Institutional Manager · CIK 0002039349
GordonMD Global Investments LP
Beverely Hills, CA · File #028-26511
Latest AUM
$139.5M
Positions
13
Top-10 Concentration
89.7%
Filings
1
Sector Allocation
Filing History
View all filings →Top 13 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | KYVERNA THERAPEUTICS INC | KYTX | 4,391,818 | $41.3M | 29.60% |
| 2 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 769,550 | $24.0M | 17.22% |
| 3 | BAUSCH PLUS LOMB CORP | 071705107 | 613,472 | $10.5M | 7.51% |
| 4 | CRINETICS PHARMACEUTICALS IN | CRNX | 224,135 | $10.4M | 7.48% |
| 5 | AMGEN INC | AMGN | 23,212 | $7.6M | 5.45% |
| 6 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 329,101 | $7.6M | 5.43% |
| 7 | TAYSHA GENE THERAPIES INC | TSHA | 1,330,901 | $7.3M | 5.25% |
| 8 | VIR BIOTECHNOLOGY INC | VIR | 930,317 | $5.6M | 4.02% |
| 9 | TARSUS PHARMACEUTICALS INC | TARS | 66,680 | $5.5M | 3.91% |
| 10 | INCYTE CORP | INCY | 54,500 | $5.4M | 3.86% |
| 11 | INSMED INC | INSM | 28,587 | $5.0M | 3.57% |
| 12 | PYXIS ONCOLOGY INC | PYXS | 4,121,870 | $4.7M | 3.40% |
| 13 | CELLDEX THERAPEUTICS INC NEW | CLDX | 170,307 | $4.6M | 3.32% |