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Portfolio (Quarterly) Guide ↗

GordonMD Global Investments LP

· CIK 0002039349
13F Portfolio $144M AUM 16 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 2 Added 8 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VIR VIR BIOTECHNOLOGY INC Healthcare 1,518,552.0 $13.6M 9.48% +588K +63.2% $8.96 -0.9%
2 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 1,257,495.0 $5.6M 3.92% +488K +63.4% $4.47 +667.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%