GordonMD Global Investments LP
An institutional investment manager in Beverely Hills, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 2039349.
- Reported value$206.7m
- Positions16
Holdings: 16 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Kyverna Therapeutics IncKYTX | COM | 501976104 | 37.8 | 18.3% | 4,244,818 | Unchanged | |
| Pyxis Oncology IncPYXS | COMMON STOCK | 747324101 | 30.2 | 14.6% | 10,024,909 | Added+5,903,039 | |
| Taysha Gene Therapies IncTSHA | COM SHS | 877619106 | 24.5 | 11.9% | 723,185 | Reduced−14,365 | |
| Teva Pharmaceutical Inds Ltd | SPONSORED ADS | 881624209 | 16.4 | 7.9% | 2,402,495 | Added+1,145,000 | |
| VIR Biotechnology IncVIR | COM | 92764N102 | 13.8 | 6.7% | 1,353,552 | Reduced−165,000 | |
| Allogene Therapeutics IncALLO | COM | 019770106 | 11.0 | 5.3% | 5,298,000 | Added+3,868,000 | |
| Celldex Therapeutics Inc NewCLDX | COM NEW | 15117B202 | 10.4 | 5.0% | 279,720 | Added+109,413 | |
| Editas Medicine IncEDIT | COM | 28106W103 | 10.1 | 4.9% | 3,127,000 | New+3,127,000 | |
| Ultragenyx Pharmaceutical inRARE | COM | 90400D108 | 9.7 | 4.7% | 289,101 | Unchanged | |
| Bausch Plus Lomb CorpBLCO | COMMON SHARES | 071705107 | 9.5 | 4.6% | 573,472 | Unchanged | |
| Amgen IncAMGN | COM | 031162100 | 7.3 | 3.5% | 20,212 | Unchanged | |
| Scholar Rock HLDG CorpSRRK | COM | 80706P103 | 7.3 | 3.5% | 132,500 | Unchanged | |
| Sionna Therapeutics IncSION | COM | 829401108 | 6.0 | 2.9% | 136,000 | Unchanged | |
| Incyte CorpINCY | COM | 45337C102 | 4.9 | 2.4% | 43,300 | Unchanged | |
| Crinetics Pharmaceuticals in | COM | 22663K107 | 4.8 | 2.3% | 126,985 | Unchanged | |
| Insmed IncINSM | COM PAR $.01 | 457669307 | 3.0 | 1.5% | 28,587 | Unchanged |
Sold out: 1 position
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Tarsus Pharmaceuticals IncTARS | COM | 87650L103 | 0.0 | 0.0% | 0 | Sold out−42,680 |
Source: SEC EDGAR, Form 13F-HR, accession 0000919574-26-005398 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.