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Gilead Sciences, Inc.

SEC CIK
0000882095
Latest filing
Aug 3, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 12, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
6
−3 vs. Q3 2025
Portfolio value
$1.94B
+$144.0M (+8.0%) vs. Q3 2025
Filed
Feb 12, 2026
SEC
Holdings of Gilead Sciences, Inc. in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
RCUSArcus Biosciences, Inc.COM31,424,760$748.9M38.7%00.0%UnchangedHistory
LKFTLakefront Biotherapeutics NVSPON ADR16,707,477$550.6M28.4%00.0%UnchangedHistory
ACLXArcellx, Inc.COMMON STOCK6,720,803$438.2M22.6%00.0%UnchangedHistory
ASMBAssembly Biosciences, Inc.COM NEW4,505,391$153.2M7.9%00.0%UnchangedHistory
KYTXKyverna Therapeutics, Inc.COM4,126,119$38.8M2.0%00.0%UnchangedHistory
XLOXilio Therapeutics, Inc.COM9,105,451$5.83M0.3%00.0%UnchangedHistory

Sold out since Q3 2025 (3)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Gilead Sciences, Inc. sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
MRUSMerus N.V.COM452,527$42.6M2.4%History
TNGXTango Therapeutics, Inc.COM4,854,443$40.8M2.3%History
CYPHCypherpunk Technologies Inc.COM NEW5,319,148$2.41M0.1%History