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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
Q2 		$8.17M Buy
581,407
+3,600
+0.6% +$65.2K 1.96% 10
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 $1.1B AUM 356.62% 1-Year Est. Return
GP
GSK plc London $602M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $362M AUM 386.37% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return
VP
venBio Partners San Francisco, California $519M AUM 339.42% 1-Year Est. Return

Almitas Capital's LYEL Position: Q2 2026 in Review

Almitas Capital increased its Lyell Immunopharma (LYEL) stake by 0.62% in Q2 2026, buying an estimated $65.2K and bringing the position to 581,407 shares worth $8.17M. The position accounts for 1.96% of the portfolio, ranked #10.

Almitas Capital first reported a position in LYEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.8M in Q4 2025. 87 funds tracked by Wall St. Rank hold LYEL as of Q2 2026.

  • Almitas Capital held 581,407 shares of Lyell Immunopharma worth $8.17M as of Q2 2026.
  • Almitas Capital bought 3,600 Lyell Immunopharma shares in Q2 2026, an estimated $65.2K.
  • Lyell Immunopharma made up 1.96% of Almitas Capital's portfolio in Q2 2026, its #10 holding.
  • Almitas Capital first reported a position in Lyell Immunopharma in Q4 2024 and has held it in 7 quarters since.
  • Almitas Capital's Lyell Immunopharma position peaked at $17.8M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2026.

Based on Almitas Capital's 13F filing for Q2 2026, filed 17 Aug 2026.