LYELL WEALTH MANAGEMENT, LP
Position in RCL — Royal Caribbean Cruises Ltd
CIK 1686444
MENLO PARK, CA
Position in RCL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$609,657
+$81,312 QoQ
Shares Held
1,920
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#620
of 1,220 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RCL Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $1,123,879 across 2 Travel Services names. RCL ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RCL |
Royal Caribbean Cruises Ltd
This page
|
1,920 | $609,657 | |
| 2 | BKNG |
Booking Holdings Inc.
|
2,885 | $514,222 |
All Filings in RCL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,657 | 1,920 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $528,345 | 1,920 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $535,526 | 1,920 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $614,802 | 1,900 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $594,966 | 1,900 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $390,336 | 1,900 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $438,311 | 1,900 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $366,603 | 2,067 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $329,541 | 2,067 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $264,119 | 1,900 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $246,031 | 1,900 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||