MDYSPDR S&P MIDCAP 400 ETF TR | 2,808 | $1.4B | 0.18% | |
| 98 | IWRISHARES TR | 15,500 | $1.2B | 0.16% | |
| 99 | MUMICRON TECHNOLOGY INC | 14,372 | $1.1B | 0.14% | |
| 100 | VCSHVANGUARD SCOTTSDALE FDS | 13,892 | $1.1B | 0.14% |
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