GordonMD Global Investments LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), GordonMD Global Investments LP reported 16 stock positions worth $143.6 million. Its top holding was Kyverna Therapeutics (KYTX) at 25.5% of the portfolio, followed by Taysha Gene Therapies (TSHA, 15.5%) and Vir Biotechnology (VIR, 9.5%). Compared with Q4 2025, it opened 3 new positions, added to 2 and reduced 8. The biggest buy was Vir Biotechnology (VIR, shares +63%) and the biggest sale Crinetics Pharmaceuticals (CRNX, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- Beverely Hills, CA
- CIK
- 0002039349
- Portfolio Value
- $143.6M (Q1 2026)
- SEC Filing
- 0000919574-26-003273 ↗ filed May 15, 2026
Holdings Value
Holdings 16 stocks · $143.6M
| KYTX Kyverna Therapeutics Inc. | 25.51% | 4,244,818 | $36.6M | Reduce -3.4% |
| TSHA Taysha Gene Therapies Inc. | 15.47% | 737,550 | $22.2M | Reduce -44.6% |
| VIR Vir Biotechnology Inc. | 9.48% | 1,518,552 | $13.6M | Add +63.2% |
| BLCO Bausch + Lomb Corp. | 6.35% | 573,472 | $9.1M | Reduce -6.5% |
| AMGN Amgen Inc. | 4.95% | 20,212 | $7.1M | Reduce -12.9% |
| SRRK Scholar Rock Holding Corp. | 4.54% | 132,500 | $6.5M | New |
| RARE Ultragenyx Pharmaceutical Inc. | 4.22% | 289,101 | $6.1M | Reduce -12.2% |
| PYXS Pyxis Oncology Inc. | 4.19% | 4,121,870 | $6.0M | No change |
| TEVA Teva Pharmaceutical-SP ADR | 3.91% | 1,257,495 | $5.6M | Add +63.4% |
| SION Sionna Therapeutics Inc. | 3.80% | 136,000 | $5.5M | New |
| CLDX Celldex Therapeutics Inc. | 3.76% | 170,307 | $5.4M | No change |
| INSM Insmed Inc. | 3.26% | 28,587 | $4.7M | No change |
| CRNX Crinetics Pharmaceuticals Inc. | 3.21% | 126,985 | $4.6M | Reduce -43.3% |
| INCY Incyte Corp. | 2.84% | 43,300 | $4.1M | Reduce -20.6% |
| ALLO Allogene Therapeutics Inc. | 2.43% | 1,430,000 | $3.5M | New |
| TARS Tarsus Pharmaceuticals Inc. | 2.09% | 42,680 | $3.0M | Reduce -36.0% |
Portfolio Sells Q4 2025 → Q1 2026
| CRNX Crinetics Pharmaceuticals Inc. | Reduce -43.3% | 3.21% | −4.27 |
| KYTX Kyverna Therapeutics Inc. | Reduce -3.4% | 25.51% | −4.08 |
| TARS Tarsus Pharmaceuticals Inc. | Reduce -36.0% | 2.09% | −1.83 |
| RARE Ultragenyx Pharmaceutical Inc. | Reduce -12.2% | 4.22% | −1.21 |
| BLCO Bausch + Lomb Corp. | Reduce -6.5% | 6.35% | −1.16 |
| INCY Incyte Corp. | Reduce -20.6% | 2.84% | −1.02 |
| AMGN Amgen Inc. | Reduce -12.9% | 4.95% | −0.49 |
| TSHA Taysha Gene Therapies Inc. | Reduce -44.6% | 15.47% | +10.22 |