Filed: 8/14/2026ACC: 0000919574-26-005398
📋 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 $206.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$206.66M
Total AUM (reported)
28.80M
Total Shares
Allocation by class
COM$112.67M54.5%
COMMON STOCK$30.17M14.6%
COM SHS$24.50M11.9%
SPONSORED ADS$16.36M7.9%
COM NEW$10.41M5.0%
COMMON SHARES$9.50M4.6%
COM PAR $.01$3.05M1.5%
Portfolio Concentration
Top 3$92.50M44.8%
4–10$80.86M39.1%
11–25$33.30M16.1%
Top 3 weight
44.8%
Top 10 weight
83.9%
Voting Authority Distribution
Total shares with voting rights: 28.80M
Sole
Full voting authority
28.80M
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$37.82M
18.30%
Sole
4.24M
Shared
0.00
None
0.00
PYXIS ONCOLOGY INC
SOLEShares10.02M
TypeSH
Market value$30.17M
14.60%
Sole
10.02M
Shared
0.00
None
0.00
TAYSHA GENE THERAPIES INC
SOLEShares723.18K
TypeSH
Market value$24.50M
11.86%
Sole
723.18K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares2.40M
TypeSH
Market value$16.36M
7.92%
Sole
2.40M
Shared
0.00
None
0.00
VIR BIOTECHNOLOGY INC
SOLEShares1.35M
TypeSH
Market value$13.79M
6.67%
Sole
1.35M
Shared
0.00
None
0.00
ALLOGENE THERAPEUTICS INC
SOLEShares5.30M
TypeSH
Market value$11.02M
5.33%
Sole
5.30M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares279.72K
TypeSH
Market value$10.41M
5.04%
Sole
279.72K
Shared
0.00
None
0.00
EDITAS MEDICINE INC
SOLEShares3.13M
TypeSH
Market value$10.13M
4.90%
Sole
3.13M
Shared
0.00
None
0.00
ULTRAGENYX PHARMACEUTICAL IN
SOLEShares289.10K
TypeSH
Market value$9.65M
4.67%
Sole
289.10K
Shared
0.00
None
0.00
BAUSCH PLUS LOMB CORP
SOLEShares573.47K
TypeSH
Market value$9.50M
4.60%
Sole
573.47K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares20.21K
TypeSH
Market value$7.32M
3.54%
Sole
20.21K
Shared
0.00
None
0.00
SCHOLAR ROCK HLDG CORP
SOLEShares132.50K
TypeSH
Market value$7.29M
3.53%
Sole
132.50K
Shared
0.00
None
0.00
SIONNA THERAPEUTICS INC
SOLEShares136K
TypeSH
Market value$5.98M
2.89%
Sole
136K
Shared
0.00
None
0.00
INCYTE CORP
SOLEShares43.30K
TypeSH
Market value$4.91M
2.38%
Sole
43.30K
Shared
0.00
None
0.00
CRINETICS PHARMACEUTICALS IN
SOLEShares126.98K
TypeSH
Market value$4.75M
2.30%
Sole
126.98K
Shared
0.00
None
0.00
INSMED INC
SOLEShares28.59K
TypeSH
Market value$3.05M
1.47%
Sole
28.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KYVERNA THERAPEUTICS INCSOLE | COM | 4.24M | SH | $37.82M 18.30% | 4.24M | 0.00 | 0.00 |
PYXIS ONCOLOGY INCSOLE | COMMON STOCK | 10.02M | SH | $30.17M 14.60% | 10.02M | 0.00 | 0.00 |
TAYSHA GENE THERAPIES INCSOLE | COM SHS | 723.18K | SH | $24.50M 11.86% | 723.18K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 2.40M | SH | $16.36M 7.92% | 2.40M | 0.00 | 0.00 |
VIR BIOTECHNOLOGY INCSOLE | COM | 1.35M | SH | $13.79M 6.67% | 1.35M | 0.00 | 0.00 |
ALLOGENE THERAPEUTICS INCSOLE | COM | 5.30M | SH | $11.02M 5.33% | 5.30M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 279.72K | SH | $10.41M 5.04% | 279.72K | 0.00 | 0.00 |
EDITAS MEDICINE INCSOLE | COM | 3.13M | SH | $10.13M 4.90% | 3.13M | 0.00 | 0.00 |
ULTRAGENYX PHARMACEUTICAL INSOLE | COM | 289.10K | SH | $9.65M 4.67% | 289.10K | 0.00 | 0.00 |
BAUSCH PLUS LOMB CORPSOLE | COMMON SHARES | 573.47K | SH | $9.50M 4.60% | 573.47K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 20.21K | SH | $7.32M 3.54% | 20.21K | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPSOLE | COM | 132.50K | SH | $7.29M 3.53% | 132.50K | 0.00 | 0.00 |
SIONNA THERAPEUTICS INCSOLE | COM | 136K | SH | $5.98M 2.89% | 136K | 0.00 | 0.00 |
INCYTE CORPSOLE | COM | 43.30K | SH | $4.91M 2.38% | 43.30K | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INSOLE | COM | 126.98K | SH | $4.75M 2.30% | 126.98K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 28.59K | SH | $3.05M 1.47% | 28.59K | 0.00 | 0.00 |