Lyell Wealth Management, L.P. 13F annual report
Lyell Wealth Management, L.P. is an investment fund managing more than $1.05 trillion ran by Kevin Connell. There are currently 199 companies in Mr. Connell’s portfolio. The largest investments include Nvidia Corporation Com and Apple Inc, together worth $120 billion.
Limited to 30 biggest holdings
$1.05 trillion Assets Under Management (AUM)
As of 1st August 2024, Lyell Wealth Management, L.P.’s top holding is 654,764 shares of Nvidia Corporation Com currently worth over $80.9 billion and making up 7.7% of the portfolio value.
In addition, the fund holds 184,401 shares of Apple Inc worth $38.8 billion, whose value grew 11.4% in the past six months.
The third-largest holding is Microsoft Corp Com worth $34.7 billion and the next is Amazon.com worth $30.4 billion, with 157,502 shares owned.
Currently, Lyell Wealth Management, L.P.'s portfolio is worth at least $1.05 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Lyell Wealth Management, L.P.
The Lyell Wealth Management, L.P. office and employees reside in Menlo Park, California. According to the last 13-F report filed with the SEC, Kevin Connell serves as the Chief Compliance Officer at Lyell Wealth Management, L.P..
Recent trades
In the most recent 13F filing, Lyell Wealth Management, L.P. revealed that it had opened a new position in
Uber Technologies Inc and bought 124,642 shares worth $9.06 billion.
This means they effectively own approximately 0.1% of the company.
Uber Technologies Inc makes up
5.3%
of the fund's Technology sector allocation and has grown its share price by 45.1% in the past year.
The investment fund also strengthened its position in Nvidia Corporation Com by buying
585,729 additional shares.
This makes their stake in Nvidia Corporation Com total 654,764 shares worth $80.9 billion.
On the other hand, there are companies that Lyell Wealth Management, L.P. is getting rid of from its portfolio.
Lyell Wealth Management, L.P. closed its position in Boeing Co Com on 8th August 2024.
It sold the previously owned 2,443 shares for $471 million.
Kevin Connell also disclosed a decreased stake in Adobe Inc by approximately 0.1%.
This leaves the value of the investment at $11 billion and 19,718 shares.
One of the average hedge funds
The two most similar investment funds to Lyell Wealth Management, L.P. are Jacobi Capital Management and Trust Co Of Virginia va. They manage $1.05 trillion and $1.05 trillion respectively.
Kevin Connell investment strategy
Lyell Wealth Management, L.P.’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Technology — making up 16.4% of
the total portfolio value.
The fund focuses on investments in the United States as
27.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
27% of the total holdings value.
On the other hand, small-cap stocks make up only 2.5% of the portfolio.
