Holders — by stockHoldings — by fund
GordonMD Global Investments LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2039349
$206.7M
disclosed book value
16
positions
18.3%
largest position share
Positions, as of 2026-06-30
top 16 of 16 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | KYTXKYVERNA THERAPEUTICS INC | 4.2M | $37.8M | 18.3% |
| 2 | PYXSPYXIS ONCOLOGY INC | 10.0M | $30.2M | 14.6% |
| 3 | TSHATAYSHA GENE THERAPIES INC | 723,185 | $24.5M | 11.9% |
| 4 | TEVATEVA PHARMACEUTICAL INDS LTD | 2.4M | $16.4M | 7.9% |
| 5 | VIRVIR BIOTECHNOLOGY INC | 1.4M | $13.8M | 6.7% |
| 6 | ALLOALLOGENE THERAPEUTICS INC | 5.3M | $11.0M | 5.3% |
| 7 | CLDXCELLDEX THERAPEUTICS INC NEW | 279,720 | $10.4M | 5% |
| 8 | EDITEDITAS MEDICINE INC | 3.1M | $10.1M | 4.9% |
| 9 | RAREULTRAGENYX PHARMACEUTICAL IN | 289,101 | $9.7M | 4.7% |
| 10 | BLCOBAUSCH PLUS LOMB CORP | 573,472 | $9.5M | 4.6% |
| 11 | AMGNAMGEN INC | 20,212 | $7.3M | 3.5% |
| 12 | SRRKSCHOLAR ROCK HLDG CORP | 132,500 | $7.3M | 3.5% |
| 13 | SIONSIONNA THERAPEUTICS INC | 136,000 | $6.0M | 2.9% |
| 14 | INCYINCYTE CORP | 43,300 | $4.9M | 2.4% |
| 15 | CRNXCRINETICS PHARMACEUTICALS IN | 126,985 | $4.8M | 2.3% |
| 16 | INSMINSMED INC | 28,587 | $3.0M | 1.5% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.