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HedgeMind.com
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Institutional Portfolios
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LYELL WEALTH MANAGEMENT LP
> 2018-12-31
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Time Period
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
Activity
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Increased
Unchanged
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Sold Out
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Stock
Options (PUT, CALL)
Fixed Income
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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
Large
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Growth
25
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27
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5
LYELL WEALTH MANAGEMENT LP
Time Period
2018-12-31
Total Holdings
109
Total Value
($x1000)
239,503
Activities
New
6
Increased
26
Unchanged
23
Decreased
54
Sold Out
16
Top 10 Stock Holdings
total 29.44%
WDAY
5.17
PANW
4.52
GWRE
3.35
AMZN
2.6
MSFT
2.48
 
JPM
2.33
BA
2.27
GOOGL
2.27
PYPL
2.23
FB
2.22
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
Portfolio Weight (%)
Growth or Value
Position Value
Change Rate
Sector
A-Z
Graph
WDAY
5.17%
CL A
PANW
4.52%
COM
GWRE
3.35%
COM
AMZN
2.6%
COM
MSFT
2.48%
COM
JPM
2.33%
COM
BA
2.27%
COM
GOOGL
2.27%
CAP STK CL A
PYPL
2.23%
COM
FB
2.22%
CL A
AAPL
2.19%
COM
CRM
2.02%
COM
BAC
1.96%
COM
INTU
1.86%
COM
COST
1.73%
COM
PFE
1.72%
COM
TMO
1.71%
COM
HD
1.7%
COM
IWM
1.69%
RUSSELL 2000 ETF
TIP
1.69%
TIPS BD ETF
HON
1.65%
COM
NKE
1.64%
CL B
ISRG
1.64%
COM NEW
VEEV
1.6%
CL A COM
V
1.56%
COM CL A
WP
1.56%
CL A
DIS
1.53%
COM DISNEY
AMGN
1.47%
COM
BABA
1.42%
SPONSORED ADS
ILMN
1.42%
COM
LMT
1.39%
COM
XLF
1.39%
SBI INT-FINL
BLK
1.35%
COM
GOOG
1.34%
CAP STK CL C
NOC
1.33%
COM
GBDC
1.28%
COM
RTN
1.21%
COM NEW
CSCO
1.16%
COM
IBDM
1.15%
IBND DEC21 ETF
INTC
1.13%
COM
BKNG
1.13%
COM
IBDN
1.02%
IBND DEC22 ETF
PRAH
0.97%
COM
IBDL
0.87%
DEC 2020 CORP
XLV
0.82%
SBI HEALTHCARE
IBDO
0.77%
IBND DEC23 ETF
CVX
0.77%
COM
NVDA
0.73%
COM
SWK
0.72%
COM
DHI
0.72%
COM
FDX
0.69%
COM
SHOP
0.67%
CL A
EOG
0.66%
COM
STI
0.64%
COM
ATVI
0.63%
COM
IJR
0.59%
CORE S&P SCP ETF
BRK.B
0.51%
CL B NEW
XBI
0.5%
S&P BIOTECH
PXD
0.49%
COM
XLI
0.48%
SBI INT-INDS
SMH
0.46%
SEMICONDUCTOR ET
MDY
0.45%
UTSER1 S&PDCRP
XLE
0.45%
SBI INT-ENERGY
CMA
0.42%
COM
BMY
0.34%
COM
IEF
0.33%
7-10 Y TR BD ETF
NFLX
0.32%
COM
CRVL
0.31%
COM
XOM
0.29%
COM
XLNX
0.29%
COM
VCSH
0.27%
SHRT TRM CORP BD
SBUX
0.27%
COM
CSX
0.27%
COM
IBDK
0.26%
IBND DEC19 ETF
EPD
0.26%
COM
SLB
0.25%
COM
KRE
0.24%
S&P REGL BKG
UPS
0.23%
CL B
GLD
0.22%
GOLD SHS
DWDP
0.2%
COM
NTES
0.2%
SPONSORED ADR
JNJ
0.19%
COM
SPY
0.18%
TR UNIT
GILD
0.18%
COM
AXP
0.17%
COM
LLY
0.17%
COM
PG
0.16%
COM
GAMR
0.16%
PUREFUNDS VIDEO
KO
0.16%
COM
CI
0.15%
COM
WFC
0.15%
COM
HP
0.15%
COM
MRK
0.14%
COM
PAA
0.14%
UNIT LTD PARTN
UTX
0.13%
COM
SIVB
0.12%
COM
MS
0.12%
COM NEW
RDS/B
0.11%
SPON ADR B
UNP
0.11%
COM
DEO
0.1%
SPON ADR NEW
IBDP
0.09%
IBND DEC24 ETF
MGA
0.09%
COM
LIN
0.09%
COM
IWF
0.09%
RUS 1000 GRW ETF
BOX
0.07%
CL A
ETE
0.06%
COM UT LTD PTN
GWRS
0.05%
COM
REI
0.02%
COM
NH
< 0.01%
COM
WY
0.39%
COM
VCIT
0.3%
INT-TERM CORP
TOL
0.27%
COM
CI
0.13%
COM
T
0.09%
COM
KSU
0.09%
COM NEW
IPAY
0.08%
PUREFUNDS ISE MO
VO
0.08%
MID CAP ETF
CAT
0.08%
COM
PX
0.08%
COM
TRGP
0.07%
COM
ETP
0.07%
UNIT LTD PRT INT
AMP
0.07%
COM
MMM
0.07%
COM
GE
0.07%
COM
ORIT
0.06%
COM