Skip to content
Disclosery

GordonMD Global Investments LP

Follow

13F filer, CIK 2039349, Beverely Hills, CA

GordonMD Global Investments LP reported $206,658,499 across 16 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 83.89% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-005398

Period
2026-06-30
Reported value
$207M
Holdings
16
Top 10 weight
83.89%
New
1
Sold out
1

Part of the filer group GordonMD Global Investments LP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PYXSadded+5,903,039$17.8M
EDITnew+3,127,000$10.1M
ALLOadded+3,868,000$8.05M
TEVAadded+1,145,000$7.8M
CLDXadded+109,413$4.07M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TARSexited-42,680-$2.99M
VIRreduced-165,000-$1.68M
TSHAreduced-14,365-$487K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000919574-26-005398, largest first. % of portfolio is the value over $206,658,499, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KYTXKYVERNA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,391,818 shares; 2026Q1: 4,244,818 shares; 2026Q2: 4,244,818 shares 4,244,818$37.8M18.3%0Timeline
PYXSPYXIS ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 4,121,870 shares; 2026Q1: 4,121,870 shares; 2026Q2: 10,024,909 shares 10,024,909$30.2M14.6%+5,903,0392026-10-01, 13G/A: 20,441,948 shares, 16.4% of the class, 13G/A filed 2026-10-09 Timeline
TSHATAYSHA GENE THERAPIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,330,901 shares; 2026Q1: 737,550 shares; 2026Q2: 723,185 shares 723,185$24.5M11.86%-14,365Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 769,550 shares; 2026Q1: 1,257,495 shares; 2026Q2: 2,402,495 shares 2,402,495$16.4M7.92%+1,145,000Timeline
VIRVIR BIOTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 930,317 shares; 2026Q1: 1,518,552 shares; 2026Q2: 1,353,552 shares 1,353,552$13.8M6.67%-165,000Timeline
ALLOALLOGENE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,430,000 shares; 2026Q2: 5,298,000 shares 5,298,000$11M5.33%+3,868,000Timeline
CLDXCELLDEX THERAPEUTICS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 170,307 shares; 2026Q1: 170,307 shares; 2026Q2: 279,720 shares 279,720$10.4M5.04%+109,413Timeline
EDITEDITAS MEDICINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,127,000 shares 3,127,000$10.1M4.9%newTimeline
RAREULTRAGENYX PHARMACEUTICAL INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 329,101 shares; 2026Q1: 289,101 shares; 2026Q2: 289,101 shares 289,101$9.65M4.67%0Timeline
BLCOBAUSCH PLUS LOMB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 613,472 shares; 2026Q1: 573,472 shares; 2026Q2: 573,472 shares 573,472$9.5M4.6%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 23,212 shares; 2026Q1: 20,212 shares; 2026Q2: 20,212 shares 20,212$7.32M3.54%0Timeline
SRRKSCHOLAR ROCK HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 132,500 shares; 2026Q2: 132,500 shares 132,500$7.29M3.53%0Timeline
SIONSIONNA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 136,000 shares; 2026Q2: 136,000 shares 136,000$5.98M2.89%0Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 54,500 shares; 2026Q1: 43,300 shares; 2026Q2: 43,300 shares 43,300$4.91M2.38%0Timeline
CRNXCRINETICS PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 224,135 shares; 2026Q1: 126,985 shares; 2026Q2: 126,985 shares 126,985$4.75M2.3%0Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 28,587 shares; 2026Q1: 28,587 shares; 2026Q2: 28,587 shares 28,587$3.05M1.47%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TARSTARSUS PHARMACEUTICALS INC42,680$2.99Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-26-005398 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13G/A 0000919574-26-006818 PYXS2026-10-09
Form 4/A 0000919574-26-006815 Pyxis Oncology, Inc.2026-10-09
Form 4 0000919574-26-006609 Pyxis Oncology, Inc.2026-10-02
13G/A 0000919574-26-006608 PYXS2026-10-02
13F-HR 0000919574-26-005398 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0000919574-26-003273 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0000919574-26-001152 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set