GordonMD Global Investments LP
GordonMD Global Investments LP reported 16 US-listed holdings worth $206.7 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Kyverna Therapeutics Inc. (18.3%), Pyxis Oncology Inc. (14.6%) and Taysha Gene Therapies Inc. (11.9%). Against the quarter before, it opened 1 position, added to 4, trimmed 2 and sold out of 1.
The 14 largest of its 16 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +9.0% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Editas Medicine, Inc. EDIT$10.1 million
Added to 4
- Pyxis Oncology Inc. PYXS+5.9 million shares · +143%
- Allogene Therapeutics Inc. ALLO+3.9 million shares · +270%
- Teva Pharmaceutical Industries Ltd. TEVA+1.1 million shares · +91%
- Celldex Therapeutics Inc. CLDX+109,413 shares · +64%
Trimmed 2
- Vir Biotechnology, Inc. VIR-165,000 shares · -11%
- Taysha Gene Therapies Inc. TSHA-14,365 shares · -2%
Sold out of 1
- Tarsus Pharmaceuticals Inc. TARS$3.0 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Kyverna Therapeutics Inc. KYTX | 4.2M | $37.8 million | 18.30% | no change |
| Pyxis Oncology Inc. PYXS | 10.0M | $30.2 million | 14.60% | +5.9M |
| Taysha Gene Therapies Inc. TSHA | 723.2K | $24.5 million | 11.86% | -14.4K |
| Teva Pharmaceutical Industries Ltd. TEVA | 2.4M | $16.4 million | 7.92% | +1.1M |
| Vir Biotechnology, Inc. VIR | 1.4M | $13.8 million | 6.67% | -165.0K |
| Allogene Therapeutics Inc. ALLO | 5.3M | $11.0 million | 5.33% | +3.9M |
| Celldex Therapeutics Inc. CLDX | 279.7K | $10.4 million | 5.04% | +109.4K |
| Editas Medicine, Inc. EDIT | 3.1M | $10.1 million | 4.90% | new |
| Ultragenyx Pharmaceutical in RARE | 289.1K | $9.7 million | 4.67% | no change |
| Bausch Plus Lomb Corp. BLCO | 573.5K | $9.5 million | 4.60% | no change |
| Amgen Inc. AMGN | 20.2K | $7.3 million | 3.54% | no change |
| Scholar Rock Holding Corporation SRRK | 132.5K | $7.3 million | 3.53% | no change |
| Sionna Therapeutics Inc SION | 136.0K | $6.0 million | 2.89% | no change |
| Incyte Corp. INCY | 43.3K | $4.9 million | 2.38% | no change |
| Crinetics Pharmaceuticals in CRNX | 127.0K | $4.8 million | 2.30% | no change |
| Insmed Inc. INSM | 28.6K | $3.0 million | 1.47% | no change |