GordonMD Global Investments LP Concentrated Active

CIK: 0002039349 · Show all filings

Period: Q4 2025

Filing Date: Feb 17, 2026

Total Value ($000): $139,493 (100.0% shares, 0.0% debt)

Holdings (13)

KYTX KYVERNA THERAPEUTICS INC 29.6%

Value ($000) $41,283 Shares 4,391,818 Est. Cost $7.42 Unrealized 0.0%

TEVA TEVA PHARMACEUTICAL INDS LTD 17.2%

Value ($000) $24,018 Shares 769,550 Est. Cost $31.21 Unrealized —

BLCO BAUSCH PLUS LOMB CORP 7.5%

Value ($000) $10,478 Shares 613,472 Est. Cost $15.86 Unrealized 0.0%

CRNX CRINETICS PHARMACEUTICALS IN 7.5%

Value ($000) $10,433 Shares 224,135 Est. Cost $44.52 Unrealized 0.0%

AMGN AMGEN INC 5.4%

Value ($000) $7,598 Shares 23,212 Est. Cost $315.95 Unrealized 0.0%

RARE ULTRAGENYX PHARMACEUTICAL IN 5.4%

Value ($000) $7,569 Shares 329,101 Est. Cost $32.88 Unrealized 0.0%

TSHA TAYSHA GENE THERAPIES INC 5.2%

Value ($000) $7,320 Shares 1,330,901 Est. Cost $4.86 Unrealized 0.0%

VIR VIR BIOTECHNOLOGY INC 4.0%

Value ($000) $5,610 Shares 930,317 Est. Cost $5.95 Unrealized 0.0%

TARS TARSUS PHARMACEUTICALS INC 3.9%

Value ($000) $5,460 Shares 66,680 Est. Cost $74.67 Unrealized 0.0%

INCY INCYTE CORP 3.9%

Value ($000) $5,383 Shares 54,500 Est. Cost $96.76 Unrealized 0.0%

INSM INSMED INC 3.6%

Value ($000) $4,975 Shares 28,587 Est. Cost $182.48 Unrealized 0.0%

PYXS PYXIS ONCOLOGY INC 3.4%

Value ($000) $4,740 Shares 4,121,870 Est. Cost $3.53 Unrealized 0.0%

CLDX CELLDEX THERAPEUTICS INC NEW 3.3%

Value ($000) $4,626 Shares 170,307 Est. Cost $26.34 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
KYTX	KYVERNA THERAPEUTICS INC	4,391,818	$41,283	29.6%	$7.42	0.0%	COM	501976104
TEVA	TEVA PHARMACEUTICAL INDS LTD	769,550	$24,018	17.2%	$31.21	—	SPONSORED ADS	881624209
BLCO	BAUSCH PLUS LOMB CORP	613,472	$10,478	7.5%	$15.86	0.0%	COMMON SHARES	071705107
CRNX	CRINETICS PHARMACEUTICALS IN	224,135	$10,433	7.5%	$44.52	0.0%	COM	22663K107
AMGN	AMGEN INC	23,212	$7,598	5.4%	$315.95	0.0%	COM	031162100
RARE	ULTRAGENYX PHARMACEUTICAL IN	329,101	$7,569	5.4%	$32.88	0.0%	COM	90400D108
TSHA	TAYSHA GENE THERAPIES INC	1,330,901	$7,320	5.2%	$4.86	0.0%	COM SHS	877619106
VIR	VIR BIOTECHNOLOGY INC	930,317	$5,610	4.0%	$5.95	0.0%	COM	92764N102
TARS	TARSUS PHARMACEUTICALS INC	66,680	$5,460	3.9%	$74.67	0.0%	COM	87650L103
INCY	INCYTE CORP	54,500	$5,383	3.9%	$96.76	0.0%	COM	45337C102
INSM	INSMED INC	28,587	$4,975	3.6%	$182.48	0.0%	COM PAR $.01	457669307
PYXS	PYXIS ONCOLOGY INC	4,121,870	$4,740	3.4%	$3.53	0.0%	COM NEW	747324101
CLDX	CELLDEX THERAPEUTICS INC NEW	170,307	$4,626	3.3%	$26.34	0.0%	COM NEW	15117B202