0001104659-21-063107.txt : 20210507
0001104659-21-063107.hdr.sgml : 20210507
20210507162325
ACCESSION NUMBER: 0001104659-21-063107
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210507
DATE AS OF CHANGE: 20210507
EFFECTIVENESS DATE: 20210507
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LYELL WEALTH MANAGEMENT, LP
CENTRAL INDEX KEY: 0001686444
IRS NUMBER: 811713122
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17772
FILM NUMBER: 21903076
BUSINESS ADDRESS:
STREET 1: 3000 SAND HILL ROAD, BUILDING ONE
STREET 2: SUITE 135
CITY: MENLO PARK
STATE: CA
ZIP: 94025
BUSINESS PHONE: 650-353-3692
MAIL ADDRESS:
STREET 1: 3000 SAND HILL ROAD, BUILDING ONE
STREET 2: SUITE 135
CITY: MENLO PARK
STATE: CA
ZIP: 94025
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001686444
XXXXXXXX
03-31-2021
03-31-2021
false
LYELL WEALTH MANAGEMENT, LP
3000 Sand Hill Road, Building One
Suite 135
Menlo Park
CA
94025
13F HOLDINGS REPORT
028-17772
N
Kevin Connell
Chief Compliance Officer
650-353-3696
/s/ Kevin Connell
Menlo Park
CA
05-07-2021
0
172
686464
INFORMATION TABLE
2
infotable.xml
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DEERE & CO
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DEXCOM INC
COM
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SPON ADR NEW
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DOCUSIGN INC
COM
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DRAFTKINGS INC
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ETF MANAGERS TR
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EXXON MOBIL CORP
COM
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FACEBOOK INC
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FEDEX CORP
COM
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DJ INTERNT IDX
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GILEAD SCIENCES INC
COM
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481
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GUIDEWIRE SOFTWARE INC
COM
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HOME DEPOT INC
COM
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IDEXX LABS INC
COM
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ILLINOIS TOOL WKS INC
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ILLUMINA INC
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INTEL CORP
COM
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INTUIT
COM
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INTUITIVE SURGICAL INC
COM NEW
46120E602
8650
11706
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S&P500 EQL WGT
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COM
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463
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ISHARES INC
MSCI JPN ETF NEW
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COM
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COM
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LILLY ELI & CO
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LOCKHEED MARTIN CORP
COM
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341
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LOWES COS INC
COM
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315
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SH
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MAGNA INTL INC
COM
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4000
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SOLE
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COM
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COM
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COM NEW
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COM
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COM
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99868
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10964
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COM
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4710
SH
SOLE
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0
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COM
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SH
SOLE
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OKTA INC
CL A
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658
2984
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SOLE
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PALO ALTO NETWORKS INC
COM
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PAYPAL HLDGS INC
COM
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PELOTON INTERACTIVE INC
CL A COM
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PEPSICO INC
COM
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PFIZER INC
COM
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COM
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241
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SOLE
1510
0
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PIXELWORKS INC
COM NEW
72581M305
166
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SH
SOLE
50000
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PLAINS ALL AMERN PIPELINE L
UNIT LTD PARTN
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126
13900
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0
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COM
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516
3813
SH
SOLE
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QUALCOMM INC
COM
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RAYTHEON TECHNOLOGIES CORP
COM
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632
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SH
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COM
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830
10633
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COM
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SBI INT-FINL
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SELECT SECTOR SPDR TR
SBI INT-INDS
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SELECT SECTOR SPDR TR
TECHNOLOGY
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5580
SH
SOLE
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0
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COM
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11947
23889
SH
SOLE
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0
0
SHOPIFY INC
CL A
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14149
SH
SOLE
14149
0
0
SIRIUS XM HOLDINGS INC
COM
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65
10671
SH
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0
0
SLACK TECHNOLOGIES INC
COM CL A
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209
5140
SH
SOLE
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0
0
SNOWFLAKE INC
CL A
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2865
12495
SH
SOLE
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0
0
SONOS INC
COM
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1166
31119
SH
SOLE
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0
0
SPDR GOLD TR
GOLD SHS
78463V107
1137
7110
SH
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0
0
SPDR S&P 500 ETF TR
TR UNIT
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0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
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0
0
SPDR SER TR
S&P BIOTECH
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7138
52622
SH
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SQUARE INC
CL A
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879
3870
SH
SOLE
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0
0
STANLEY BLACK & DECKER INC
COM
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6500
32553
SH
SOLE
32553
0
0
STARBUCKS CORP
COM
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6319
57830
SH
SOLE
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0
0
STRYKER CORPORATION
COM
863667101
6801
27777
SH
SOLE
27777
0
0
SUNDIAL GROWERS INC
COM
86730L109
28
25000
SH
SOLE
25000
0
0
SVB FINANCIAL GROUP
COM
78486Q101
744
1507
SH
SOLE
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0
0
SVMK INC
COM
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402
21959
SH
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0
0
SYSCO CORP
COM
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426
5375
SH
SOLE
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0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
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SH
SOLE
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0
0
TARGET CORP
COM
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35617
SH
SOLE
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0
0
TESLA INC
COM
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1942
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SH
SOLE
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0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
11848
25947
SH
SOLE
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0
0
TOLL BROTHERS INC
COM
889478103
284
5000
SH
SOLE
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0
0
TRUIST FINL CORP
COM
89832Q109
203
3484
SH
SOLE
3484
0
0
TWILIO INC
CL A
90138F102
13230
38825
SH
SOLE
38825
0
0
UBER TECHNOLOGIES INC
COM
90353T100
635
11650
SH
SOLE
11650
0
0
UNION PAC CORP
COM
907818108
7767
35240
SH
SOLE
35240
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
968
5695
SH
SOLE
5695
0
0
VANECK VECTORS ETF TR
SEMICONDUCTOR ET
92189F676
6260
25703
SH
SOLE
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0
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VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
206
2503
SH
SOLE
2503
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
393
1777
SH
SOLE
1777
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
314
1222
SH
SOLE
1222
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
982
4588
SH
SOLE
4588
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
344
1663
SH
SOLE
1663
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
647
12432
SH
SOLE
12432
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1038
12585
SH
SOLE
12585
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
3727
40062
SH
SOLE
40062
0
0
VEEVA SYS INC
CL A COM
922475108
13133
50270
SH
SOLE
50270
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
5971
102689
SH
SOLE
102689
0
0
VISA INC
COM CL A
92826C839
9300
43924
SH
SOLE
43924
0
0
WESTPORT FUEL SYSTEMS INC
COM NEW
960908309
639
88900
SH
SOLE
88900
0
0
WORKDAY INC
CL A
98138H101
24367
98085
SH
SOLE
98085
0
0
XILINX INC
COM
983919101
1194
9636
SH
SOLE
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0
0
ZOETIS INC
CL A
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SH
SOLE
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0
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ZOOM VIDEO COMMUNICATIONS IN
CL A
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