Vault-13

GILEAD SCIENCES, INC.

FOSTER CITY, CA · CIK 882095 · 13F filing filed 2026-08-03

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$1.6bn reported value -22.1% vs Q1 2026
5positions
100.0%in top 10
0 new 1 added 0 reduced 1 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ARCUS BIOSCIENCES INC COM RCUS RCUS 31,424,760 $968.8m58.76% 58.76% UnchangedShares held: Q3 2025 31.4m, Q4 2025 31.4m, Q1 2026 31.4m, Q2 2026 31.4m
2 GALAPAGOS NV SPON ADR LKFT LKFT 16,707,477 $500.2m30.34% 30.34% UnchangedShares held: Q3 2025 16.7m, Q4 2025 16.7m, Q1 2026 16.7m, Q2 2026 16.7m
3 ASSEMBLY BIOSCIENCES INC COM NEW ASMB ASMB 4,977,089 $136.8m8.30% 8.30% AddedShares held: Q3 2025 4.5m, Q4 2025 4.5m, Q1 2026 4.5m, Q2 2026 5.0m +471.7k +471,698 10.5%
4 KYVERNA THERAPEUTICS INC COM KYTX KYTX 4,126,119 $36.8m2.23% 2.23% UnchangedShares held: Q3 2025 4.1m, Q4 2025 4.1m, Q1 2026 4.1m, Q2 2026 4.1m
5 XILIO THERAPEUTICS INC COM COM 650,389 $6.2m0.38% 0.38% UnchangedShares held: Q3 2025 9.1m, Q4 2025 9.1m, Q1 2026 650.4k, Q2 2026 650.4k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
ARCELLX INC ACLX ACLX 6,720,803 $771.7m6.7m shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
ARCELLX INC ACLX · 13D · filed 2026-04-28 ACLX 100.0% +88.5 pts 13D 2026-04-28
GALAPAGOS NV LKFT · 13D · filed 2025-01-10 LKFT 29.9% 13D 2025-01-10
ASSEMBLY BIOSCIENCES INC 13D · filed 2026-05-27 25.1% -3.9 pts 13D 2026-05-27
ARCUS BIOSCIENCES INC RCUS · 13D · filed 2026-08-07 RCUS 24.7%≈ $968.8m -0.9 pts 13D 2026-08-07
XILIO THERAPEUTICS INC 13G · filed 2026-02-12 19.9% no change 13G 2026-02-12