The average market cap of the portfolio companies is close to $141 billion.
The complete list of Lyell Wealth Management, L.P. trades based on 13F SEC filings
These positions were updated on August 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Nvidia Corporation Com |
848.45%
654,764
|
$80,889,561,000 | 7.72% |
| Apple Inc |
3.48%
184,401
|
$38,838,516,000 | 3.71% |
| Microsoft Corp Com |
2.30%
77,694
|
$34,725,127,000 | 3.32% |
| Amazon.com Inc. |
3.57%
157,502
|
$30,437,262,000 | 2.91% |
| Palo Alto Networks Inc |
4.05%
78,884
|
$26,742,465,000 | 2.55% |
| Alphabet Inc Cap Stk Cl A |
2.70%
138,673
|
$25,259,317,000 | 2.41% |
| Meta Platforms Inc |
8.40%
48,480
|
$24,444,619,000 | 2.33% |
| Costco Whsl Corp New Com |
2.06%
27,104
|
$23,038,276,000 | 2.20% |
| Workday Inc Cl A |
5.27%
100,464
|
$22,459,732,000 | 2.14% |
| ServiceNow Inc |
6.40%
26,071
|
$20,509,274,000 | 1.96% |
| Intuit Com |
4.37%
30,685
|
$20,166,489,000 | 1.93% |
| Alphabet Inc Cap Stk Cl C |
18.83%
98,125
|
$17,998,150,000 | 1.72% |
| Asml Holding N V N Y Registry Shs |
4.04%
17,551
|
$17,949,934,000 | 1.71% |
| Jpmorgan Chase & Co. Com |
2.32%
88,389
|
$17,877,558,000 | 1.71% |
| Salesforce Inc |
6.83%
64,280
|
$16,526,388,000 | 1.58% |
| Thermo Fisher Scientific Inc. |
2.97%
29,113
|
$16,099,511,000 | 1.54% |
| Vaneck Semiconductor Etf |
4.84%
58,651
|
$15,290,316,000 | 1.46% |
| Intuitive Surgical Inc Com New |
0.50%
33,955
|
$15,104,882,000 | 1.44% |
| D.R. Horton Inc. |
5.68%
106,717
|
$15,039,627,000 | 1.44% |
| Home Depot, Inc. |
2.81%
42,771
|
$14,723,489,000 | 1.41% |
| Advanced Micro Devices Inc. |
13.13%
85,611
|
$13,886,960,000 | 1.33% |
| Cadence Design System Inc Com |
7.53%
42,098
|
$12,955,660,000 | 1.24% |
| Visa Inc |
5.05%
45,882
|
$12,042,721,000 | 1.15% |
| Caterpillar Inc. |
2.37%
35,367
|
$11,780,748,000 | 1.12% |
| Spdr S&p 500 Etf Trust |
28.99%
21,218
|
$11,547,007,000 | 1.10% |
| Zoetis Inc |
10.82%
66,140
|
$11,466,030,000 | 1.09% |
| Stryker Corporation Com |
4.51%
33,613
|
$11,436,851,000 | 1.09% |
| Lennar Corp. |
5.80%
75,838
|
$11,365,841,000 | 1.09% |
| Adobe Inc |
7.38%
19,718
|
$10,954,138,000 | 1.05% |
| Amphenol Corp. |
104.65%
161,999
|
$10,913,873,000 | 1.04% |
| Honeywell Intl Inc Com |
1.39%
48,936
|
$10,449,793,000 | 1.00% |
| Schlumberger Ltd Com Stk |
15.05%
220,214
|
$10,389,697,000 | 0.99% |
| Taiwan Semiconductor Mfg Ltd Sponsored Ads |
5.02%
59,693
|
$10,375,240,000 | 0.99% |
| Shopify Inc |
20.94%
156,201
|
$10,317,076,000 | 0.99% |
| Idexx Labs Inc Com |
4.28%
21,139
|
$10,298,921,000 | 0.98% |
| Veeva Sys Inc Cl A Com |
8.00%
54,345
|
$9,945,678,000 | 0.95% |
| Energy Select Sector Spdr Fund |
4.42%
103,822
|
$9,463,411,000 | 0.90% |
| Uber Technologies Inc |
Opened
124,642
|
$9,058,981,000 | 0.86% |
| Chevron Corp New Com |
9.53%
57,388
|
$8,976,631,000 | 0.86% |
| Morgan Stanley Com New |
8.63%
91,524
|
