Institutional
GordonMD Global Investments LP
CIK 0002039349
$143.6M
Reported AUM
16
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | KYTX | KYVERNA THERAPEUTICS INC | $7.07 | -5.61% | 117.73% | -69.85% | $36.6M | 25.51% | — | HELD |
| 2 | TSHA | TAYSHA GENE THERAPIES INC | $5.61 | 2.75% | 113.31% | -71.78% | $22.2M | 15.47% | — | HELD |
| 3 | VIR | VIR BIOTECHNOLOGY INC | $8.64 | -2.37% | 72.27% | -83.19% | $13.6M | 9.48% | — | HELD |
| 4 | BLCO | BAUSCH PLUS LOMB CORP | $16.20 | -2.47% | 22.78% | 8.76% | $9.1M | 6.35% | — | HELD |
| 5 | AMGN | AMGEN INC | $387.64 | -1.39% | 36.39% | 102.46% | $7.1M | 4.95% | — | HELD |
| 6 | SRRK | SCHOLAR ROCK HLDG CORP | $49.06 | -0.63% | 35.78% | 24.89% | $6.5M | 4.54% | — | HELD |
| 7 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $25.00 | -3.77% | -8.65% | -73.02% | $6.1M | 4.22% | — | HELD |
| 8 | PYXS | PYXIS ONCOLOGY INC | $2.92 | 0.34% | 165.45% | -77.13% | $6.0M | 4.19% | — | HELD |
| 9 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $34.71 | 9.60% | 125.68% | 268.47% | $5.6M | 3.91% | — | HELD |
| 10 | SION | SIONNA THERAPEUTICS INC | $44.81 | -3.74% | 168.82% | 334.85% | $5.5M | 3.80% | — | HELD |
| 11 | CLDX | CELLDEX THERAPEUTICS INC NEW | $37.51 | 5.42% | 62.10% | -31.68% | $5.4M | 3.76% | — | HELD |
| 12 | INSM | INSMED INC | $103.12 | -0.97% | -3.85% | 272.72% | $4.7M | 3.26% | — | HELD |
| 13 | CRNX | CRINETICS PHARMACEUTICALS IN | $83.88 | 0.02% | 201.33% | 255.92% | $4.6M | 3.21% | — | HELD |
| 14 | INCY | INCYTE CORP | $127.10 | -2.18% | 71.89% | 69.87% | $4.1M | 2.84% | — | HELD |
| 15 | ALLO | ALLOGENE THERAPEUTICS INC | $1.81 | 9.04% | 63.89% | -92.58% | $3.5M | 2.43% | — | HELD |
| 16 | TARS | TARSUS PHARMACEUTICALS INC | $58.52 | -0.73% | 44.45% | 122.45% | $3.0M | 2.09% | — | HELD |
Source: SEC EDGAR · accession 0000919574-26-003273. 13F discloses long positions only — shorts, foreign equities, and options are excluded.