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David Shaw’s Lyell Immunopharma LYEL Stock Holding History

David Shaw’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
2025
Q2 		– Sell
-3,859
Closed -$41.5K – 4563
2025
Q1 		$41.5K Sell
3,859
-44,454
-92% -$545K ﹤0.01% 4074
2024
Q4 		$618K Buy
48,313
+24,682
+104% +$489K ﹤0.01% 3487
2024
Q3 		$652K Buy
23,631
+3,588
+18% +$105K ﹤0.01% 3552
2024
Q2 		$581K Buy
20,043
+1,363
+7% +$64.9K ﹤0.01% 3531
2024
Q1 		$833K Buy
+18,680
New +$800K ﹤0.01% 3211
2023
Q2 		– Sell
-818
Closed -$38.6K – 4414
2023
Q1 		$38.6K Sell
818
-2,175
-73% -$116K ﹤0.01% 4071
2022
Q4 		$208K Sell
2,993
-2,369
-44% -$235K ﹤0.01% 4236
2022
Q3 		$786K Sell
5,362
-8,080
-60% -$1.09M ﹤0.01% 3758
2022
Q2 		$1.75M Sell
13,442
-2,720
-17% -$278K ﹤0.01% 3185
2022
Q1 		$1.63M Buy
16,162
+8,058
+99% +$976K ﹤0.01% 3506
2021
Q4 		$1.25M Buy
+8,104
New +$1.81M ﹤0.01% 3752

Other funds holding LYEL

AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
FCMI
Foresite Capital Management IV Larkspur, California $290M AUM 143.88% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 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
VP
venBio Partners San Francisco, California $519M AUM 339.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $362M AUM 386.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

David Shaw's LYEL Position: Q2 2025 in Review

David Shaw sold out of Lyell Immunopharma (LYEL) in Q2 2025, closing a stake of 3,859 shares — an estimated $41.5K sold.

David Shaw first reported a position in LYEL in Q4 2021 and held it in 11 quarters. The position peaked at $1.75M in Q2 2022. 69 funds tracked by Wall St. Rank hold LYEL as of Q2 2025.

  • David Shaw reported no remaining Lyell Immunopharma position as of Q2 2025 after selling out during the quarter.
  • David Shaw sold 3,859 Lyell Immunopharma shares in Q2 2025, an estimated $41.5K.
  • David Shaw first reported a position in Lyell Immunopharma in Q4 2021 and held it in 11 quarters.
  • David Shaw's Lyell Immunopharma position peaked at $1.75M in Q2 2022.
  • 69 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2025.

Based on D.E. Shaw & Co's 13F filing for Q2 2025, filed 14 Aug 2025.