Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LYELL WEALTH MANAGEMENT LP | 02-02-2024 | 12-31-2023 | 195 | 879,603,653 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION COM | Stock | 1 | $37,037,510 | 74,790 | 0.00 | 0.00 | -1,728 | -2.26 | 12-31-2023 |
| APPLE INC COM | Stock | 2 | $34,281,291 | 178,057 | 0.00 | 0.00 | 12,804 | 7.75 | 12-31-2023 |
| MICROSOFT CORP COM | Stock | 3 | $28,628,437 | 76,131 | 0.00 | 0.00 | 1,621 | 2.18 | 12-31-2023 |
| WORKDAY INC CL A | Stock | 4 | $24,996,681 | 90,548 | 0.00 | 0.00 | 1,277 | 1.43 | 12-31-2023 |
