GordonMD Global Investments LP
Beverely Hills CA · SEC CIK 0002039349
$2.07亿2026Q2 申报市值
16持仓数
83.9%前十大占比 · 第一大 18.3%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PYXIS ONCOLOGY I 加仓+$1,776.81万
EDIT 新建仓+$1,013.15万
ALLO 加仓+$804.54万
TEVA PHARMACEUTI 加仓+$779.75万
CLDX 加仓+$407.13万
2026Q2 卖出最多 按季末市值估算
TARS 清仓-$299.40万
VIR 减仓-$168.14万
TSHA 减仓-$48.67万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| KYTX | KYVERNA THERAPEUTICS INC | $3,782.13万 | 18.30% | 4,244,818 | 0 | 0.0% | — | 不变 |
| — | PYXIS ONCOLOGY INC | $3,017.50万 | 14.60% | 10,024,909 | 5,903,039 | 143.2% | $1,776.81万 | 加仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $2,450.15万 | 11.86% | 723,185 | -14,365 | -1.9% | -$48.67万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1,636.10万 | 7.92% | 2,402,495 | 1,145,000 | 91.1% | $779.75万 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $1,379.27万 | 6.67% | 1,353,552 | -165,000 | -10.9% | -$168.14万 | 减仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $1,101.98万 | 5.33% | 5,298,000 | 3,868,000 | 270.5% | $804.54万 | 加仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1,040.84万 | 5.04% | 279,720 | 109,413 | 64.2% | $407.13万 | 加仓 |
| EDIT | EDITAS MEDICINE INC | $1,013.15万 | 4.90% | 3,127,000 | 3,127,000 | — | $1,013.15万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $965.31万 | 4.67% | 289,101 | 0 | 0.0% | — | 不变 |
| BLCO | BAUSCH PLUS LOMB CORP | $949.67万 | 4.60% | 573,472 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $731.92万 | 3.54% | 20,212 | 0 | 0.0% | — | 不变 |
| SRRK | SCHOLAR ROCK HLDG CORP | $728.75万 | 3.53% | 132,500 | 0 | 0.0% | — | 不变 |
| SION | SIONNA THERAPEUTICS INC | $598.26万 | 2.89% | 136,000 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $490.85万 | 2.38% | 43,300 | 0 | 0.0% | — | 不变 |
| — | CRINETICS PHARMACEUTICALS IN | $475.18万 | 2.30% | 126,985 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $304.79万 | 1.47% | 28,587 | 0 | 0.0% | — | 不变 |
| TARS | TARSUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -42,680 | -100.0% | -$299.40万 | 清仓 |