Q2 2026 13F · SEC CIK 882095
Gilead Sciences, Inc.
CorporationFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.6B
- Reported positions
- 5
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1.8 yrs
Gilead Sciences, Inc. is a corporation that reported 5 positions worth $1.6B in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Arcus Biosciences Inc. (RCUS, 58.8%), Lakefront Biotherapeutics (GLPGF, 30.3%), Assembly Biosciences Inc. (ASMB, 8.3%).
Gilead Sciences, Inc. holdings all 5 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| RCUSArcus Biosciences Inc. | 58.8% | +0.0% | $968.8M |
| GLPGFLakefront Biotherapeutics | 30.3% | +0.0% | $500.2M |
| ASMBAssembly Biosciences Inc. | 8.3% | +10.5% | $136.8M |
| KYTXKyverna Therapeutics Inc. | 2.2% | +0.0% | $36.8M |
| XLOXilio Therapeutics Inc. | 0.4% | +0.0% | $6.2M |
What Gilead Sciences, Inc. bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- ASMB Assembly Biosciences Inc.+10.5% shares
Reduced
No position shrank by more than 5%.
Sold out
- ACLX Arcellx Incwas 36.4%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +59.4% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.6B | 5 |
| Q1 2026 | $2.1B | 6 |
| Q4 2025 | $1.9B | 6 |
| Q3 2025 | $1.8B | 9 |
| Q2 2025 | $1.3B | 14 |
| Q1 2025 | $1.2B | 14 |
| Q4 2024 | $1.6B | 16 |
Questions about Gilead Sciences, Inc.'s portfolio
What stocks does Gilead Sciences, Inc. own?
Gilead Sciences, Inc.'s latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 5 positions worth $1.6B. The largest are Arcus Biosciences Inc. (RCUS) at 58.8%, Lakefront Biotherapeutics (GLPGF) at 30.3%, Assembly Biosciences Inc. (ASMB) at 8.3%, Kyverna Therapeutics Inc. (KYTX) at 2.2% and Xilio Therapeutics Inc. (XLO) at 0.4%.
What did Gilead Sciences, Inc. buy last quarter?
In Q2 2026, Gilead Sciences, Inc. added Assembly Biosciences Inc. (ASMB) (+10.5% shares), compared with its Q1 2026 filing.
What did Gilead Sciences, Inc. sell last quarter?
In Q2 2026, Gilead Sciences, Inc. sold all of Arcellx Inc (ACLX), compared with its Q1 2026 filing.
When is Gilead Sciences, Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Gilead Sciences, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.