Gilead Sciences, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Gilead Sciences, Inc. reported 6 stock positions worth $2.1 billion. Its top holding was Arcellx (ACLX) at 36.4% of the portfolio, followed by Arcus Biosciences (RCUS, 32.1%) and Lakefront Biotherapeutic-ADR (LKFT, 23.7%). Compared with Q4 2025, it reduced 1. The biggest sale was Xilio Therapeutics (XLO, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- FOSTER CITY, CA
- CIK
- 0000882095
- Portfolio Value
- $2.1B (Q1 2026)
- SEC Filing
- 0001123292-26-000642 ↗ filed May 8, 2026
Holdings Value
Holdings 6 stocks · $2.1B
| ACLX Arcellx Inc. | 36.44% | 6,720,803 | $771.7M | No change |
| RCUS Arcus Biosciences Inc. | 32.05% | 31,424,760 | $678.8M | No change |
| LKFT Lakefront Biotherapeutic-ADR filed as GALAPAGOS NV | 23.67% | 16,707,477 | $501.2M | No change |
| ASMB Assembly Biosciences Inc. | 5.90% | 4,505,391 | $125.0M | No change |
| KYTX Kyverna Therapeutics Inc. | 1.68% | 4,126,119 | $35.6M | No change |
| XLO Xilio Therapeutics Inc. | 0.26% | 650,389 | $5.5M | Reduce -92.9% |
Portfolio Sells Q4 2025 → Q1 2026
| XLO Xilio Therapeutics Inc. | Reduce -92.9% | 0.26% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| 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 |