Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| KYTXKyverna Therapeutics Inc | $37.8M | 18.3% | |
| PYXSPyxis Oncology Inc | $30.2M | 14.6% | +143.2% |
| TSHATaysha Gene Therapies Inc | $24.5M | 11.9% | −1.9% |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | $16.4M | 7.9% | +91.1% |
| VIRVir Biotechnology Inc | $13.8M | 6.7% | −10.9% |
| ALLOAllogene Therapeutics Inc | $11.0M | 5.3% | +270.5% |
| CLDXCelldex Therapeutics Inc New | $10.4M | 5.0% | +64.2% |
| EDITEditas Medicine Inc | $10.1M | 4.9% | New |
| RAREUltragenyx Pharmaceutical In | $9.7M | 4.7% | |
| BLCOBausch Plus Lomb Corp | $9.5M | 4.6% | |
| AMGNAmgen Inc | $7.3M | 3.5% | |
| SRRKScholar Rock Hldg Corp | $7.3M | 3.5% | |
| SIONSionna Therapeutics Inc | $6.0M | 2.9% | |
| INCYIncyte Corp | $4.9M | 2.4% | |
| Crinetics Pharmaceuticals InCUSIP 22663K107 | $4.8M | 2.3% | |
| INSMInsmed Inc | $3.0M | 1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PYXSPyxis Oncology Inc | December 31, 2025 | +161.7% | $30.2M |
| VIRVir Biotechnology Inc | December 31, 2025 | +69.0% | $13.8M |
| RAREUltragenyx Pharmaceutical In | December 31, 2025 | +45.2% | $9.7M |
| CLDXCelldex Therapeutics Inc New | December 31, 2025 | +37.0% | $10.4M |
| TSHATaysha Gene Therapies Inc | December 31, 2025 | +23.8% | $24.5M |
| INCYIncyte Corp | December 31, 2025 | +14.8% | $4.9M |
| SRRKScholar Rock Hldg Corp | March 31, 2026 | +11.9% | $7.3M |
| AMGNAmgen Inc | December 31, 2025 | +10.6% | $7.3M |
| SIONSionna Therapeutics Inc | March 31, 2026 | +9.7% | $6.0M |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | December 31, 2025 | +8.6% | $16.4M |
Sold off last quarter
- TARSTarsus Pharmaceuticals Inc was $3.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.3% | +14.8% |
| March 31, 2026 | −3.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: GordonMD Global Investments LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2039349&type=13F-HR&dateb=&owner=include&count=40CIK 2039349
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2039349/000091957426005398/Filed August 14, 2026 · accession 0000919574-26-005398