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Portfolio (Quarterly) Guide ↗

GILEAD SCIENCES, INC.

· CIK 0000882095
13F Portfolio $1.9B AUM 6 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RCUS ARCUS BIOSCIENCES INC Healthcare 31,424,760.0 $748.9M 38.69% $23.83 -1.7%
2 GLPG GALAPAGOS NV Healthcare 16,707,477.0 $550.6M 28.45% $32.96 -16.6%
3 ACLX ARCELLX INC Healthcare 6,720,803.0 $438.2M 22.64% $65.20 +76.5%
4 ASSEMBLY BIOSCIENCES INC 4,505,391.0 $153.2M 7.92% $34.01
5 KYTX KYVERNA THERAPEUTICS INC Healthcare 4,126,119.0 $38.8M 2.00% $9.40 -7.8%
6 XILIO THERAPEUTICS INC 9,105,451.0 $5.8M 0.30% $0.64

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%