LYELL WEALTH MANAGEMENT, LP Q4 2021 Filing
Filed February 8, 2022
Portfolio Value
$876.1B
Holdings
187
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (187 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $33.1B |
NVDANVIDIA CORPORATION | $26.6B |
MSFTMICROSOFT CORP | $25.9B |
WDAYWORKDAY INC | $24.5B |
INTUINTUIT | $22.7B |
GOOGLALPHABET INC | $22.0B |
AMZNAMAZON COM INC | $20.3B |
SHOPSHOPIFY INC | $19.7B |
METAMETA PLATFORMS INC | $18.8B |
TMOTHERMO FISHER SCIENTIFIC INC | $18.3B |
HDHOME DEPOT INC | $17.9B |
NOWSERVICENOW INC | $16.8B |
COSTCOSTCO WHSL CORP NEW | $16.7B |
CRMSALESFORCE COM INC | $15.4B |
DC4DEXCOM INC | $15.0B |
PANWPALO ALTO NETWORKS INC | $14.9B |
NKENIKE INC | $14.3B |
PYPLPAYPAL HLDGS INC | $14.3B |
IDXXIDEXX LABS INC | $13.8B |
JPMJPMORGAN CHASE & CO | $13.6B |
VEEVVEEVA SYS INC | $13.4B |
ISRGINTUITIVE SURGICAL INC | $13.2B |
ADBEADOBE SYSTEMS INCORPORATED | $13.0B |
ZTSZOETIS INC | $12.3B |
GOOGALPHABET INC | $12.2B |
TEAMATLASSIAN CORP PLC | $12.0B |
ASMLASML HOLDING N V | $11.9B |
TWLOTWILIO INC | $11.1B |
HONHONEYWELL INTL INC | $10.7B |
DISDISNEY WALT CO | $10.3B |
TIPISHARES TR | $10.1B |
UNPUNION PAC CORP | $10.1B |
DHID R HORTON INC | $9.9B |
VVISA INC | $9.7B |
ABTABBOTT LABS | $9.3B |
DYHTARGET CORP | $9.1B |
NFLXNETFLIX INC | $9.1B |
FQIDIGITAL RLTY TR INC | $9.1B |
SYKSTRYKER CORPORATION | $8.5B |
SMHVANECK ETF TRUST | $8.4B |
EXTREXTREME NETWORKS INC | $8.3B |
CDNSCADENCE DESIGN SYSTEM INC | $7.7B |
SBUXSTARBUCKS CORP | $7.7B |
SNOWSNOWFLAKE INC | $7.4B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $7.2B |
SWKSTANLEY BLACK & DECKER INC | $7.2B |
BLKCHFBLACKROCK INC | $7.0B |
GWREGUIDEWIRE SOFTWARE INC | $6.9B |
8CWCROWN CASTLE INTL CORP NEW | $6.7B |
DOCUDOCUSIGN INC | $6.7B |
ZMZOOM VIDEO COMMUNICATIONS IN | $6.2B |
TTDTHE TRADE DESK INC | $6.2B |
XBISPDR SER TR | $6.2B |
XLISELECT SECTOR SPDR TR | $6.0B |
CMCSACOMCAST CORP NEW | $5.9B |
APHAMPHENOL CORP NEW | $5.7B |
BACVERIZON COMMUNICATIONS INC | $5.3B |
BACBK OF AMERICA CORP | $5.3B |
ILMNILLUMINA INC | $5.3B |
BALLBALL CORP | $5.2B |
IBDPISHARES TR | $5.2B |
IAUISHARES TR | $5.1B |
SPYSPDR S&P 500 ETF TR | $4.9B |
PEPPEPSICO INC | $4.8B |
IAUISHARES TR | $4.7B |
DASHDOORDASH INC | $4.5B |
IWMISHARES TR | $4.1B |
EWJISHARES INC | $4.1B |
MAMASTERCARD INCORPORATED | $3.8B |
VCITVANGUARD SCOTTSDALE FDS | $3.7B |
IBDQISHARES TR | $3.5B |
XLVSELECT SECTOR SPDR TR | $3.0B |
ATVIEURACTIVISION BLIZZARD INC | $3.0B |
TSLATESLA INC | $2.9B |
XLNXEURXILINX INC | $2.9B |
XYZBLOCK INC | $2.8B |
IEFISHARES TR | $2.6B |
BABOEING CO | $2.6B |
DWDMORGAN STANLEY | $2.5B |
NWLNEWELL BRANDS INC | $2.5B |
CRVLCORVEL CORP | $2.5B |
NETCLOUDFLARE INC | $2.1B |
IVVISHARES TR | $2.0B |
CSCOCISCO SYS INC | $2.0B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.9B |
XLESELECT SECTOR SPDR TR | $1.8B |
NOCNORTHROP GRUMMAN CORP | $1.6B |
RSPINVESCO EXCHANGE TRADED FD T | $1.6B |
IJHISHARES TR | $1.5B |
XLFSELECT SECTOR SPDR TR | $1.5B |
UUNITY SOFTWARE INC | $1.5B |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.4B |
GQ9SPDR GOLD TR | $1.4B |
MUMICRON TECHNOLOGY INC | $1.3B |
LENLENNAR CORP | $1.3B |
IWFISHARES TR | $1.3B |
COUPEURCOUPA SOFTWARE INC | $1.2B |
NDQINVESCO QQQ TR | $1.2B |
VBVANGUARD INDEX FDS | $1.2B |
VCSHVANGUARD SCOTTSDALE FDS | $1.1B |
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