GP
GSK plc: 13F Stock Holdings & Portfolio (Q2 2026)
GSK plcCIK: 0001131399
Sector-focusedQuality / disciplined sizingLong-term holder
Total reported value
$602.2M
Reporting period: 2026-06-30 · Number of holdings: 13
GSK plc disclosed 13 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $602.2M and a quarterly turnover rate of 16.7%.
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Personality snowflake
- Concentration
- 67.19
- Portfolio Stability
- 16.72
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 26
- Sizing Uniformity
- 88.68
GSK plc's disclosed holdings carry a Herfindahl concentration index of 0.168 — mathematically equivalent to about 6 equally-sized positions, well below its 13 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.13), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 34% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim WVE
0.0% -$26.3M
Add CRSP
0.0% $22.4M
Add VIR
0.0% $10.5M
Trim LYEL
0.0% -$9.1M
Trim FULC
0.0% -$7.2M
Add CYTK
0.0% $6.6M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 29.17% | +3.60% | — | |
| 2 | WVE | Wave Life Sciences Ltd. | Stock-Other | 17.60% | -4.48% | — | |
| 3 | VIR | Vir Biotechnology Inc | Stock-Other | 14.47% | +1.68% | — | |
| 4 | BNTX | Biontech Se-adr | Stock-Other | 13.75% | +0.55% | — | |
| 5 | IDYA | Ideaya Biosciences Inc | Stock-Other | 8.25% | +0.84% | — | |
| 6 | CYTK | Cytokinetics Inc | Stock-Healthcare | 4.82% | +1.08% | — | |
| 7 | LYEL | Lyell Immunopharma Inc | Stock-Other | 3.53% | -1.53% | — | |
| 8 | SPRO | Spero Therapeutics Inc | Stock-Other | 3.37% | -0.22% | — | |
| 9 | NKTX | Nkarta Inc | Stock-Other | 1.48% | +0.37% | — | |
| 10 | FULC | Fulcrum Therapeutics Inc | Stock-Other | 1.09% | -1.20% | — | |
| 11 | BCYC | Bicycle Therapeutics Plc-adr | Stock-Other | 1.08% | -0.10% | — | |
| 12 | CVRX | Cvrx Inc | Stock-Other | 0.86% | -0.73% | — | |
| 13 | RGNX | Regenxbio Inc | Stock-Other | 0.54% | +0.16% | — |
Portfolio Performance
Performance for Q3 2026
-3.7%
Performance Last 4 Quarters
-23.8%
- Stdev
- +42.4%
- Beta
- +1.69
- Alpha
- -86.5%
- Max Drawdown
- -14.1%
- Annualized Perf
- -41.9%
- Batting Avg vs S&P
- +16.7%
- Sortino
- -1.21
- Stutzer
- -0.35
- Treynor
- -0.27
- Sterling
- —
- Calmar
- -2.97
- Information Ratio
- -2.23
- Tracking Error
- +31.2%
- Stdev Down
- +37.1%
- Winning Months %
- +33.3%
- Losing Months %
- +66.7%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.44
- Sharpe
- -1.06
- Stdev Sectors
- 0%
- Skewness
- -0.54
- Kurtosis
- -0.66
- Upside Potential
- +0.86
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRSP | CRISPR Therapeutics AG | +3.6% | — | Unchanged |
| 2 | VIR | Vir Biotechnology Inc | +1.7% | — | Unchanged |
| 3 | CYTK | Cytokinetics Inc | +1.1% | — | Unchanged |
| 4 | IDYA | Ideaya Biosciences Inc | +0.8% | — | Unchanged |
| 5 | BNTX | Biontech Se-adr | +0.6% | — | Unchanged |
| 6 | NKTX | Nkarta Inc | +0.4% | — | Unchanged |
| 7 | RGNX | Regenxbio Inc | +0.2% | — | Unchanged |
| 8 | BCYC | Bicycle Therapeutics Plc-adr | -0.1% | — | Unchanged |
| 9 | SPRO | Spero Therapeutics Inc | -0.2% | — | Unchanged |
| 10 | CVRX | Cvrx Inc | -0.7% | — | Unchanged |
| 11 | FULC | Fulcrum Therapeutics Inc | -1.2% | — | Unchanged |
| 12 | LYEL | Lyell Immunopharma Inc | -1.5% | — | Unchanged |
| 13 | WVE | Wave Life Sciences Ltd. | -4.5% | — | Unchanged |
Filing History
FAQ
What is GSK plc and what type of investor is it?
GSK plc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $602.2M, spread across 13 disclosed positions.
What are GSK plc's largest equity positions?
Based on the latest 13F filing, GSK plc's top holdings by market value are:
1. CRISPR Therapeutics AG (CRSP) — $175.7M (29.2%)
2. Wave Life Sciences Ltd. (WVE) — $106.0M (17.6%)
3. Vir Biotechnology Inc (VIR) — $87.1M (14.5%)
4. Biontech Se-adr (BNTX) — $82.8M (13.8%)
5. Ideaya Biosciences Inc (IDYA) — $49.7M (8.3%)
What changes did GSK plc make in its most recent portfolio filing?
No notable portfolio changes were recorded for GSK plc in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does GSK plc focus on?
GSK plc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 100.0%
Investment Profile
GSK plc returned an annualized -41.9% over the trailing 6 months — underperforming the S&P 500 by 86.5 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.69 (more volatile than the market) and a 17% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 100.0% of the portfolio concentrated in Health Care.
Its concentration score has fallen from 88 to 67 over the past 2 quarters — a shift toward broader diversification.
It has added to its VIR position over the past two quarters (+$35.6M, now $87.1M), while trimming WVE over the same stretch (-$204.2M, still holding $106.0M).
Peer Institutions
Institutions with a similar AUM
FI
Family Investment Center, Inc.
CIK 0001897700
Total reported value
$602.2M
120 stks
2026-06-30
Concentration25.6
Portfolio Stability17.4
Sector conviction73.6
AUM within 0.0% of this institution
View detail
PC
Partners Capital Investment Group (holdings), LLC
CIK 0001171473
Total reported value
$602.3M
76 stks
2017-09-30
Stale — no recent filing
Concentration21.0
Portfolio Stability45.8
Sector conviction80.4
AUM within 0.0% of this institution
View detail
WC
Westover Capital Advisors, LLC
CIK 0001483467
Total reported value
$601.9M
240 stks
2026-06-30
Concentration7.5
Portfolio Stability20.8
Sector conviction62.6
AUM within 0.0% of this institution
View detail
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Developer Access
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