GordonMD Global Investments LP
•CIK: 2039349•Filing: Q4 2025
**GordonMD Global Investments LP** manages $139M across a concentrated portfolio of 13 positions. The fund exhibits significant conviction in the healthcare sector, with its largest holding in KYTX at $41.3M. Further notable allocations include TEVA ($24.0M) and BLCO ($10.5M), indicating a focused, deep-value approach within specialized biopharma names. This structure suggests a targeted, high-conviction strategy within the life sciences landscape.
Total AUM
$139.5M
QoQ Performance
N/A
Positions
13
Top 10 Concentration
89.7%
Latest Filing
Q4 2025
Top Holdings Allocation
KYTX
TEVA
BLCO
CRNX
AMGN
RARE
TSHA
KYTX29.6%
TEVA17.2%
BLCO7.5%
CRNX7.5%
AMGN5.4%
RARE5.4%
TSHA5.2%
VIR4.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other94.6%
Healthcare5.4%