GordonMD Global Investments LP — 13F Holdings & Portfolio
CIK 2039349 · latest 13F-HR filed 2026-05-15
GordonMD Global Investments LP manages $143.6M in 13F-reported U.S. long-equity assets across 16 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are KYTX (25.51%), TSHA (15.47%), VIR (9.48%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 0, added to 4, and trimmed 9.
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.
$143.6M
Long-equity book
16
Distinct positions
2026-03-31
Filed 2026-05-15
+3 / −0 / ↑4 / ↓9
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TAYSHA GENE THERAPIES INC$14.9M +203.5%
- VIR BIOTECHNOLOGY INC$8.0M +142.5%
- PYXIS ONCOLOGY INC$1.3M +27.0%
- CELLDEX THERAPEUTICS INC NEW$776.6K +16.8%
Top Trims
- TEVA PHARMACEUTICAL INDS LTD-$18.4M -76.6%
- CRINETICS PHARMACEUTICALS IN-$5.8M -55.8%
- KYVERNA THERAPEUTICS INC-$4.7M -11.3%
- TARSUS PHARMACEUTICALS INC-$2.5M -45.2%
- ULTRAGENYX PHARMACEUTICAL IN-$1.5M -20.0%
New Positions
- SCHOLAR ROCK HLDG CORP$6.5M
- SIONNA THERAPEUTICS INC$5.5M
- ALLOGENE THERAPEUTICS INC$3.5M
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 | $36.6M | 25.51% | 4,244,818 | SH |
| 2 | TAYSHA GENE THERAPIES INC | TSHA | 877619106 | $22.2M | 15.47% | 737,550 | SH |
| 3 | VIR BIOTECHNOLOGY INC | VIR | 92764N102 | $13.6M | 9.48% | 1,518,552 | SH |
| 4 | BAUSCH PLUS LOMB CORP | BLCO | 071705107 | $9.1M | 6.35% | 573,472 | SH |
| 5 | AMGEN INC | AMGN | 031162100 | $7.1M | 4.95% | 20,212 | SH |
| 6 | SCHOLAR ROCK HLDG CORP | SRRK | 80706P103 | $6.5M | 4.54% | 132,500 | SH |
| 7 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 90400D108 | $6.1M | 4.22% | 289,101 | SH |
| 8 | PYXIS ONCOLOGY INC | PYXS | 747324101 | $6.0M | 4.19% | 4,121,870 | SH |
| 9 | TEVA PHARMACEUTICAL INDS LTD | TEVA | 881624209 | $5.6M | 3.91% | 1,257,495 | SH |
| 10 | SIONNA THERAPEUTICS INC | SION | 829401108 | $5.5M | 3.80% | 136,000 | SH |
| 11 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $5.4M | 3.76% | 170,307 | SH |
| 12 | INSMED INC | INSM | 457669307 | $4.7M | 3.26% | 28,587 | SH |
| 13 | CRINETICS PHARMACEUTICALS IN | CRNX | 22663K107 | $4.6M | 3.21% | 126,985 | SH |
| 14 | INCYTE CORP | INCY | 45337C102 | $4.1M | 2.84% | 43,300 | SH |
| 15 | ALLOGENE THERAPEUTICS INC | ALLO | 019770106 | $3.5M | 2.43% | 1,430,000 | SH |
| 16 | TARSUS PHARMACEUTICALS INC | TARS | 87650L103 | $3.0M | 2.09% | 42,680 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $143.6M | 16 | 0000919574-26-003273 |
| 2025-12-31 | 2026-02-17 | $139.5M | 13 | 0000919574-26-001152 |