GordonMD Global Investments LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
GordonMD Global Investments LP disclosed 16 US equity positions worth $206.7m in its Q2 2026 13F filing. The largest position was KYTX at 18.3% of the reported book, followed by PYXS and TSHA. Against the Q1 2026 filing, it opened 1 new position, added to 4 and reduced 2 among the top 16 holdings.
What did GordonMD Global Investments LP own in Q2 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | KYTX KYVERNA THERAPEUTICS INC | 18.3% | $37.8m | 4,244,818 | 0% | held | |
| 2 | PYXS PYXIS ONCOLOGY INC | 14.6% | $30.2m | 10,024,909 | 143% | added | |
| 3 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 11.9% | $24.5m | 723,185 | -2% | reduced |
| 4 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 7.9% | $16.4m | 2,402,495 | 91% | added |
| 5 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 6.7% | $13.8m | 1,353,552 | -11% | reduced |
| 6 | ALLO ALLOGENE THERAPEUTICS INC | Healthcare | 5.3% | $11.0m | 5,298,000 | 270% | added |
| 7 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 5.0% | $10.4m | 279,720 | 64% | added |
| 8 | EDIT EDITAS MEDICINE INC | Healthcare | 4.9% | $10.1m | 3,127,000 | – | new |
| 9 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 4.7% | $9.7m | 289,101 | 0% | held |
| 10 | BLCO BAUSCH PLUS LOMB CORP | Healthcare | 4.6% | $9.5m | 573,472 | 0% | held |
| 11 | AMGN AMGEN INC | Healthcare | 3.5% | $7.3m | 20,212 | 0% | held |
| 12 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 3.5% | $7.3m | 132,500 | 0% | held |
| 13 | SION SIONNA THERAPEUTICS INC | Healthcare | 2.9% | $6.0m | 136,000 | 0% | held |
| 14 | INCY INCYTE CORP | Healthcare | 2.4% | $4.9m | 43,300 | 0% | held |
| 15 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 2.3% | $4.8m | 126,985 | 0% | held | |
| 16 | INSM INSMED INC | Healthcare | 1.5% | $3.0m | 28,587 | 0% | held |
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.