Lyell Wealth Management, LP - Q42025 Holdings

Lyell Wealth Management, LP holds 213 stocks with a total portfolio value of $ 1.38B as of Q42025. In Q42025, Lyell Wealth Management, LP added 9 new positions, increased stakes in 112 stocks, reduced 64 holdings, and fully exited 7 positions. The largest holding is Nvidia Corporation Com (NVDA), representing 7.84% of the total portfolio.