GSK PLC
Q1 2026 Form 13-F
LONDON
CIK 0001131399
· Publicly traded company
$599.2M Reported Value Total
Reported value
$599.2M
Quarter over quarter
-25.0%
Holdings
13
Top-10 concentration
97.3%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Victoria Whyte
Authorised Signatory for and on behalf of GSK plc
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13F Metrics
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Q1 2026 13F record
Q1 2026 13F filing summary
| Period of report | March 31, 2026 |
|---|---|
| Filed | May 14, 2026 |
| Form | 13F-HR |
| Reported value | $599.2M |
| Positions | 13 |
| Change in reported value | -25.0% |
| New positions | 0 |
| Exited positions | 2 |
| Position turnover | 13.3% |
| Top-10 concentration | 97.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 5, 2026
|
13 | $497.0M |
|
Q2 2026 13F
Filed Aug 13, 2026
|
13 | $602.2M |
|
Q1 2026 13F
Filed May 14, 2026
|
13 | $599.2M |
|
Q4 2025 13F
Filed Feb 12, 2026
|
15 | $799.0M |
Top 13 holdings · Q1 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | CRSP CRISPR THERAPEUTICS AG | $153.2M | 25.57% |
| 2 | WVE WAVE LIFE SCIENCES LTD | $132.3M | 22.08% |
| 3 | BNTX BIONTECH SE | $79.1M | 13.2% |
| 4 | VIR VIR BIOTECHNOLOGY INC | $76.6M | 12.79% |
| 5 | IDYA IDEAYA BIOSCIENCES INC | $44.4M | 7.41% |
| 6 | LYEL LYELL IMMUNOPHARMA INC | $30.3M | 5.06% |
| 7 | CYTK CYTOKINETICS INC | $22.4M | 3.74% |
| 8 | SPRO SPERO THERAPEUTICS INC | $21.5M | 3.59% |
| 9 | FULC FULCRUM THERAPEUTICS INC | $13.7M | 2.29% |
| 10 | CVRX CVRX INC | $9.5M | 1.59% |
| 11 | BCYC BICYCLE THERAPEUTICS PLC | $7.1M | 1.18% |
| 12 | NKTX NKARTA INC | $6.6M | 1.11% |
| 13 | RGNX REGENXBIO INC | $2.3M | 0.38% |
Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.