HoldingsChannel.com
Lyell Wealth Management LP Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
WORKDAY INC 77,527 UNCH $15,938
     WDAY77,527UNCH$15,938
GUIDEWIRE SOFTWARE INC 142,740 +42,740 $14,471
     GWRE142,740+42,740$14,471
PALO ALTO NETWORKS INC 58,561 +812 $11,932
     PANW58,561+812$11,932
AMAZON COM INC 5,012 +240 $9,491
     AMZN5,012+240$9,491
MICROSOFT CORP 61,587 +598 $8,250
     MSFT61,587+598$8,250
FACEBOOK INC 39,790 +617 $7,679
     FB39,790+617$7,679
PAYPAL HLDGS INC 66,566 +1,060 $7,619
     PYPL66,566+1,060$7,619
VEEVA SYS INC 44,876 +326 $7,275
     VEEV44,876+326$7,275
APPLE INC 35,261 +367 $6,979
     AAPL35,261+367$6,979
JPMORGAN CHASE & CO 59,884 +1,173 $6,695
     JPM59,884+1,173$6,695
INTUIT 24,985 +1,770 $6,529
     INTU24,985+1,770$6,529
BOEING CO 17,808 +303 $6,482
     BA17,808+303$6,482
SALESFORCE COM INC 40,333 +1,253 $6,120
     CRM40,333+1,253$6,120
ALPHABET INC 5,571 +191 $6,032
     GOOGL5,571+191$6,032
THERMO FISHER SCIENTIFIC INC 19,893 +922 $5,846
     TMO19,893+922$5,846
COSTCO WHSL CORP NEW 22,055 +665 $5,828
     COST22,055+665$5,828
ILLUMINA INC 15,393 +1,397 $5,667
     ILMN15,393+1,397$5,667
DISNEY WALT CO 40,555 +4,750 $5,663
     DIS40,555+4,750$5,663
VISA INC 32,219 +1,230 $5,592
     V32,219+1,230$5,592
HONEYWELL INTL INC 31,614 +1,027 $5,519
     HON31,614+1,027$5,519
HOME DEPOT INC 26,390 +1,257 $5,488
     HD26,390+1,257$5,488
BANK AMER CORP 185,233 +2,160 $5,372
     BAC185,233+2,160$5,372
ALIBABA GROUP HLDG LTD 31,600 +2,394 $5,355
     BABA31,600+2,394$5,355
INTUITIVE SURGICAL INC 10,152 +1,305 $5,325
     ISRG10,152+1,305$5,325
NIKE INC 61,293 +2,718 $5,159
     NKE61,293+2,718$5,159
ADOBE INC 16,733 +1,859 $4,930
     ADBE16,733+1,859$4,930
ISHARES TR (IWM) 31,026 +224 $4,825
     IWM31,026+224$4,825
NORTHROP GRUMMAN CORP 14,526 +1,449 $4,693
     NOC14,526+1,449$4,693
STRYKER CORP 21,975 +7,930 $4,529
     SYK21,975+7,930$4,529
ATLASSIAN CORP PLC 33,963 +33,963 $4,444
     TEAM33,963+33,963$4,444
SQUARE INC 61,026 +11,052 $4,426
     SQ61,026+11,052$4,426
SHOPIFY INC 14,473 +548 $4,344
     SHOP14,473+548$4,344
ISHARES TR (TIP) 36,830 +275 $4,253
     TIP36,830+275$4,253
IDEXX LABS INC 15,123 +15,123 $4,164
     IDXX15,123+15,123$4,164
DIGITAL RLTY TR INC 34,654 +7,539 $4,082
     DLR34,654+7,539$4,082
STANLEY BLACK & DECKER INC 27,909 +9,275 $4,036
     SWK27,909+9,275$4,036
SERVICENOW INC 14,659 +4,648 $4,025
     NOW14,659+4,648$4,025
CISCO SYS INC 70,928 +825 $3,882
     CSCO70,928+825$3,882
ZOETIS INC 32,610 +32,610 $3,701
     ZTS32,610+32,610$3,701
ALPHABET INC 3,405 -93 $3,680
     GOOG3,405-93$3,680
GOLUB CAP BDC INC 200,336 +15,050 $3,566
     GBDC200,336+15,050$3,566
RAYTHEON CO 19,801 +1,120 $3,443
     RTN19,801+1,120$3,443
INTEL CORP 71,885 +3,650 $3,441
     INTC71,885+3,650$3,441
SELECT SECTOR SPDR TR (XLF) 120,499 -16,535 $3,326
     XLF120,499-16,535$3,326
VERIZON COMMUNICATIONS INC 57,348 +4,698 $3,276
     VZ57,348+4,698$3,276
ISHARES TR (IBDM) 128,733 +4,915 $3,209
     IBDM128,733+4,915$3,209
ISHARES TR (IBDN) 112,403 +5,150 $2,836
     IBDN112,403+5,150$2,836
NVIDIA CORP 16,025 +1,061 $2,632
     NVDA16,025+1,061$2,632
NETFLIX INC 7,025 +3,261 $2,580
     NFLX7,025+3,261$2,580
CHEVRON CORP NEW 19,959 +2,221 $2,484
     CVX19,959+2,221$2,484

See Full List: All Stocks Held By Lyell Wealth Management LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Lyell Wealth Management LP

Size ($ in 1000's)
At 06/30/2019: $331,724
At 03/31/2019: $299,556

Lyell Wealth Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lyell Wealth Management LP 13F filings. Link to 13F filings: SEC filings

Lyell Wealth Management LP Top Holdings 13F Filings | www.HoldingsChannel.com

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