GordonMD Global Investments LP holds a concentrated book of 16 stocks worth $143.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Scholar Rock Holding Corp and trimmed Kyverna Therapeutics Inc. Their largest long position is Kyverna Therapeutics Inc at 26% of the equity book.
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Use Arkolith to show GordonMD Global Investments LP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Kyverna Therapeutics Inc COM | $36.6M | 4.24M | 25.5% | ▼−3.3% Reduced · −147K sh | |
| 2 | Taysha Gene Therapies Inc COM SHS | $22.2M | 737.5K | 15.5% | ▼−45% Reduced · −593K sh | |
| 3 | Vir Biotechnology Inc COM | $13.6M | 1.52M | 9.5% | ▲+63% Added · +588K sh | |
| 4 | Bausch Plus Lomb Corp COMMON SHARES | $9.1M | 573.5K | 6.4% | ▼−6.5% Reduced · −40K sh | |
| 5 | Amgen Inc COM | $7.1M | 20.2K | 5.0% | ▼−13% Reduced · −3K sh | |
| 6 | Scholar Rock Hldg Corp COM | $6.5M | 132.5K | 4.5% | ▲New New position | |
| 7 | Ultragenyx Pharmaceutical In COM | $6.1M | 289.1K | 4.2% | ▼−12% Reduced · −40K sh | |
| 8 | Pyxis Oncology Inc COMMON STOCK | $6.0M | 4.12M | 4.2% | —Held | |
| 9 | Teva Pharmaceutical Inds Ltd SPONSORED ADS | $5.6M | 1.26M | 3.9% | ▲+63% Added · +488K sh | |
| 10 | Sionna Therapeutics Inc COM | $5.5M | 136.0K | 3.8% | ▲New New position | |
| 11 | Celldex Therapeutics Inc New COM NEW | $5.4M | 170.3K | 3.8% | —Held | |
| 12 | Insmed Inc COM PAR $.01 | $4.7M | 28.6K | 3.3% | —Held | |
| 13 | Crinetics Pharmaceuticals In COM | $4.6M | 127.0K | 3.2% | ▼−43% Reduced · −97K sh | |
| 14 | Incyte Corp COM | $4.1M | 43.3K | 2.8% | ▼−21% Reduced · −11K sh | |
| 15 | Allogene Therapeutics Inc COM | $3.5M | 1.43M | 2.4% | ▲New New position | |
| 16 | Tarsus Pharmaceuticals Inc COM | $3.0M | 42.7K | 2.1% | ▼−36% Reduced · −24K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.