LYELL WEALTH MANAGEMENT, LP Q3 2019 Filing
Filed November 6, 2019
Portfolio Value
$332.7B
Holdings
121
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (121 positions)
| Stock | Value |
|---|---|
GWREGUIDEWIRE SOFTWARE INC | $15.1M |
WDAYWORKDAY INC | $13.2M |
AAPLAPPLE INC | $9.6M |
MSFTMICROSOFT CORP | $8.9M |
AMZNAMAZON COM INC | $8.8M |
PANWPALO ALTO NETWORKS INC | $7.6M |
JPMJPMORGAN CHASE & CO | $7.3M |
PYPLPAYPAL HLDGS INC | $7.2M |
METAFACEBOOK INC | $7.1M |
BABOEING CO | $6.9M |
GOOGLALPHABET INC | $6.9M |
VEEVVEEVA SYS INC | $6.8M |
INTUINTUIT | $6.7M |
COSTCOSTCO WHSL CORP NEW | $6.4M |
HDHOME DEPOT INC | $6.3M |
CRMSALESFORCE COM INC | $6.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.1M |
NKENIKE INC | $5.9M |
ISRGINTUITIVE SURGICAL INC | $5.8M |
VVISA INC | $5.7M |
HONHONEYWELL INTL INC | $5.7M |
DISDISNEY WALT CO | $5.7M |
BACBANK AMER CORP | $5.6M |
NOCNORTHROP GRUMMAN CORP | $5.5M |
BABAALIBABA GROUP HLDG LTD | $5.4M |
SHOPSHOPIFY INC | $5.0M |
ILMNILLUMINA INC | $5.0M |
ADBEADOBE INC | $4.9M |
FQIDIGITAL RLTY TR INC | $4.8M |
SYKSTRYKER CORP | $4.8M |
GOOGALPHABET INC | $4.6M |
TEAMATLASSIAN CORP PLC | $4.6M |
IWMISHARES TR | $4.6M |
NOWSERVICENOW INC | $4.5M |
BACVERIZON COMMUNICATIONS INC | $4.5M |
ZTSZOETIS INC | $4.3M |
IDXXIDEXX LABS INC | $4.3M |
TIPISHARES TR | $4.2M |
RTN1USDRAYTHEON CO | $4.2M |
INTCINTEL CORP | $3.8M |
—ISHARES TR | $3.7M |
SWKSTANLEY BLACK & DECKER INC | $3.6M |
CSCOCISCO SYS INC | $3.5M |
GBDCGOLUB CAP BDC INC | $3.5M |
IAUISHARES TR | $3.2M |
FISFIDELITY NATL INFORMATION SV | $3.1M |
NVDANVIDIA CORP | $3.0M |
DC4DEXCOM INC | $3.0M |
CVXCHEVRON CORP NEW | $2.7M |
—ISHARES TR | $2.5M |
IAUISHARES TR | $2.3M |
NFLXNETFLIX INC | $2.2M |
XLFSELECT SECTOR SPDR TR | $2.0M |
IBDPISHARES TR | $1.9M |
XYZSQUARE INC | $1.9M |
LMTLOCKHEED MARTIN CORP | $1.9M |
ATVIEURACTIVISION BLIZZARD INC | $1.8M |
XBISPDR SERIES TRUST | $1.7M |
SMHVANECK VECTORS ETF TR | $1.7M |
XLISELECT SECTOR SPDR TR | $1.7M |
IJRISHARES TR | $1.6M |
XLVSELECT SECTOR SPDR TR | $1.4M |
IEFISHARES TR | $1.3M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.2M |
BKNGBOOKING HLDGS INC | $1.2M |
SBUXSTARBUCKS CORP | $1.1M |
DHID R HORTON INC | $1.1M |
XLNXEURXILINX INC | $1.1M |
CRVLCORVEL CORP | $908K |
FDXFEDEX CORP | $770K |
GQ9SPDR GOLD TRUST | $746K |
XOMEXXON MOBIL CORP | $713K |
EPDENTERPRISE PRODS PARTNERS L | $712K |
CSXCSX CORP | $710K |
VCSHVANGUARD SCOTTSDALE FDS | $608K |
XLESELECT SECTOR SPDR TR | $592K |
VTIVANGUARD INDEX FDS | $590K |
—ISHARES TR | $582K |
PXDEURPIONEER NAT RES CO | $571K |
SPYSPDR S&P 500 ETF TR | $565K |
NTESNETEASE INC | $532K |
EOGEOG RES INC | $526K |
SLBSCHLUMBERGER LTD | $526K |
AXPAMERICAN EXPRESS CO | $497K |
GILDGILEAD SCIENCES INC | $444K |
JNJJOHNSON & JOHNSON | $423K |
SVMKUSDSVMK INC | $410K |
KOCOCA COLA CO | $406K |
UTXZUNITED TECHNOLOGIES CORP | $361K |
IWFISHARES TR | $354K |
DYHTARGET CORP | $353K |
VIGVANGUARD GROUP | $352K |
AMGNAMGEN INC | $350K |
PGPROCTER & GAMBLE CO | $343K |
PAAPLAINS ALL AMERN PIPELINE L | $340K |
MRKMERCK & CO INC | $322K |
LLYLILLY ELI & CO | $319K |
—ETF MANAGERS TR | $318K |
SIVBEURSVB FINL GROUP | $313K |
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