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 |
|---|---|---|---|---|---|---|---|---|---|
| TWILIO INC CL A | Stock | 301 | $424,136 | 6,936 | 0.00 | 0.00 | 280 | 4.21 | 03-31-2024 |
| DRAFTKINGS INC NEW COM CL A | Stock | 302 | $415,456 | 9,149 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| IQVIA HLDGS INC COM | Stock | 303 | $412,464 | 1,631 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES S&P MID-CAP 400 GROWTH ETF | ETF | 304 | $411,538 | 4,510 | 0.00 | 0.00 | -165 | -3.53 | 03-31-2024 |
