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GF Fund Management’s Lyell Immunopharma LYEL Stock Holding History

GF Fund 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 		$6.35K Sell
452
-18
-4% -$326 ﹤0.01% 561
2026
Q1 		$9.43K Buy
470
+54
+13% +$1.26K ﹤0.01% 561
2025
Q4 		$12.8K Buy
416
+3
+0.7% +$67 ﹤0.01% 556
2025
Q3 		$6.71K Buy
+413
New +$4.72K ﹤0.01% 589

Other funds holding LYEL

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

GF Fund Management's LYEL Position: Q2 2026 in Review

GF Fund Management reduced its Lyell Immunopharma (LYEL) stake by 3.8% in Q2 2026, selling an estimated $326 and leaving 452 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

GF Fund Management first reported a position in LYEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.8K in Q4 2025. 87 funds tracked by Wall St. Rank hold LYEL as of Q2 2026.

  • GF Fund Management held 452 shares of Lyell Immunopharma worth $6.35K as of Q2 2026.
  • GF Fund Management sold 18 Lyell Immunopharma shares in Q2 2026, an estimated $326.
  • Lyell Immunopharma made up ﹤0.01% of GF Fund Management's portfolio in Q2 2026, its #561 holding.
  • GF Fund Management first reported a position in Lyell Immunopharma in Q3 2025 and has held it in 4 quarters since.
  • GF Fund Management's Lyell Immunopharma position peaked at $12.8K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2026.

Based on GF Fund Management's 13F filing for Q2 2026, filed 7 Aug 2026.