GordonMD Global Investments LP: 13F holdings
CIK 20393492026Q2
| Positions | 16 |
|---|---|
| Reported value | $206.7m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| KYVERNA THERAPEUTICS INC | 4,244,818 | $37.8m | 18.3% |
| PYXIS ONCOLOGY INC | 10,024,909 | $30.2m | 14.6% |
| TAYSHA GENE THERAPIES INC | 723,185 | $24.5m | 11.9% |
| TEVA PHARMACEUTICAL INDS LTD | 2,402,495 | $16.4m | 7.9% |
| VIR VIR BIOTECHNOLOGY INC | 1,353,552 | $13.8m | 6.7% |
| ALLO ALLOGENE THERAPEUTICS INC | 5,298,000 | $11.0m | 5.3% |
| CLDX CELLDEX THERAPEUTICS INC NEW | 279,720 | $10.4m | 5.0% |
| EDIT EDITAS MEDICINE INC | 3,127,000 | $10.1m | 4.9% |
| RARE ULTRAGENYX PHARMACEUTICAL IN | 289,101 | $9.7m | 4.7% |
| BLCO BAUSCH PLUS LOMB CORP | 573,472 | $9.5m | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2039349")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.