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Almitas Capital’s Lyell Immunopharma LYEL Stock Holding History

Almitas Capital’s Portfolio LYEL Stock Details LYEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.6M Hold
577,807
– – 2.62% 8
2025
Q4 		$17.8M Hold
577,807
– – 3.92% 6
2025
Q3 		$9.38M Sell
577,807
-2,190
-0.4% -$25K 2.15% 8
2025
Q2 		$5.13M Buy
579,997
+455,867
+367% +$4.15M 1.29% 16
2025
Q1 		$1.34M Buy
124,130
+71,604
+136% +$877K 0.44% 41
2024
Q4 		$672K Buy
+52,526
New +$1.04M 0.15% 64

Other funds holding LYEL

AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
GP
GSK plc London $599M AUM
FCMI
Foresite Capital Management IV Larkspur, California $237M AUM 107.53% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $271M AUM 309.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return

Almitas Capital's LYEL Position: Q1 2026 in Review

Almitas Capital held its Lyell Immunopharma (LYEL) position steady in Q1 2026 at 577,807 shares worth $11.6M. The position accounts for 2.62% of the portfolio, ranked #8.

Almitas Capital first reported a position in LYEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.8M in Q4 2025. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

  • Almitas Capital held 577,807 shares of Lyell Immunopharma worth $11.6M as of Q1 2026.
  • Almitas Capital left its Lyell Immunopharma share count unchanged in Q1 2026.
  • Lyell Immunopharma made up 2.62% of Almitas Capital's portfolio in Q1 2026, its #8 holding.
  • Almitas Capital first reported a position in Lyell Immunopharma in Q4 2024 and has held it in 6 quarters since.
  • Almitas Capital's Lyell Immunopharma position peaked at $17.8M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

Based on Almitas Capital's 13F filing for Q1 2026, filed 15 May 2026.