Lyell Wealth Management, LP
- SEC CIK
- 0001686444
- Latest filing
- Aug 5, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 7, 2021. Long positions only.
- Positions
- 172
- No 13F data for Q4 2020
- Portfolio value
- $686.5M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WDAYWorkday, Inc. | CL A | 98,085 | $24.4M | 3.5% | – | – | History |
| AAPLApple Inc. | Stock | 179,295 | $21.9M | 3.2% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 72,318 | $17.6M | 2.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 73,855 | $17.4M | 2.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 5,582 | $17.3M | 2.5% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 56,825 | $16.7M | 2.4% | – | – | History |
| SHOPShopify Inc. | Stock | 14,149 | $15.7M | 2.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 7,406 | $15.3M | 2.2% | – | – | History |
| INTUIntuit Inc. | Stock | 34,739 | $13.3M | 1.9% | – | – | History |
| TWLOTwilio Inc | CL A | 38,825 | $13.2M | 1.9% | – | – | History |
| VEEVVeeva Systems Inc | Stock | 50,270 | $13.1M | 1.9% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 80,385 | $12.2M | 1.8% | – | – | History |
| CRMSalesforce, Inc. | Stock | 56,922 | $12.1M | 1.8% | – | – | History |
| HDHome Depot, Inc. | Stock | 39,477 | $12.1M | 1.8% | – | – | History |
| NOWServiceNow, Inc. | Stock | 23,889 | $11.9M | 1.7% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 25,947 | $11.8M | 1.7% | – | – | History |
| NVDANVIDIA Corp | Stock | 21,303 | $11.4M | 1.7% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 88,587 | $11.1M | 1.6% | – | – | – |
| DISWalt Disney Co | Stock | 60,227 | $11.1M | 1.6% | – | – | History |
| NKENIKE, Inc. | Stock | 82,337 | $11.0M | 1.6% | – | – | History |
| HONHoneywell International Inc | COM | 48,182 | $10.5M | 1.5% | – | – | History |
| ADBEAdobe Inc. | Stock | 21,332 | $10.1M | 1.5% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 28,758 | $10.1M | 1.5% | – | – | History |
| DXCMDexcom Inc | COM | 27,489 | $9.88M | 1.4% | – | – | History |
| ZMZoom Communications, Inc. | Stock | 30,732 | $9.87M | 1.4% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 19,452 | $9.52M | 1.4% | – | – | History |
| VVisa Inc. | Stock | 43,924 | $9.30M | 1.4% | – | – | History |
| GWREGuidewire Software, Inc. | COM | 86,380 | $8.78M | 1.3% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 11,706 | $8.65M | 1.3% | – | – | History |
| GOOGAlphabet Inc. | Stock | 4,167 | $8.62M | 1.3% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 40,883 | $8.28M | 1.2% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 24,733 | $7.97M | 1.2% | – | – | History |
| UNPUnion Pacific Corp | Stock | 35,240 | $7.77M | 1.1% | – | – | History |
| TEAMAtlassian Corp | CL A | 34,934 | $7.36M | 1.1% | – | – | History |
| ZTSZoetis Inc. | Stock | 46,338 | $7.30M | 1.1% | – | – | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 52,622 | $7.14M | 1.0% | – | – | – |
| TGTTarget Corp | Stock | 35,617 | $7.05M | 1.0% | – | – | History |
| ASMLASML Holding NV | ADR | 11,246 | $6.94M | 1.0% | – | – | History |
| SYKStryker Corp | Stock | 27,777 | $6.80M | 1.0% | – | – | History |
| ABTAbbott Laboratories | Stock | 55,037 | $6.60M | 1.0% | – | – | History |
| SWKStanley Black & Decker, Inc. | COM | 32,553 | $6.50M | 0.9% | – | – | History |
| NFLXNetflix Inc | Stock | 12,297 | $6.42M | 0.9% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 45,494 | $6.41M | 0.9% | – | – | History |
| SBUXStarbucks Corp | Stock | 57,830 | $6.32M | 0.9% | – | – | History |
| VanEck Semiconductor ETF92189F676 | ETF | 25,703 | $6.26M | 0.9% | – | – | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 90,231 | $6.18M | 0.9% | – | – | – |
| VZVerizon Communications Inc | Stock | 102,689 | $5.97M | 0.9% | – | – | History |
| ILMNIllumina, Inc. | COM | 15,408 | $5.92M | 0.9% | – | – | History |