$8,895,262,000 | 0.85% |
| The Trade Desk Inc Com Cl A |
10.59%
89,135
|
$8,705,815,000 | 0.83% |
| Netflix Inc. |
10.29%
12,891
|
$8,699,878,000 | 0.83% |
| Digital Rlty Tr Inc Com |
6.54%
53,986
|
$8,208,571,000 | 0.78% |
| Union Pac Corp Com |
0.47%
35,548
|
$8,043,003,000 | 0.77% |
| Snowflake Inc. |
0.60%
58,330
|
$7,879,800,000 | 0.75% |
| Ishares Ibonds Dec 2025 Term Corporate Etf |
0.15%
310,033
|
$7,707,420,000 | 0.74% |
| Guidewire Software Inc |
No change
55,890
|
$7,706,672,000 | 0.74% |
| Spdr Gold Shares |
0.50%
35,673
|
$7,670,052,000 | 0.73% |
| Extreme Networks Com |
No change
556,016
|
$7,478,415,000 | 0.71% |
| Dexcom Inc |
4.62%
64,915
|
$7,360,063,000 | 0.70% |
| Ishares Ibonds Dec 2027 Term Corporate Etf |
10.85%
309,868
|
$7,353,168,000 | 0.70% |
| Freeport-McMoRan Inc |
10.41%
149,510
|
$7,266,186,000 | 0.69% |
| Ishares Ibonds Dec 2026 Term Corporate Etf |
5.52%
302,208
|
$7,198,595,000 | 0.69% |
| Industrial Select Sector Spdr Fund |
3.97%
53,563
|
$6,527,723,000 | 0.62% |
| Ishares Ibonds Dec 2028 Term Corporate Etf |
12.19%
261,751
|
$6,483,572,000 | 0.62% |
| Nike, Inc. |
3.34%
84,343
|
$6,356,932,000 | 0.61% |
| Mastercard Incorporated |
19.41%
13,749
|
$6,065,488,000 | 0.58% |
| Conocophillips Com |
3.14%
52,866
|
$6,046,813,000 | 0.58% |
| Abbott Labs Com |
1.87%
56,064
|
$5,825,568,000 | 0.56% |
| Ishares Ibonds Dec 2029 Term Corporate Etf |
15.02%
248,200
|
$5,626,694,000 | 0.54% |
| Deere & Co Com |
8.73%
14,902
|
$5,567,834,000 | 0.53% |
| Target Corp Com |
0.20%
37,196
|
$5,506,427,000 | 0.53% |
| Procept Biorobotics Corp Com |
No change
84,203
|
$5,143,961,000 | 0.49% |
| Pepsico Inc Com |
8.30%
30,836
|
$5,085,801,000 | 0.49% |
| Ishares Ibonds Dec 2030 Term Corporate Etf |
8.54%
236,645
|
$5,031,073,000 | 0.48% |
| Walmart Inc |
1,177.01%
74,156
|
$5,021,103,000 | 0.48% |
| Lockheed Martin Corp Com |
21.72%
10,061
|
$4,699,493,000 | 0.45% |
| Ishares Ibonds Dec 2024 Term Corporate Etf |
24.81%
186,199
|
$4,679,181,000 | 0.45% |
| T-Mobile US Inc |
265.24%
26,367
|
$4,645,338,000 | 0.44% |
| Disney Walt Co Com |
1.28%
45,484
|
$4,516,106,000 | 0.43% |
| Blackrock Inc. |
2.07%
5,633
|
$4,434,591,000 | 0.42% |
| Ishares Ibonds Dec 2032 Term Corporate Etf |
10.07%
177,925
|
$4,369,838,000 | 0.42% |
| Unitedhealth Group Inc |
13.01%
8,556
|
$4,357,229,000 | 0.42% |
| Northrop Grumman Corp Com |
25.39%
9,699
|
$4,228,279,000 | 0.40% |
| Bank America Corp Com |
0.28%
105,224
|
$4,184,758,000 | 0.40% |
| Ishares Russell 2000 Etf |
0.52%
19,062
|
$3,867,414,000 | 0.37% |
| Health Care Select Sector Spdr Fund |
10.80%
25,543
|
$3,722,936,000 | 0.36% |
| Crown Castle Inc |
14.50%
37,598
|
$3,673,351,000 | 0.35% |
| Ishares Core S&p 500 Etf |
2.62%
6,367
|
$3,484,213,000 | 0.33% |
| Cloudflare Inc |
17.48%
41,320
|
$3,422,536,000 | 0.33% |
| The Cigna Group Com |
0.55%
10,022
|
$3,312,973,000 | 0.32% |
