GordonMD Global Investments LP reported 15 positions worth $201.91M for the quarter ended Jun 30, 2026, up 45.3% on the prior quarter. It opened 1 new position, added to 4, trimmed 2 and exited 1. Its largest holding is Kyverna Therapeutics, Inc. at 18.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PYXS Pyxis Oncology, Inc. | +5.90M | +143.2% | $17.77M | 14.95% |
| EDIT Editas Medicine, Inc. | +3.13M | – | $10.13M | 5.02% |
| ALLO Allogene Therapeutics, Inc. | +3.87M | +270.5% | $8.05M | 5.46% |
| TEVA Teva Pharmaceutical Industries Ltd | +1.15M | +91.1% | $7.80M | 8.1% |
| CLDX Celldex Therapeutics, Inc. | +109.4K | +64.2% | $4.07M | 5.16% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| EDIT Editas Medicine, Inc. | +3.13M | $10.13M | 5.02% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| TARS Tarsus Pharmaceuticals, Inc. | -42.7K | $2.99M | 2.15% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | KYTX Kyverna Therapeutics, Inc. | Healthcare | 4.24M | $37.82M | 18.73% | 0 | 0.0% | Unchanged | 6.89% |
| 2 | PYXS Pyxis Oncology, Inc. | Healthcare | 10.02M | $30.17M | 14.95% | +5.90M | +143.2% | Added | 15.67% |
| 3 | TSHA Taysha Gene Therapies, Inc. | Healthcare | 723.2K | $24.50M | 12.14% | -14.4K | -1.9% | Reduced | 0.2% |
| 4 | TEVA Teva Pharmaceutical Industries Ltd | Healthcare | 2.40M | $16.36M | 8.1% | +1.15M | +91.1% | Added | 0.21% |
| 5 | VIR Vir Biotechnology, Inc. | Healthcare | 1.35M | $13.79M | 6.83% | -165.0K | -10.9% | Reduced | 0.8% |
| 6 | ALLO Allogene Therapeutics, Inc. | Healthcare | 5.30M | $11.02M | 5.46% | +3.87M | +270.5% | Added | 1.53% |
| 7 | CLDX Celldex Therapeutics, Inc. | Healthcare | 279.7K | $10.41M | 5.16% | +109.4K | +64.2% | Added | 0.36% |
| 8 | EDIT Editas Medicine, Inc. | Healthcare | 3.13M | $10.13M | 5.02% | +3.13M | – | New | 2.62% |
| 9 | RARE Ultragenyx Pharmaceutical Inc. | Healthcare | 289.1K | $9.65M | 4.78% | 0 | 0.0% | Unchanged | 0.28% |
| 10 | BLCO Bausch & Lomb Corp | Healthcare | 573.5K | $9.50M | 4.7% | 0 | 0.0% | Unchanged | 0.16% |
| 11 | AMGN Amgen Inc | Healthcare | 20.2K | $7.32M | 3.63% | 0 | 0.0% | Unchanged | 0% |
| 12 | SRRK Scholar Rock Holding Corp | Healthcare | 132.5K | $7.29M | 3.61% | 0 | 0.0% | Unchanged | 0.1% |
| 13 | SION Sionna Therapeutics, Inc. | Healthcare | 136.0K | $5.98M | 2.96% | 0 | 0.0% | Unchanged | 0.3% |
| 14 | INCY Incyte Corp | Healthcare | 43.3K | $4.91M | 2.43% | 0 | 0.0% | Unchanged | 0.02% |
| 15 | INSM INSMED Inc | Healthcare | 28.6K | $3.05M | 1.51% | 0 | 0.0% | Unchanged | 0.01% |
Tip. Select a row to see that position’s full history at GordonMD Global Investments.
As of its Q2 2026 13F filing, GordonMD Global Investments LP’s five largest positions were Kyverna Therapeutics, Inc. (KYTX) at 18.7%, Pyxis Oncology, Inc. (PYXS) at 14.9%, Taysha Gene Therapies, Inc. (TSHA) at 12.1%, Teva Pharmaceutical Industries Ltd (TEVA) at 8.1%, Vir Biotechnology, Inc. (VIR) at 6.8% of the reported portfolio.
GordonMD Global Investments LP reported a 13F portfolio worth $201.91M across 15 positions for Q2 2026. That is up 45.3% from the previous quarter.
Its largest purchases by value were Pyxis Oncology, Inc. ($17.77M), Editas Medicine, Inc. ($10.13M), Allogene Therapeutics, Inc. ($8.05M). It opened 1 new positions.
Its largest sales by value were Tarsus Pharmaceuticals, Inc. ($2.99M), Vir Biotechnology, Inc. ($1.68M), Taysha Gene Therapies, Inc. ($486.69K). It exited 1 positions entirely.
From the Form 13F-HR reports GordonMD Global Investments LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.