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GILEAD SCIENCES, INC.

333 LAKESIDE DR, FOSTER CITY, CA 94404 • 6505743000

Q4 2025 · Filed 2026-02-12
Market Value
$1.8B
+6.5%
Holdings
7
-5
New Purchases
0
Added To
0
Closed
3
Reduced
0
Top 10 Concentration
100.0%
Turnover
42.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RCUS 42.15% 25.62% +16.54% $749M
KYTX 2.18% 1.48% +0.70% $39M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ACLX 24.67% 33.07% -8.40% $438M
LKFT 31.00% 34.69% -3.69% $551M
MRUS 0.00% 2.55% -2.55% $0
TNGX 0.00% 2.44% -2.44% $0
CYPH 0.00% 0.14% -0.14% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 4 $1.2B 66.8%
Small Cap 2 $589M 33.2%
Micro Cap 1 $0 0.0%

Portfolio Analytics

Avg Market Cap
$2.9B
Median Market Cap
$2.4B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.78
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RCUS 42.15% 31,424,760 $749M $23.83 $321M
2 LKFT 31.00% 16,707,477 $551M $32.96 -$28M
3 ACLX 24.67% 6,720,803 $438M $65.20 -$114M
4 KYTX 2.18% 4,126,119 $39M $9.40 $14M
5 CYPH —% -$2M -5,319,148 -100.0% SOLD
6 TNGX —% -$41M -4,854,443 -100.0% SOLD
7 MRUS —% -$43M -452,527 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
CYPH —%
TNGX —%
MRUS —%
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