GordonMD Global Investments LP 13F Holdings · Q2 2026
GordonMD Global Investments LP reported 16 securities worth $206.66M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: KYTX (18.30%), PYXS (14.60%), TSHA (11.86%). Among its top 25 positions this quarter: 1 new, 4 added, 2 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KYTX | KYVERNA THERAPEUTICS INC | $37.8M | 18.30% | 4.2M | Hold |
| 2 | PYXS | PYXIS ONCOLOGY INC | $30.2M | 14.60% | 10.0M | Added |
| 3 | TSHA | TAYSHA GENE THERAPIES INC | $24.5M | 11.86% | 723,185 | Trimmed |
| 4 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $16.4M | 7.92% | 2.4M | Added |
| 5 | VIR | VIR BIOTECHNOLOGY INC | $13.8M | 6.67% | 1.4M | Trimmed |
| 6 | ALLO | ALLOGENE THERAPEUTICS INC | $11.0M | 5.33% | 5.3M | Added |
| 7 | CLDX | CELLDEX THERAPEUTICS INC NEW | $10.4M | 5.04% | 279,720 | Added |
| 8 | EDIT | EDITAS MEDICINE INC | $10.1M | 4.90% | 3.1M | New |
| 9 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $9.7M | 4.67% | 289,101 | Hold |
| 10 | BLCO | BAUSCH PLUS LOMB CORP | $9.5M | 4.60% | 573,472 | Hold |
| 11 | AMGN | AMGEN INC | $7.3M | 3.54% | 20,212 | Hold |
| 12 | SRRK | SCHOLAR ROCK HLDG CORP | $7.3M | 3.53% | 132,500 | Hold |
| 13 | SION | SIONNA THERAPEUTICS INC | $6.0M | 2.89% | 136,000 | Hold |
| 14 | INCY | INCYTE CORP | $4.9M | 2.38% | 43,300 | Hold |
| 15 | CRNX | CRINETICS PHARMACEUTICALS IN | $4.8M | 2.30% | 126,985 | Hold |
| 16 | INSM | INSMED INC | $3.0M | 1.47% | 28,587 | Hold |
| 17 | TARS | TARSUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR