GORDONMD GLOBAL INVESTMENTS LP
Q2 2026 Form 13-F
BEVERELY HILLS, DELAWARE
CIK 0002039349
· CRD 316751
· SEC-registered investment adviser
$206.7M Reported Value Total
GORDONMD GLOBAL INVESTMENTS LP reports 7 total accounts under management (AUM). There are 7 discretionary accounts valued at $322,272,133, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
4 funds
· $322.3M gross asset value
Hedge Fund: $202.0M · Private Equity Fund: $120.3M
Source: Form ADV filed 2026-03-26
Reported value
$206.7M
Quarter over quarter
+13.7%
Holdings
16
Top-10 concentration
83.9%
Key People
Form ADV owners & control persons
Craig David Gordon
LIMITED PARTNER, CEO, CIO
Michael Joseph Kostolansky
COO, CCO, CFO
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $206.7M |
| Positions | 16 |
| Change in reported value | +43.9% |
| New positions | 1 |
| Exited positions | 1 |
| Position turnover | 11.8% |
| Top-10 concentration | 83.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
16 | $206.7M |
|
Q1 2026 13F
Filed May 15, 2026
|
16 | $143.6M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
13 | $139.5M |
Top 16 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | KYTX KYVERNA THERAPEUTICS INC | $37.8M | 18.3% |
| 2 | PYXS PYXIS ONCOLOGY INC | $30.2M | 14.6% |
| 3 | TSHA TAYSHA GENE THERAPIES INC | $24.5M | 11.86% |
| 4 | TEVA TEVA PHARMACEUTICAL INDS LTD | $16.4M | 7.92% |
| 5 | VIR VIR BIOTECHNOLOGY INC | $13.8M | 6.67% |
| 6 | ALLO ALLOGENE THERAPEUTICS INC | $11.0M | 5.33% |
| 7 | CLDX CELLDEX THERAPEUTICS INC NEW | $10.4M | 5.04% |
| 8 | EDIT EDITAS MEDICINE INC | $10.1M | 4.9% |
| 9 | RARE ULTRAGENYX PHARMACEUTICAL IN | $9.7M | 4.67% |
| 10 | BLCO BAUSCH PLUS LOMB CORP | $9.5M | 4.6% |
| 11 | AMGN AMGEN INC | $7.3M | 3.54% |
| 12 | SRRK SCHOLAR ROCK HLDG CORP | $7.3M | 3.53% |
| 13 | SION SIONNA THERAPEUTICS INC | $6.0M | 2.89% |
| 14 | INCY INCYTE CORP | $4.9M | 2.38% |
| 15 | CRNX CRINETICS PHARMACEUTICALS IN | $4.8M | 2.3% |
| 16 | INSM INSMED INC | $3.0M | 1.47% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.