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Jeff Yass’s Lyell Immunopharma LYEL Stock Holding History

Jeff Yass’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 		– Sell
-310,198
Closed -$5.61M – 14069
2026
Q1 		$6.22M Buy
310,198
+159,182
+105% +$3.72M ﹤0.01% 3862
2025
Q4 		$4.65M Buy
151,016
+134,857
+835% +$3.02M ﹤0.01% 4140
2025
Q3 		$262K Buy
+16,159
New +$185K ﹤0.01% 10429
2025
Q2 		– Sell
-11,747
Closed -$107K – 13281
2025
Q1 		$126K Buy
11,747
+2,540
+28% +$31.1K ﹤0.01% 11363
2024
Q4 		$118K Buy
9,207
+3,241
+54% +$64.2K ﹤0.01% 11210
2024
Q3 		$165K Buy
+5,966
New +$175K ﹤0.01% 10656
2024
Q2 		– Sell
-14,129
Closed -$630K – 12752
2024
Q1 		$630K Sell
14,129
-9,840
-41% -$421K ﹤0.01% 7956
2023
Q4 		$930K Buy
23,969
+14,125
+143% +$509K ﹤0.01% 7160
2023
Q3 		$289K Buy
9,844
+189
+2% +$8.97K ﹤0.01% 9425
2023
Q2 		$614K Sell
9,655
-1,341
-12% -$74.2K ﹤0.01% 7830
2023
Q1 		$519K Buy
10,996
+8,230
+298% +$440K ﹤0.01% 8468
2022
Q4 		$192K Sell
2,766
-3,295
-54% -$327K ﹤0.01% 10187
2022
Q3 		$889K Buy
+6,061
New +$821K ﹤0.01% 6940
2022
Q2 		– Sell
-2,213
Closed -$223K – 13518
2022
Q1 		$223K Buy
2,213
+1,698
+330% +$206K ﹤0.01% 10974
2021
Q4 		$80K Sell
515
-1,086
-68% -$242K ﹤0.01% 12284
2021
Q3 		$474K Buy
+1,601
New +$480K ﹤0.01% 9528

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

Jeff Yass's LYEL Position: Q2 2026 in Review

Jeff Yass sold out of Lyell Immunopharma (LYEL) in Q2 2026, closing a stake of 310,198 shares — an estimated $5.61M sold.

Jeff Yass first reported a position in LYEL in Q3 2021 and held it in 16 quarters. The position peaked at $6.22M in Q1 2026. 87 funds tracked by Wall St. Rank hold LYEL as of Q2 2026.

  • Jeff Yass reported no remaining Lyell Immunopharma position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 310,198 Lyell Immunopharma shares in Q2 2026, an estimated $5.61M.
  • Jeff Yass first reported a position in Lyell Immunopharma in Q3 2021 and held it in 16 quarters.
  • Jeff Yass's Lyell Immunopharma position peaked at $6.22M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.