§ 13F · FUND PROFILE
GordonMD Global Investments LP.
AUM · $207M (13F)Positions · 16Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | KYTX | KYVERNA THERAPEUTICS INC | 4.24M | $38M | 18.3% | ±0% |
| 2 | PYXS | PYXIS ONCOLOGY INC | 10.02M | $30M | 14.6% | +143% |
| 3 | TSHA | TAYSHA GENE THERAPIES INC | 723K | $25M | 11.9% | −2% |
| 4 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 2.40M | $16M | 7.9% | +91% |
| 5 | VIR | VIR BIOTECHNOLOGY INC | 1.35M | $14M | 6.7% | −11% |
| 6 | ALLO | ALLOGENE THERAPEUTICS INC | 5.30M | $11M | 5.3% | +270% |
| 7 | CLDX | CELLDEX THERAPEUTICS INC NEW | 280K | $10M | 5.0% | +64% |
| 8 | EDIT | EDITAS MEDICINE INC | 3.13M | $10M | 4.9% | NEW |
| 9 | RARE | ULTRAGENYX PHARMACEUTICAL IN | 289K | $10M | 4.7% | ±0% |
| 10 | BLCO | BAUSCH PLUS LOMB CORP | 573K | $9M | 4.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GORDONMD SIGNAL
AC read
GordonMD Global Investments LP is a Other fund managing $207 million in assets. The fund runs a focused portfolio of just 16 positions.
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