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Gilead Sciences, Inc.

SEC CIK
0000882095
Latest filing
Aug 3, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 3, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
5
−1 vs. Q1 2026
Portfolio value
$1.65B
−$469.0M (−22.1%) vs. Q1 2026
Filed
Aug 3, 2026
SEC
Holdings of Gilead Sciences, Inc. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
RCUSArcus Biosciences, Inc.COM31,424,760$968.8M58.8%00.0%UnchangedHistory
LKFTLakefront Biotherapeutics NVSPON ADR16,707,477$500.2M30.3%00.0%UnchangedHistory
ASMBAssembly Biosciences, Inc.COM NEW4,977,089$136.8M8.3%+471,698+10.5%AddedHistory
KYTXKyverna Therapeutics, Inc.COM4,126,119$36.8M2.2%00.0%UnchangedHistory
XLOXilio Therapeutics, Inc.COM650,389$6.23M0.4%00.0%UnchangedHistory

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Gilead Sciences, Inc. sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
ACLXArcellx, Inc.COMMON STOCK6,720,803$771.7M36.4%History