StockDriftsStockDriftsTop 16 Gordonmd Global Investments LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KYTX | KYVERNA THERAPEUTICS INC | 25.51% | 4.24M | $36.6M | -3.35%(-147.00K) | $7.70(+15.45%) | 2026-03-31 | |
| TSHA | TAYSHA GENE THERAPIES INC | 15.47% | 737.5K | $22.2M | -44.58%(-593.35K) | $4.38(+48.92%) | 2026-03-31 | |
| VIR | VIR BIOTECHNOLOGY INC | 9.48% | 1.52M | $13.6M | +63.23%(+588.24K) | $6.50(+54.47%) | 2026-03-31 | |
| BLCO | BAUSCH PLUS LOMB CORP | 6.35% | 573.5K | $9.1M | -6.52%(-40.00K) | $16.07(+6.75%) | 2026-03-31 | |
| AMGN | AMGEN INC | 4.95% | 20.2K | $7.1M | -12.92%(-3.00K) | $304.76(+22.77%) | 2026-03-31 | |
| SRRK | SCHOLAR ROCK HLDG CORP | 4.54% | 132.5K | $6.5M | new | $46.60(+17.76%) | 2026-03-31 | |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 4.22% | 289.1K | $6.1M | -12.15%(-40.00K) | $26.54(+26.11%) | 2026-03-31 | |
| PYXS | PYXIS ONCOLOGY INC | 4.19% | 4.12M | $6.0M | +0.00%(+0) | $1.69(+56.08%) | 2026-03-31 | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 3.91% | 1.26M | $5.6M | +63.41%(+487.94K) | $27.63(+25.37%) | 2026-03-31 | |
| SION | SIONNA THERAPEUTICS INC | 3.8% | 136.0K | $5.5M | new | $40.61(+8.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -14.28% | -37.00% |
| Top 20 Holdings Unweighted | +2.03% | +6.21% |
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