Graham Capital Management
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Graham Capital Management’s Lyell Immunopharma LYEL Stock Holding History

Graham Capital 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 		$163K Buy
+11,602
New +$210K ﹤0.01% 1079
2025
Q2 		– Sell
-3,080
Closed -$33.1K – 1470
2025
Q1 		$33.1K Buy
3,080
+473
+18% +$5.79K ﹤0.01% 1242
2024
Q4 		$33.4K Buy
+2,607
New +$51.7K ﹤0.01% 1193
2024
Q2 		– Sell
-1,089
Closed -$48.6K – 1227
2024
Q1 		$48.6K Sell
1,089
-204
-16% -$8.73K ﹤0.01% 1015
2023
Q4 		$50.2K Buy
+1,293
New +$46.6K ﹤0.01% 943

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

Graham Capital Management's LYEL Position: Q2 2026 in Review

Graham Capital Management opened a new position in Lyell Immunopharma (LYEL) in Q2 2026: 11,602 shares worth $163K. The stake represents ﹤0.01% of the portfolio and ranks #1079 among its holdings. This is a return to the name: Graham Capital Management previously reported a position in LYEL as recently as Q1 2025.

Graham Capital Management first reported a position in LYEL in Q4 2023 and has held it in 5 quarters since. 87 funds tracked by Wall St. Rank hold LYEL as of Q2 2026.

  • Graham Capital Management held 11,602 shares of Lyell Immunopharma worth $163K as of Q2 2026.
  • Lyell Immunopharma was a new Graham Capital Management position in Q2 2026.
  • Lyell Immunopharma made up ﹤0.01% of Graham Capital Management's portfolio in Q2 2026, its #1079 holding.
  • Graham Capital Management first reported a position in Lyell Immunopharma in Q4 2023 and has held it in 5 quarters since.
  • 87 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2026.

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