SEC 13F Intelligence

Almitas Capital LLC / LYEL

Almitas Capital LLC’s Lyell Immunopharma Inc Position

Does Almitas Capital LLC own Lyell Immunopharma Inc (LYEL)? Yes — 577.8K shares worth $12M (+2.62% of its 13F portfolio) as of Q1 2026.

Position Value
$12M
Q1 2026
Shares
577.8K
% of Portfolio
+2.62%
Quarters Held
4
currently held

Position History LYEL

Reported value by quarter
Q2 ’25: $5MQ2 ’25Q3 ’25: $19MQ3 ’25Q4 ’25: $18MQ4 ’25Q1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026577.8K$12M+2.62%
Q4 2025577.8K$18M+3.92%
Q3 20251.16M$19M+2.17%
Q2 2025580.0K$5M+1.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Almitas Capital LLC’s full portfolio or all institutional holders of LYEL.