Japanese Billionaire Masayoshi Son’s Investments: Top 5 Stock Picks

4. Lyell Immunopharma, Inc. (NASDAQ:LYEL)

SB Management’s holdings: $51.8 million

Percentage of SB Management’s Portfolio: 5.3%

Number of Hedge Fund Holders: 10

Lyell Immunopharma, Inc. (NASDAQ:LYEL) is an American company that specializes in developing cancer treatments through t-cells. It was incorporated in 2018 and is headquartered in San Francisco, California.

Lyell Immunopharma, Inc. (NASDAQ:LYEL) reported $2.7 million in revenue and a net loss of $48.8 million in its third-quarter as it beat analyst estimates for revenue. In a July 2021 analyst note, JP Morgan set a $22 price target for the company, highlighting that Lyell Immunopharma, Inc. (NASDAQ:LYEL)’s therapies have broad applications and can remove barriers for t-cell therapies.

By Q3 2021 end, Mr. Son’s SB Management held 3.5 million Lyell Immunopharma, Inc. (NASDAQ:LYEL) shares, in a stake worth $51.8 million and representing 5.3% of the firm’s portfolio. 10 of the 867 hedge funds surveyed by Insider Monkey during the same period had invested in the medical firm.

After SB Management, Lyell Immunopharma, Inc. (NASDAQ:LYEL)’s a largest shareholder is Lei Zhang’s Hillhouse Capital Management who holds 2.3 million shares worth $34 million.