Lyell Wealth Management, LP Portfolio Holdings
Lyell Wealth Management, LP
- $1.06 Billion
- Q1 2025
Lyell Wealth Management, LP has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.06 Billion distributed in 202 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $63.9M, Apple Inc. with a value of $41.4M, Microsoft Corp with a value of $32.5M, Amazon Com Inc with a value of $31.6M, and Meta Platforms, Inc. with a value of $29M.
Examining the 13F form we can see an decrease of $45.1M in the current position value, from $1.1B to 1.06B.
Below you can find more details about Lyell Wealth Management, LP portfolio as well as his latest detailed transactions.