Lyell-Wealth-Management-Lp

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-08
Total Holdings
202
Total Value
1069802507
Accession Number
0001104659-25-046030
Form Type
13F-HR
Manager Name
Lyell-Wealth-Management-Lp
Data Enrichment
84% identified
169 identified33 unidentified

Holdings

202 positions
Manager:
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Page 4 of 11
Guidewire Software, Inc.
Shares:35.2K
Value:$6.6M
ADOBE INC.
Shares:15.8K
Value:$6.1M
Cloudflare, Inc.
Shares:50.7K
Value:$5.7M
Trade Desk, Inc.
Shares:98.3K
Value:$5.4M
46436E312
Shares:214.9K
Value:$5.4M
Vertiv Holdings Co
Shares:74.2K
Value:$5.4M
81369Y209
Shares:36.7K
Value:$5.4M
FREEPORT-MCMORAN INC
Shares:141.2K
Value:$5.3M
SCHLUMBERGER LIMITED/NV
Shares:123.8K
Value:$5.2M
46436E486
Shares:244.0K
Value:$5.1M
BERKSHIRE HATHAWAY INC
Shares:7.4K
Value:$3.9M
Walt Disney Co
Shares:38.7K
Value:$3.8M
BANK OF AMERICA CORP /DE/
Shares:90.3K
Value:$3.8M
DEXCOM INC
Shares:55.0K
Value:$3.8M
81369Y803
Shares:17.4K
Value:$3.6M
464287200
Shares:6.2K
Value:$3.5M
CONOCOPHILLIPS
Shares:31.5K
Value:$3.3M
46137V357
Shares:18.1K
Value:$3.1M
CITIGROUP INC
Shares:42.8K
Value:$3.0M
BALL Corp
Shares:55.7K
Value:$2.9M