Gilead Sciences, Inc.
Net seller this quarter
$1.65B
5
-$759M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RCUS | $969M | 58.76% | 24.74% | Not reported | Q4 2024 |
 LKFT | $500M | 30.34% | 25.35% | Not reported | Q4 2024 |
 ASMB | $137M | 8.30% | 25.07% | +10.5% | Q4 2024 |
 KYTX | $36.8M | 2.23% | 6.70% | Not reported | Q4 2024 |
 XLO | $6.23M | 0.38% | 9.88% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| ACLX | $772M | 36.44% | 11.49% | Not reported | Q4 2024 |
| RCUS | $679M | 32.05% | 25.04% | Not reported | Q4 2024 |
| LKFT | $501M | 23.67% | 25.35% | Not reported | Q4 2024 |
| ASMB | $125M | 5.90% | 28.35% | Not reported | Q4 2024 |
| KYTX | $35.6M | 1.68% | 6.82% | Not reported | Q4 2024 |
| XLO | $5.47M | 0.26% | 11.25% | 0.0% | Q4 2024 |
| Q4 2025 | |||||
| RCUS | $749M | 38.69% | 25.08% | Not reported | Q4 2024 |
| LKFT | $551M | 28.45% | 25.35% | Not reported | Q4 2024 |
| ACLX | $438M | 22.64% | 11.60% | Not reported | Q4 2024 |
| ASMB | $153M | 7.92% | 28.42% | Not reported | Q4 2024 |
| KYTX | $38.8M | 2.00% | 6.83% | Not reported | Q4 2024 |
| XLO | $5.83M | 0.30% | 200.97% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| LKFT | $579M | 32.31% | 25.35% | Not reported | Q4 2024 |
| ACLX | $552M | 30.80% | 11.63% | Not reported | Q4 2024 |
| RCUS | $427M | 23.86% | 29.34% | Not reported | Q4 2024 |
| ASMB | $115M | 6.44% | 28.48% | +103.9% | Q4 2024 |
| MRUS | $42.6M | 2.38% | 0.60% | Not reported | Q4 2024 |
 TNGX | $40.8M | 2.28% | 4.35% | Not reported | Q4 2024 |
| KYTX | $24.8M | 1.38% | 9.42% | Not reported | Q4 2024 |
| XLO | $7.67M | 0.43% | 17.57% | Not reported | Q4 2024 |
 CYPH | $2.41M | 0.13% | 12.84% | Not reported | Q4 2024 |