Gordonmd Global Investments Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$143.6M
Q ending 2026-03-31
Prior quarter
$139.5M
Q ending 2025-12-31
Change
+2.9% QoQ
Positions
16
reported holdings
Largest positions
All 16 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Kyverna Therapeutics Inc | KYTX | Shares | $36.6M | 4.2M |
| Taysha Gene Therapies Inc | TSHA | Shares | $22.2M | 738K |
| Vir Biotechnology Inc | VIR | Shares | $13.6M | 1.5M |
| Bausch Plus Lomb Corp | BLCO | Shares | $9.1M | 573K |
| Amgen Inc | AMGN | Shares | $7.1M | 20K |
| Scholar Rock Hldg Corp | SRRK | Shares | $6.5M | 133K |
| Ultragenyx Pharmaceutical In | RARE | Shares | $6.1M | 289K |
| Pyxis Oncology Inc | PYXS | Shares | $6.0M | 4.1M |
| Teva Pharmaceutical Inds Ltd | TEVA | Shares | $5.6M | 1.3M |
| Sionna Therapeutics Inc | SION | Shares | $5.5M | 136K |
| Celldex Therapeutics Inc New | CLDX | Shares | $5.4M | 170K |
| Insmed Inc | INSM | Shares | $4.7M | 29K |
| Crinetics Pharmaceuticals In | CRNX | Shares | $4.6M | 127K |
| Incyte Corp | INCY | Shares | $4.1M | 43K |
| Allogene Therapeutics Inc | ALLO | Shares | $3.5M | 1.4M |
| Tarsus Pharmaceuticals Inc | TARS | Shares | $3.0M | 43K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.