GordonMD Global Investments LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
GordonMD Global Investments LP disclosed 16 US equity positions worth $143.6m in its Q1 2026 13F filing. The largest position was KYTX at 25.5% of the reported book, followed by TSHA and VIR.
What did GordonMD Global Investments LP own in Q1 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | KYTX KYVERNA THERAPEUTICS INC | 25.5% | $36.6m | 4,244,818 | – | ||
| 2 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 15.5% | $22.2m | 737,550 | – | |
| 3 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 9.5% | $13.6m | 1,518,552 | – | |
| 4 | BLCO BAUSCH PLUS LOMB CORP | Healthcare | 6.4% | $9.1m | 573,472 | – | |
| 5 | AMGN AMGEN INC | Healthcare | 5.0% | $7.1m | 20,212 | – | |
| 6 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 4.5% | $6.5m | 132,500 | – | |
| 7 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 4.2% | $6.1m | 289,101 | – | |
| 8 | PYXS PYXIS ONCOLOGY INC | 4.2% | $6.0m | 4,121,870 | – | ||
| 9 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 3.9% | $5.6m | 1,257,495 | – | |
| 10 | SION SIONNA THERAPEUTICS INC | Healthcare | 3.8% | $5.5m | 136,000 | – | |
| 11 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 3.8% | $5.4m | 170,307 | – | |
| 12 | INSM INSMED INC | Healthcare | 3.3% | $4.7m | 28,587 | – | |
| 13 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 3.2% | $4.6m | 126,985 | – | ||
| 14 | INCY INCYTE CORP | Healthcare | 2.8% | $4.1m | 43,300 | – | |
| 15 | ALLO ALLOGENE THERAPEUTICS INC | Healthcare | 2.4% | $3.5m | 1,430,000 | – | |
| 16 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 2.1% | $3.0m | 42,680 | – |
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.