GordonMD Global Investments LP
CIK: 0002039349Latest portfolio: $139.5M · Q4 2025
Holdings
13
Total Value
$139.5M
New Positions
13
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KYTXKYVERNA THERAPEUTICS INC | 4,391,818 | $41.3M | 29.60% | |
| 2 | TEVATEVA PHARMACEUTICAL INDS LTD | 769,550 | $24.0M | 17.22% | |
| 3 | BLCOBAUSCH PLUS LOMB CORP | 613,472 | $10.5M | 7.51% | |
| 4 | CRNXCRINETICS PHARMACEUTICALS IN | 224,135 | $10.4M | 7.48% | |
| 5 | AMGNAMGEN INC | 23,212 | $7.6M | 5.45% | |
| 6 | RAREULTRAGENYX PHARMACEUTICAL IN | 329,101 | $7.6M | 5.43% | |
| 7 | TSHATAYSHA GENE THERAPIES INC | 1,330,901 | $7.3M | 5.25% | |
| 8 | VIRVIR BIOTECHNOLOGY INC | 930,317 | $5.6M | 4.02% | |
| 9 | TARSTARSUS PHARMACEUTICALS INC | 66,680 | $5.5M | 3.91% | |
| 10 | INCYINCYTE CORP | 54,500 | $5.4M | 3.86% | |
| 11 | IM8NINSMED INC | 28,587 | $5.0M | 3.57% | |
| 12 | PYXSPYXIS ONCOLOGY INC | 4,121,870 | $4.7M | 3.40% | |
| 13 | TCE2CELLDEX THERAPEUTICS INC NEW | 170,307 | $4.6M | 3.32% |
Sector Breakdown
Healthcare0.0% ($4.128324017104781e+38T)
Unknown0.0% ($49.8B)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $139.5M | 13 |
Fund Information
GordonMD Global Investments LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $139.5M across 13 holdings. The largest position is KYVERNA THERAPEUTICS INC (KYTX), representing 29.6% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.