# GordonMD Global Investments LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2039349. Source: https://holderbook.com/funds/2039349-gordonmd-global-investments-lp/

- Reported value: $206.7M
- Positions: 16
- Weight of the ten largest: 83.9%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| KYVERNA THERAPEUTICS INC | [KYTX](https://holderbook.com/stocks/KYTX/) | $37.8M | 4,244,818 | 18.3% | 3 |
| PYXIS ONCOLOGY INC | [PYXS](https://holderbook.com/stocks/PYXS/) | $30.2M | 10,024,909 | 14.6% | 3 |
| TAYSHA GENE THERAPIES INC | [TSHA](https://holderbook.com/stocks/TSHA/) | $24.5M | 723,185 | 11.9% | 3 |
| TEVA PHARMACEUTICAL INDS LTD | [TEVA](https://holderbook.com/stocks/TEVA/) | $16.4M | 2,402,495 | 7.9% | 3 |
| VIR BIOTECHNOLOGY INC | [VIR](https://holderbook.com/stocks/VIR/) | $13.8M | 1,353,552 | 6.7% | 3 |
| ALLOGENE THERAPEUTICS INC | [ALLO](https://holderbook.com/stocks/ALLO/) | $11.0M | 5,298,000 | 5.3% | 2 |
| CELLDEX THERAPEUTICS INC NEW | [CLDX](https://holderbook.com/stocks/CLDX/) | $10.4M | 279,720 | 5.0% | 3 |
| EDITAS MEDICINE INC | [EDIT](https://holderbook.com/stocks/EDIT/) | $10.1M | 3,127,000 | 4.9% | 1 |
| ULTRAGENYX PHARMACEUTICAL IN | [RARE](https://holderbook.com/stocks/RARE/) | $9.7M | 289,101 | 4.7% | 3 |
| BAUSCH PLUS LOMB CORP | [BLCO](https://holderbook.com/stocks/BLCO/) | $9.5M | 573,472 | 4.6% | 3 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $7.3M | 20,212 | 3.5% | 3 |
| SCHOLAR ROCK HLDG CORP | [SRRK](https://holderbook.com/stocks/SRRK/) | $7.3M | 132,500 | 3.5% | 2 |
| SIONNA THERAPEUTICS INC | [SION](https://holderbook.com/stocks/SION/) | $6.0M | 136,000 | 2.9% | 2 |
| INCYTE CORP | [INCY](https://holderbook.com/stocks/INCY/) | $4.9M | 43,300 | 2.4% | 3 |
| CRINETICS PHARMACEUTICALS IN | [CRNX](https://holderbook.com/stocks/CRNX/) | $4.8M | 126,985 | 2.3% | 3 |
| INSMED INC | [INSM](https://holderbook.com/stocks/INSM/) | $3.0M | 28,587 | 1.5% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.3% | +14.8% | -1.5% | 109% |
| Q1 2026 | -3.8% | -4.6% | +0.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $206.7M | 16 |
| Q1 2026 | $143.6M | 16 |
| Q4 2025 | $139.5M | 13 |