Gilead Sciences, INC. 13F holdings
Gilead Sciences, INC. reported 5 positions with a total reported value of $1.6B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-03. Top holdings by reported value: RCUS Arcus Biosciences Inc. (58.8%), Lakefront Biotherapeutics (30.3%), ASMB Assembly Biosciences Inc. (8.3%), KYTX Kyverna Therapeutics Inc. (2.2%), XLO Xilio Therapeutics Inc. (0.4%). Against 2026-03-31 it opened 1 new position and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
5 largest of 5 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| RCUS Arcus Biosciences Inc. | 31,424,760 | $968.8M | 58.8% |
| Lakefront Biotherapeutics | 16,707,477 | $500.2M | 30.3% |
| ASMB Assembly Biosciences Inc. | 4,977,089 | $136.8M | 8.3% |
| KYTX Kyverna Therapeutics Inc. | 4,126,119 | $36.8M | 2.2% |
| XLO Xilio Therapeutics Inc. | 650,389 | $6.2M | 0.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| Lakefront Biotherapeutics | 16,707,477 | $500.2M | 30.3% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| Arcellx Inc | 6,720,803 | $771.7M | 36.4% |
| Galapagos NV | 16,707,477 | $501.2M | 23.7% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ASMB Assembly Biosciences Inc. | 4,505,391 | 4,977,089 | +10.5% | $136.8M |
Decreases
No position was decreased.
CIK 882095 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
