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 |
|---|---|---|---|---|---|---|---|---|---|
| DEXCOM INC COM | Stock | 51 | $9,439,922 | 68,060 | 0.00 | 0.00 | -2,222 | -3.16 | 03-31-2024 |
| ENERGY SELECT SECTOR SPDR FUND | ETF | 52 | $9,386,827 | 99,426 | 0.00 | 0.00 | -1,360 | -1.35 | 03-31-2024 |
| AMPHENOL CORP NEW CL A | Stock | 53 | $9,130,991 | 79,159 | 0.00 | 0.00 | 509 | 0.65 | 03-31-2024 |
| THE TRADE DESK INC COM CL A | Stock | 54 | $8,714,900 | 99,690 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
