GordonMD Global Investments LP
13F filer · CIK 2039349 · Beverely Hills, CA
Summary
GordonMD Global Investments LP reported $206.66M across 16 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are KYTX (18.3%), PYXS (14.6%), TSHA (11.9%). Versus 2026 Q1, leaving options aside, it opened 1 new positions, added to 4, trimmed 2 and sold out of 1.
Reported value$206.66M
Positions16
Report period2026 Q2
FiledAug 14, 2026
New positions1
Added4
Trimmed2
Sold out1
Top 16 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 18.3%Value $37.82MPrice $6.84Shares 4.24MSince Jun 30 -23.23%
Weight 14.6%Value $30.17MPrice $2.90Shares 10.02M +143.21%Since Jun 30 -3.65%
Weight 11.9%Value $24.50MPrice $4.99Shares 723K -1.95%Since Jun 30 -85.27%
Weight 7.9%Value $16.36MPrice $39.81Shares 2.40M +91.05%Since Jun 30 +484.58%
Weight 6.7%Value $13.79MPrice $10.65Shares 1.35M -10.87%Since Jun 30 +4.51%
Weight 5.3%Value $11.02MPrice $1.62Shares 5.30M +270.49%Since Jun 30 -22.12%
Weight 5.0%Value $10.41MPrice $31.64Shares 280K +64.24%Since Jun 30 -14.97%
Weight 4.9%Value $10.13MPrice $2.59Shares 3.13MSince Jun 30 -20.06%
Weight 4.7%Value $9.65MPrice $15.32Shares 289KSince Jun 30 -54.12%
Weight 4.6%Value $9.50MPrice $17.14Shares 573KSince Jun 30 +3.50%
Weight 3.5%Value $7.32MPrice $423.64Shares 20KSince Jun 30 +16.99%
Weight 3.5%Value $7.29MPrice $47.75Shares 133KSince Jun 30 -13.18%
Weight 2.9%Value $5.98MPrice $5.15Shares 136KSince Jun 30 -88.29%
Weight 2.4%Value $4.91MPrice $123.20Shares 43KSince Jun 30 +8.68%
Weight 2.3%Value $4.75MPrice $84.95Shares 127KSince Jun 30 +127.02%
Weight 1.5%Value $3.05MPrice $115.63Shares 29KSince Jun 30 +8.45%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 18.3% | $37.82M | -23.23% | — | Hold | |
| 14.6% | $30.17M | -3.65% | +143.21% | Add | |
| 11.9% | $24.50M | -85.27% | -1.95% | Trim | |
| 7.9% | $16.36M | +484.58% | +91.05% | Add | |
| 6.7% | $13.79M | +4.51% | -10.87% | Trim | |
| 5.3% | $11.02M | -22.12% | +270.49% | Add | |
| 5.0% | $10.41M | -14.97% | +64.24% | Add | |
| 4.9% | $10.13M | -20.06% | — | New | |
| 4.7% | $9.65M | -54.12% | — | Hold | |
| 4.6% | $9.50M | +3.50% | — | Hold | |
| 3.5% | $7.32M | +16.99% | — | Hold | |
| 3.5% | $7.29M | -13.18% | — | Hold | |
| 2.9% | $5.98M | -88.29% | — | Hold | |
| 2.4% | $4.91M | +8.68% | — | Hold | |
| 2.3% | $4.75M | +127.02% | — | Hold | |
| 1.5% | $3.05M | +8.45% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.