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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
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 $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
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 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

Arch Venture Management's LYEL Position: Q1 2026 in Review

Arch Venture Management increased its Lyell Immunopharma (LYEL) stake by 18% in Q1 2026, buying an estimated $11.4M and bringing the position to 3,247,162 shares worth $65.1M. The position accounts for 9.62% of the portfolio, ranked #6.

Arch Venture Management first reported a position in LYEL in Q2 2025 and has held it in 4 quarters since. The position peaked at $84.9M in Q4 2025. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

  • Arch Venture Management held 3,247,162 shares of Lyell Immunopharma worth $65.1M as of Q1 2026.
  • Arch Venture Management bought 488,090 Lyell Immunopharma shares in Q1 2026, an estimated $11.4M.
  • Lyell Immunopharma made up 9.62% of Arch Venture Management's portfolio in Q1 2026, its #6 holding.
  • Arch Venture Management first reported a position in Lyell Immunopharma in Q2 2025 and has held it in 4 quarters since.
  • Arch Venture Management's Lyell Immunopharma position peaked at $84.9M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

Based on Arch Venture Management's 13F filing for Q1 2026, filed 15 May 2026.