Holdings of GordonMD Global Investments LP
15 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 85.2 % of the equity sleeve
Sector breakdown
- Health care 8.8 %
- Materials 3.0 %
- Unattributed 88.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 95.8 %
- IL 4.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 14 | 128.9M $ | 95.82 % |
| 2 | IL | 1 | 5.6M $ | 4.18 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Kyverna Therapeutics Inc | 4,244,818 | 36.6M $ | |
| 2 | Taysha Gene Therapies Inc | 737,550 | 22.2M $ | |
| 3 | Vir Biotechnology Inc | 1,518,552 | 13.6M $ | |
| 4 | Amgen Inc | 20,212 | 7.1M $ | |
| 5 | Scholar Rock Holding Corp | 132,500 | 6.5M $ | |
| 6 | Ultragenyx Pharmaceutical Inc | 289,101 | 6.1M $ | |
| 7 | Pyxis Oncology Inc | 4,121,870 | 6M $ | |
| 8 | Teva Pharmaceutical Industries Ltd | 1,257,495 | 5.6M $ | |
| 9 | Sionna Therapeutics Inc | 136,000 | 5.5M $ | |
| 10 | Celldex Therapeutics Inc | 170,307 | 5.4M $ | |
| 11 | Insmed Inc | 28,587 | 4.7M $ | |
| 12 | Crinetics Pharmaceuticals Inc | 126,985 | 4.6M $ | |
| 13 | Incyte Corp | 43,300 | 4.1M $ | |
| 14 | Allogene Therapeutics Inc | 1,430,000 | 3.5M $ | |
| 15 | Tarsus Pharmaceuticals Inc | 42,680 | 3M $ |