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5%+ stakes · Schedule 13D and 13G

Lyell Immunopharma, Inc.: 5%+ holders

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Who has reported owning 5% or more of Lyell Immunopharma, Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 10, 2026, 5 holders' latest Schedule 13D or 13G filings report owning 5% or more of Lyell Immunopharma, Inc. The largest reported stake is ARCH Venture Fund IX, L.P.'s, at 13.9%. 12 filings are on record since August 1, 2025 (Schedule 13G/A, May 15, 2026).

Gates Frontier, LLC also filed stake reports on 1 other company ↓

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Key facts

  • · Reporting person: Foresite Capital Fund IV, L.P. · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-14
  • · Reporting person: Innovative Cellular Therapeutics Holdings Limited · Sole voting: 3,000,000 · Shared voting: 0 · Sole dispositive: 3,000,000 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-06-18
  • · Holder: ARCH Venture Fund IX, L.P. · Percent: 13.9% · SCHEDULE 13G/A
  • · Holder: MWG Caph Ltd · Percent: 4.3% · SCHEDULE 13G/A
  • · Holder: Explore Investments LLC · Percent: 6.6% · SCHEDULE 13G/A
At 5% or more5
Filings12
Latest filing2026-08-14

Lyell Immunopharma, Inc. has 12 Schedule 13D or 13G filings on record since 2025-08-01. 5 holders' latest filing reports 5% or more of common stock, par value $0.0001. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
ARCH Venture Fund IX, L.P.13.9%3,247,162SCHEDULE 13G/A, 2026-05-152026-03-31
Innovative Cellular Therapeutics Holdings Limited12.3%3,000,000SCHEDULE 13G/A, 2026-06-182026-05-18
Euler Fund, L.P.6.71%1,426,528SCHEDULE 13G, 2026-04-212026-03-06
Explore Investments LLC6.6%1,529,054SCHEDULE 13G/A, 2026-05-082026-03-31
Gates Frontier, LLC5.6%1,040,964SCHEDULE 13G, 2025-08-012025-07-25
MWG Caph Ltd4.3%1,008,116SCHEDULE 13G/A, 2026-05-112026-03-31
Newton (PTC) Limited3.93%754,698SCHEDULE 13G/A, 2025-11-122025-09-30
2.7%653,328SCHEDULE 13G/A, 2026-08-142026-06-30

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What the Full Report on Lyell Immunopharma, Inc. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Innovative Cellular Therapeutics Holdings Limited3,000,00003,000,0000SCHEDULE 13G/A, 2026-06-18
Foresite Capital Fund IV, L.P.0000SCHEDULE 13G/A, 2026-08-14
Foresite Capital Management IV, LLC0000SCHEDULE 13G/A, 2026-08-14
Foresite Capital Fund V, L.P.476,3860476,3860SCHEDULE 13G/A, 2026-08-14
Foresite Capital Management V, LLC476,3860476,3860SCHEDULE 13G/A, 2026-08-14
Foresite Capital Opportunity Fund V, L.P.176,9420176,9420SCHEDULE 13G/A, 2026-08-14
Foresite Capital Opportunity Management V, LLC176,9420176,9420SCHEDULE 13G/A, 2026-08-14
James B. Tananbaum653,3280653,3280SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Lyell Immunopharma, Inc. by CUSIP 55083R203 and gives its principal executive office as 201 Haskins Way, South San Francisco, CA 94080 (SCHEDULE 13G/A, 2026-08-14).

Timeline

FiledHolderPercentFiling
2025-08-01Gates Frontier, LLC5.6%SCHEDULE 13G
2025-08-19Explore Investments LLC5.4%SCHEDULE 13G
2025-11-12Newton (PTC) Limited3.93%SCHEDULE 13G/A
2025-11-13Innovative Cellular Therapeutics Holdings Ltd9.8%SCHEDULE 13G
2025-11-14ARCH Venture Fund IX, L.P.13%SCHEDULE 13G/A
2025-11-14James B. Tananbaum7.6%SCHEDULE 13G/A
2026-04-21Euler Fund, L.P.6.71%SCHEDULE 13G
2026-05-08Explore Investments LLC6.6%SCHEDULE 13G/A
2026-05-11MWG Caph Ltd4.3%SCHEDULE 13G/A
2026-05-15ARCH Venture Fund IX, L.P.13.9%SCHEDULE 13G/A
2026-06-18Innovative Cellular Therapeutics Holdings Limited12.3%SCHEDULE 13G/A
2026-08-14James B. Tananbaum2.7%SCHEDULE 13G/A

Questions about who owns Lyell Immunopharma, Inc.

Who owns Lyell Immunopharma, Inc.?

On this page, 5 holders' latest ownership filings report 5% or more of Lyell Immunopharma, Inc.: ARCH Venture Fund IX, L.P. (13.9%, Schedule 13G/A, filed 2026-05-15), Innovative Cellular Therapeutics Holdings Limited (12.3%, Schedule 13G/A, filed 2026-06-18), Euler Fund, L.P. (6.71%, Schedule 13G, filed 2026-04-21), Explore Investments LLC (6.6%, Schedule 13G/A, filed 2026-05-08) and Gates Frontier, LLC (5.6%, Schedule 13G, filed 2025-08-01).

Who are the largest shareholders of Lyell Immunopharma, Inc.?

By the share each holder's latest filing reports, the largest holders of Lyell Immunopharma, Inc. on this page are ARCH Venture Fund IX, L.P. (13.9%), Innovative Cellular Therapeutics Holdings Limited (12.3%) and Euler Fund, L.P. (6.71%).

When did ARCH Venture Fund IX, L.P. buy into Lyell Immunopharma, Inc.?

The filings give report dates, not purchase dates. The earliest filing from ARCH Venture Fund IX, L.P. on this page is the Schedule 13G/A, filed 2025-11-14, reporting 13%; its latest, Schedule 13G/A filed 2026-05-15, reports 13.9%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 12 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/lyell-immunopharma
Last updated 2026-11-10
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Lyell Immunopharma, Inc.? 5 holders at 5% or more, largest ARCH Venture Fund IX, L.P. 13.9%. MentionFox, 2026-11-10. https://mentionfox.com/stakes/lyell-immunopharma