GordonMD Global Investments LP
13F Reported Value
ⓘ$206.7M
Holdings
16
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
GordonMD Global Investments LP disclosed 16 positions worth $206.7M in its Form 13F-HR for Q2 2026, led by $KYTX (Kyverna Therapeutics, Inc.) at 18.3% of the equity portfolio, followed by $PYXS and $TSHA. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $EDIT and a full exit from $TARS. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from GordonMD Global Investments LP’s Form 13F-HR filing with the SEC under CIK 2039349.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$37.8M4,244,818 sh - 16.0#2,665
Quality
$30.2M10,024,909 sh - 4.9#2,956
Quality
$24.5M723,185 sh - $16.4M2,402,495 sh
- 38.2
Quality
$13.8M1,353,552 sh - 33.9
Quality
$11.0M5,298,000 sh - 8.4
Quality
$10.4M279,720 sh - 33.4
Quality
$10.1M3,127,000 sh - 34.2
Quality
$9.7M289,101 sh - 51.2
Quality
$9.5M573,472 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Kyverna Therapeutics, Inc.$KYTX | — | $37.8M | 4,244,818 |
 Pyxis Oncology, Inc.$PYXS | 16.0#2,665 | $30.2M | 10,024,909 |
 Taysha Gene Therapies, Inc.$TSHA | 4.9#2,956 | $24.5M | 723,185 |
 TEVA PHARMACEUTICAL INDUSTRIES LTD$TEVA | — | $16.4M | 2,402,495 |
 Vir Biotechnology, Inc.$VIR | 38.2 | $13.8M | 1,353,552 |
 Allogene Therapeutics, Inc.$ALLO | 33.9 | $11.0M | 5,298,000 |
 Celldex Therapeutics, Inc.$CLDX | 8.4 | $10.4M | 279,720 |
 Editas Medicine, Inc.$EDIT | 33.4 | $10.1M | 3,127,000 |
 Ultragenyx Pharmaceutical Inc.$RARE | 34.2 | $9.7M | 289,101 |
 Bausch & Lomb Corp$BLCO | 51.2 | $9.5M | 573,472 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of GordonMD Global Investments LP's 16 positions.
Showing top 10 of 16 holdings.
Sector Allocation
Healthcare
$206.7M
Full Holdings — GordonMD Global Investments LP (Q2 2026)
All 16 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $KYTX | Kyverna Therapeutics, Inc. | $37.8M | 18.3% | +0% | — |
| 2 | $PYXS | Pyxis Oncology, Inc. | $30.2M | 14.6% | +143% | 16 |
| 3 | $TSHA | Taysha Gene Therapies, Inc. | $24.5M | 11.9% | -2% | 4.9 |
| 4 | $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $16.4M | 7.9% | +91% | — |
| 5 | $VIR | Vir Biotechnology, Inc. | $13.8M | 6.7% | -11% | 38.2 |
| 6 | $ALLO | Allogene Therapeutics, Inc. | $11.0M | 5.3% | +270% | 33.9 |
| 7 | $CLDX | Celldex Therapeutics, Inc. | $10.4M | 5.0% | +64% | 8.4 |
| 8 | $EDIT | Editas Medicine, Inc. | $10.1M | 4.9% | NEW | 33.4 |
| 9 | $RARE | Ultragenyx Pharmaceutical Inc. | $9.7M | 4.7% | +0% | 34.2 |
| 10 | $BLCO | Bausch & Lomb Corp | $9.5M | 4.6% | +0% | 51.2 |
| 11 |  $AMGN | AMGEN INC | $7.3M | 3.5% | +0% | 79.2 |
| 12 |  $SRRK | Scholar Rock Holding Corp | $7.3M | 3.5% | +0% | — |
| 13 |  $SION | Sionna Therapeutics, Inc. | $6.0M | 2.9% | +0% | — |
| 14 |  $INCY | INCYTE CORP | $4.9M | 2.4% | +0% | 77.4 |
| 15 |  $CRNX | Crinetics Pharmaceuticals, Inc. | $4.8M | 2.3% | +0% | 25.5 |
| 16 |  $INSM | INSMED Inc | $3.0M | 1.5% | +0% | 39.4 |
New Positions (1)
$EDIT Editas Medicine, Inc.$10.1MExited Positions (1)
$TARS Tarsus Pharmaceuticals, Inc.Browse Top Institutional Investors
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