GordonMD Global Investments LP — 13F holdings

GordonMD Global Investments LP reported 16 holdings worth $207M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. KYTX KYVERNA THERAPEUTICS INC — $37.8M (18.3%)
2. PYXS PYXIS ONCOLOGY INC — $30.2M (14.6%)
3. TSHA TAYSHA GENE THERAPIES INC — $24.5M (11.9%)
4. TEVA PHARMACEUTICAL INDS LTD — $16.4M (7.9%)
5. VIR VIR BIOTECHNOLOGY INC — $13.8M (6.7%)
6. ALLO ALLOGENE THERAPEUTICS INC — $11.0M (5.3%)
7. CLDX CELLDEX THERAPEUTICS INC NEW — $10.4M (5.0%)
8. EDIT EDITAS MEDICINE INC — $10.1M (4.9%)
9. RARE ULTRAGENYX PHARMACEUTICAL IN — $9.65M (4.7%)
10. BLCO BAUSCH PLUS LOMB CORP — $9.50M (4.6%)