Long-term investor
Lyell Wealth Management, LP @lyellwealthmanagementlp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001686444).
Record
- Tracked since 2025-06-30 (434 days), 68 trades recorded
- Returns: week n/a · month n/a · 90 days +11.1% · 6 months +6.1% · 1 year +13.3% · all +13.3%
- Max drawdown -5.5% · Sharpe 0.55 · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 7.1% · long · since 2025-06-30
- GOOG · 5.5% · long · since 2025-06-30
- GOOGL · 4.0% · long · since 2025-06-30
- PANW · 3.6% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- SMH · 3.1% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- AMD · 2.5% · long · since 2025-06-30
- N07059210 · 2.4% · long · since 2025-06-30
- CAT · 2.4% · long · since 2025-06-30
- MSFT · 2.1% · long · since 2025-06-30
- JPM · 2.1% · long · since 2025-06-30