Institutional Fund
Gordonmd Global Investments LP
Beverely Hills, CACIK 20393492 filings on record
Portfolio Value
$143.59M
Q1 2026
Holdings
16
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+2.9%
from $139.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Kyverna Therapeutics Inc25.5%
- Taysha Gene Therapies Inc15.5%
- Vir Biotechnology Inc9.5%
- Bausch Plus Lomb Corp6.4%
- Amgen Inc5.0%
- Scholar Rock Hldg Corp4.5%
- Other33.7%
Portfolio Holdings
16 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Kyverna Therapeutics Inc | 4.24M | $36.63M | 25.5% | −147.0K | Reduced |
| 2 | Taysha Gene Therapies Inc | 737.5K | $22.22M | 15.5% | −593.4K | Reduced |
| 3 | Vir Biotechnology Inc | 1.52M | $13.61M | 9.5% | +588.2K | Added |
| 4 | Bausch Plus Lomb Corp | 573.5K | $9.12M | 6.4% | −40.0K | Reduced |
| 5 | Amgen Inc | 20.2K | $7.11M | 5.0% | −3.0K | Reduced |
| 6 | Scholar Rock Hldg Corp | 132.5K | $6.51M | 4.5% | +132.5K | New |
| 7 | Ultragenyx Pharmaceutical In | 289.1K | $6.06M | 4.2% | −40.0K | Reduced |
| 8 | Pyxis Oncology Inc | 4.12M | $6.02M | 4.2% | 0 | Held |
| 9 | Teva Pharmaceutical Inds Ltd | 1.26M | $5.62M | 3.9% | +487.9K | Added |
| 10 | Sionna Therapeutics Inc | 136.0K | $5.45M | 3.8% | +136.0K | New |
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