Q2 2026 13F · SEC CIK 2039349
GordonMD Global Investments LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $206.7M
- Reported positions
- 16
- Holdings vs S&P 500, 3 yrs
- —
- Assets under management
- $322.3M
GordonMD Global Investments LP is a hedge fund that reported 16 positions worth $206.7M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Kyverna Therapeutics Inc. (KYTX, 18.3%), Pyxis Oncology Inc (PYXS, 14.6%), Taysha Gene Therapies Inc (TSHA, 11.9%).
GordonMD Global Investments LP holdings all 16 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| KYTXKyverna Therapeutics Inc. | 18.3% | +0.0% | $37.8M |
| PYXSPyxis Oncology Inc | 14.6% | +143.2% | $30.2M |
| TSHATaysha Gene Therapies Inc | 11.9% | -1.9% | $24.5M |
| TEVATeva Pharmaceutical Inds Ltd | 7.9% | +91.1% | $16.4M |
| VIRVir Biotechnology Inc | 6.7% | -10.9% | $13.8M |
| ALLOAllogene Therapeutics Inc | 5.3% | +270.5% | $11.0M |
| CLDXCelldex Therapeutics Inc New | 5.0% | +64.2% | $10.4M |
| EDITEditas Medicine Inc | 4.9% | — | $10.1M |
| RAREUltragenyx Pharmaceutical in | 4.7% | +0.0% | $9.7M |
| BLCOBausch Plus Lomb Corp | 4.6% | +0.0% | $9.5M |
| AMGNAmgen Inc | 3.5% | +0.0% | $7.3M |
| SRRKScholar Rock Hldg Corp | 3.5% | +0.0% | $7.3M |
| 829401108Sionna Therapeutics Inc | 2.9% | +0.0% | $6.0M |
| INCYIncyte Corp | 2.4% | +0.0% | $4.9M |
| CRNXCrinetics Pharmaceuticals in | 2.3% | +0.0% | $4.8M |
| INSMInsmed Inc | 1.5% | +0.0% | $3.0M |
What GordonMD Global Investments LP bought and sold in Q2 2026, against Q1 2026.
New positions
- EDIT Editas Medicine Inc4.9% of 13F
Added to
- ALLO Allogene Therapeutics Inc+270.5% shares
- PYXS Pyxis Oncology Inc+143.2% shares
- TEVA Teva Pharmaceutical Inds Ltd+91.1% shares
- CLDX Celldex Therapeutics Inc New+64.2% shares
Reduced
- VIR Vir Biotechnology Inc-10.9% shares
Sold out
- TARS Tarsus Pharmaceuticals Incwas 2.1%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $206.7M | 16 |
| Q1 2026 | $143.6M | 16 |
| Q4 2025 | $139.5M | 13 |
Questions about GordonMD Global Investments LP's portfolio
What stocks does GordonMD Global Investments LP own?
GordonMD Global Investments LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 16 positions worth $206.7M. The largest are Kyverna Therapeutics Inc. (KYTX) at 18.3%, Pyxis Oncology Inc (PYXS) at 14.6%, Taysha Gene Therapies Inc (TSHA) at 11.9%, Teva Pharmaceutical Inds Ltd (TEVA) at 7.9% and Vir Biotechnology Inc (VIR) at 6.7%.
What did GordonMD Global Investments LP buy last quarter?
In Q2 2026, GordonMD Global Investments LP added a new position in Editas Medicine Inc (EDIT), Allogene Therapeutics Inc (ALLO) (+270.5% shares), Pyxis Oncology Inc (PYXS) (+143.2% shares) and Teva Pharmaceutical Inds Ltd (TEVA) (+91.1% shares), compared with its Q1 2026 filing.
What did GordonMD Global Investments LP sell last quarter?
In Q2 2026, GordonMD Global Investments LP sold all of Tarsus Pharmaceuticals Inc (TARS) and Vir Biotechnology Inc (VIR) (-10.9% shares), compared with its Q1 2026 filing.
When is GordonMD Global Investments LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. GordonMD Global Investments LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does GordonMD Global Investments LP manage?
GordonMD Global Investments LP reported $322.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $206.7M.