2026 Q2 Portfolio Activity
In 2026 Q2, GordonMD Global Investments LP maintained a portfolio of 17 distinct positions. The most significant new addition was EDITAS MEDICINE INC, now representing 4.90% of the total fund value. They heavily accumulated shares in PYXIS ONCOLOGY INC, increasing the position by 143.2%. Conversely, GordonMD Global Investments LP completely exited their position in TARSUS PHARMACEUTICALS INC.
Position History
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Total Positions
17
Quarter
2026 Q2
Top Holding
KYTX (18.3%)
Top 10 Concentration
83.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-17 of 17
GordonMD Global Investments LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
KYTX
KYVERNA THERAPE...
|
Healthcare | 18.30% | 25.51% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
4,244,818 | $37,821,328 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PYXS
PYXIS ONCOLOGY ...
|
Healthcare | 14.60% | 4.19% |
#2
6
Prev: #8
|
8.5 |
—
|
5,903,039 | 143.2% |
P
S
|
10,024,909 | $30,174,976 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSHA
TAYSHA GENE THE...
|
Healthcare | 11.86% | 15.47% |
#3
1
Prev: #2
|
5.5 |
—
|
-14,365 | -1.9% |
P
S
|
723,185 | $24,501,508 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TEVA
TEVA PHARMACEUT...
|
Healthcare | 7.92% | 3.91% |
#4
5
Prev: #9
|
6.7 |
—
|
1,145,000 | 91.1% |
P
S
|
2,402,495 | $16,360,991 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VIR
VIR BIOTECHNOLO...
|
Healthcare | 6.67% | 9.48% |
#5
2
Prev: #3
|
3.7 |
—
|
-165,000 | -10.9% |
P
S
|
1,353,552 | $13,792,695 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALLO
ALLOGENE THERAP...
|
Healthcare | 5.33% | 2.43% |
#6
9
Prev: #15
|
5.1 |
—
|
3,868,000 | 270.5% |
P
S
|
5,298,000 | $11,019,840 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLDX
CELLDEX THERAPE...
|
Healthcare | 5.04% | 3.76% |
#7
4
Prev: #11
|
5.0 |
—
|
109,413 | 64.2% |
P
S
|
279,720 | $10,408,381 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EDIT
EDITAS MEDICINE...
|
Healthcare | 4.90% | — |
#8
Prev: #—
|
5.5 |
—
|
3,127,000 | — |
NEW
|
3,127,000 | $10,131,480 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RARE
ULTRAGENYX PHAR...
|
Healthcare | 4.67% | 4.22% |
#9
2
Prev: #7
|
2.9 |
—
|
no change | no change |
P
S
|
289,101 | $9,653,082 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BLCO
BAUSCH PLUS LOM...
|
Healthcare | 4.60% | 6.35% |
#10
6
Prev: #4
|
2.8 |
—
|
no change | no change |
P
S
|
573,472 | $9,496,696 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMGN
AMGEN INC
|
Healthcare | 3.54% | 4.95% |
#11
6
Prev: #5
|
2.4 |
—
|
no change | no change |
P
S
|
20,212 | $7,319,169 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SRRK
SCHOLAR ROCK HL...
|
Healthcare | 3.53% | 4.54% |
#12
6
Prev: #6
|
2.4 |
—
|
no change | no change |
P
S
|
132,500 | $7,287,500 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SION
SIONNA THERAPEU...
|
Healthcare | 2.89% | 3.80% |
#13
3
Prev: #10
|
2.2 |
—
|
no change | no change |
P
S
|
136,000 | $5,982,640 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INCY
INCYTE CORP
|
Healthcare | 2.38% | 2.84% |
#14
Prev: #14
|
2.0 |
—
|
no change | no change |
P
S
|
43,300 | $4,908,488 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRNX
CRINETICS PHARM...
|
Healthcare | 2.30% | 3.21% |
#15
2
Prev: #13
|
1.9 |
—
|
no change | no change |
P
S
|
126,985 | $4,751,779 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INSM
INSMED INC
|
Healthcare | 1.47% | 3.26% |
#16
4
Prev: #12
|
1.6 |
—
|
no change | no change |
P
S
|
28,587 | $3,047,946 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TARS
TARSUS PHARMACE...
|
Healthcare | 0.00% | 2.09% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-42,680 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-17 of 17 holdings