Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

TEAM holding history

Atlassian Corp in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TEAM overview All 13F holders of TEAM Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 20; Since Q1 2021

Holdings of TEAM by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−1,794−100.0%	Sold out	Holders
Q4 2025	1,794	$290.9K	<0.1%	−2,943−62.1%	Reduced	Holders
Q3 2025	4,737	$756.5K	0.1%	−1,622−25.5%	Reduced	Holders
Q2 2025	6,359	$1.29M	0.1%	−368−5.5%	Reduced	Holders
Q1 2025	6,727	$1.43M	0.1%	−3,240−32.5%	Reduced	Holders
Q4 2024	9,967	$2.43M	0.2%	−2,684−21.2%	Reduced	Holders
Q3 2024	12,651	$2.01M	0.2%	−1,583−11.1%	Reduced	Holders
Q2 2024	14,234	$2.52M	0.2%	−10,569−42.6%	Reduced	Holders
Q1 2024	24,803	$4.84M	0.5%	+5,120+26.0%	Added	Holders
Q4 2023	19,683	$4.68M	0.5%	+1,276+6.9%	Added	Holders
Q3 2023	18,407	$3.71M	0.5%	+134+0.7%	Added	Holders
Q2 2023	18,273	$3.07M	0.4%	−823−4.3%	Reduced	Holders
Q1 2023	19,096	$3.27M	0.5%	−1,913−9.1%	Reduced	Holders
Q4 2022	21,009	$2.70M	0.4%	−450−2.1%	Reduced	Holders
Q3 2022	21,459	$4.52M	0.8%	+42+0.2%	Added	Holders
Q2 2022	21,417	$4.01M	0.7%	+125+0.6%	Added	Holders
Q1 2022	21,292	$6.26M	0.8%	−10,255−32.5%	Reduced	Holders
Q4 2021	31,547	$12.0M	1.4%	−687−2.1%	Reduced	Holders
Q3 2021	32,234	$12.6M	1.5%	−87−0.3%	Reduced	Holders
Q2 2021	32,321	$8.30M	1.0%	−2,613−7.5%	Reduced	Holders
Q1 2021	34,934	$7.36M	1.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.