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 |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED CL A | Stock | 101 | $5,544,849 | 11,514 | 0.00 | 0.00 | 150 | 1.32 | 03-31-2024 |
| DISNEY WALT CO COM | Stock | 102 | $5,495,065 | 44,909 | 0.00 | 0.00 | -1,000 | -2.18 | 03-31-2024 |
| DOORDASH INC CL A | Stock | 103 | $5,251,814 | 38,134 | 0.00 | 0.00 | 938 | 2.52 | 03-31-2024 |
| PEPSICO INC COM | Stock | 104 | $4,982,910 | 28,472 | 0.00 | 0.00 | -1,431 | -4.79 | 03-31-2024 |
