Gilead Sciences, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Gilead Sciences, Inc. reported 14 stock positions worth $1.3 billion. Its top holding was Lakefront Biotherapeutic-ADR (LKFT) at 36.5% of the portfolio, followed by Arcellx (ACLX, 34.6%) and Arcus Biosciences (RCUS, 20.0%). Compared with Q1 2025, it reduced 3. The biggest sale was Kalaris Therapeutics (KLRS, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- FOSTER CITY, CA
- CIK
- 0000882095
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0001123292-25-000364 ↗ filed Aug 14, 2025
Holdings Value
Holdings 14 stocks · $1.3B
| LKFT Lakefront Biotherapeutic-ADR filed as GALAPAGOS NV | 36.53% | 16,707,477 | $467.6M | No change |
| ACLX Arcellx Inc. | 34.57% | 6,720,803 | $442.6M | No change |
| RCUS Arcus Biosciences Inc. | 19.98% | 31,424,760 | $255.8M | No change |
| ASMB Assembly Biosciences Inc. | 3.13% | 2,209,471 | $40.0M | No change |
| TNGX Tango Therapeutics Inc. | 1.94% | 4,854,443 | $24.9M | No change |
| MRUS Merus NV | 1.86% | 452,527 | $23.8M | No change |
| KYTX Kyverna Therapeutics Inc. | 0.99% | 4,126,119 | $12.7M | No change |
| XLO Xilio Therapeutics Inc. | 0.48% | 9,105,451 | $6.2M | No change |
| HOOK Hookipa Pharma Inc. | 0.18% | 1,875,945 | $2.4M | No change |
| CYPH Cypherpunk Technologies Inc. filed as LEAP THERAPEUTICS INC | 0.12% | 5,319,148 | $1.6M | No change |
| ALLO Allogene Therapeutics Inc. | 0.10% | 1,156,689 | $1.3M | No change |
| KLRS Kalaris Therapeutics Inc. | 0.07% | 317,789 | $848K | Reduce -56.1% |
| IKENA ONCOLOGY INC | 0.04% | 348,534 | $467K | Reduce -69.9% |
| BRNS Barinthus Biotherapeutics PL | 0.01% | 99,478 | $93K | Reduce -73.1% |
Portfolio Sells Q1 2025 → Q2 2025
| KLRS Kalaris Therapeutics Inc. | Reduce -56.1% | 0.07% | −0.43 |
| IKENA ONCOLOGY INC | Reduce -69.9% | 0.04% | −0.09 |
| BRNS Barinthus Biotherapeutics PL | Reduce -73.1% | 0.01% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $1.6B | RCUS, LKFT, ASMB, KYTX, XLO |
| Q1 2026 | 6 | $2.1B | ACLX, RCUS, LKFT, ASMB, KYTX |
| Q4 2025 | 6 | $1.9B | RCUS, LKFT, ACLX, ASMB, KYTX |
| Q3 2025 | 9 | $1.8B | LKFT, ACLX, RCUS, ASMB, MRUS |
| Q2 2025 | 14 | $1.3B | LKFT, ACLX, RCUS, ASMB, TNGX |
| Q1 2025 | 14 | $1.2B | ACLX, LKFT, RCUS, ASMB, MRUS |
| Q4 2024 | 16 | $1.6B | ACLX, LKFT, RCUS, ASMB, MRUS |