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GordonMD Global Investments LP · 13F 持仓分析
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GordonMD Global Investments LP

No.6347 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.53亿
环比变动 Q1 2026
+$1.09亿+75.9%
持仓股票数
16
新买入
1
加仓
4
减仓
2
清仓
1
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA
32.34%3.91%$8,168.5万240.2万股$562.1万125.7万股+114.5万股+91.05%加仓
KKYVERNA THERAPEUTICS INC COMKYTX
14.98%25.51%$3,782.1万424.5万股$3,663.3万424.5万股00.00%持仓不变
PPYXIS ONCOLOGY INC COMMON STOCKPYXS
11.95%4.19%$3,017.5万1,002.5万股$601.8万412.2万股+590.3万股+143.21%加仓
VIR BIOTECHNOLOGYVIR
5.46%9.48%$1,379.3万135.4万股$1,360.6万151.9万股-16.5万股-10.87%减仓
AALLOGENE THERAPEUTICS INC COMALLO
4.36%2.43%$1,102.0万529.8万股$348.9万143.0万股+386.8万股+270.49%加仓
CCELLDEX THERAPEUTICS NEWCLDX
4.12%3.76%$1,040.8万28.0万股$540.2万17.0万股+10.9万股+64.24%加仓
EEDITAS MEDICINEEDIT
4.01%$1,013.1万312.7万股$00股+312.7万股新买入
UULTRAGENYX PHARMACEUTICAL INRARE
3.82%4.22%$965.3万28.9万股$605.7万28.9万股00.00%持仓不变
BAUSCH PLUS LOMBBLCO
3.76%6.35%$949.7万57.3万股$911.8万57.3万股00.00%持仓不变
AMGEN COMAMGN
2.9%4.95%$731.9万2.0万股$711.2万2.0万股00.00%持仓不变
SCHOLAR ROCKSRRK
2.89%4.54%$728.8万13.3万股$651.4万13.3万股00.00%持仓不变
SSIONNA THERAPEUTICSSION
2.37%3.8%$598.3万13.6万股$545.2万13.6万股00.00%持仓不变
TAYSHA GENE THERAPIESTSHA
2%15.47%$506.2万72.3万股$2,221.5万73.8万股-1.4万股-1.95%减仓
因赛特INCY
1.94%2.84%$490.8万4.3万股$407.5万4.3万股00.00%持仓不变
CCRINETICS PHARMACEUTICALS INCRNX
1.88%3.21%$475.2万12.7万股$461.2万12.7万股00.00%持仓不变
InsmedINSM
1.21%3.26%$304.8万2.9万股$467.5万2.9万股00.00%持仓不变

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