13F

Investor

GSK plc

CIK 0001131399 · filed 2026-05-14 · SEC filing

13F book

$599.2M

Positions

13

0 new · 2 sold

Largest name

25.6%

Crispr Therapeutics Ag · CRSP

Est. mark

−$199.8M

Price effect on 13 names still held. Flow −$67.4K.
NameTickerSharesValueWeightEst. markChange
Crispr Therapeutics AgCRSP3.22M$153.2M25.6%−$15.7MHeld
Wave Life Sciences Ltd.WVE18.2M$132.3M22.1%−$177.9MHeld
Biontech SeBNTX889.8K$79.1M13.2%−$5.62MHeld
Vir Biotechnology, Inc.VIR8.55M$76.6M12.8%$25.1MHeld
IDEAYA Biosciences, Inc.IDYA1.33M$44.4M7.4%−$1.67MHeld
Lyell Immunopharma, Inc.LYEL1.51M$30.3M5.1%−$16.2MHeld
Cytokinetics IncCYTK340.4K$22.4M3.7%$806.8KHeld
Spero Therapeutics, Inc.SPRO9.19M$21.5M3.6%$91.9KHeld
Fulcrum Therapeutics, Inc.FULC1.79M$13.7M2.3%−$6.5MHeld
CVRx, Inc.CVRX1.01M$9.53M1.6%$2.38MHeld
Bicycle Therapeutics PlcBCYC1.53M$7.1M1.2%−$3.73MHeld
Nkarta, Inc.NKTX3.15M$6.65M1.1%$819.2KHeld
REGENXBIO Inc.RGNX271.5K$2.27M0.4%−$1.63MHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.