GordonMD Global Investments LP
Beverely Hills CA · SEC CIK 0002039349
$1.57亿2026Q1 申报市值
16持仓数
85.3%前十大占比 · 第一大 24.1%
3 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TEVA PHARMACEUTI 加仓+$1,469.69万
SRRK 新建仓+$651.37万
SION 新建仓+$545.22万
VIR 加仓+$527.06万
ALLO 新建仓+$348.92万
2026Q1 卖出最多 按季末市值估算
CRINETICS PHARMA 减仓-$352.85万
TSHA 减仓-$265.23万
TARS 减仓-$168.36万
KYTX 减仓-$126.86万
AMGN 减仓-$105.55万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TARS | TARSUS PHARMACEUTICALS INC | $299.40万 | 1.91% | 42,680 | -24,000 | -36.0% | -$168.36万 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $329.68万 | 2.10% | 737,550 | -593,351 | -44.6% | -$265.23万 | 减仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $348.92万 | 2.22% | 1,430,000 | 1,430,000 | — | $348.92万 | 新建仓 |
| INCY | INCYTE CORP | $407.54万 | 2.60% | 43,300 | -11,200 | -20.6% | -$105.41万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $461.21万 | 2.94% | 126,985 | -97,150 | -43.3% | -$352.85万 | 减仓 |
| INSM | INSMED INC | $467.45万 | 2.98% | 28,587 | 0 | 0.0% | — | 不变 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $540.21万 | 3.44% | 170,307 | 0 | 0.0% | — | 不变 |
| SION | SIONNA THERAPEUTICS INC | $545.22万 | 3.47% | 136,000 | 136,000 | — | $545.22万 | 新建仓 |
| — | PYXIS ONCOLOGY INC | $601.79万 | 3.83% | 4,121,870 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $605.67万 | 3.86% | 289,101 | -40,000 | -12.2% | -$83.80万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $651.37万 | 4.15% | 132,500 | 132,500 | — | $651.37万 | 新建仓 |
| AMGN | AMGEN INC | $711.16万 | 4.53% | 20,212 | -3,000 | -12.9% | -$105.55万 | 减仓 |
| BLCO | BAUSCH PLUS LOMB CORP | $911.82万 | 5.81% | 573,472 | -40,000 | -6.5% | -$63.60万 | 减仓 |
| VIR | VIR BIOTECHNOLOGY INC | $1,360.62万 | 8.67% | 1,518,552 | 588,235 | 63.2% | $527.06万 | 加仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $3,663.28万 | 23.34% | 4,244,818 | -147,000 | -3.3% | -$126.86万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $3,787.57万 | 24.14% | 1,257,495 | 487,945 | 63.4% | $1,469.69万 | 加仓 |