GordonMD Global Investments
GordonMD Global Investments reported 16 stocks worth $207M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are KYTX (18.3%), PYXS (14.6%) and TSHA (11.9%). Compared with Q1 2026, the fund opened new positions in EDIT, added to PYXS, ALLO and CLDX, trimmed TSHA and VIR and sold out of TARS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  KYTX Kyverna Therapeutics Inc | $37.8M | 18.3% | 4.2M | No change | 3 of 3 | |
| 2 |  PYXS Pyxis Oncology Inc | $30.2M | 14.6% | 10M | +5.9M (+143%) | 3 of 3 | |
| 3 |  TSHA Taysha Gene Therapies Inc | $24.5M | 11.9% | 723K | −14K (−2%) | 3 of 3 | |
| 4 | TEVA PHARMACEUTICAL INDS LTD | $16.4M | 7.9% | 2.4M | +1.1M (+91%) | 3 of 3 | |
| 5 |  VIR Vir Biotechnology Inc | $13.8M | 6.7% | 1.4M | −165K (−11%) | 3 of 3 | |
| 6 |  ALLO Allogene Therapeutics Inc | $11M | 5.3% | 5.3M | +3.9M (+270%) | 2 of 3 | |
| 7 |  CLDX Celldex Therapeutics Inc | $10.4M | 5.0% | 280K | +109K (+64%) | 3 of 3 | |
| 8 |  EDIT Editas Medicine Inc | $10.1M | 4.9% | 3.1M | New position | 1 of 3 | |
| 9 |  RARE Ultragenyx Pharmaceutical in | $9.7M | 4.7% | 289K | No change | 3 of 3 | |
| 10 |  BLCO Bausch Plus Lomb Corp | $9.5M | 4.6% | 573K | No change | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TARS Tarsus Pharmaceuticals Inc | $3M | 43K |
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →GordonMD Global Investments 13F FAQ
What does GordonMD Global Investments own?
GordonMD Global Investments reported 16 stocks worth $207M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are KYTX (18.3%), PYXS (14.6%) and TSHA (11.9%). The table above lists every position in the filing (the top 10 without an account).
What did GordonMD Global Investments buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 4 added to, 2 trimmed and 1 sold out. New positions include EDIT. It sold all of TARS.
When will GordonMD Global Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is GordonMD Global Investments's portfolio worth?
The Q2 2026 filing reports $207M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.