GGI
GordonMD Global Investments Portfolio holdings
AUM
$139M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$139M
AUM Growth
–
Holding
13
Top Buys
| 1 | +$32.6M | |
| 2 | +$19M | |
| 3 | +$14.5M | |
| 4 |
Ultragenyx Pharmaceutical
RARE
|
+$10.8M |
| 5 |
Crinetics Pharmaceuticals
CRNX
|
+$9.98M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Kyverna Therapeutics
KYTX
$482M
| $41.3M | 29.6% |
+4,391,818
|
|
||
2
Teva Pharmaceuticals
TEVA
$39.2B
| $24M | 17.22% |
+769,550
|
|
||
3
Bausch + Lomb
BLCO
$6.59B
| $10.5M | 7.51% |
+613,472
|
|
||
|
4
Crinetics Pharmaceuticals
CRNX
$4.45B
| $10.4M | 7.48% |
+224,135
|
|
||
5
Amgen
AMGN
$207B
| $7.6M | 5.45% |
+23,212
|
|
||
|
6
Ultragenyx Pharmaceutical
RARE
$2.21B
| $7.57M | 5.43% |
+329,101
|
|
||
7
Taysha Gene Therapies
TSHA
$1.28B
| $7.32M | 5.25% |
+1,330,901
|
|
||
8
Vir Biotechnology
VIR
$1.39B
| $5.61M | 4.02% |
+930,317
|
|
||
9
Tarsus Pharmaceuticals
TARS
$3.08B
| $5.46M | 3.91% |
+66,680
|
|
||
10
Incyte
INCY
$19.9B
| $5.38M | 3.86% |
+54,500
|
|
||
11
Insmed
INSM
$31.7B
| $4.98M | 3.57% |
+28,587
|
|
||
12
Pyxis Oncology
PYXS
$94.6M
| $4.74M | 3.4% |
+4,121,870
|
|
||
13
Celldex Therapeutics
CLDX
$2.05B
| $4.63M | 3.32% |
+170,307
|
|