Point72 Asset Management
LYEL icon

Point72 Asset Management’s Lyell Immunopharma LYEL Stock Holding History

Point72 Asset 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 		$427K Buy
21,292
+9,812
+85% +$229K ﹤0.01% 3188
2025
Q4 		$353K Buy
+11,480
New +$257K ﹤0.01% 3403
2024
Q2 		– Sell
-340
Closed -$15.2K – 2198
2024
Q1 		$15.2K Buy
+340
New +$14.6K ﹤0.01% 2103
2021
Q3 		– Sell
-1,250
Closed -$406K – 1146
2021
Q2 		$406K Buy
+1,250
New +$410K ﹤0.01% 878

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

Point72 Asset Management's LYEL Position: Q1 2026 in Review

Point72 Asset Management increased its Lyell Immunopharma (LYEL) stake by 85% in Q1 2026, buying an estimated $229K and bringing the position to 21,292 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #3188.

Point72 Asset Management first reported a position in LYEL in Q2 2021 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

  • Point72 Asset Management held 21,292 shares of Lyell Immunopharma worth $427K as of Q1 2026.
  • Point72 Asset Management bought 9,812 Lyell Immunopharma shares in Q1 2026, an estimated $229K.
  • Lyell Immunopharma made up ﹤0.01% of Point72 Asset Management's portfolio in Q1 2026, its #3188 holding.
  • Point72 Asset Management first reported a position in Lyell Immunopharma in Q2 2021 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.