GordonMD Global Investments LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), GordonMD Global Investments LP reported 16 stock positions worth $206.7 million. Its top holding was Kyverna Therapeutics (KYTX) at 18.3% of the portfolio, followed by Pyxis Oncology (PYXS, 14.6%) and Taysha Gene Therapies (TSHA, 11.9%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 4 and reduced 2. The biggest buy was Pyxis Oncology (PYXS, shares +143%) and the biggest sale Taysha Gene Therapies (TSHA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Beverely Hills, CA
- CIK
- 0002039349
- Portfolio Value
- $206.7M (Q2 2026)
- SEC Filing
- 0000919574-26-005398 ↗ filed Aug 14, 2026
Holdings Value
Holdings 16 stocks · $206.7M
| KYTX Kyverna Therapeutics Inc. | 18.30% | 4,244,818 | $37.8M | No change |
| PYXS Pyxis Oncology Inc. | 14.60% | 10,024,909 | $30.2M | Add +143.2% |
| TSHA Taysha Gene Therapies Inc. | 11.86% | 723,185 | $24.5M | Reduce -1.9% |
| TEVA Teva Pharmaceutical-SP ADR | 7.92% | 2,402,495 | $16.4M | Add +91.0% |
| VIR Vir Biotechnology Inc. | 6.67% | 1,353,552 | $13.8M | Reduce -10.9% |
| ALLO Allogene Therapeutics Inc. | 5.33% | 5,298,000 | $11.0M | Add +270.5% |
| CLDX Celldex Therapeutics Inc. | 5.04% | 279,720 | $10.4M | Add +64.2% |
| EDIT Editas Medicine Inc. | 4.90% | 3,127,000 | $10.1M | New |
| RARE Ultragenyx Pharmaceutical Inc. | 4.67% | 289,101 | $9.7M | No change |
| BLCO Bausch + Lomb Corp. | 4.60% | 573,472 | $9.5M | No change |
| AMGN Amgen Inc. | 3.54% | 20,212 | $7.3M | No change |
| SRRK Scholar Rock Holding Corp. | 3.53% | 132,500 | $7.3M | No change |
| SION Sionna Therapeutics Inc. | 2.89% | 136,000 | $6.0M | No change |
| INCY Incyte Corp. | 2.38% | 43,300 | $4.9M | No change |
| CRNX Crinetics Pharmaceuticals Inc. | 2.30% | 126,985 | $4.8M | No change |
| INSM Insmed Inc. | 1.47% | 28,587 | $3.0M | No change |