Gordonmd Global Investments Lp Portfolio Stock Holdings
Gordonmd Global Investments Lp disclosed 16 stock positions valued at approximately $143.6 million in its latest SEC 13F filing. The largest holdings include KYVERNA THERAPEUTICS INC, TAYSHA GENE THERAPIES INC, and VIR BIOTECHNOLOGY INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 16
- Portfolio Value
- $143.6M
Holdings by Sector
Gordonmd Global Investments Lp Portfolio Holdings in Q1 2026
16 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| KYVERNA THERAPEUTICS INC | KYTX | Healthcare | 25.51% | 4,244,818 | -147,000 | -3.35% | $36,632,779 |
| TAYSHA GENE THERAPIES INC | TSHA | Healthcare | 15.47% | 737,550 | -593,351 | -44.58% | $22,215,006 |
| VIR BIOTECHNOLOGY INC | VIR | Healthcare | 9.48% | 1,518,552 | +588,235 | +63.23% | $13,606,226 |
| BAUSCH PLUS LOMB CORP | BLCO | Healthcare | 6.35% | 573,472 | -40,000 | -6.52% | $9,118,205 |
| AMGEN INC | AMGN | Healthcare | 4.95% | 20,212 | -3,000 | -12.92% | $7,111,592 |
| SCHOLAR ROCK HLDG CORP | SRRK | Healthcare | 4.54% | 132,500 | +132,500 | +100.00% | $6,513,700 |
| ULTRAGENYX PHARMACEUTICAL IN | RARE | Healthcare | 4.22% | 289,101 | -40,000 | -12.15% | $6,056,666 |
| PYXIS ONCOLOGY INC | PYXS | Healthcare | 4.19% | 4,121,870 | - | - | $6,017,930 |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | Healthcare | 3.91% | 1,257,495 | +487,945 | +63.41% | $5,621,003 |
| SIONNA THERAPEUTICS INC | SION | Other | 3.80% | 136,000 | +136,000 | +100.00% | $5,452,240 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 3.76% | 170,307 | - | - | $5,402,138 |
| INSMED INC | INSM | Healthcare | 3.26% | 28,587 | - | - | $4,674,546 |
| CRINETICS PHARMACEUTICALS IN | CRNX | Healthcare | 3.21% | 126,985 | -97,150 | -43.34% | $4,612,095 |
| INCYTE CORP | INCY | Healthcare | 2.84% | 43,300 | -11,200 | -20.55% | $4,075,396 |
| ALLOGENE THERAPEUTICS INC | ALLO | Healthcare | 2.43% | 1,430,000 | +1,430,000 | +100.00% | $3,489,200 |
| TARSUS PHARMACEUTICALS INC | TARS | Healthcare | 2.09% | 42,680 | -24,000 | -35.99% | $2,994,002 |