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Arch Venture Management’s Lyell Immunopharma LYEL Stock Holding History

Arch Venture Management’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 		$45.5M Hold
3,247,162
– – 4.14% 8
2026
Q1 		$65.1M Buy
3,247,162
+488,090
+18% +$11.4M 9.62% 6
2025
Q4 		$84.9M Hold
2,759,072
– – 13.03% 4
2025
Q3 		$44.8M Buy
2,759,072
+938,438
+52% +$10.7M 9.1% 5
2025
Q2 		$16.1M Buy
+1,820,634
New +$16.6M 5.39% 6

Other funds holding LYEL

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
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 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

Arch Venture Management's LYEL Position: Q2 2026 in Review

Arch Venture Management held its Lyell Immunopharma (LYEL) position steady in Q2 2026 at 3,247,162 shares worth $45.5M. The position accounts for 4.14% of the portfolio, ranked #8.

Arch Venture Management first reported a position in LYEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $84.9M in Q4 2025. 87 funds tracked by Wall St. Rank hold LYEL as of Q2 2026.

  • Arch Venture Management held 3,247,162 shares of Lyell Immunopharma worth $45.5M as of Q2 2026.
  • Arch Venture Management left its Lyell Immunopharma share count unchanged in Q2 2026.
  • Lyell Immunopharma made up 4.14% of Arch Venture Management's portfolio in Q2 2026, its #8 holding.
  • Arch Venture Management first reported a position in Lyell Immunopharma in Q2 2025 and has held it in 5 quarters since.
  • Arch Venture Management's Lyell Immunopharma position peaked at $84.9M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2026.

Based on Arch Venture Management's 13F filing for Q2 2026, filed 14 Aug 2026.