| CMCSAComcast Corp | Stock | 106,885 | $5.78M | 0.8% | – | – | History |
| ATVIActivision Blizzard, Inc. | COM | 61,467 | $5.72M | 0.8% | – | – | History |
| MAMastercard Inc | Stock | 15,246 | $5.43M | 0.8% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 37,004 | $5.20M | 0.8% | – | – | History |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 191,676 | $5.06M | 0.7% | – | – | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 193,993 | $4.94M | 0.7% | – | – | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 187,604 | $4.90M | 0.7% | – | – | – |
| BABoeing Co | Stock | 18,690 | $4.76M | 0.7% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 33,650 | $4.61M | 0.7% | – | – | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 45,923 | $4.52M | 0.7% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 36,925 | $4.38M | 0.6% | – | – | History |
| BLKBlackRock, Inc. | COM | 5,808 | $4.38M | 0.6% | – | – | History |
| CCICrown Castle Inc. | REIT | 25,332 | $4.36M | 0.6% | – | – | History |
| EXTRExtreme Networks Inc | COM | 480,724 | $4.21M | 0.6% | – | – | History |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | 164,270 | $4.08M | 0.6% | – | – | – |
| BACBank of America Corp | Stock | 103,525 | $4.00M | 0.6% | – | – | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 40,062 | $3.73M | 0.5% | – | – | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 137,392 | $3.69M | 0.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,222 | $3.67M | 0.5% | – | – | History |
| COUPCoupa Software Inc | COM | 14,167 | $3.60M | 0.5% | – | – | History |
| PTONPeloton Interactive, Inc. | CL A COM | 30,099 | $3.38M | 0.5% | – | – | History |
| PEPPepsiCo Inc | Stock | 23,426 | $3.31M | 0.5% | – | – | History |
| DHIHorton D R Inc | COM | 36,896 | $3.29M | 0.5% | – | – | History |
| SNOWSnowflake Inc. | Stock | 12,495 | $2.87M | 0.4% | – | – | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 24,953 | $2.82M | 0.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 12,228 | $2.70M | 0.4% | – | – | – |
| NWLNewell Brands Inc. | Stock | 99,868 | $2.67M | 0.4% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,225 | $2.14M | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 2,908 | $1.94M | 0.3% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 16,206 | $1.89M | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,284 | $1.70M | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 31,705 | $1.64M | 0.2% | – | – | History |
| BALLBALL Corp | COM | 18,179 | $1.54M | 0.2% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 4,710 | $1.52M | 0.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,830 | $1.49M | 0.2% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,886 | $1.38M | 0.2% | – | – | History |
| CRVLCorvel Corp | COM | 12,000 | $1.23M | 0.2% | – | – | History |
| INTCIntel Corp | Stock | 18,963 | $1.21M | 0.2% | – | – | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 15,380 | $1.21M | 0.2% | – | – | – |
| XLNXXilinx Inc | COM | 9,636 | $1.19M | 0.2% | – | – | History |
| SONOSonos Inc | COM | 31,119 | $1.17M | 0.2% | – | – | History |
| GLDSPDR Gold Trust | ETF | 7,110 | $1.14M | 0.2% | – | – | History |
| MUMicron Technology Inc | Stock | 12,832 | $1.13M | 0.2% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,585 | $1.04M | 0.2% | – | – | – |
| NTESNetEase, Inc. | SPONSORED ADS | 10,010 | $1.03M | 0.2% | – | – | History |
| CHGGChegg, Inc | COM | 11,505 | $986.0K | 0.1% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,588 | $982.0K | 0.1% | – | – | – |
| CVXChevron Corp | Stock | 9,304 | $975.0K | 0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 5,695 | $968.0K | 0.1% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 12,845 | $950.0K | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,855 | $937.0K | 0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 3,677 | $915.0K | 0.1% | – | – | History |