Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LYELL WEALTH MANAGEMENT LP | 04-30-2024 | 03-31-2024 | 197 | 983,509,622 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION COM | Stock | 1 | $62,377,275 | 69,035 | 0.01 | 0.00 | -5,755 | -7.69 | 03-31-2024 |
| MICROSOFT CORP COM | Stock | 2 | $31,952,685 | 75,948 | 0.00 | 0.00 | -183 | -0.24 | 03-31-2024 |
| APPLE INC COM | Stock | 3 | $30,556,283 | 178,192 | 0.00 | 0.00 | 135 | 0.08 | 03-31-2024 |
| AMAZON COM INC COM | Stock | 4 | $27,431,469 | 152,076 | 0.00 | 0.00 | 693 | 0.46 | 03-31-2024 |
