Holdings of GordonMD Global Investments LP
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 15 in 2 countries
- Top ten
- 85.2 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
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 $ |
Sector breakdown
- Health care 11.8 %
- Unattributed 88.2 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 95.8 %
- Israel 4.2 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 14 | 128.9M $ | 95.82 % |
| 2 | Israel | 1 | 5.6M $ | 4.18 % |
Cite this page
Titelia. "Holdings of GordonMD Global Investments LP". https://titelia.com/en/funds/US13F2039349