§ 13F · FUND PROFILE
GordonMD Global Investments LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 13Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$139.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | KYTX | KYVERNA THERAPEUTICS INC | 4.39M | $41.3T | 29.6% | NEW |
| 2 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 770K | $24.0T | 17.2% | NEW |
| 3 | BLCO | BAUSCH PLUS LOMB CORP | 613K | $10.5T | 7.5% | NEW |
| 4 | CRNX | CRINETICS PHARMACEUTICALS IN | 224K | $10.4T | 7.5% | NEW |
| 5 | AMGN | AMGEN INC | 23K | $7.6T | 5.4% | NEW |
| 6 | RARE | ULTRAGENYX PHARMACEUTICAL IN | 329K | $7.6T | 5.4% | NEW |
| 7 | TSHA | TAYSHA GENE THERAPIES INC | 1.33M | $7.3T | 5.2% | NEW |
| 8 | VIR | VIR BIOTECHNOLOGY INC | 930K | $5.6T | 4.0% | NEW |
| 9 | TARS | TARSUS PHARMACEUTICALS INC | 67K | $5.5T | 3.9% | NEW |
| 10 | INCY | INCYTE CORP | 55K | $5.4T | 3.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GORDONMD SIGNAL
AC read
GordonMD Global Investments LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed