LYELL WEALTH MANAGEMENT, LP
RIA/Wealth
LYELL WEALTH MANAGEMENT, LP is a RIA/Wealth based in Menlo Park, CA led by Nancy Falkenberg Tuck, managing $1.3B across 212 long positions as of Q3 2025 with 38% Technology concentration.
Managing PartnerNancy Falkenberg Tuck
- Portfolio Value
- $1.3B
- Positions
- 212
- Top Holding
- NVDA at 8.18%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LYELL WEALTH MANAGEMENT, LP's portfolio (32% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $110.2M | 8.18% | -$688.9K Sold | 0.00% 590.5K shares | |
Consumer Electronics Technology | $46.2M | 3.43% | -$506.5K Sold | 0.00% 181.5K shares | |
Software - Infrastructure Technology | $45.1M | 3.35% | -$1.5M Sold | 0.00% 87.1K shares | |
Internet Content & Information Communication Services | $38.1M | 2.83% | +$98.4K Bought | 0.00% 51.9K shares | |
Specialty Retail Consumer Cyclical | $37.3M | 2.77% | +$96.4K Bought | 0.00% 169.8K shares | |
Internet Content & Information Communication Services | $37.2M | 2.76% | +$120.8K Bought | 0.00% 153.0K shares | |
Software - Infrastructure Technology | $34.4M | 2.55% | +$842.2K Bought | 0.02% 169.0K shares | |
Banks - Diversified Financial Services | $30.5M | 2.26% | -$1.1M Sold | 0.00% 96.7K shares | |
Discount Stores Consumer Defensive | $26.8M | 1.99% | +$548.0K Bought | 0.01% 28.9K shares | |
ETF ETF | $25.2M | 1.87% | +$1.5M Bought | — 77.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LYELL WEALTH MANAGEMENT, LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+32.28% | |
+31.05% | |
+27.93% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for LYELL WEALTH MANAGEMENT, LP
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