GSK plc
GSK plc reported 13 US-listed holdings worth $602.2 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Crispr Therapeutics AG (29.2%), Wave Life Sciences Ltd (17.6%) and Vir Biotechnology, Inc. (14.5%). Against the quarter before, it opened 0 positions, added to 0, trimmed 0 and sold out of 0.
The 13 largest of its 13 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -24.6% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Crispr Therapeutics AG CRSP | 3.2M | $175.7 million | 29.17% | no change |
| Wave Life Sciences Ltd WVE | 18.2M | $106.0 million | 17.60% | no change |
| Vir Biotechnology, Inc. VIR | 8.6M | $87.1 million | 14.47% | no change |
| BioNTech SE BNTX | 889.8K | $82.8 million | 13.75% | no change |
| Ideaya Biosciences Inc. IDYA | 1.3M | $49.7 million | 8.25% | no change |
| Cytokinetics Inc. CYTK | 340.4K | $29.0 million | 4.82% | no change |
| Lyell Immunopharma Inc. LYEL | 1.5M | $21.3 million | 3.53% | no change |
| Spero Therapeutics Inc SPRO | 9.2M | $20.3 million | 3.37% | no change |
| Nkarta Inc. NKTX | 3.2M | $8.9 million | 1.48% | no change |
| Fulcrum Therapeutics Inc. FULC | 1.8M | $6.5 million | 1.09% | no change |
| Bicycle Therapeutics PLC BCYC | 1.5M | $6.5 million | 1.08% | no change |
| Cvrx Inc. CVRX | 1.0M | $5.2 million | 0.86% | no change |
| Regenxbio Inc. RGNX | 271.5K | $3.3 million | 0.54% | no change |