13FBOX
GordonMD Global Investments LP · 13F Holdings
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GordonMD Global Investments LP

No.6347 Data as of 2026Q2
Latest AUM (Q2 2026)
$252.5M
QoQ Change Q1 2026
+$109.0M+75.9%
Holdings
16
New Buys
1
Adds
4
Reduces
2
Exits
1
Unchanged
9
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADSTEVA
32.34%3.91%$81.7M2.4M$5.6M1.3M+1.1M+91.05%Add
KKYVERNA THERAPEUTICS INC COMKYTX
14.98%25.51%$37.8M4.2M$36.6M4.2M00.00%Unchanged
PPYXIS ONCOLOGY INC COMMON STOCKPYXS
11.95%4.19%$30.2M10.0M$6.0M4.1M+5.9M+143.21%Add
VIR BIOTECHNOLOGY INCVIR
5.46%9.48%$13.8M1.4M$13.6M1.5M-165,000-10.87%Reduce
AALLOGENE THERAPEUTICS INC COMALLO
4.36%2.43%$11.0M5.3M$3.5M1.4M+3.9M+270.49%Add
CCELLDEX THERAPEUTICS INC NEWCLDX
4.12%3.76%$10.4M279,720$5.4M170,307+109,413+64.24%Add
EEDITAS MEDICINE INCEDIT
4.01%$10.1M3.1M$00+3.1MNew Buy
UULTRAGENYX PHARMACEUTICAL INRARE
3.82%4.22%$9.7M289,101$6.1M289,10100.00%Unchanged
BAUSCH PLUS LOMB CORPBLCO
3.76%6.35%$9.5M573,472$9.1M573,47200.00%Unchanged
AMGEN INC COMAMGN
2.9%4.95%$7.3M20,212$7.1M20,21200.00%Unchanged
SCHOLAR ROCK HLDG CORPSRRK
2.89%4.54%$7.3M132,500$6.5M132,50000.00%Unchanged
SSIONNA THERAPEUTICS INCSION
2.37%3.8%$6.0M136,000$5.5M136,00000.00%Unchanged
TAYSHA GENE THERAPIES INCTSHA
2%15.47%$5.1M723,185$22.2M737,550-14,365-1.95%Reduce
INCYTE CORPINCY
1.94%2.84%$4.9M43,300$4.1M43,30000.00%Unchanged
CCRINETICS PHARMACEUTICALS INCRNX
1.88%3.21%$4.8M126,985$4.6M126,98500.00%Unchanged
INSMED INCINSM
1.21%3.26%$3.0M28,587$4.7M28,58700.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow