GordonMD Global Investments LP Concentrated Active

Location: Beverely Hills, CA

CIK: 0002039349 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $207M (100.0% shares, 0.0% debt)

Holdings (16)

KYTX KYVERNA THERAPEUTICS INC 18.3%

Value $37.82M Shares 4,244,818 Est. Cost — Unrealized —

PYXS PYXIS ONCOLOGY INC 14.6%

Value $30.17M Shares 10,024,909 Est. Cost — Unrealized —

TSHA TAYSHA GENE THERAPIES INC 11.9%

Value $24.5M Shares 723,185 Est. Cost — Unrealized —

TEVA TEVA PHARMACEUTICAL INDS LTD 7.9%

Value $16.36M Shares 2,402,495 Est. Cost — Unrealized —

VIR VIR BIOTECHNOLOGY INC 6.7%

Value $13.79M Shares 1,353,552 Est. Cost — Unrealized —

ALLO ALLOGENE THERAPEUTICS INC 5.3%

Value $11.02M Shares 5,298,000 Est. Cost — Unrealized —

CLDX CELLDEX THERAPEUTICS INC NEW 5.0%

Value $10.41M Shares 279,720 Est. Cost — Unrealized —

EDIT EDITAS MEDICINE INC 4.9%

Value $10.13M Shares 3,127,000 Est. Cost — Unrealized —

RARE ULTRAGENYX PHARMACEUTICAL IN 4.7%

Value $9.653M Shares 289,101 Est. Cost — Unrealized —

BLCO BAUSCH PLUS LOMB CORP 4.6%

Value $9.497M Shares 573,472 Est. Cost — Unrealized —

AMGN AMGEN INC 3.5%

Value $7.319M Shares 20,212 Est. Cost — Unrealized —

SRRK SCHOLAR ROCK HLDG CORP 3.5%

Value $7.287M Shares 132,500 Est. Cost — Unrealized —

SION SIONNA THERAPEUTICS INC 2.9%

Value $5.983M Shares 136,000 Est. Cost — Unrealized —

INCY INCYTE CORP 2.4%

Value $4.908M Shares 43,300 Est. Cost — Unrealized —

CRNX CRINETICS PHARMACEUTICALS IN 2.3%

Value $4.752M Shares 126,985 Est. Cost — Unrealized —

INSM INSMED INC 1.5%

Value $3.048M Shares 28,587 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
KYTX	KYVERNA THERAPEUTICS INC	4,244,818	$37.82M	18.3%	—	—	COM	501976104
PYXS	PYXIS ONCOLOGY INC	10,024,909	$30.17M	14.6%	—	—	COMMON STOCK	747324101
TSHA	TAYSHA GENE THERAPIES INC	723,185	$24.5M	11.9%	—	—	COM SHS	877619106
TEVA	TEVA PHARMACEUTICAL INDS LTD	2,402,495	$16.36M	7.9%	—	—	SPONSORED ADS	881624209
VIR	VIR BIOTECHNOLOGY INC	1,353,552	$13.79M	6.7%	—	—	COM	92764N102
ALLO	ALLOGENE THERAPEUTICS INC	5,298,000	$11.02M	5.3%	—	—	COM	019770106
CLDX	CELLDEX THERAPEUTICS INC NEW	279,720	$10.41M	5.0%	—	—	COM NEW	15117B202
EDIT	EDITAS MEDICINE INC	3,127,000	$10.13M	4.9%	—	—	COM	28106W103
RARE	ULTRAGENYX PHARMACEUTICAL IN	289,101	$9.653M	4.7%	—	—	COM	90400D108
BLCO	BAUSCH PLUS LOMB CORP	573,472	$9.497M	4.6%	—	—	COMMON SHARES	071705107
AMGN	AMGEN INC	20,212	$7.319M	3.5%	—	—	COM	031162100
SRRK	SCHOLAR ROCK HLDG CORP	132,500	$7.287M	3.5%	—	—	COM	80706P103
SION	SIONNA THERAPEUTICS INC	136,000	$5.983M	2.9%	—	—	COM	829401108
INCY	INCYTE CORP	43,300	$4.908M	2.4%	—	—	COM	45337C102
CRNX	CRINETICS PHARMACEUTICALS IN	126,985	$4.752M	2.3%	—	—	COM	22663K107
INSM	INSMED INC	28,587	$3.048M	1.5%	—	—	COM PAR $.01	457669307