GordonMD Global Investments LP

CIK 0002039349 · BEVERELY HILLS, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

GordonMD Global Investments LP reported 16 positions worth $206.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: KYTX (18.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$206.7M
2026 Q2
Positions
16
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
83.9%
Est. Net Flow (Q)
2026 Q2
10 / 16 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1KYTXKYVERNA THERAPEUTICS INCSH$37.8M18.30%4,244,818
2PYXSPYXIS ONCOLOGY INCSH$30.2M14.60%10,024,909
3TSHATAYSHA GENE THERAPIES INCSH$24.5M11.86%723,185
4TEVATEVA PHARMACEUTICAL INDS LTDSH$16.4M7.92%2,402,495
5VIRVIR BIOTECHNOLOGY INCSH$13.8M6.67%1,353,552
6ALLOALLOGENE THERAPEUTICS INCSH$11.0M5.33%5,298,000
7CLDXCELLDEX THERAPEUTICS INC NEWSH$10.4M5.04%279,720
8EDITEDITAS MEDICINE INCSH$10.1M4.90%3,127,000
9RAREULTRAGENYX PHARMACEUTICAL INSH$9.7M4.67%289,101
10BLCOBAUSCH PLUS LOMB CORPSH$9.5M4.60%573,472

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does GordonMD Global Investments LP hold as of Q2 2026?

GordonMD Global Investments LP reported 16 positions worth $206.7M in its Q2 2026 13F filing. Largest positions: KYTX (18.3%), PYXS (14.6%), TSHA (11.9%), TEVA (7.9%) and VIR (6.7%).

What did GordonMD Global Investments LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did GordonMD Global Investments LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.