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RBF Capital’s Lyell Immunopharma LYEL Stock Holding History

RBF Capital’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 		$885K Sell
44,094
-30,491
-41% -$713K 0.04% 305
2025
Q4 		$2.3M Sell
74,585
-21,046
-22% -$471K 0.1% 173
2025
Q3 		$1.55M Sell
95,631
-4,369
-4% -$49.9K 0.07% 236
2025
Q2 		$884K Buy
+100,000
New +$911K 0.04% 327

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

RBF Capital's LYEL Position: Q1 2026 in Review

RBF Capital reduced its Lyell Immunopharma (LYEL) stake by 41% in Q1 2026, selling an estimated $713K and leaving 44,094 shares worth $885K. The position accounts for 0.04% of the portfolio, ranked #305.

RBF Capital first reported a position in LYEL in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.3M in Q4 2025. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

  • RBF Capital held 44,094 shares of Lyell Immunopharma worth $885K as of Q1 2026.
  • RBF Capital sold 30,491 Lyell Immunopharma shares in Q1 2026, an estimated $713K.
  • Lyell Immunopharma made up 0.04% of RBF Capital's portfolio in Q1 2026, its #305 holding.
  • RBF Capital first reported a position in Lyell Immunopharma in Q2 2025 and has held it in 4 quarters since.
  • RBF Capital's Lyell Immunopharma position peaked at $2.3M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

Based on RBF Capital's 13F filing for Q1 2026, filed 15 May 2026.