GordonMD Global Investments LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), GordonMD Global Investments LP reported 13 stock positions worth $139.5 million. Its top holding was Kyverna Therapeutics (KYTX) at 29.6% of the portfolio, followed by Teva Pharmaceutical-SP ADR (TEVA, 17.2%) and Bausch + Lomb (BLCO, 7.5%).
- Most Recent 13F
- Q2 2026
- Location
- Beverely Hills, CA
- CIK
- 0002039349
- Portfolio Value
- $139.5M (Q4 2025)
- SEC Filing
- 0000919574-26-001152 ↗ filed Feb 17, 2026
Holdings Value
Holdings 13 stocks · $139.5M
| KYTX Kyverna Therapeutics Inc. | 29.60% | 4,391,818 | $41.3M | — |
| TEVA Teva Pharmaceutical-SP ADR | 17.22% | 769,550 | $24.0M | — |
| BLCO Bausch + Lomb Corp. | 7.51% | 613,472 | $10.5M | — |
| CRNX Crinetics Pharmaceuticals Inc. | 7.48% | 224,135 | $10.4M | — |
| AMGN Amgen Inc. | 5.45% | 23,212 | $7.6M | — |
| RARE Ultragenyx Pharmaceutical Inc. | 5.43% | 329,101 | $7.6M | — |
| TSHA Taysha Gene Therapies Inc. | 5.25% | 1,330,901 | $7.3M | — |
| VIR Vir Biotechnology Inc. | 4.02% | 930,317 | $5.6M | — |
| TARS Tarsus Pharmaceuticals Inc. | 3.91% | 66,680 | $5.5M | — |
| INCY Incyte Corp. | 3.86% | 54,500 | $5.4M | — |
| INSM Insmed Inc. | 3.57% | 28,587 | $5.0M | — |
| PYXS Pyxis Oncology Inc. | 3.40% | 4,121,870 | $4.7M | — |
| CLDX Celldex Therapeutics Inc. | 3.32% | 170,307 | $4.6M | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.