| Bhp Group Ltd Sponsored Ads |
8.75%
54,677
|
$3,121,523,000 | 0.30% |
| Invesco S&p 500 Equal Weight Etf |
18.56%
18,945
|
$3,112,219,000 | 0.30% |
| Technology Select Sector Spdr Fund |
9.97%
13,400
|
$3,031,470,000 | 0.29% |
| Ishares Core S&p Mid-cap Etf |
7.45%
50,840
|
$2,975,157,000 | 0.28% |
| Ishares Biotechnology Etf |
0.68%
21,539
|
$2,956,443,000 | 0.28% |
| Ball Corp Com |
11.09%
47,535
|
$2,853,051,000 | 0.27% |
| Ishares Tips Bond Etf |
3.60%
25,877
|
$2,763,146,000 | 0.26% |
| Broadcom Inc. |
3.04%
1,663
|
$2,669,996,000 | 0.25% |
| Berkshire Hathaway Inc Del Cl B New |
No change
6,494
|
$2,641,759,000 | 0.25% |
| Starbucks Corp Com |
45.27%
33,615
|
$2,616,928,000 | 0.25% |
| Atlassian Corporation |
42.61%
14,234
|
$2,517,710,000 | 0.24% |
| Vaneck Oil Services Etf |
29.86%
7,959
|
$2,516,477,000 | 0.24% |
| Ishares Msci Eafe Etf |
12.13%
29,667
|
$2,323,816,000 | 0.22% |
| Corvel Corp Com |
No change
8,960
|
$2,278,259,000 | 0.22% |
| Eli Lilly & Co Com |
0.73%
2,481
|
$2,246,248,000 | 0.21% |
| Invesco Qqq Trust Series I |
13.60%
4,495
|
$2,153,697,000 | 0.21% |
| Spdr S&p Biotech Etf |
8.46%
20,701
|
$1,919,195,000 | 0.18% |
| Exxon Mobil Corp Com |
31.47%
16,665
|
$1,918,475,000 | 0.18% |
| DoorDash Inc |
57.88%
16,062
|
$1,747,224,000 | 0.17% |
| Micron Technology Inc. |
No change
12,977
|
$1,706,865,000 | 0.16% |
| Ishares Msci Emerging Markets Etf |
14.27%
37,732
|
$1,607,006,000 | 0.15% |
| Tesla Inc |
12.89%
6,389
|
$1,264,255,000 | 0.12% |
| SPDR S&P MIDCAP 400 ETF Trust |
4.00%
2,208
|
$1,181,457,000 | 0.11% |
| Ishares Russell Midcap Etf |
2.71%
14,367
|
$1,164,876,000 | 0.11% |
| Vaneck Merk Gold Trust |
56.60%
49,665
|
$1,115,476,000 | 0.11% |
| DocuSign Inc |
11.14%
20,762
|
$1,110,767,000 | 0.11% |
| Ishares Russell 1000 Growth Etf |
5.63%
3,020
|
$1,100,820,000 | 0.11% |
| First Trust Dow Jones Internet Index Fund |
0.43%
5,361
|
$1,098,683,000 | 0.10% |
| Johnson & Johnson Com |
3.78%
7,332
|
$1,071,645,000 | 0.10% |
| Agilent Technologies Inc. |
1.90%
7,845
|
$1,016,947,000 | 0.10% |
| Equinix Inc |
48.50%
1,319
|
$997,955,000 | 0.10% |
| American Express Co Com |
No change
4,205
|
$973,668,000 | 0.09% |
| Ishares 20 Year Treasury Bond Etf |
Opened
10,577
|
$970,757,000 | 0.09% |
| Lowes Cos Inc Com |
1.96%
4,320
|
$952,387,000 | 0.09% |
| Csx Corp Com |
No change
27,508
|
$920,143,000 | 0.09% |
| Merck & Co Inc |
7.66%
6,562
|
$812,376,000 | 0.08% |
| Cisco Sys Inc Com |
28.77%
16,652
|
$791,137,000 | 0.08% |
| Schwab Us Dividend Equity Etf |
8.39%
9,935
|
$772,548,000 | 0.07% |
| Procter And Gamble Co Com |
11.63%
4,386
|
$723,339,000 | 0.07% |
| Ishares Core Msci Eafe Etf |
1.94%
9,610
|
$698,070,000 | 0.07% |
| Schwab Emerging Markets Equity Etf |
Opened
26,250
|
$697,200,000 | 0.07% |
| Toll Brothers Inc. |
No change
6,050
|
$696,839,000 | 0.07% |
| Rtx Corporation Com |
0.64%
6,643
|
$666,891,000 | 0.06% |
