HoldingsChannel.com
Lyell Wealth Management LP Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
GUIDEWIRE SOFTWARE INC 142,899 +159 $15,059
     GWRE142,899+159$15,059
WORKDAY INC 77,527 UNCH $13,176
     WDAY77,527UNCH$13,176
APPLE INC 42,739 +7,478 $9,572
     AAPL42,739+7,478$9,572
MICROSOFT CORP 63,736 +2,149 $8,861
     MSFT63,736+2,149$8,861
AMAZON COM INC 5,064 +52 $8,791
     AMZN5,064+52$8,791
PALO ALTO NETWORKS INC 37,362 -21,199 $7,615
     PANW37,362-21,199$7,615
JPMORGAN CHASE & CO 61,641 +1,757 $7,255
     JPM61,641+1,757$7,255
PAYPAL HLDGS INC 69,251 +2,685 $7,174
     PYPL69,251+2,685$7,174
FACEBOOK INC 40,104 +314 $7,142
     FB40,104+314$7,142
BOEING CO 18,131 +323 $6,898
     BA18,131+323$6,898
ALPHABET INC 5,633 +62 $6,879
     GOOGL5,633+62$6,879
VEEVA SYS INC 44,771 -105 $6,836
     VEEV44,771-105$6,836
INTUIT 25,285 +300 $6,724
     INTU25,285+300$6,724
COSTCO WHSL CORP NEW 22,127 +72 $6,375
     COST22,127+72$6,375
HOME DEPOT INC 27,096 +706 $6,287
     HD27,096+706$6,287
SALESFORCE COM INC 41,870 +1,537 $6,215
     CRM41,870+1,537$6,215
THERMO FISHER SCIENTIFIC INC 20,780 +887 $6,057
     TMO20,780+887$6,057
NIKE INC 62,996 +1,703 $5,917
     NKE62,996+1,703$5,917
INTUITIVE SURGICAL INC 10,666 +514 $5,759
     ISRG10,666+514$5,759
VISA INC 33,289 +1,070 $5,726
     V33,289+1,070$5,726
HONEYWELL INTL INC 33,784 +2,170 $5,716
     HON33,784+2,170$5,716
DISNEY WALT CO 43,554 +2,999 $5,676
     DIS43,554+2,999$5,676
BANK AMER CORP 191,619 +6,386 $5,590
     BAC191,619+6,386$5,590
NORTHROP GRUMMAN CORP 14,654 +128 $5,492
     NOC14,654+128$5,492
ALIBABA GROUP HLDG LTD 32,555 +955 $5,444
     BABA32,555+955$5,444
SHOPIFY INC 16,113 +1,640 $5,022
     SHOP16,113+1,640$5,022
ILLUMINA INC 16,484 +1,091 $5,015
     ILMN16,484+1,091$5,015
ADOBE INC 17,608 +875 $4,864
     ADBE17,608+875$4,864
DIGITAL RLTY TR INC 36,893 +2,239 $4,789
     DLR36,893+2,239$4,789
STRYKER CORP 21,965 -10 $4,762
     SYK21,965-10$4,762
ALPHABET INC 3,808 +403 $4,642
     GOOG3,808+403$4,642
ATLASSIAN CORP PLC 36,484 +2,521 $4,577
     TEAM36,484+2,521$4,577
ISHARES TR (IWM) 30,176 -850 $4,567
     IWM30,176-850$4,567
SERVICENOW INC 17,869 +3,210 $4,536
     NOW17,869+3,210$4,536
VERIZON COMMUNICATIONS INC 74,418 +17,070 $4,492
     VZ74,418+17,070$4,492
ZOETIS INC 34,899 +2,289 $4,348
     ZTS34,899+2,289$4,348
IDEXX LABS INC 15,794 +671 $4,295
     IDXX15,794+671$4,295
ISHARES TR (TIP) 36,440 -390 $4,238
     TIP36,440-390$4,238
RAYTHEON CO 21,598 +1,797 $4,237
     RTN21,598+1,797$4,237
INTEL CORP 73,060 +1,175 $3,765
     INTC73,060+1,175$3,765
ISHARES TR (IBDM) 147,218 +18,485 $3,680
     IBDM147,218+18,485$3,680
STANLEY BLACK & DECKER INC 24,684 -3,225 $3,565
     SWK24,684-3,225$3,565
CISCO SYS INC 71,695 +767 $3,542
     CSCO71,695+767$3,542
GOLUB CAP BDC INC 183,761 -16,575 $3,462
     GBDC183,761-16,575$3,462
ISHARES TR (IBDN) 126,828 +14,425 $3,211
     IBDN126,828+14,425$3,211
FIDELITY NATL INFORMATION SV 23,494 +23,494 $3,119
     FIS23,494+23,494$3,119
NVIDIA CORP 17,358 +1,333 $3,022
     NVDA17,358+1,333$3,022
DEXCOM INC 20,098 +20,098 $2,999
     DXCM20,098+20,098$2,999
CHEVRON CORP NEW 23,162 +3,203 $2,747
     CVX23,162+3,203$2,747
ISHARES TR (IBDL) 97,239 +11,475 $2,467
     IBDL97,239+11,475$2,467

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 09/30/2019: $332,746
At 06/30/2019: $331,724

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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