GordonMD Global Investments LP

Beverely Hills, CA · CIK 2039349 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityGORDONMD GLOBAL INVESTMENTS LP (US)

$206.7m reported value +43.9% vs Q1 2026

16positions

83.9%in top 10

1 new 4 added 2 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	KYVERNA THERAPEUTICS INC COM KYTX	KYTX	4,244,818	$37.8m18.30%	18.30%	Unchanged
2	PYXIS ONCOLOGY INC COMMON STOCK PYXS	PYXS	10,024,909	$30.2m14.60%	14.60%	Added +5.9m	+5,903,039 143.2%
3	TAYSHA GENE THERAPIES INC COM SHS TSHA	TSHA	723,185	$24.5m11.86%	11.86%	Reduced -14.4k	-14,365 -1.9%
4	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		2,402,495	$16.4m7.92%	7.92%	Added +1.1m	+1,145,000 91.0%
5	VIR BIOTECHNOLOGY INC COM VIR	VIR	1,353,552	$13.8m6.67%	6.67%	Reduced -165.0k	-165,000 -10.9%
6	ALLOGENE THERAPEUTICS INC COM ALLO	ALLO	5,298,000	$11.0m5.33%	5.33%	Added +3.9m	+3,868,000 270.5%
7	CELLDEX THERAPEUTICS INC NEW COM NEW CLDX	CLDX	279,720	$10.4m5.04%	5.04%	Added +109.4k	+109,413 64.2%
8	EDITAS MEDICINE INC COM EDIT	EDIT	3,127,000	$10.1m4.90%	4.90%	New
9	ULTRAGENYX PHARMACEUTICAL IN COM RARE	RARE	289,101	$9.7m4.67%	4.67%	Unchanged
10	BAUSCH PLUS LOMB CORP COMMON SHARES BLCO	BLCO	573,472	$9.5m4.60%	4.60%	Unchanged
11	AMGEN INC COM AMGN	AMGN	20,212	$7.3m3.54%	3.54%	Unchanged
12	SCHOLAR ROCK HLDG CORP COM SRRK	SRRK	132,500	$7.3m3.53%	3.53%	Unchanged
13	SIONNA THERAPEUTICS INC COM SION	SION	136,000	$6.0m2.89%	2.89%	Unchanged
14	INCYTE CORP COM INCY	INCY	43,300	$4.9m2.38%	2.38%	Unchanged
15	CRINETICS PHARMACEUTICALS IN COM CRNX	CRNX	126,985	$4.8m2.30%	2.30%	Unchanged
16	INSMED INC COM PAR $.01 INSM	INSM	28,587	$3.0m1.47%	1.47%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TARSUS PHARMACEUTICALS INC TARS	TARS	42,680	$3.0m42.7k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
PYXIS ONCOLOGY INC PYXS · 13G · filed 2026-10-09	PYXS	16.4%≈ $45.3m	-1.1 pts	13G	2026-10-09
KYVERNA THERAPEUTICS INC KYTX · 13G · filed 2025-11-17	KYTX	7.0%≈ $27.3m	new	13G	2025-11-17