| Financial Select Sector Spdr Fund |
1.43%
16,222
|
$666,874,000 | 0.06% |
| Spdr S&p Homebuilders Etf |
3.13%
6,595
|
$666,623,000 | 0.06% |
| Vanguard Small-cap Etf |
No change
2,887
|
$629,481,000 | 0.06% |
| Lam Research Corp Com |
8.08%
575
|
$612,289,000 | 0.06% |
| Ameriprise Finl Inc Com |
No change
1,404
|
$599,775,000 | 0.06% |
| Ishares Core S&p Small Cap Etf |
No change
5,360
|
$571,698,000 | 0.05% |
| Schwab Charles Corp Com |
No change
7,713
|
$568,371,000 | 0.05% |
| Ishares Ibonds Dec 2031 Term Corporate Etf |
42.93%
27,550
|
$558,990,000 | 0.05% |
| Oracle Corp Com |
No change
3,927
|
$554,458,000 | 0.05% |
| Texas Instrs Inc Com |
2.60%
2,846
|
$553,632,000 | 0.05% |
| Keysight Technologies Inc |
4.68%
4,029
|
$550,966,000 | 0.05% |
| Vanguard Total Stock Market Etf |
0.35%
1,969
|
$526,727,000 | 0.05% |
| Targa Res Corp Com |
No change
3,926
|
$505,590,000 | 0.05% |
| Zoom Video Communications Inc |
0.98%
8,421
|
$498,439,000 | 0.05% |
| Vanguard Mid-cap Etf |
1.91%
2,057
|
$498,000,000 | 0.05% |
| Gilead Sciences, Inc. |
No change
7,230
|
$496,050,000 | 0.05% |
| Ishares Broad Usd Investment Grade Corporate Bond Etf |
No change
9,815
|
$492,811,000 | 0.05% |
| Boeing Co Com |
Closed
2,443
|
$471,475,000 | |
| AMGEN Inc. |
47.69%
1,508
|
$471,175,000 | 0.04% |
| HP Inc |
5.08%
13,427
|
$470,214,000 | 0.04% |
| Schwab International Equity Etf |
Opened
12,205
|
$468,916,000 | 0.04% |
| Robert Half Inc. Com |
No change
6,950
|
$444,661,000 | 0.04% |
| Vanguard S&p 500 Etf |
Opened
871
|
$435,470,000 | 0.04% |
| Vanguard Growth Etf |
No change
1,090
|
$407,671,000 | 0.04% |
| Trimble Inc |
No change
7,200
|
$402,624,000 | 0.04% |
| Pioneer Nat Res Co Com |
Closed
1,526
|
$400,575,000 | |
| Novo-nordisk A S Adr |
No change
2,754
|
$393,106,000 | 0.04% |
| Stanley Black & Decker Inc Com |
10.38%
4,818
|
$384,910,000 | 0.04% |
| Intercontinental Exchange Inc |
No change
2,740
|
$375,079,000 | 0.04% |
| Consumer Staples Select Sector Spdr Fund |
2.91%
4,837
|
$370,417,000 | 0.04% |
| Twilio Inc |
9.65%
6,267
|
$356,028,000 | 0.03% |
| Ishares Russell 3000 Etf |
16.06%
1,150
|
$354,971,000 | 0.03% |
| Draftkings Inc New Com Cl A |
No change
9,149
|
$349,217,000 | 0.03% |
| Eaton Corp Plc Shs |
6.75%
1,107
|
$347,100,000 | 0.03% |
| Iqvia Hldgs Inc Com |
No change
1,631
|
$344,859,000 | 0.03% |
| Ametek Inc |
No change
2,054
|
$342,422,000 | 0.03% |
| Generac Hldgs Inc Com |
56.91%
2,585
|
$341,789,000 | 0.03% |
| Coca Cola Co Com |
15.86%
5,275
|
$335,754,000 | 0.03% |
| International Business Machs Com |
2.61%
1,906
|
$329,643,000 | 0.03% |
| Royal Caribbean Group Com |
8.79%
2,067
|
$329,542,000 | 0.03% |
| MercadoLibre Inc |
No change
200
|
$328,680,000 | 0.03% |
| Vanguard Dividend Appreciation Etf |
No change
1,743
|
$318,185,000 | 0.03% |
| Ishares Expanded Tech-software Sector Etf |
84.12%
3,656
|
