GSK plc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), GSK plc reported 13 stock positions worth $599.2 million. Its top holding was Crispr Therapeutics (CRSP) at 25.6% of the portfolio, followed by Wave Life Sciences (WVE, 22.1%) and Biontech SE-ADR (BNTX, 13.2%). Compared with Q4 2025, it sold out of 2. The biggest sale was an exit from Senseonics (SENS).
- Most Recent 13F
- Q2 2026
- Location
- London, X0
- CIK
- 0001131399
- Portfolio Value
- $599.2M (Q1 2026)
- SEC Filing
- 0001999371-26-010742 ↗ filed May 14, 2026
Holdings Value
Holdings 13 stocks · $599.2M
| CRSP Crispr Therapeutics AG | 25.57% | 3,220,627 | $153.2M | No change |
| WVE Wave Life Sciences Ltd. | 22.08% | 18,245,691 | $132.3M | No change |
| BNTX Biontech SE-ADR | 13.20% | 889,824 | $79.1M | No change |
| VIR Vir Biotechnology Inc. | 12.79% | 8,550,954 | $76.6M | No change |
| IDYA Ideaya Biosciences Inc. | 7.41% | 1,333,333 | $44.4M | No change |
| LYEL Lyell Immunopharma Inc. | 5.06% | 1,512,659 | $30.3M | No change |
| CYTK Cytokinetics Inc. | 3.75% | 340,434 | $22.4M | No change |
| SPRO Spero Therapeutics Inc. | 3.59% | 9,190,606 | $21.5M | No change |
| FULC Fulcrum Therapeutics Inc. | 2.29% | 1,785,714 | $13.7M | No change |
| CVRX CVRX Inc. | 1.59% | 1,007,583 | $9.5M | No change |
| BCYC Bicycle Therapeutics PLC-ADR | 1.18% | 1,529,561 | $7.1M | No change |
| NKTX Nkarta Inc. | 1.11% | 3,150,732 | $6.6M | No change |
| RGNX Regenxbio Inc. | 0.38% | 271,456 | $2.3M | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| None this quarter. | |||