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GILEAD SCIENCES, INC.

333 LAKESIDE DR, FOSTER CITY, CA 94404 • 6505743000

Q2 2025 · Filed 2025-08-14
Market Value
$1.2B
+7.0%
Holdings
12
-2
New Purchases
0
Added To
0
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LKFT 37.90% 36.35% +1.54% $468M
TNGX 2.01% 0.58% +1.44% $25M
KYTX 1.03% 0.69% +0.34% $13M
MRUS 1.93% 1.65% +0.28% $24M
HOOK 0.19% 0.18% +0.02% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ACLX 35.86% 38.22% -2.35% $443M
RCUS 20.73% 21.38% -0.65% $256M
KLRS 0.07% 0.50% -0.43% $848K
IKNA 0.04% 0.13% -0.09% $467K
ALLO 0.11% 0.15% -0.04% $1M
VACC 0.01% 0.03% -0.02% $93K
CYPH 0.13% 0.14% -0.01% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 4 $747M 60.5%
Small Cap 4 $482M 39.1%
Micro Cap 4 $5M 0.4%

Portfolio Analytics

Avg Market Cap
$1.8B
Median Market Cap
$603M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.60
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LKFT 37.90% 16,707,477 $468M $27.99 $48M
2 ACLX 35.86% 6,720,803 $443M $65.85 $2M
3 RCUS 20.73% 31,424,760 $256M $8.14 $9M
4 TNGX 2.01% 4,854,443 $25M $5.12 $18M
5 MRUS 1.93% 452,527 $24M $52.60 $5M
6 KYTX 1.03% 4,126,119 $13M $3.07 $5M
7 HOOK 0.19% 1,875,945 $2M $1.26 $328K
8 CYPH 0.13% 5,319,148 $2M $0.30 -$44K
9 ALLO 0.11% 1,156,689 $1M $1.13 -$382K
10 KLRS 0.07% 317,789 $848K $2.67 -$5M -405,484 -56.1%
11 IKNA 0.04% 348,534 $467K $1.34 -$1M -810,611 -69.9%
12 VACC 0.01% 99,478 $93K $0.93 -$267K -270,377 -73.1%
View SEC EDGAR Filings for GILEAD SCIENCES, INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms