DOSSIER · 13F-HR · Q2 2026

GordonMD Global Investments LP

$207M in tracked AUM across 16 positions as of Q2 2026.

GG
CIK 0002039349 · last filed Jun 30, 2026
Total AUM
$207M
as of Q2 2026
Holdings
16
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

GordonMD Global Investments LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
KYTX
KYVERNA THERAPEUTICS INC
$38M4.2M18.3%
02
PYXS
PYXIS ONCOLOGY INC
$30M10.0M14.6%
03
TSHA
TAYSHA GENE THERAPIES INC
$25M723K11.9%
04
TEVA
TEVA PHARMACEUTICAL INDS LTD
$16M2.4M7.9%
05
VIR
VIR BIOTECHNOLOGY INC
$14M1.4M6.7%
06
ALLO
ALLOGENE THERAPEUTICS INC
$11M5.3M5.3%
07
CLDX
CELLDEX THERAPEUTICS INC NEW
$10M280K5.0%
08
EDIT
EDITAS MEDICINE INC
$10M3.1M4.9%
09
RARE
ULTRAGENYX PHARMACEUTICAL IN
$10M289K4.7%
10
BLCO
BAUSCH PLUS LOMB CORP
$9M573K4.6%

Filing history

2026Q2Jun 30
$207M 43.9%
16 positionsView →
2026Q1Mar 31
$144M 2.9%
16 positionsView →
2025Q4Dec 31
$139M
13 positionsView →