HSG Holding’s Lyell Immunopharma LYEL Stock Holding History

HSG Holding’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	$2.14M	Hold	152,299	–	–	0.18%	16
2026 Q1	$73.1K	Hold	152,299	–	–	﹤0.01%	19
2025 Q4	$3.94M	Hold	152,299	–	–	0.21%	16
2025 Q3	$73.1K	Hold	152,299	–	–	﹤0.01%	19
2025 Q2	$1.35M	Sell	152,299 -1	-0%	-$9	0.07%	16
2025 Q1	$1.46M	Hold	152,300	–	–	0.09%	14
2024 Q4	$1.74M	Hold	152,300	–	–	0.07%	15
2024 Q3	$3.41M	Hold	152,300	–	–	0.13%	14
2024 Q2	$5M	Hold	152,300	–	–	0.18%	12
2024 Q1	$7.43M	Hold	152,300	–	–	0.69%	11
2023 Q4	$6.4M	Hold	152,300	–	–	0.74%	11
2023 Q3	$4.48M	Hold	152,300	–	–	0.48%	15
2023 Q2	$9.69M	Hold	152,300	–	–	1.11%	13
2023 Q1	$7.19M	Hold	152,300	–	–	0.76%	11
2022 Q4	$10.6M	Hold	152,300	–	–	1.07%	11
2022 Q3	$22.3M	Hold	152,300	–	–	2.4%	10
2022 Q2	$19.9M	Hold	152,300	–	–	1.83%	12
2022 Q1	$15.4M	Hold	152,300	–	–	1.92%	13
2021 Q4	$23.6M	Hold	152,300	–	–	2.11%	12
2021 Q3	$45.1M	Buy	152,300 +30,460	+25%	+$9.13M	4.05%	10
2021 Q2	$39.6M	Buy	+121,840	New	+$40M	2.76%	8

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

HSG Holding's LYEL Position: Q2 2026 in Review

HSG Holding held its Lyell Immunopharma (LYEL) position steady in Q2 2026 at 152,299 shares worth $2.14M. The position accounts for 0.18% of the portfolio, ranked #16.

HSG Holding first reported a position in LYEL in Q2 2021 and has held it in 21 quarters since. The position peaked at $45.1M in Q3 2021. 87 funds tracked by Wall St. Rank hold LYEL as of Q2 2026.

HSG Holding held 152,299 shares of Lyell Immunopharma worth $2.14M as of Q2 2026.
HSG Holding left its Lyell Immunopharma share count unchanged in Q2 2026.
Lyell Immunopharma made up 0.18% of HSG Holding's portfolio in Q2 2026, its #16 holding.
HSG Holding first reported a position in Lyell Immunopharma in Q2 2021 and has held it in 21 quarters since.
HSG Holding's Lyell Immunopharma position peaked at $45.1M in Q3 2021.
87 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2026.

Based on HSG Holding's 13F filing for Q2 2026, filed 13 Aug 2026.