GSK plc

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), GSK plc reported 13 stock positions worth $602.2 million. Its top holding was Crispr Therapeutics (CRSP) at 29.2% of the portfolio, followed by Wave Life Sciences (WVE, 17.6%) and Vir Biotechnology (VIR, 14.5%). Its holdings were unchanged from Q1 2026.

Most Recent 13F
Q2 2026
Location
London, X0
CIK
0001131399
Portfolio Value
$602.2M (Q2 2026)
SEC Filing
0001999371-26-017873 ↗ filed Aug 13, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q4 2025: $799.0M Q4 2025 Q1 2026: $599.2M Q1 2026 Q2 2026: $602.2M $602.2M Q2 2026

Holdings 13 stocks · $602.2M

CRSP Crispr Therapeutics AG 29.17% 3,220,627 $175.7M No change
WVE Wave Life Sciences Ltd. 17.60% 18,245,691 $106.0M No change
VIR Vir Biotechnology Inc. 14.47% 8,550,954 $87.1M No change
BNTX Biontech SE-ADR 13.75% 889,824 $82.8M No change
IDYA Ideaya Biosciences Inc. 8.25% 1,333,333 $49.7M No change
CYTK Cytokinetics Inc. 4.82% 340,434 $29.0M No change
LYEL Lyell Immunopharma Inc. 3.53% 1,512,659 $21.3M No change
SPRO Spero Therapeutics Inc. 3.37% 9,190,606 $20.3M No change
NKTX Nkarta Inc. 1.48% 3,150,732 $8.9M No change
FULC Fulcrum Therapeutics Inc. 1.09% 1,785,714 $6.5M No change
BCYC Bicycle Therapeutics PLC-ADR 1.08% 1,529,561 $6.5M No change
CVRX CVRX Inc. 0.86% 1,007,583 $5.2M No change
RGNX Regenxbio Inc. 0.54% 271,456 $3.3M No change

Portfolio Sells Q1 2026 → Q2 2026

None this quarter.

Portfolio Buys Q1 2026 → Q2 2026

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 13$602.2MCRSP, WVE, VIR, BNTX, IDYA
Q1 2026 13$599.2MCRSP, WVE, BNTX, VIR, IDYA
Q4 2025 15$799.0MWVE, CRSP, BNTX, VIR, LYEL