Gordonmd Global Investments Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Gordonmd Global Investments Lp disclosed 16 stock positions valued at approximately $206.66M as of quarter-end June 30, 2026. The largest holdings include KYVERNA THERAPEUTICS INC, PYXIS ONCOLOGY INC, and TAYSHA GENE THERAPIES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 16
- Portfolio Value
- $206.66M
Holdings by Sector
Gordonmd Global Investments Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| KYVERNA THERAPEUTICS INC | KYTX | Healthcare | 18.30% | 4,244,818 | - | - | $37,821,328 |
| PYXIS ONCOLOGY INC | PYXS | Healthcare | 14.60% | 10,024,909 | +5,903,039 | +143.21% | $30,174,976 |
| TAYSHA GENE THERAPIES INC | TSHA | Healthcare | 11.86% | 723,185 | -14,365 | -1.95% | $24,501,508 |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | Healthcare | 7.92% | 2,402,495 | +1,145,000 | +91.05% | $16,360,991 |
| VIR BIOTECHNOLOGY INC | VIR | Healthcare | 6.67% | 1,353,552 | -165,000 | -10.87% | $13,792,695 |
| ALLOGENE THERAPEUTICS INC | ALLO | Healthcare | 5.33% | 5,298,000 | +3,868,000 | +270.49% | $11,019,840 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 5.04% | 279,720 | +109,413 | +64.24% | $10,408,381 |
| EDITAS MEDICINE INC | EDIT | Healthcare | 4.90% | 3,127,000 | +3,127,000 | +100.00% | $10,131,480 |
| ULTRAGENYX PHARMACEUTICAL IN | RARE | Healthcare | 4.67% | 289,101 | - | - | $9,653,082 |
| BAUSCH PLUS LOMB CORP | BLCO | Healthcare | 4.60% | 573,472 | - | - | $9,496,696 |
| AMGEN INC | AMGN | Healthcare | 3.54% | 20,212 | - | - | $7,319,169 |
| SCHOLAR ROCK HLDG CORP | SRRK | Healthcare | 3.53% | 132,500 | - | - | $7,287,500 |
| SIONNA THERAPEUTICS INC | SION | Other | 2.89% | 136,000 | - | - | $5,982,640 |
| INCYTE CORP | INCY | Healthcare | 2.38% | 43,300 | - | - | $4,908,488 |
| CRINETICS PHARMACEUTICALS IN | CRNX | Healthcare | 2.30% | 126,985 | - | - | $4,751,779 |
| INSMED INC | INSM | Healthcare | 1.47% | 28,587 | - | - | $3,047,946 |
Showing 16 of 16 holdings in the latest reporting period.