GordonMD Global Investments LP 13F holdings
GordonMD Global Investments LP reported 16 positions with a total reported value of $206.7M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: KYTX KYVERNA THERAPEUTICS INC (18.3%), PYXS PYXIS ONCOLOGY INC (14.6%), TSHA TAYSHA GENE THERAPIES INC (11.9%), TEVA TEVA PHARMACEUTICAL INDS LTD (7.9%), VIR VIR BIOTECHNOLOGY INC (6.7%). Against 2026-03-31 it opened 1 new position and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
16 largest of 16 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| KYTX KYVERNA THERAPEUTICS INC | 4,244,818 | $37.8M | 18.3% |
| PYXS PYXIS ONCOLOGY INC | 10,024,909 | $30.2M | 14.6% |
| TSHA TAYSHA GENE THERAPIES INC | 723,185 | $24.5M | 11.9% |
| TEVA TEVA PHARMACEUTICAL INDS LTD | 2,402,495 | $16.4M | 7.9% |
| VIR VIR BIOTECHNOLOGY INC | 1,353,552 | $13.8M | 6.7% |
| ALLO ALLOGENE THERAPEUTICS INC | 5,298,000 | $11.0M | 5.3% |
| CLDX CELLDEX THERAPEUTICS INC NEW | 279,720 | $10.4M | 5.0% |
| EDIT EDITAS MEDICINE INC | 3,127,000 | $10.1M | 4.9% |
| RARE ULTRAGENYX PHARMACEUTICAL IN | 289,101 | $9.7M | 4.7% |
| BLCO BAUSCH PLUS LOMB CORP | 573,472 | $9.5M | 4.6% |
| AMGN AMGEN INC | 20,212 | $7.3M | 3.5% |
| SRRK SCHOLAR ROCK HLDG CORP | 132,500 | $7.3M | 3.5% |
| SION SIONNA THERAPEUTICS INC | 136,000 | $6.0M | 2.9% |
| INCY INCYTE CORP | 43,300 | $4.9M | 2.4% |
| CRNX CRINETICS PHARMACEUTICALS IN | 126,985 | $4.8M | 2.3% |
| INSM INSMED INC | 28,587 | $3.0M | 1.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| EDIT EDITAS MEDICINE INC | 3,127,000 | $10.1M | 4.9% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| TARS TARSUS PHARMACEUTICALS INC | 42,680 | $3.0M | 2.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PYXS PYXIS ONCOLOGY INC | 4,121,870 | 10,024,909 | +143.2% | $30.2M |
| ALLO ALLOGENE THERAPEUTICS INC | 1,430,000 | 5,298,000 | +270.5% | $11.0M |
| TEVA TEVA PHARMACEUTICAL INDS LTD | 1,257,495 | 2,402,495 | +91.1% | $16.4M |
| CLDX CELLDEX THERAPEUTICS INC NEW | 170,307 | 279,720 | +64.2% | $10.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VIR VIR BIOTECHNOLOGY INC | 1,518,552 | 1,353,552 | -10.9% | $13.8M |
| TSHA TAYSHA GENE THERAPIES INC | 737,550 | 723,185 | -1.9% | $24.5M |
CIK 2039349 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
