MM
LYEL icon

MWG Management’s Lyell Immunopharma LYEL Stock Holding History

MWG 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
2025
Q3 		$16.4M Hold
1,008,116
– – 20.13% 2
2025
Q2 		$8.91M Sell
1,008,116
-1
-0% -$9 17.17% 2
2025
Q1 		$10.8M Hold
1,008,117
– – 18.48% 2
2024
Q4 		$12.9M Hold
1,008,117
– – 17.35% 2
2024
Q3 		$27.8M Hold
1,008,117
– – 30.81% 2
2024
Q2 		$29.2M Hold
1,008,117
– – 31.93% 2
2024
Q1 		$45M Hold
1,008,117
– – 33.29% 2
2023
Q4 		$39.1M Hold
1,008,117
– – 32.9% 2
2023
Q3 		$29.6M Hold
1,008,117
– – 28.73% 2
2023
Q2 		$64.1M Hold
1,008,117
– – 38.79% 2
2023
Q1 		$47.6M Hold
1,008,117
– – 33.5% 2
2022
Q4 		$70M Hold
1,008,117
– – 35.72% 2
2022
Q3 		$148M Hold
1,008,117
– – 56.93% 1
2022
Q2 		$131M Hold
1,008,117
– – 59.13% 1
2022
Q1 		$102M Hold
1,008,117
– – 43.09% 2
2021
Q4 		$156M Sell
1,008,117
-6,809
-0.7% -$1.52M 45.49% 2
2021
Q3 		$300M Sell
1,014,926
-1,536
-0.2% -$460K 36.43% 1
2021
Q2 		$330M Buy
+1,016,462
New +$333M 32.44% 2

Other funds holding LYEL

AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
FCMI
Foresite Capital Management IV Larkspur, California $290M AUM 143.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 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
VP
venBio Partners San Francisco, California $519M AUM 339.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

MWG Management's LYEL Position: Q3 2025 in Review

MWG Management held its Lyell Immunopharma (LYEL) position steady in Q3 2025 at 1,008,116 shares worth $16.4M. The position accounts for 20.13% of the portfolio, ranked #2.

MWG Management first reported a position in LYEL in Q2 2021 and has held it in 18 quarters since. The position peaked at $330M in Q2 2021. 59 funds tracked by Wall St. Rank hold LYEL as of Q3 2025.

  • MWG Management held 1,008,116 shares of Lyell Immunopharma worth $16.4M as of Q3 2025.
  • MWG Management left its Lyell Immunopharma share count unchanged in Q3 2025.
  • Lyell Immunopharma made up 20.13% of MWG Management's portfolio in Q3 2025, its #2 holding.
  • MWG Management first reported a position in Lyell Immunopharma in Q2 2021 and has held it in 18 quarters since.
  • MWG Management's Lyell Immunopharma position peaked at $330M in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q3 2025.

Based on MWG Management's 13F filing for Q3 2025, filed 12 Nov 2025.