13F Portfolio: LYELL WEALTH MANAGEMENT LP

HedgeMind.com > Institutional Portfolios > LYELL WEALTH MANAGEMENT LP > 2018-12-31

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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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LYELL WEALTH MANAGEMENT LP

Time Period

2018-12-31

Total Holdings

109

Total Value ($x1000)

239,503

Activities

New

Increased

Unchanged

Decreased

Sold Out

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

2.27

GOOGL

2.27

PYPL

2.23

2.22

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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

2.27%

COM

GOOGL

2.27%

CAP STK CL A

PYPL

2.23%

COM

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

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

1.56%

COM CL A

1.56%

CL A

DIS

1.53%

COM DISNEY

AMGN

1.47%

COM

BABA

1.42%