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GILD - GILEAD SCIENCES INC

This page shows which of the focused investors we track hold GILD and how their positions changed, so you can see how much conviction the group has in the stock.

In Q2 2012 it was held by 6 managers with an aggregate reported value of $220.14M, which is 0.04% of the combined portfolio.

As of Q2 2012, 6 tracked institutional managers held GILD (GILEAD SCIENCES INC) with an aggregate reported value of $220.14M — 0.04% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2012
Ticker
GILD

13F data is delayed and excludes shorts/non-13F assets.

Holders

1David Rolfe - Wedgewood Partners6.66%Add +6.6%1,275,012$65.38M
2Stanley Druckenmiller - Duquesne Family Office LLC1.14%New473,200$24.27M
3Torray Funds - Torray Funds0.65%Add +0.4%55,896$2.87M
4Jensen Investment Management - Jensen Investment Management0.01%New0$374K
5First Eagle - First Eagle Investment Management0.00%Reduce -83.3%200$10K

Other instruments

Bonds, warrants, or other non-share-class principal positions in GILD.

1Howard Marks - Oaktree Capital ManagementReduce -15.7%97,875,000$127.24M
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