SEC Form 13F

LYELL WEALTH MANAGEMENT, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$1,629,682,361
Positions232

Largest disclosed positions

IssuerTickerClassReported valueReported amount
NVIDIA CORPORATION COMNVDAStock$115,268,045576,081
ALPHABET INC CAP STK CL CGOOGStock$89,793,951254,136
ALPHABET INC CAP STK CL AGOOGLStock$65,511,743183,316
PALO ALTO NETWORKS INC COMPANWStock$59,242,335173,721
APPLE INC COMAAPLStock$53,535,912185,015
VANECK SEMICONDUCTOR ETFSMHETF$49,947,15976,152
AMAZON COM INC COMAMZNStock$42,353,018177,700
ADVANCED MICRO DEVICES INC COMAMDStock$40,372,66469,499
ASML HLDG NV N Y REGISTRY SHSASMLADR$39,649,53919,930
CATERPILLAR INC COMCATStock$38,446,40936,103

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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