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Ikarian Capital’s Lyell Immunopharma LYEL Stock Holding History

Ikarian Capital’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 		$824K Hold
41,081
– – 0.07% 113
2025
Q4 		$1.26M Sell
41,081
-2,718
-6% -$60.8K 0.1% 123
2025
Q3 		$711K Hold
43,799
– – 0.07% 131
2025
Q2 		$387K Sell
43,799
-3
-0% -$27 0.07% 97
2025
Q1 		$471K Sell
43,802
-20,000
-31% -$245K 0.06% 117
2024
Q4 		$817K Buy
63,802
+37,499
+143% +$743K 0.11% 116
2024
Q3 		$726K Hold
26,303
– – 0.1% 110
2024
Q2 		$763K Buy
+26,303
New +$1.25M 0.13% 84

Other funds holding LYEL

AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
GP
GSK plc London $599M AUM
FCMI
Foresite Capital Management IV Larkspur, California $237M AUM 107.53% 1-Year Est. Return
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
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
AC
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ikarian Capital's LYEL Position: Q1 2026 in Review

Ikarian Capital held its Lyell Immunopharma (LYEL) position steady in Q1 2026 at 41,081 shares worth $824K. The position accounts for 0.07% of the portfolio, ranked #113.

Ikarian Capital first reported a position in LYEL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.26M in Q4 2025. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

  • Ikarian Capital held 41,081 shares of Lyell Immunopharma worth $824K as of Q1 2026.
  • Ikarian Capital left its Lyell Immunopharma share count unchanged in Q1 2026.
  • Lyell Immunopharma made up 0.07% of Ikarian Capital's portfolio in Q1 2026, its #113 holding.
  • Ikarian Capital first reported a position in Lyell Immunopharma in Q2 2024 and has held it in 8 quarters since.
  • Ikarian Capital's Lyell Immunopharma position peaked at $1.26M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

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