# GordonMD Global Investments LP: Form 13F holdings

An institutional investment manager in Beverely Hills, CA. SEC CIK 2039349.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $206.7m
- Positions: 16 (16 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2039349/000091957426005398/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [KYVERNA THERAPEUTICS INC (KYTX)](/companies/kytx.md) | COM | $37.8m | 18.3% | 4,244,818 |  | Unchanged |
| [PYXIS ONCOLOGY INC (PYXS)](/companies/pyxs.md) | COMMON STOCK | $30.2m | 14.6% | 10,024,909 |  | Added +5,903,039 |
| [TAYSHA GENE THERAPIES INC (TSHA)](/companies/tsha.md) | COM SHS | $24.5m | 11.9% | 723,185 |  | Reduced −14,365 |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | $16.4m | 7.9% | 2,402,495 |  | Added +1,145,000 |
| [VIR BIOTECHNOLOGY INC (VIR)](/companies/vir.md) | COM | $13.8m | 6.7% | 1,353,552 |  | Reduced −165,000 |
| [ALLOGENE THERAPEUTICS INC (ALLO)](/companies/allo.md) | COM | $11.0m | 5.3% | 5,298,000 |  | Added +3,868,000 |
| [CELLDEX THERAPEUTICS INC NEW (CLDX)](/companies/cldx.md) | COM NEW | $10.4m | 5.0% | 279,720 |  | Added +109,413 |
| [EDITAS MEDICINE INC (EDIT)](/companies/edit.md) | COM | $10.1m | 4.9% | 3,127,000 |  | New +3,127,000 |
| [ULTRAGENYX PHARMACEUTICAL IN (RARE)](/companies/rare.md) | COM | $9.7m | 4.7% | 289,101 |  | Unchanged |
| [BAUSCH PLUS LOMB CORP (BLCO)](/companies/blco.md) | COMMON SHARES | $9.5m | 4.6% | 573,472 |  | Unchanged |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $7.3m | 3.5% | 20,212 |  | Unchanged |
| [SCHOLAR ROCK HLDG CORP (SRRK)](/companies/srrk.md) | COM | $7.3m | 3.5% | 132,500 |  | Unchanged |
| [SIONNA THERAPEUTICS INC (SION)](/companies/sion.md) | COM | $6.0m | 2.9% | 136,000 |  | Unchanged |
| [INCYTE CORP (INCY)](/companies/incy.md) | COM | $4.9m | 2.4% | 43,300 |  | Unchanged |
| CRINETICS PHARMACEUTICALS IN | COM | $4.8m | 2.3% | 126,985 |  | Unchanged |
| [INSMED INC (INSM)](/companies/insm.md) | COM PAR $.01 | $3.0m | 1.5% | 28,587 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [TARSUS PHARMACEUTICALS INC (TARS)](/companies/tars.md) | COM | $0 | 0.0% | 0 |  | Sold out −42,680 |

Source: SEC EDGAR, Form 13F-HR, accession 0000919574-26-005398. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.