Filed: 5/15/2026ACC: 0000919574-26-003273
📋 What this filing means
GORDONMD GLOBAL INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $143.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$143.59M
Total AUM (reported)
14.87M
Total Shares
Allocation by class
COM$90.54M63.1%
COM SHS$22.22M15.5%
COMMON SHARES$9.12M6.4%
COMMON STOCK$6.02M4.2%
SPONSORED ADS$5.62M3.9%
COM NEW$5.40M3.8%
COM PAR $.01$4.67M3.3%
Portfolio Concentration
Top 3$72.45M50.5%
4–10$45.89M32.0%
11–25$25.25M17.6%
Top 3 weight
50.5%
Top 10 weight
82.4%
Voting Authority Distribution
Total shares with voting rights: 14.87M
Sole
Full voting authority
14.87M
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)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
KYVERNA THERAPEUTICS INC
SOLEShares4.24M
TypeSH
Market value$36.63M
25.51%
Sole
4.24M
Shared
0.00
None
0.00
TAYSHA GENE THERAPIES INC
SOLEShares737.55K
TypeSH
Market value$22.22M
15.47%
Sole
737.55K
Shared
0.00
None
0.00
VIR BIOTECHNOLOGY INC
SOLEShares1.52M
TypeSH
Market value$13.61M
9.48%
Sole
1.52M
Shared
0.00
None
0.00
BAUSCH PLUS LOMB CORP
SOLEShares573.47K
TypeSH
Market value$9.12M
6.35%
Sole
573.47K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares20.21K
TypeSH
Market value$7.11M
4.95%
Sole
20.21K
Shared
0.00
None
0.00
SCHOLAR ROCK HLDG CORP
SOLEShares132.50K
TypeSH
Market value$6.51M
4.54%
Sole
132.50K
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares289.10K
TypeSH
Market value$6.06M
4.22%
Sole
289.10K
Shared
0.00
None
0.00
PYXIS ONCOLOGY INC
SOLEShares4.12M
TypeSH
Market value$6.02M
4.19%
Sole
4.12M
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares1.26M
TypeSH
Market value$5.62M
3.91%
Sole
1.26M
Shared
0.00
None
0.00
SIONNA THERAPEUTICS INC
SOLEShares136K
TypeSH
Market value$5.45M
3.80%
Sole
136K
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares170.31K
TypeSH
Market value$5.40M
3.76%
Sole
170.31K
Shared
0.00
None
0.00
INSMED INC
SOLEShares28.59K
TypeSH
Market value$4.67M
3.26%
Sole
28.59K
Shared
0.00
None
0.00
CRINETICS PHARMACEUTICALS IN
SOLEShares126.98K
TypeSH
Market value$4.61M
3.21%
Sole
126.98K
Shared
0.00
None
0.00
INCYTE CORP
SOLEShares43.30K
TypeSH
Market value$4.08M
2.84%
Sole
43.30K
Shared
0.00
None
0.00
ALLOGENE THERAPEUTICS INC
SOLEShares1.43M
TypeSH
Market value$3.49M
2.43%
Sole
1.43M
Shared
0.00
None
0.00
TARSUS PHARMACEUTICALS INC
SOLEShares42.68K
TypeSH
Market value$2.99M
2.09%
Sole
42.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KYVERNA THERAPEUTICS INCSOLE | COM | 4.24M | SH | $36.63M 25.51% | 4.24M | 0.00 | 0.00 |
TAYSHA GENE THERAPIES INCSOLE | COM SHS | 737.55K | SH | $22.22M 15.47% | 737.55K | 0.00 | 0.00 |
VIR BIOTECHNOLOGY INCSOLE | COM | 1.52M | SH | $13.61M 9.48% | 1.52M | 0.00 | 0.00 |
BAUSCH PLUS LOMB CORPSOLE | COMMON SHARES | 573.47K | SH | $9.12M 6.35% | 573.47K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 20.21K | SH | $7.11M 4.95% | 20.21K | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPSOLE | COM | 132.50K | SH | $6.51M 4.54% | 132.50K | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 289.10K | SH | $6.06M 4.22% | 289.10K | 0.00 | 0.00 |
PYXIS ONCOLOGY INCSOLE | COMMON STOCK | 4.12M | SH | $6.02M 4.19% | 4.12M | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 1.26M | SH | $5.62M 3.91% | 1.26M | 0.00 | 0.00 |
SIONNA THERAPEUTICS INCSOLE | COM | 136K | SH | $5.45M 3.80% | 136K | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 170.31K | SH | $5.40M 3.76% | 170.31K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 28.59K | SH | $4.67M 3.26% | 28.59K | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INSOLE | COM | 126.98K | SH | $4.61M 3.21% | 126.98K | 0.00 | 0.00 |
INCYTE CORPSOLE | COM | 43.30K | SH | $4.08M 2.84% | 43.30K | 0.00 | 0.00 |
ALLOGENE THERAPEUTICS INCSOLE | COM | 1.43M | SH | $3.49M 2.43% | 1.43M | 0.00 | 0.00 |
TARSUS PHARMACEUTICALS INCSOLE | COM | 42.68K | SH | $2.99M 2.09% | 42.68K | 0.00 | 0.00 |