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Gilead Sciences, Inc.

Foster City, CA 4 processed 13Fs on this site, 2025 Q3 to 2026 Q2

  • $1.6B
  • 5 holdings
  • 2026 Q2
  • −22.1% QoQ
  • Top 5 100.0%

Portfolio

2026 Q2, filed 8/3/2026, 5 holdings

Top 5 100.0%, top 10 100.0%

  1. RCUS, Arcus Biosciences 58.8%
  2. LKFT, Lakefront Biotherapeutics 30.3%
  3. ASMB, Assembly Biosciences 8.3%
  4. Kyverna Therapeutics 2.2%
  5. Xilio Therapeutics 0.4%

AUM over time

2026 Q2 $1.6B −22.1% QoQ
2025 Q3: $1.8B 2025 Q3: $1.8B
Q3 2025
2025 Q4: $1.9B, +8.1% QoQ 2025 Q4: $1.9B, +8.1% QoQ
Q4
2026 Q1: $2.1B, +9.4% QoQ 2026 Q1: $2.1B, +9.4% QoQ
Q1 2026
2026 Q2: $1.6B, −22.1% QoQ 2026 Q2: $1.6B, −22.1% QoQ
Q2

Book

2025 Q3, filed 13 Nov, long equity only

Download CSV Download Excel
LKFT, Galapagos 32.31% Hold 16,707,477 $34.64 $579M
ACLX, Arcellx 30.80% Hold 6,720,803 $82.10 $552M
RCUS, Arcus Biosciences 23.86% Hold 31,424,760 $13.60 $427M
ASMB, Assembly Biosciences 6.44% Hold 4,505,391 $25.60 $115M
Merus 2.38% Hold 452,527 $94.15 $43M
TNGX, Tango Therapeutics 2.28% Hold 4,854,443 $8.40 $41M
Kyverna Therapeutics 1.38% Hold 4,126,119 $6.00 $25M
Xilio Therapeutics 0.43% Hold 9,105,451 $0.8427 $7.7M
Leap Therapeutics 0.13% Hold 5,319,148 $0.4540 $2.4M

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top.

Filings history

4 periods, with AUM normalized

Newest 13Fs
Period Holds AUM QoQ Form Filed Filing ID
2026 Q2 5 $1.6B −22.1% 13F-HR 8/3/2026 000112329226001034
2026 Q1 6 $2.1B +9.4% 13F-HR 5/8/2026 000112329226000642
2025 Q4 6 $1.9B +8.1% 13F-HR 2/12/2026 000112329226000164
2025 Q3 9 $1.8B — 13F-HR 11/13/2025 000112329225000642

About

Gilead Sciences, Inc.

4 processed 13Fs on this site, 2025 Q3 to 2026 Q2

SEC filing name
GILEAD SCIENCES, INC.
Location
Foster City, CA
All SEC filings
View on sec.gov

Further reading

As an Amazon Associate, FollowTheFilings earns from qualifying purchases.

  • The Essays of Warren Buffett, 8th Ed., Warren Buffett, Lawrence A. Cunningham View on Amazon
  • One Up On Wall Street (Lynch), Peter Lynch View on Amazon

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