GordonMD Global Investments LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
GordonMD Global Investments LP disclosed 13 US equity positions worth $139.5m in its Q4 2025 13F filing. The largest position was KYTX at 29.6% of the reported book, followed by TEVA and BLCO.
What did GordonMD Global Investments LP own in Q4 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | KYTX KYVERNA THERAPEUTICS INC | 29.6% | $41.3m | 4,391,818 | – | ||
| 2 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 17.2% | $24.0m | 769,550 | – | |
| 3 | BLCO BAUSCH PLUS LOMB CORP | 7.5% | $10.5m | 613,472 | – | ||
| 4 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 7.5% | $10.4m | 224,135 | – | ||
| 5 | AMGN AMGEN INC | Healthcare | 5.4% | $7.6m | 23,212 | – | |
| 6 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 5.4% | $7.6m | 329,101 | – | |
| 7 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 5.2% | $7.3m | 1,330,901 | – | |
| 8 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 4.0% | $5.6m | 930,317 | – | |
| 9 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 3.9% | $5.5m | 66,680 | – | |
| 10 | INCY INCYTE CORP | Healthcare | 3.9% | $5.4m | 54,500 | – | |
| 11 | INSM INSMED INC | Healthcare | 3.6% | $5.0m | 28,587 | – | |
| 12 | PYXS PYXIS ONCOLOGY INC | 3.4% | $4.7m | 4,121,870 | – | ||
| 13 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 3.3% | $4.6m | 170,307 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.