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GSK plc

13F filer · CIK 0001131399
Reported Aug 13, 2026
13F portfolio value$602MU.S. long equity reported on 13F
Positions130 new · 0 closed
Net flow last quarter$0Buys minus sells
Top 10 positions weight97.5%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 13, 202613 positions
CRSPCRISPR Therapeutics AG$176M29.17%3.33%Not reportedQ4 2025
WVEWave Life Sciences, Inc.$106M17.60%9.44%Not reportedQ4 2025
VIRVir Biotechnology, Inc.$87.1M14.47%5.05%Not reportedQ4 2025
BNTXBioNTech SE$82.8M13.75%0.35%Not reportedQ4 2025
IDYAIDEAYA Biosciences, Inc.$49.7M8.25%1.38%Not reportedQ4 2025
CYTKCytokinetics Inc$29M4.82%0.27%Not reportedQ4 2025
LYELLyell Immunopharma, Inc.$21.3M3.53%6.47%Not reportedQ4 2025
SPROSpero Therapeutics, Inc.$20.3M3.37%15.81%Not reportedQ4 2025
NKTXNkarta, Inc.$8.92M1.48%4.40%Not reportedQ4 2025
FULCFulcrum Therapeutics, Inc.$6.54M1.09%2.34%Not reportedQ4 2025
BCYCBicycle Therapeutics PLC$6.49M1.08%2.19%Not reportedQ4 2025
CVRXCVRx, Inc.$5.18M0.86%3.78%Not reportedQ4 2025
RGNXREGENXBIO Inc.$3.25M0.54%0.50%Not reportedQ4 2025
Q1 2026Reported May 14, 202613 positions
CRSPCRISPR Therapeutics AG$153M25.57%3.34%Not reportedQ4 2025
WVEWave Life Sciences, Inc.$132M22.08%9.49%Not reportedQ4 2025
BNTXBioNTech SE$79.1M13.20%0.35%Not reportedQ4 2025
VIRVir Biotechnology, Inc.$76.6M12.79%5.30%Not reportedQ4 2025
IDYAIDEAYA Biosciences, Inc.$44.4M7.41%1.52%Not reportedQ4 2025
LYELLyell Immunopharma, Inc.$30.3M5.06%6.48%Not reportedQ4 2025
CYTKCytokinetics Inc$22.4M3.74%0.28%Not reportedQ4 2025
SPROSpero Therapeutics, Inc.$21.5M3.59%15.88%Not reportedQ4 2025
FULCFulcrum Therapeutics, Inc.$13.7M2.29%2.68%Not reportedQ4 2025
CVRXCVRx, Inc.$9.53M1.59%3.81%Not reportedQ4 2025
BCYCBicycle Therapeutics PLC$7.1M1.18%2.19%Not reportedQ4 2025
NKTXNkarta, Inc.$6.65M1.11%4.42%Not reportedQ4 2025
RGNXREGENXBIO Inc.$2.27M0.38%0.53%Not reportedQ4 2025
Q4 2025Reported Feb 12, 202614 positions
WVEWave Life Sciences, Inc.$310M38.82%9.72%NewQ4 2025
CRSPCRISPR Therapeutics AG$169M21.14%3.36%NewQ4 2025
BNTXBioNTech SE$84.7M10.60%0.37%NewQ4 2025
VIRVir Biotechnology, Inc.$51.6M6.45%6.13%NewQ4 2025
LYELLyell Immunopharma, Inc.$46.6M5.83%7.12%NewQ4 2025
IDYAIDEAYA Biosciences, Inc.$46.1M5.77%1.52%NewQ4 2025
CYTKCytokinetics Inc$21.6M2.71%0.28%NewQ4 2025
SPROSpero Therapeutics, Inc.$21.4M2.68%16.29%NewQ4 2025
FULCFulcrum Therapeutics, Inc.$20.2M2.53%2.68%NewQ4 2025
BCYCBicycle Therapeutics PLC$10.8M1.36%2.21%NewQ4 2025
CVRXCVRx, Inc.$7.15M0.90%3.83%NewQ4 2025
NKTXNkarta, Inc.$5.83M0.73%4.43%NewQ4 2025
RGNXREGENXBIO Inc.$3.91M0.49%0.53%NewQ4 2025
SENSSenseonics Holdings, Inc.$59.9K0.01%0.03%NewQ4 2025
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