$317,706,000 | 0.03% |
| Ishares Core U.s. Aggregate Bond Etf |
No change
3,220
|
$312,565,000 | 0.03% |
| Ishares U.s. Home Construction Etf |
0.32%
3,088
|
$312,078,000 | 0.03% |
| United Parcel Service, Inc. |
7.75%
2,263
|
$309,692,000 | 0.03% |
| Applied Matls Inc Com |
8.64%
1,308
|
$308,675,000 | 0.03% |
| Qualcomm, Inc. |
No change
1,488
|
$296,380,000 | 0.03% |
| Axon Enterprise Inc |
No change
1,005
|
$295,711,000 | 0.03% |
| Atlas Energy Solutions Inc Com New |
No change
14,766
|
$294,286,000 | 0.03% |
| Hewlett Packard Enterprise Co Com |
8.76%
13,899
|
$294,242,000 | 0.03% |
| Abbvie Inc |
3.98%
1,671
|
$286,610,000 | 0.03% |
| Norfolk Southn Corp Com |
No change
1,321
|
$283,605,000 | 0.03% |
| Trane Technologies Plc Shs |
0.23%
860
|
$282,880,000 | 0.03% |
| Ishares Msci Taiwan Etf |
No change
5,125
|
$277,724,000 | 0.03% |
| Invesco FTSE RAFI US 1500 Small-Mid ETF |
Opened
6,774
|
$258,353,000 | 0.02% |
| Ishares S&p Mid-cap 400 Growth Etf |
36.25%
2,875
|
$253,316,000 | 0.02% |
| Fedex Corp Com |
No change
842
|
$252,465,000 | 0.02% |
| iShares 1-3 Year Treasury Bond ETF |
No change
3,085
|
$251,890,000 | 0.02% |
| Ishares S&p 100 Etf |
Opened
940
|
$248,392,000 | 0.02% |
| Plains All Amern Pipeline L P Unit Ltd Partn |
No change
13,900
|
$248,254,000 | 0.02% |
| Weyerhaeuser Co Mtn Be Com New |
Closed
6,913
|
$248,246,000 | |
| Goldman Sachs Group, Inc. |
No change
541
|
$244,705,000 | 0.02% |
| Ishares S&p Mid-cap 400 Value Etf |
Closed
2,065
|
$244,269,000 | |
| Ge Aerospace Com New |
7.02%
1,525
|
$242,429,000 | 0.02% |
| Chipotle Mexican Grill |
5,407.14%
3,855
|
$241,516,000 | 0.02% |
| Bristol-myers Squibb Co Com |
10.10%
5,770
|
$239,628,000 | 0.02% |
| iShares 7-10 Year Treasury Bond ETF |
28.65%
2,553
|
$239,088,000 | 0.02% |
| Illinois Tool Wks Inc Com |
3.77%
970
|
$229,918,000 | 0.02% |
| Vanguard Ftse Developed Markets Etf |
Closed
4,582
|
$229,879,000 | |
| Enterprise Prods Partners L P Com |
No change
7,589
|
$219,929,000 | 0.02% |
| Terex Corp New Com |
No change
4,000
|
$219,360,000 | 0.02% |
| Schwab U.s. Broad Market Etf |
No change
3,459
|
$217,436,000 | 0.02% |
| Coherent Corp Com |
Opened
3,000
|
$217,380,000 | 0.02% |
| Accenture Plc Ireland Shs Class A |
Closed
626
|
$216,978,000 | |
| Alerian Mlp Etf |
Opened
4,500
|
$215,910,000 | 0.02% |
| Schwab U.s. Large-cap Etf |
31.02%
3,335
|
$214,298,000 | 0.02% |
| Verizon Communications Inc |
Closed
5,105
|
$214,206,000 | |
| Ansys Inc. |
Opened
629
|
$202,224,000 | 0.02% |
| Ishares Msci Japan Etf |
Closed
2,810
|
$200,494,000 | |
| Ford Mtr Co Del Com |
0.19%
14,845
|
$186,153,000 | 0.02% |
| Energy Transfer L P Com Ut Ltd Ptn |
0.83%
10,436
|
$169,268,000 | 0.02% |
| Grab Holdings Limited Class A Ord |
33.33%
40,000
|
$142,000,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 207 holdings | |||
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