StockDriftsStockDriftsTop 16 Gordonmd Global Investments LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KYTX | KYVERNA THERAPEUTICS INC | 18.3% | 4.24M | $37.8M | +0.00%(+0) | $7.70(+6.10%) | 2026-06-30 | |
| PYXS | PYXIS ONCOLOGY INC | 14.6% | 10.02M | $30.2M | +143.21%(+5.90M) | $1.95(+54.13%) | 2026-06-30 | |
| TSHA | TAYSHA GENE THERAPIES INC | 11.86% | 723.2K | $24.5M | -1.95%(-14.37K) | $4.38(+36.60%) | 2026-06-30 | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 7.92% | 2.40M | $16.4M | +91.05%(+1.15M) | $29.29(+24.68%) | 2026-06-30 | |
| VIR | VIR BIOTECHNOLOGY INC | 6.67% | 1.35M | $13.8M | -10.87%(-165.00K) | $6.50(+39.93%) | 2026-06-30 | |
| ALLO | ALLOGENE THERAPEUTICS INC | 5.33% | 5.30M | $11.0M | +270.49%(+3.87M) | $2.08(-4.98%) | 2026-06-30 | |
| CLDX | CELLDEX THERAPEUTICS INC NEW | 5.04% | 279.7K | $10.4M | +64.24%(+109.41K) | $29.19(+45.99%) | 2026-06-30 | |
| EDIT | EDITAS MEDICINE INC | 4.9% | 3.13M | $10.1M | new | $2.74(+2.74%) | 2026-06-30 | |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | 4.67% | 289.1K | $9.7M | +0.00%(+0) | $26.54(+0.11%) | 2026-06-30 | |
| BLCO | BAUSCH PLUS LOMB CORP | 4.6% | 573.5K | $9.5M | +0.00%(+0) | $16.07(+5.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.65% |
Gordonmd Global Investments LP reports $206.66M in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are KYTX (18.3%), PYXS (14.6%) and TSHA (11.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +14.13% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gordonmd Global Investments LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2039349). View Gordonmd Global Investments LP’s 13F filings on SEC