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OrbiMed’s Lyell Immunopharma LYEL Stock Holding History

OrbiMed’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
Q4 		– Sell
-51,727
Closed -$840K – 120
2025
Q3 		$840K Hold
51,727
– – 0.02% 104
2025
Q2 		$457K Buy
+51,727
New +$471K 0.01% 98
2025
Q1 		– Sell
-155,181
Closed -$1.99M – 117
2024
Q4 		$1.99M Sell
155,181
-149,119
-49% -$2.96M 0.04% 102
2024
Q3 		$8.4M Sell
304,300
-15,955
-5% -$469K 0.15% 82
2024
Q2 		$9.29M Buy
320,255
+310,280
+3,111% +$14.8M 0.18% 76
2024
Q1 		$445K Buy
+9,975
New +$427K 0.01% 112

Other funds holding LYEL

AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
GP
GSK plc London $599M AUM
MCL
MWG Caph Ltd Charlestown $72.4M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return

OrbiMed's LYEL Position: Q4 2025 in Review

OrbiMed sold out of Lyell Immunopharma (LYEL) in Q4 2025, closing a stake of 51,727 shares — an estimated $840K sold.

OrbiMed first reported a position in LYEL in Q1 2024 and held it in 6 quarters. The position peaked at $9.29M in Q2 2024. 68 funds tracked by Wall St. Rank hold LYEL as of Q4 2025.

  • OrbiMed reported no remaining Lyell Immunopharma position as of Q4 2025 after selling out during the quarter.
  • OrbiMed sold 51,727 Lyell Immunopharma shares in Q4 2025, an estimated $840K.
  • OrbiMed first reported a position in Lyell Immunopharma in Q1 2024 and held it in 6 quarters.
  • OrbiMed's Lyell Immunopharma position peaked at $9.29M in Q2 2024.
  • 68 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q4 2025.

Based on OrbiMed's 13F filing for Q4 2025, filed 17 Feb 2026.