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MIC Capital Management (UK)’s Lyell Immunopharma LYEL Stock Holding History

MIC Capital Management (UK)’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 		$1.75M Hold
87,028
– – 0.5% 14
2025
Q4 		$2.68M Hold
87,028
– – 0.61% 13
2025
Q3 		$1.41M Hold
87,028
– – 0.28% 13
2025
Q2 		$769K Hold
87,028
– – 0.15% 13
2025
Q1 		$936K Hold
87,028
– – 0.19% 14
2024
Q4 		$1.11M Hold
87,028
– – 0.16% 14
2024
Q3 		$2.4M Hold
87,028
– – 0.33% 14
2024
Q2 		$2.52M Hold
87,028
– – 0.55% 11
2024
Q1 		$3.88M Hold
87,028
– – 0.74% 14
2023
Q4 		$3.38M Hold
87,028
– – 0.66% 15
2023
Q3 		$2.56M Sell
87,028
-66,000
-43% -$3.13M 0.58% 15
2023
Q2 		$9.73M Hold
153,028
– – 1.98% 13
2023
Q1 		$7.22M Hold
153,028
– – 1.38% 15
2022
Q4 		$10.6M Hold
153,028
– – 2.1% 12
2022
Q3 		$22.4M Hold
153,028
– – 4.04% 7
2022
Q2 		$20M Buy
153,028
+87,028
+132% +$8.89M 3.9% 7
2022
Q1 		$6.67M Hold
66,000
– – 1.3% 17
2021
Q4 		$10.2M Buy
+66,000
New +$14.7M 1.95% 15

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

MIC Capital Management (UK)'s LYEL Position: Q1 2026 in Review

MIC Capital Management (UK) held its Lyell Immunopharma (LYEL) position steady in Q1 2026 at 87,028 shares worth $1.75M. The position accounts for 0.5% of the portfolio, ranked #14.

MIC Capital Management (UK) first reported a position in LYEL in Q4 2021 and has held it in 18 quarters since. The position peaked at $22.4M in Q3 2022. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

  • MIC Capital Management (UK) held 87,028 shares of Lyell Immunopharma worth $1.75M as of Q1 2026.
  • MIC Capital Management (UK) left its Lyell Immunopharma share count unchanged in Q1 2026.
  • Lyell Immunopharma made up 0.5% of MIC Capital Management (UK)'s portfolio in Q1 2026, its #14 holding.
  • MIC Capital Management (UK) first reported a position in Lyell Immunopharma in Q4 2021 and has held it in 18 quarters since.
  • MIC Capital Management (UK)'s Lyell Immunopharma position peaked at $22.4M in Q3 2022.
  • 74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

Based on MIC Capital Management (UK)'s 13F filing for Q1 2026, filed 13 May 2026.