Q4 2025 · 13F-HR
GSK plc (GSK, GLAXF)holdings as filed
Filed 2026-02-12 · accession 0001999371-26-003198
$799.0M
Reported value
15
Positions
2025-12-31
Period end
The Brief · GSK plc (GSK, GLAXF) · Q4 2025
AI · grounded in 13F
GSK plc established a new position in Wave Life Sciences Ltd WVE valued at $310.2M. The fund also initiated new stakes in CRISPR Therapeutics AG CRSP for $168.9M and BioNTech SE BNTX for $84.7M. Additional new positions include Vir Biotechnology Inc VIR, Lyell Immunopharma Inc LYEL, and Ideaya Biosciences Inc IDYA.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| Y95308105 | WVE | WAVE LIFE SCIENCES LTD | $310.2M | 38.8% | 18,245,691 | Common | SOLE |
| H17182108 | CRSP | CRISPR THERAPEUTICS AG | $168.9M | 21.1% | 3,220,627 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE | $84.7M | 10.6% | 889,824 | Common | SOLE |
| 92764N102 | VIR | VIR BIOTECHNOLOGY INC | $51.6M | 6.45% | 8,550,954 | Common | SOLE |
| 55083R203 | LYEL | LYELL IMMUNOPHARMA INC | $46.6M | 5.83% | 1,512,659 | Common | SOLE |
| 45166A102 | IDYA | IDEAYA BIOSCIENCES INC | $46.1M | 5.77% | 1,333,333 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $21.6M | 2.71% | 340,434 | Common | SOLE |
| 84833T103 | SPRO | SPERO THERAPEUTICS INC | $21.4M | 2.68% | 9,190,606 | Common | SOLE |
| 359616109 | FULC | FULCRUM THERAPEUTICS INC | $20.2M | 2.53% | 1,785,714 | Common | SOLE |
| 088786108 | BCYC | BICYCLE THERAPEUTICS PLC | $10.8M | 1.36% | 1,529,561 | Common | SOLE |
| 126638105 | CVRX | CVRX INC | $7.2M | 0.90% | 1,007,583 | Common | SOLE |
| 65487U108 | NKTX | NKARTA INC | $5.8M | 0.73% | 3,150,732 | Common | SOLE |
| 75901B107 | RGNX | REGENXBIO INC | $3.9M | 0.49% | 271,456 | Common | SOLE |
| 81727U303 | SENS | SENSEONICS HLDGS INC | $59,925 | 0.01% | 10,856 | Common | SOLE |
| 416906105 | HBIOUSD | HARVARD BIOSCIENCE INC | $7,458 | 0.00% | 11,151 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.