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GordonMD Global Investments LP
hedge fundUpdated 28 days agoManaged by Gordonmd Global Investments Lp • Latest filing Q2 2026
Portfolio value
$206.7M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $139.5M |
| Q1 2026 | $143.6M |
| Q2 2026 | $206.7M |
Top holdings
16 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A KYVERNA THERAPEUTICS INC | $37.8M | 4.24M | 18.30% | — |
| 2 | Q QUBT PYXIS ONCOLOGY INC | $30.2M | 10.02M | 14.60% | — |
| 3 | T TSHA TAYSHA GENE THERAPIES INC | $24.5M | 723.2K | 11.86% | — |
| 4 | T TEVJF TEVA PHARMACEUTICAL INDS LTD | $16.4M | 2.40M | 7.92% | — |
| 5 | V VIR VIR BIOTECHNOLOGY INC | $13.8M | 1.35M | 6.67% | — |
| 6 | A ALLO ALLOGENE THERAPEUTICS INC | $11M | 5.30M | 5.33% | — |
| 7 | C CLDX CELLDEX THERAPEUTICS INC NEW | $10.4M | 279.7K | 5.04% | — |
| 8 | E EIX EDITAS MEDICINE INC | $10.1M | 3.13M | 4.90% | — |
| 9 | R RARE ULTRAGENYX PHARMACEUTICAL IN | $9.7M | 289.1K | 4.67% | — |
| 10 | B BLCO BAUSCH PLUS LOMB CORP | $9.5M | 573.5K | 4.60% | — |
| 11 | A AMGN AMGEN INC | $7.3M | 20.2K | 3.54% | — |
| 12 | S SRRK SCHOLAR ROCK HLDG CORP | $7.3M | 132.5K | 3.53% | — |
| 13 | S SION SIONNA THERAPEUTICS INC | $6M | 136.0K | 2.89% | — |
| 14 | I INCY INCYTE CORP | $4.9M | 43.3K | 2.38% | — |
| 15 | C CRNX CRINETICS PHARMACEUTICALS IN | $4.8M | 127.0K | 2.30% | — |
| 16 | I INSM INSMED INC | $3M | 28.6K | 1.47% | — |