HoldingsChannel.com
Lyell Wealth Management LP Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
GUIDEWIRE SOFTWARE INC 144,059 +690 $15,969
     GWRE144,059+690$15,969
APPLE INC 43,422 -540 $15,840
     AAPL43,422-540$15,840
SHOPIFY INC 16,322 -123 $15,493
     SHOP16,322-123$15,493
AMAZON COM INC 5,460 +120 $15,063
     AMZN5,460+120$15,063
WORKDAY INC 77,527 UNCH $14,525
     WDAY77,527UNCH$14,525
MICROSOFT CORP 65,494 +499 $13,329
     MSFT65,494+499$13,329
PAYPAL HLDGS INC 72,768 +1,092 $12,678
     PYPL72,768+1,092$12,678
VEEVA SYS INC 50,188 +490 $11,765
     VEEV50,188+490$11,765
DEXCOM INC 25,565 +597 $10,364
     DXCM25,565+597$10,364
FACEBOOK INC 43,616 +3,045 $9,904
     FB43,616+3,045$9,904
SERVICENOW INC 22,635 +1,173 $9,169
     NOW22,635+1,173$9,169
ALPHABET INC 6,379 +97 $9,046
     GOOGL6,379+97$9,046
PALO ALTO NETWORKS INC 38,617 +876 $8,869
     PANW38,617+876$8,869
TWILIO INC 40,135 +14,076 $8,806
     TWLO40,135+14,076$8,806
SALESFORCE COM INC 46,601 +1,341 $8,730
     CRM46,601+1,341$8,730
ADOBE INC 19,832 +286 $8,633
     ADBE19,832+286$8,633
INTUIT 28,433 +788 $8,422
     INTU28,433+788$8,422
THERMO FISHER SCIENTIFIC INC 22,796 +951 $8,265
     TMO22,796+951$8,265
ZOOM VIDEO COMMUNICATIONS IN 31,736 +4,562 $8,046
     ZM31,736+4,562$8,046
HOME DEPOT INC 31,126 +1,036 $7,797
     HD31,126+1,036$7,797
NVIDIA CORPORATION 20,454 +2,027 $7,771
     NVDA20,454+2,027$7,771
COSTCO WHSL CORP NEW 24,720 +1,382 $7,495
     COST24,720+1,382$7,495
ATLASSIAN CORP PLC 40,831 +1,939 $7,361
     TEAM40,831+1,939$7,361
VISA INC 37,323 +913 $7,210
     V37,323+913$7,210
NIKE INC 70,043 +4,752 $6,885
     NKE70,043+4,752$6,885
JPMORGAN CHASE & CO 70,371 +4,776 $6,619
     JPM70,371+4,776$6,619
INTUITIVE SURGICAL INC 11,470 +95 $6,536
     ISRG11,470+95$6,536
IDEXX LABS INC 19,457 +825 $6,424
     IDXX19,457+825$6,424
ILLUMINA INC 16,327 +150 $6,047
     ILMN16,327+150$6,047
DISNEY WALT CO 54,222 +2,951 $6,046
     DIS54,222+2,951$6,046
ZOETIS INC 43,429 +4,849 $5,952
     ZTS43,429+4,849$5,952
DIGITAL RLTY TR INC 40,735 +4,414 $5,789
     DLR40,735+4,414$5,789
FIDELITY NATL INFORMATION SV 42,161 +5,386 $5,653
     FIS42,161+5,386$5,653
ALPHABET INC 3,962 -8 $5,600
     GOOG3,962-8$5,600
HONEYWELL INTL INC 38,313 +1,799 $5,540
     HON38,313+1,799$5,540
DOCUSIGN INC 30,604 +14,480 $5,270
     DOCU30,604+14,480$5,270
BK OF AMERICA CORP 210,928 +11,600 $5,010
     BAC210,928+11,600$5,010
ISHARES TR (TIP) 40,490 +4,775 $4,980
     TIP40,490+4,775$4,980
SPDR SER TR (XBI) 44,248 +21,267 $4,954
     XBI44,248+21,267$4,954
VERIZON COMMUNICATIONS INC 88,247 +3,866 $4,865
     VZ88,247+3,866$4,865
STRYKER CORPORATION 26,400 +905 $4,772
     SYK26,400+905$4,772
NORTHROP GRUMMAN CORP 15,399 -118 $4,734
     NOC15,399-118$4,734
INTEL CORP 75,782 +4,621 $4,534
     INTC75,782+4,621$4,534
ISHARES TR (IBDM) 178,089 +24,300 $4,479
     IBDM178,089+24,300$4,479
ISHARES TR (IBDN) 168,387 +29,090 $4,324
     IBDN168,387+29,090$4,324
ACTIVISION BLIZZARD INC 55,407 +10,958 $4,205
     ATVI55,407+10,958$4,205
CROWN CASTLE INTL CORP NEW 24,529 +24,529 $4,105
     CCI24,529+24,529$4,105
NETFLIX INC 9,014 +2,421 $4,102
     NFLX9,014+2,421$4,102
ISHARES TR (IBDO) 140,661 +26,555 $3,690
     IBDO140,661+26,555$3,690
STARBUCKS CORP 49,353 +8,117 $3,632
     SBUX49,353+8,117$3,632

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 06/30/2020: $455,850
At 03/31/2020: $334,507

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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