GordonMD Global Investments LP — 13F Holdings & Portfolio
CIK 2039349 · latest 13F-HR filed 2026-08-14
GordonMD Global Investments LP manages $206.7M in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are KYTX (18.30%), PYXS (14.60%), TSHA (11.86%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 9, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 420
BEVERELY HILLS, CA 90212
$206.7M
Long-equity book
16
Distinct positions
2026-06-30
Filed 2026-08-14
+1 / −1 / ↑9 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PYXIS ONCOLOGY INC$24.2M +401.4%
- TEVA PHARMACEUTICAL INDS LTD$10.7M +191.1%
- ALLOGENE THERAPEUTICS INC$7.5M +215.8%
- CELLDEX THERAPEUTICS INC NEW$5.0M +92.7%
- ULTRAGENYX PHARMACEUTICAL IN$3.6M +59.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | KYVERNA THERAPEUTICS INC | KYTX | 501976104 | $37.8M | 18.30% | 4,244,818 | SH |
| 2 | PYXIS ONCOLOGY INC | PYXS | 747324101 | $30.2M | 14.60% | 10,024,909 | SH |
| 3 | TAYSHA GENE THERAPIES INC | TSHA | 877619106 | $24.5M | 11.86% | 723,185 | SH |
| 4 | TEVA PHARMACEUTICAL INDS LTD | TEVA | 881624209 | $16.4M | 7.92% | 2,402,495 | SH |
| 5 | VIR BIOTECHNOLOGY INC | VIR | 92764N102 | $13.8M | 6.67% | 1,353,552 | SH |
| 6 | ALLOGENE THERAPEUTICS INC | ALLO | 019770106 | $11.0M | 5.33% | 5,298,000 | SH |
| 7 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $10.4M | 5.04% | 279,720 | SH |
| 8 | EDITAS MEDICINE INC | EDIT | 28106W103 | $10.1M | 4.90% | 3,127,000 | SH |
| 9 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 90400D108 | $9.7M | 4.67% | 289,101 | SH |
| 10 | BAUSCH PLUS LOMB CORP | BLCO | 071705107 | $9.5M | 4.60% | 573,472 | SH |
| 11 | AMGEN INC | AMGN | 031162100 | $7.3M | 3.54% | 20,212 | SH |
| 12 | SCHOLAR ROCK HLDG CORP | SRRK | 80706P103 | $7.3M | 3.53% | 132,500 | SH |
| 13 | SIONNA THERAPEUTICS INC | SION | 829401108 | $6.0M | 2.89% | 136,000 | SH |
| 14 | INCYTE CORP | INCY | 45337C102 | $4.9M | 2.38% | 43,300 | SH |
| 15 | CRINETICS PHARMACEUTICALS IN | CRNX | 22663K107 | $4.8M | 2.30% | 126,985 | SH |
| 16 | INSMED INC | INSM | 457669307 | $3.0M | 1.47% | 28,587 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $206.7M | 16 | 0000919574-26-005398 |
| 2026-03-31 | 2026-05-15 | $143.6M | 16 | 0000919574-26-003273 |
| 2025-12-31 | 2026-02-17 | $139.5M | 13 | 0000919574-26-001152 |