Filed: 2/17/2026ACC: 0000919574-26-001152
📋 What this filing means
GORDONMD GLOBAL INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $139.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$139.49M
Total AUM (reported)
13.05M
Total Shares
Allocation by class
COM$83.34M59.7%
SPONSORED ADS$24.02M17.2%
COMMON SHARES$10.48M7.5%
COM NEW$9.37M6.7%
COM SHS$7.32M5.2%
COM PAR $.01$4.98M3.6%
Portfolio Concentration
Top 3$75.78M54.3%
4–10$49.37M35.4%
11–25$14.34M10.3%
Top 3 weight
54.3%
Top 10 weight
89.7%
Voting Authority Distribution
Total shares with voting rights: 13.05M
Sole
Full voting authority
13.05M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
KYVERNA THERAPEUTICS INC
SOLEShares4.39M
TypeSH
Market value$41.28M
29.60%
Sole
4.39M
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares769.55K
TypeSH
Market value$24.02M
17.22%
Sole
769.55K
Shared
0.00
None
0.00
BAUSCH PLUS LOMB CORP
SOLEShares613.47K
TypeSH
Market value$10.48M
7.51%
Sole
613.47K
Shared
0.00
None
0.00
CRINETICS PHARMACEUTICALS IN
SOLEShares224.13K
TypeSH
Market value$10.43M
7.48%
Sole
224.13K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares23.21K
TypeSH
Market value$7.60M
5.45%
Sole
23.21K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares329.10K
TypeSH
Market value$7.57M
5.43%
Sole
329.10K
Shared
0.00
None
0.00
TAYSHA GENE THERAPIES INC
SOLEShares1.33M
TypeSH
Market value$7.32M
5.25%
Sole
1.33M
Shared
0.00
None
0.00
VIR BIOTECHNOLOGY INC
SOLEShares930.32K
TypeSH
Market value$5.61M
4.02%
Sole
930.32K
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares66.68K
TypeSH
Market value$5.46M
3.91%
Sole
66.68K
Shared
0.00
None
0.00
INCYTE CORP
SOLEShares54.50K
TypeSH
Market value$5.38M
3.86%
Sole
54.50K
Shared
0.00
None
0.00
INSMED INC
SOLEShares28.59K
TypeSH
Market value$4.98M
3.57%
Sole
28.59K
Shared
0.00
None
0.00
PYXIS ONCOLOGY INC
SOLEShares4.12M
TypeSH
Market value$4.74M
3.40%
Sole
4.12M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares170.31K
TypeSH
Market value$4.63M
3.32%
Sole
170.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KYVERNA THERAPEUTICS INCSOLE | COM | 4.39M | SH | $41.28M 29.60% | 4.39M | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 769.55K | SH | $24.02M 17.22% | 769.55K | 0.00 | 0.00 |
BAUSCH PLUS LOMB CORPSOLE | COMMON SHARES | 613.47K | SH | $10.48M 7.51% | 613.47K | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INSOLE | COM | 224.13K | SH | $10.43M 7.48% | 224.13K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 23.21K | SH | $7.60M 5.45% | 23.21K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 329.10K | SH | $7.57M 5.43% | 329.10K | 0.00 | 0.00 |
TAYSHA GENE THERAPIES INCSOLE | COM SHS | 1.33M | SH | $7.32M 5.25% | 1.33M | 0.00 | 0.00 |
VIR BIOTECHNOLOGY INCSOLE | COM | 930.32K | SH | $5.61M 4.02% | 930.32K | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 66.68K | SH | $5.46M 3.91% | 66.68K | 0.00 | 0.00 |
INCYTE CORPSOLE | COM | 54.50K | SH | $5.38M 3.86% | 54.50K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 28.59K | SH | $4.98M 3.57% | 28.59K | 0.00 | 0.00 |
PYXIS ONCOLOGY INCSOLE | COM NEW | 4.12M | SH | $4.74M 3.40% | 4.12M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 170.31K | SH | $4.63M 3.32% | 170.31K | 0.00 | 0.00 |