Millennium Management
LYEL icon

Millennium Management’s Lyell Immunopharma LYEL Stock Holding History

Millennium Management’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 		$9.21M Buy
458,905
+400,254
+682% +$9.36M ﹤0.01% 2251
2025
Q4 		$1.81M Sell
58,651
-66,710
-53% -$1.49M ﹤0.01% 4034
2025
Q3 		$2.04M Buy
125,361
+73,132
+140% +$835K ﹤0.01% 4046
2025
Q2 		$462K Buy
52,229
+50,081
+2,332% +$456K ﹤0.01% 4958
2025
Q1 		$23.1K Sell
2,148
-45,727
-96% -$560K ﹤0.01% 5617
2024
Q4 		$613K Buy
47,875
+12,372
+35% +$245K ﹤0.01% 4582
2024
Q3 		$980K Sell
35,503
-4,975
-12% -$146K ﹤0.01% 4297
2024
Q2 		$1.17M Sell
40,478
-61,356
-60% -$2.92M ﹤0.01% 3996
2024
Q1 		$4.54M Buy
101,834
+56,883
+127% +$2.44M ﹤0.01% 2954
2023
Q4 		$1.74M Buy
44,951
+35,175
+360% +$1.27M ﹤0.01% 3720
2023
Q3 		$287K Sell
9,776
-658
-6% -$31.2K ﹤0.01% 4951
2023
Q2 		$664K Sell
10,434
-6,864
-40% -$380K ﹤0.01% 4343
2023
Q1 		$816K Buy
+17,298
New +$925K ﹤0.01% 4279
2022
Q2 		– Sell
-14,093
Closed -$1.42M – 7266
2022
Q1 		$1.42M Sell
14,093
-5,326
-27% -$645K ﹤0.01% 4175
2021
Q4 		$3.01M Buy
19,419
+16,143
+493% +$3.6M ﹤0.01% 3382
2021
Q3 		$970K Sell
3,276
-3,282
-50% -$983K ﹤0.01% 4725
2021
Q2 		$2.13M Buy
+6,558
New +$2.15M ﹤0.01% 3888

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return

Millennium Management's LYEL Position: Q1 2026 in Review

Millennium Management increased its Lyell Immunopharma (LYEL) stake by 682% in Q1 2026, buying an estimated $9.36M and bringing the position to 458,905 shares worth $9.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

Millennium Management first reported a position in LYEL in Q2 2021 and has held it in 17 quarters since. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

  • Millennium Management held 458,905 shares of Lyell Immunopharma worth $9.21M as of Q1 2026.
  • Millennium Management bought 400,254 Lyell Immunopharma shares in Q1 2026, an estimated $9.36M.
  • Lyell Immunopharma made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #2251 holding.
  • Millennium Management first reported a position in Lyell Immunopharma in Q2 2021 and has held it in 17 quarters since.
  • 74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.