Foresite Capital Management IV’s Lyell Immunopharma LYEL Stock Holding History

Foresite Capital Management IV’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	–	Sell	-800,399	Closed	-$16.1M	–	8
2026 Q1	$16.1M	Hold	800,399	–	–	6.77%	4
2025 Q4	$24.6M	Hold	800,399	–	–	10.72%	3
2025 Q3	$13M	Hold	800,399	–	–	7.12%	4
2025 Q2	$7.08M	Sell	800,399 -1	-0%	-$9	5.72%	3
2025 Q1	$8.61M	Buy	800,400 +384,150	+92%	+$4.71M	7.75%	3
2024 Q4	$5.33M	Hold	416,250	–	–	4.9%	3
2024 Q3	$11.5M	Hold	416,250	–	–	7.51%	4
2024 Q2	$12.1M	Hold	416,250	–	–	8.11%	4
2024 Q1	$18.6M	Hold	416,250	–	–	9.38%	5
2023 Q4	$16.2M	Sell	416,250 -22,991	-5%	-$828K	8.16%	5
2023 Q3	$12.9M	Sell	439,241 -45,759	-9%	-$2.17M	7.17%	6
2023 Q2	$30.8M	Sell	485,000 -15,000	-3%	-$830K	15.17%	2
2023 Q1	$23.6M	Hold	500,000	–	–	12.25%	3
2022 Q4	$34.7M	Hold	500,000	–	–	14.82%	4
2022 Q3	$73.3M	Sell	500,000 -164,109	-25%	-$22.2M	23.57%	2
2022 Q2	$86.6M	Hold	664,109	–	–	23.32%	2
2022 Q1	$67.1M	Hold	664,109	–	–	18.77%	2
2021 Q4	$103M	Hold	664,109	–	–	21.15%	2
2021 Q3	$197M	Hold	664,109	–	–	28.95%	2
2021 Q2	$216M	Buy	+664,109	New	+$218M	29.16%	2

Other funds holding LYEL

AVM

Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return

GSK plc London $602M AUM

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return

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 New York $276B AUM 44.8% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return

Foresite Capital Management IV's LYEL Position: Q2 2026 in Review

Foresite Capital Management IV sold out of Lyell Immunopharma (LYEL) in Q2 2026, closing a stake of 800,399 shares — an estimated $16.1M sold.

Foresite Capital Management IV first reported a position in LYEL in Q2 2021 and held it in 20 quarters. The position peaked at $216M in Q2 2021. 87 funds tracked by Wall St. Rank hold LYEL as of Q2 2026.

Foresite Capital Management IV reported no remaining Lyell Immunopharma position as of Q2 2026 after selling out during the quarter.
Foresite Capital Management IV sold 800,399 Lyell Immunopharma shares in Q2 2026, an estimated $16.1M.
Foresite Capital Management IV first reported a position in Lyell Immunopharma in Q2 2021 and held it in 20 quarters.
Foresite Capital Management IV's Lyell Immunopharma position peaked at $216M in Q2 2021.
87 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2026.

Based on Foresite Capital Management IV's 13F filing for Q2 2026, filed 14 Aug 2026.