GordonMD Global Investments LP
GordonMD Global Investments LP reported 16 holdings worth US$207M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
GordonMD Global Investments LP reported 16 holdings worth US$207M as of Jun 30, 2026. Largest: Kyverna Therapeutics, Inc., Pyxis Oncology, Inc. and Taysha Gene Therapies, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 16
- Value as reported
- US$207M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Kyverna Therapeutics, Inc. | 4.24M | US$37.8M | 18.3% |
| Pyxis Oncology, Inc. | 10M | US$30.2M | 14.6% |
| Taysha Gene Therapies, Inc. | 723K | US$24.5M | 11.9% |
| Teva Pharmaceutical Industries Limited | 2.4M | US$16.4M | 7.9% |
| Vir Biotechnology, Inc. | 1.35M | US$13.8M | 6.7% |
| Allogene Therapeutics, Inc. | 5.3M | US$11M | 5.3% |
| Celldex Therapeutics, Inc. | 280K | US$10.4M | 5.0% |
| Editas Medicine, Inc. | 3.13M | US$10.1M | 4.9% |
| Ultragenyx Pharmaceutical Inc. | 289K | US$9.65M | 4.7% |
| Bausch + Lomb Corporation | 573K | US$9.5M | 4.6% |
| Amgen Inc. | 20,212 | US$7.32M | 3.5% |
| Scholar Rock Holding Corporation | 133K | US$7.29M | 3.5% |
| Sionna Therapeutics, Inc. | 136K | US$5.98M | 2.9% |
| Incyte Corporation | 43,300 | US$4.91M | 2.4% |
| Crinetics Pharmaceuticals, Inc. | 127K | US$4.75M | 2.3% |
| Insmed Incorporated | 28,587 | US$3.05M | 1.5% |
| Tarsus Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |