GordonMD Global Investments LP
CIK: 2039349
Holdings (16)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- KYTX
KYVERNA THERAPEUTICS INC
$37.82M
4.24M sh18.30%+0.0% - PYXS
PYXIS ONCOLOGY INC
$30.17M
10.02M sh14.60%+143.2% - TSHA
TAYSHA GENE THERAPIES INC
$24.5M
723,185 sh11.86%-1.9% - TEVA
TEVA PHARMACEUTICAL INDS LTD
$16.36M
2.40M sh7.92%+91.0% - VIR
VIR BIOTECHNOLOGY INC
$13.79M
1.35M sh6.67%-10.9% - ALLO
ALLOGENE THERAPEUTICS INC
$11.02M
5.30M sh5.33%+270.5% - CLDX
CELLDEX THERAPEUTICS INC NEW
$10.41M
279,720 sh5.04%+64.2% - EDIT
EDITAS MEDICINE INC
$10.13M
3.13M sh4.90%New - RARE
ULTRAGENYX PHARMACEUTICAL IN
$9.65M
289,101 sh4.67%+0.0% - BLCO
BAUSCH PLUS LOMB CORP
$9.5M
573,472 sh4.60%+0.0% - AMGN
AMGEN INC
$7.32M
20,212 sh3.54%+0.0% - SRRK
SCHOLAR ROCK HLDG CORP
$7.29M
132,500 sh3.53%+0.0% - SION
SIONNA THERAPEUTICS INC
$5.98M
136,000 sh2.89%+0.0% - INCY
INCYTE CORP
$4.91M
43,300 sh2.38%+0.0% - CRNX
CRINETICS PHARMACEUTICALS IN
$4.75M
126,985 sh2.30%+0.0% - INSM
INSMED INC
$3.05M
28,587 sh1.47%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 KYTX KYVERNA THERAPEUTICS INC | 4.24M | $37.82M | +0.0% | 18.30% | Q2 2026 |
 PYXS PYXIS ONCOLOGY INC | 10.02M | $30.17M | +143.2% | 14.60% | Q2 2026 |
 TSHA TAYSHA GENE THERAPIES INC | 723,185 | $24.5M | -1.9% | 11.86% | Q2 2026 |
 TEVA TEVA PHARMACEUTICAL INDS LTD | 2.40M | $16.36M | +91.0% | 7.92% | Q2 2026 |
 VIR VIR BIOTECHNOLOGY INC | 1.35M | $13.79M | -10.9% | 6.67% | Q2 2026 |
 ALLO ALLOGENE THERAPEUTICS INC | 5.30M | $11.02M | +270.5% | 5.33% | Q2 2026 |
 CLDX CELLDEX THERAPEUTICS INC NEW | 279,720 | $10.41M | +64.2% | 5.04% | Q2 2026 |
 EDIT EDITAS MEDICINE INC | 3.13M | $10.13M | New | 4.90% | Q2 2026 |
 RARE ULTRAGENYX PHARMACEUTICAL IN | 289,101 | $9.65M | +0.0% | 4.67% | Q2 2026 |
 BLCO BAUSCH PLUS LOMB CORP | 573,472 | $9.5M | +0.0% | 4.60% | Q2 2026 |
 AMGN AMGEN INC | 20,212 | $7.32M | +0.0% | 3.54% | Q2 2026 |
 SRRK SCHOLAR ROCK HLDG CORP | 132,500 | $7.29M | +0.0% | 3.53% | Q2 2026 |
 SION SIONNA THERAPEUTICS INC | 136,000 | $5.98M | +0.0% | 2.89% | Q2 2026 |
 INCY INCYTE CORP | 43,300 | $4.91M | +0.0% | 2.38% | Q2 2026 |
 CRNX CRINETICS PHARMACEUTICALS IN | 126,985 | $4.75M | +0.0% | 2.30% | Q2 2026 |
 INSM INSMED INC | 28,587 | $3.05M | +0.0% | 1.47% | Q2 2026 |
1-16 of 16 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About GordonMD Global Investments LP
GordonMD Global Investments LP is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 2039349). Signal8 holds 9 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 16 securities, not counting options, the same number as in Q1 2026.
Its five largest reported positions, in order, are KYVERNA THERAPEUTICS INC (KYTX), PYXIS ONCOLOGY INC (PYXS), TAYSHA GENE THERAPIES INC (TSHA), TEVA PHARMACEUTICAL INDS LTD (TEVA) and VIR BIOTECHNOLOGY INC (VIR). The next five are ALLOGENE THERAPEUTICS INC (ALLO), CELLDEX THERAPEUTICS INC NEW (CLDX), EDITAS MEDICINE INC (EDIT), ULTRAGENYX PHARMACEUTICAL IN (RARE) and BAUSCH PLUS LOMB CORP (BLCO).
Recent 13F filings by GordonMD Global Investments LP
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 16 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 16 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 13 securities.