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John Overdeck’s Lyell Immunopharma LYEL Stock Holding History

John Overdeck’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 		$744K Buy
52,927
+41,342
+357% +$748K ﹤0.01% 3852
2026
Q1 		$232K Sell
11,585
-4,031
-26% -$94.2K ﹤0.01% 4219
2025
Q4 		$481K Sell
15,616
-5,211
-25% -$117K ﹤0.01% 3326
2025
Q3 		$338K Buy
20,827
+10,768
+107% +$123K ﹤0.01% 3164
2025
Q2 		$88.9K Sell
10,059
-9,325
-48% -$85K ﹤0.01% 3009
2025
Q1 		$209K Buy
19,384
+9,159
+90% +$112K ﹤0.01% 2839
2024
Q4 		$131K Sell
10,225
-1,867
-15% -$37K ﹤0.01% 2936
2024
Q3 		$334K Sell
12,092
-7,817
-39% -$230K ﹤0.01% 2636
2024
Q2 		$577K Sell
19,909
-1,521
-7% -$72.4K ﹤0.01% 2305
2024
Q1 		$956K Buy
21,430
+9,356
+77% +$401K ﹤0.01% 1983
2023
Q4 		$468K Buy
12,074
+9,579
+384% +$345K ﹤0.01% 2497
2023
Q3 		$73.4K Sell
2,495
-295
-11% -$14K ﹤0.01% 2779
2023
Q2 		$177K Sell
2,790
-16,510
-86% -$914K ﹤0.01% 2666
2023
Q1 		$911K Buy
19,300
+11,084
+135% +$593K ﹤0.01% 1924
2022
Q4 		$570K Buy
+8,216
New +$816K ﹤0.01% 1964
2022
Q1 		– Sell
-3,638
Closed -$563K – 3625
2021
Q4 		$563K Buy
+3,638
New +$811K ﹤0.01% 3129

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

John Overdeck's LYEL Position: Q2 2026 in Review

John Overdeck increased its Lyell Immunopharma (LYEL) stake by 357% in Q2 2026, buying an estimated $748K and bringing the position to 52,927 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #3852.

John Overdeck first reported a position in LYEL in Q4 2021 and has held it in 16 quarters since. The position peaked at $956K in Q1 2024. 87 funds tracked by Wall St. Rank hold LYEL as of Q2 2026.

  • John Overdeck held 52,927 shares of Lyell Immunopharma worth $744K as of Q2 2026.
  • John Overdeck bought 41,342 Lyell Immunopharma shares in Q2 2026, an estimated $748K.
  • Lyell Immunopharma made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3852 holding.
  • John Overdeck first reported a position in Lyell Immunopharma in Q4 2021 and has held it in 16 quarters since.
  • John Overdeck's Lyell Immunopharma position peaked at $956K in Q1 2024.
  • 87 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.