GILEAD SCIENCES, INC..

AUM · $1.6B (13F)Positions · 5Turnover · n/a · Q2Filed · Aug 3, 2026

CONCENTRATION

n/a

Top 10 holdings

NEW BUYS

No new positions

EXITS

No exits

SECTOR SHIFT

n/a

No prior quarter data

§ 01 · TOP HOLDINGS

The book · Q2 2026

FILED AUG 3, 2026

#	Ticker	Name	Shares	$ value	% port	Δ Q2
1	RCUS	Arcus Biosciences Inc.	31.42M	$969M	58.8%	±0%
2	GLPG	Lakefront Biotherapeutics	16.71M	$500M	30.3%	±0%
3	ASMB	Assembly Biosciences Inc.	4.98M	$137M	8.3%	+10%
4	KYTX	Kyverna Therapeutics Inc.	4.13M	$37M	2.2%	±0%
5	XLO	Xilio Therapeutics Inc.	650K	$6M	0.4%	±0%

§ 02 · SECTOR ALLOCATION

Sector data pending

§ 03 · THE GILEAD SIGNAL

GILEAD SCIENCES, INC. is a Other fund managing $1.6 billion in assets. The fund runs a focused portfolio of just 5 positions.