account_balance
Investment manager · 13F filer · SEC CIK 2039349
GordonMD Global Investments LP
Reported value$207Mas of Jun 30, 2026
Positions16 1 new, 1 sold out
Top 10 weight83.9%KYTX alone is 18%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
KYTXKyverna Therapeutics Inc
18.3%
PYXSPyxis Oncology Inc
14.6%Added +143%
TSHATaysha Gene Therapies Inc
11.9%
TEVATeva Pharmaceutical Inds Ltd
7.9%Added +91%
VIRVir Biotechnology Inc
6.7%Trimmed −11%
ALLOAllogene Therapeutics Inc
5.3%Added +270%
CLDXCelldex Therapeutics Inc New
5.0%Added +64%
EDITEditas Medicine Inc
4.9%New
RAREUltragenyx Pharmaceutical In
4.7%
BLCOBausch Plus Lomb Corp
4.6%
AMGNAmgen Inc
3.5%
SRRKScholar Rock HLDG Corp
3.5%
KYTXKyverna Therapeutics Inc
18.3%
PYXSPyxis Oncology Inc
14.6%Added +143%
TSHA11.9%TEVA7.9%VIR6.7%ALLO5.3%CLDX5.0%EDIT4.9%RARE4.7%BLCO4.6%AMGN3.5%SRRK3.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
KYTX Kyverna Therapeutics Inc 18.3% HeldPYXS Pyxis Oncology Inc 14.6% Added +143%TSHA Taysha Gene Therapies Inc 11.9% HeldTEVA Teva Pharmaceutical Inds Ltd 7.9% Added +91%VIR Vir Biotechnology Inc 6.7% Trimmed −11%ALLO Allogene Therapeutics Inc 5.3% Added +270%CLDX Celldex Therapeutics Inc New 5.0% Added +64%EDIT Editas Medicine Inc 4.9% NewRARE Ultragenyx Pharmaceutical In 4.7% HeldBLCO Bausch Plus Lomb Corp 4.6% HeldAMGN Amgen Inc 3.5% HeldSRRK Scholar Rock HLDG Corp 3.5% Held
What changed