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GSK plc

SEC CIK
0001131399
Latest filing
Aug 13, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
13
−2 vs. Q4 2025
Portfolio value
$599.2M
−$199.9M (−25.0%) vs. Q4 2025
Filed
May 14, 2026
SEC
Holdings of GSK plc in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
CRSPCRISPR Therapeutics AGNAMEN AKT3,220,627$153.2M25.6%00.0%UnchangedHistory
WVEWave Life Sciences, Inc.SHS18,245,691$132.3M22.1%00.0%UnchangedHistory
BNTXBioNTech SESPONSORED ADS889,824$79.1M13.2%00.0%UnchangedHistory
VIRVir Biotechnology, Inc.COM8,550,954$76.6M12.8%00.0%UnchangedHistory
IDYAIDEAYA Biosciences, Inc.COM1,333,333$44.4M7.4%00.0%UnchangedHistory
LYELLyell Immunopharma, Inc.COM NEW1,512,659$30.3M5.1%00.0%UnchangedHistory
CYTKCytokinetics IncCOM NEW340,434$22.4M3.7%00.0%UnchangedHistory
SPROSpero Therapeutics, Inc.COM9,190,606$21.5M3.6%00.0%UnchangedHistory
FULCFulcrum Therapeutics, Inc.COM1,785,714$13.7M2.3%00.0%UnchangedHistory
CVRXCVRx, Inc.COM1,007,583$9.53M1.6%00.0%UnchangedHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS1,529,561$7.10M1.2%00.0%UnchangedHistory
NKTXNkarta, Inc.COM3,150,732$6.65M1.1%00.0%UnchangedHistory
RGNXREGENXBIO Inc.COM271,456$2.27M0.4%00.0%UnchangedHistory

Sold out since Q4 2025 (2)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of GSK plc sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
SENSSenseonics Holdings, Inc.COM10,856$59.9K<0.1%History
HBIOHarvard Bioscience IncCOM11,151$7.46K<0.1%History