Two Sigma Investments
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Two Sigma Investments’s Lyell Immunopharma LYEL Stock Holding History

Two Sigma Investments’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 		$232K Sell
11,585
-4,031
-26% -$94.2K ﹤0.01% 4219
2025
Q4 		$481K Sell
15,616
-5,211
-25% -$117K ﹤0.01% 3326
2025
Q3 		$338K Buy
20,827
+10,768
+107% +$123K ﹤0.01% 3164
2025
Q2 		$88.9K Sell
10,059
-9,325
-48% -$85K ﹤0.01% 3009
2025
Q1 		$209K Buy
19,384
+9,159
+90% +$112K ﹤0.01% 2839
2024
Q4 		$131K Sell
10,225
-1,867
-15% -$37K ﹤0.01% 2936
2024
Q3 		$334K Sell
12,092
-7,817
-39% -$230K ﹤0.01% 2636
2024
Q2 		$577K Sell
19,909
-1,521
-7% -$72.4K ﹤0.01% 2305
2024
Q1 		$956K Buy
21,430
+9,356
+77% +$401K ﹤0.01% 1983
2023
Q4 		$468K Buy
12,074
+9,579
+384% +$345K ﹤0.01% 2497
2023
Q3 		$73.4K Sell
2,495
-295
-11% -$14K ﹤0.01% 2779
2023
Q2 		$177K Sell
2,790
-16,510
-86% -$914K ﹤0.01% 2666
2023
Q1 		$911K Buy
19,300
+11,084
+135% +$593K ﹤0.01% 1924
2022
Q4 		$570K Buy
+8,216
New +$816K ﹤0.01% 1964
2022
Q1 		– Sell
-3,638
Closed -$563K – 3625
2021
Q4 		$563K Buy
+3,638
New +$811K ﹤0.01% 3129

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

Two Sigma Investments's LYEL Position: Q1 2026 in Review

Two Sigma Investments reduced its Lyell Immunopharma (LYEL) stake by 26% in Q1 2026, selling an estimated $94.2K and leaving 11,585 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #4219.

Two Sigma Investments first reported a position in LYEL in Q4 2021 and has held it in 15 quarters since. The position peaked at $956K in Q1 2024. 74 funds tracked by Wall St. Rank hold LYEL as of Q1 2026.

  • Two Sigma Investments held 11,585 shares of Lyell Immunopharma worth $232K as of Q1 2026.
  • Two Sigma Investments sold 4,031 Lyell Immunopharma shares in Q1 2026, an estimated $94.2K.
  • Lyell Immunopharma made up ﹤0.01% of Two Sigma Investments's portfolio in Q1 2026, its #4219 holding.
  • Two Sigma Investments first reported a position in Lyell Immunopharma in Q4 2021 and has held it in 15 quarters since.
  • Two Sigma Investments's Lyell Immunopharma position peaked at $956K in Q1 2024.
  • 74 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.