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 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 $677M AUM 322.07% 1-Year Est. Return

GSK plc London $599M AUM

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

Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return

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 New York $240B AUM 35.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return

Foresite Capital Management IV's LYEL Position: Q1 2026 in Review

Foresite Capital Management IV held its Lyell Immunopharma (LYEL) position steady in Q1 2026 at 800,399 shares worth $16.1M. The position accounts for 6.77% of the portfolio, ranked #4.

Foresite Capital Management IV first reported a position in LYEL in Q2 2021 and has held it in 20 quarters since. The position peaked at $216M in Q2 2021. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

Foresite Capital Management IV held 800,399 shares of Lyell Immunopharma worth $16.1M as of Q1 2026.
Foresite Capital Management IV left its Lyell Immunopharma share count unchanged in Q1 2026.
Lyell Immunopharma made up 6.77% of Foresite Capital Management IV's portfolio in Q1 2026, its #4 holding.
Foresite Capital Management IV first reported a position in Lyell Immunopharma in Q2 2021 and has held it in 20 quarters since.
Foresite Capital Management IV's Lyell Immunopharma position peaked at $216M in Q2 2021.
74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

Based on Foresite Capital Management IV's 13F filing for Q1 2026, filed 15 May 2026.