Q1 2026 · 13F-HR
GordonMD Global Investments LPholdings as filed
Filed 2026-05-15 · accession 0000919574-26-003273
$143.6M
Reported value
16
Positions
2026-03-31
Period end
The Brief · GordonMD Global Investments LP · Q1 2026
AI · grounded in 13F
GordonMD Global Investments LP established a new position in SCHOLAR ROCK HLDG CORP valued at $6.51M. The fund also opened new stakes in SION for $5.45M and ALLO for $3.49M. Additionally, the fund increased its holding in VIR by 63.23%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 501976104 | KYTX | KYVERNA THERAPEUTICS INC | $36.6M | 25.5% | 4,244,818 | Common | SOLE |
| 877619106 | TSHA | TAYSHA GENE THERAPIES INC | $22.2M | 15.5% | 737,550 | Common | SOLE |
| 92764N102 | VIR | VIR BIOTECHNOLOGY INC | $13.6M | 9.48% | 1,518,552 | Common | SOLE |
| 071705107 | BLCO | BAUSCH PLUS LOMB CORP | $9.1M | 6.35% | 573,472 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $7.1M | 4.95% | 20,212 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $6.5M | 4.54% | 132,500 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $6.1M | 4.22% | 289,101 | Common | SOLE |
| 747324101 | PYXS | PYXIS ONCOLOGY INC | $6.0M | 4.19% | 4,121,870 | Common | SOLE |
| 881624209 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $5.6M | 3.91% | 1,257,495 | Common | SOLE |
| 829401108 | SION | SIONNA THERAPEUTICS INC | $5.5M | 3.80% | 136,000 | Common | SOLE |
| 15117B202 | CLDX | CELLDEX THERAPEUTICS INC NEW | $5.4M | 3.76% | 170,307 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $4.7M | 3.26% | 28,587 | Common | SOLE |
| 22663K107 | CRNX | CRINETICS PHARMACEUTICALS IN | $4.6M | 3.21% | 126,985 | Common | SOLE |
| 45337C102 | INCY | INCYTE CORP | $4.1M | 2.84% | 43,300 | Common | SOLE |
| 019770106 | ALLO | ALLOGENE THERAPEUTICS INC | $3.5M | 2.43% | 1,430,000 | Common | SOLE |
| 87650L103 | TARS | TARSUS PHARMACEUTICALS INC | $3.0M | 2.09% | 42,680 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.