GordonMD Global Investments LP
Beverely Hills, CA
$207m in 16 US stocks at the end of 30 June 2026. The top 10 are 83.9% of the money. It changed about 23.9% of the portfolio this quarter.
Value
$207m
Stocks
16
Top 10 share
83.9%
Turnover
23.9%
What changed this quarter
New
Bought for the first time this quarter.
- Editas MedicineEDIT4.9% of the fund
Added
Bought more of a stock they already held.
- Pyxis OncologyPYXS14.6% of the fund+143%
- Teva Pharmaceutical IndustriesTEVA7.9% of the fund+91%
- Allogene TherapeuticsALLO5.3% of the fund+270%
- Celldex TherapeuticsCLDX5.0% of the fund+64%
Cut
Sold some of their stake.
- Vir BiotechnologyVIR6.7% of the fund-11%
Sold out
Sold their entire stake.
Holdings
- Crinetics PharmaceuticalsCRNX
- Share
- 2.3%
- Value
- $5m
- Shares
- 126,985
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Kyverna TherapeuticsKYTX | 18.3% | $38m | 4,244,818 | Held |
| Pyxis OncologyPYXS | 14.6% | $30m | 10,024,909 | +143% |
| Taysha Gene TherapiesTSHA | 11.9% | $25m | 723,185 | Held |
| Teva Pharmaceutical IndustriesTEVA | 7.9% | $16m | 2,402,495 | +91% |
| Vir BiotechnologyVIR | 6.7% | $14m | 1,353,552 | -11% |
| Allogene TherapeuticsALLO | 5.3% | $11m | 5,298,000 | +270% |
| Celldex TherapeuticsCLDX | 5.0% | $10m | 279,720 | +64% |
| Editas MedicineEDIT | 4.9% | $10m | 3,127,000 | New |
| Ultragenyx PharmaceuticalRARE | 4.7% | $10m | 289,101 | Held |
| Bausch & LombBLCO | 4.6% | $9m | 573,472 | Held |
| AmgenAMGN | 3.5% | $7m | 20,212 | Held |
| Scholar Rock HoldingSRRK | 3.5% | $7m | 132,500 | Held |
| Sionna TherapeuticsSION | 2.9% | $6m | 136,000 | Held |
| IncyteINCY | 2.4% | $5m | 43,300 | Held |
| Crinetics PharmaceuticalsCRNX | 2.3% | $5m | 126,985 | Held |
| InsmedINSM | 1.5% | $3m | 28,587 | Held |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 48.2% since 31 December 2025.
Where the money is
Health care100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.