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	$200K	Buy	+14,200	New	+$257K	﹤0.01%	11953
2026 Q1	–	Sell	-8,400	Closed	-$259K	–	13707
2025 Q4	$259K	Buy	+8,400	New	+$188K	﹤0.01%	10298

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

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.