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 Q2	$1.22M	Hold	87,028	–	–	0.31%	15
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 $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

MIC Capital Management (UK)'s LYEL Position: Q2 2026 in Review

MIC Capital Management (UK) held its Lyell Immunopharma (LYEL) position steady in Q2 2026 at 87,028 shares worth $1.22M. The position accounts for 0.31% of the portfolio, ranked #15.

MIC Capital Management (UK) first reported a position in LYEL in Q4 2021 and has held it in 19 quarters since. The position peaked at $22.4M in Q3 2022. 87 funds tracked by Wall St. Rank hold LYEL as of Q2 2026.

MIC Capital Management (UK) held 87,028 shares of Lyell Immunopharma worth $1.22M as of Q2 2026.
MIC Capital Management (UK) left its Lyell Immunopharma share count unchanged in Q2 2026.
Lyell Immunopharma made up 0.31% of MIC Capital Management (UK)'s portfolio in Q2 2026, its #15 holding.
MIC Capital Management (UK) first reported a position in Lyell Immunopharma in Q4 2021 and has held it in 19 quarters since.
MIC Capital Management (UK)'s Lyell Immunopharma position peaked at $22.4M in Q3 2022.
87 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2026.

Based on MIC Capital Management (UK)'s 13F filing for Q2 2026, filed 10 Aug 2026.