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GILEAD SCIENCES, INC.

333 LAKESIDE DR, FOSTER CITY, CA 94404 • 6505743000

Q3 2025 · Filed 2025-11-13
Market Value
$1.7B
+35.2%
Holdings
12
New Purchases
0
Added To
0
Closed
5
Reduced
0
Top 10 Concentration
100.0%
Turnover
41.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RCUS 25.62% 20.73% +4.89% $427M
MRUS 2.55% 1.93% +0.62% $43M
KYTX 1.48% 1.03% +0.46% $25M
TNGX 2.44% 2.01% +0.43% $41M
CYPH 0.14% 0.13% +0.02% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LKFT 34.69% 37.90% -3.21% $579M
ACLX 33.07% 35.86% -2.79% $552M
HOOK 0.00% 0.19% -0.19% $0
ALLO 0.00% 0.11% -0.11% $0
KLRS 0.00% 0.07% -0.07% $0
IKNA 0.00% 0.04% -0.04% $0
VACC 0.00% 0.01% -0.01% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 4 $1.1B 63.7%
Small Cap 4 $604M 36.2%
Micro Cap 4 $2M 0.1%

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 34.69% 16,707,477 $579M $34.64 $111M
2 ACLX 33.07% 6,720,803 $552M $82.10 $109M
3 RCUS 25.62% 31,424,760 $427M $13.60 $172M
4 MRUS 2.55% 452,527 $43M $94.15 $19M
5 TNGX 2.44% 4,854,443 $41M $8.40 $16M
6 KYTX 1.48% 4,126,119 $25M $6.00 $12M
7 CYPH 0.14% 5,319,148 $2M $0.45 $836K
8 KLRS —% -$848K -317,789 -100.0% SOLD
9 ALLO —% -$1M -1,156,689 -100.0% SOLD
10 VACC —% -$93K -99,478 -100.0% SOLD
11 IKNA —% -$467K -348,534 -100.0% SOLD
12 HOOK —% -$2M -1,875,945 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
KLRS —%
ALLO —%
HOOK —%
VACC —%
IKNA —%
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