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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
24
1
1
3
3
0
29
5
5
LYELL WEALTH MANAGEMENT LP

Time Period2019-06-30

Total Holdings123

Total Value ($x1000)331,724
Activities
New7

Increased54

Unchanged20

Decreased42

Sold Out3

Top 10 Stock Holdingstotal 29.03%
WDAY4.8

GWRE4.36

PANW3.6

AMZN2.86

MSFT2.49

 
FB2.31

PYPL2.3

VEEV2.19

AAPL2.1

JPM2.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
WDAY
4.8%
CL A
GWRE
4.36%
COM
PANW
3.6%
COM
AMZN
2.86%
COM
MSFT
2.49%
COM
FB
2.31%
CL A
PYPL
2.3%
COM
VEEV
2.19%
CL A COM
AAPL
2.1%
COM
JPM
2.02%
COM
INTU
1.97%
COM
BA
1.95%
COM
CRM
1.84%
COM
GOOGL
1.82%
CAP STK CL A
TMO
1.76%
COM
COST
1.76%
COM
ILMN
1.71%
COM
DIS
1.71%
COM DISNEY
V
1.69%
COM CL A
HON
1.66%
COM
HD
1.65%
COM
BAC
1.62%
COM
BABA
1.61%
SPONSORED ADS
ISRG
1.61%
COM NEW
NKE
1.56%
CL B
ADBE
1.49%
COM
IWM
1.45%
RUSSELL 2000 ETF
NOC
1.41%
COM
SYK
1.37%
COM
TEAM
1.34%
CL A
SQ
1.33%
CL A
SHOP
1.31%
CL A
TIP
1.28%
TIPS BD ETF
IDXX
1.26%
COM
DLR
1.23%
COM
SWK
1.22%
COM
NOW
1.21%
COM
CSCO
1.17%
COM
ZTS
1.12%
CL A
GOOG
1.11%
CAP STK CL C
GBDC
1.07%
COM
RTN
1.04%
COM NEW
INTC
1.04%
COM
XLF
1%
SBI INT-FINL
VZ
0.99%
COM
IBDM
0.97%
IBND DEC21 ETF
IBDN
0.85%
IBND DEC22 ETF
NVDA
0.79%
COM
NFLX
0.78%
COM
CVX
0.75%
COM
PRAH
0.67%
COM
IBDL
0.66%
DEC 2020 CORP
XBI
0.65%
S&P BIOTECH
PXD
0.58%
COM
IBDO
0.55%
IBND DEC23 ETF
EOG
0.54%
COM
XLV
0.51%
SBI HEALTHCARE
AMGN
0.5%
COM
XLI
0.49%
SBI INT-INDS
LMT
0.49%
COM
SMH
0.47%
SEMICONDUCTOR ET
IJR
0.46%
CORE S&P SCP ETF
WP
0.43%
CL A
ATVI
0.42%
COM
BRK.B
0.38%
CL B NEW
MDY
0.38%
UTSER1 S&PDCRP
BKNG
0.36%
COM
SBUX
0.33%
COM
FDX
0.32%
COM
CRVL
0.31%
COM
PFE
0.31%
COM
XLNX
0.29%
COM
DHI
0.28%
COM
XLE
0.27%
SBI INT-ENERGY
IBDP
0.25%
IBND DEC24 ETF
IEF
0.25%
7-10 Y TR BD ETF
CSX
0.24%
COM
XOM
0.23%
COM
EPD
0.22%
COM
SLB
0.21%
COM
GLD
0.21%
GOLD SHS
VCSH
0.19%
SHRT TRM CORP BD
UPWK
0.18%
COM
VTI
0.18%
TOTAL STK MKT
IBDK
0.18%
IBND DEC19 ETF
GAMR
0.17%
PUREFUNDS VIDEO
AXP
0.16%
COM
NTES
0.15%
SPONSORED ADR
SPY
0.14%
TR UNIT
GILD
0.14%
COM
JNJ
0.13%
COM
KRE
0.13%
S&P REGL BKG
VIG
0.12%
DIV APP ETF
PAA
0.12%
UNIT LTD PARTN
SVMK
0.12%
COM
KO
0.11%
COM
UTX
0.11%
COM
SIVB
0.1%
COM
MRK
0.1%
COM
IPAY
0.1%
PUREFUNDS ISE MO
LLY
0.1%
COM
HP
0.09%
COM
PG
0.09%
COM
VUG
0.09%
GROWTH ETF
RDS/B
0.09%
SPON ADR B
DEO
0.09%
SPON ADR NEW
TGT
0.09%
COM
WFC
0.08%
COM
FDN
0.08%
DJ INTERNT IDX
BLK
0.08%
COM
IWF
0.08%
RUS 1000 GRW ETF
MGA
0.08%
COM
UNP
0.07%
COM
VO
0.07%
MID CAP ETF
VOO
0.07%
SHS
VB
0.07%
SMALL CP ETF
CAT
0.06%
COM
BSV
0.06%
SHORT TRM BOND
TOL
0.06%
COM
ETE
0.04%
COM UT LTD PTN
GWRS
0.03%
COM
REI
0.01%
COM
NH
< 0.01%
COM
CMA
0.25%
COM
MS
0.1%
COM NEW
DWDP
0.09%
COM