GordonMD Global Investments LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$139.5M
Holdings
13
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | 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% |