B Group, Inc.
- SEC CIK
- 0002043476
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 18
- −2 vs. Q1 2026
- Portfolio value
- $176.2M
- +$41.3M (+30.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADMAAdma Biologics, Inc. | COM | 3,262,542 | $27.3M | 15.5% | +55,000+1.7% | Added | History |
| PALIPalisade Bio, Inc. | COM | 11,414,285 | $23.9M | 13.5% | 00.0% | Unchanged | History |
| NRXPNRX Pharmaceuticals, Inc. | COM NEW | 4,091,767 | $16.7M | 9.5% | +1,091,767+36.4% | Added | History |
| FTHFaeth Therapeutics, Inc. | COM NEW | 610,169 | $15.3M | 8.7% | +610,169 | New | History |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 1,800,556 | $12.3M | 7.0% | 00.0% | Unchanged | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 33,237 | $11.1M | 6.3% | 00.0% | Unchanged | History |
| CLLSCellectis S.A. | SPON ADS | 3,281,501 | $9.84M | 5.6% | 00.0% | Unchanged | History |
| ZLABZai Lab Ltd | ADR | 450,646 | $8.56M | 4.9% | 00.0% | Unchanged | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 140,000 | $7.51M | 4.3% | +12,500+9.8% | Added | History |
| ORKAOruka Therapeutics, Inc. | COM | 75,000 | $7.14M | 4.1% | 00.0% | Unchanged | History |
| IOVAIovance Biotherapeutics, Inc. | COM | 1,500,000 | $6.24M | 3.5% | 00.0% | Unchanged | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 70,000 | $6.21M | 3.5% | −30,000−30.0% | Reduced | History |
| AURAAura Biosciences, Inc. | COM | 764,243 | $5.43M | 3.1% | +166,667+27.9% | Added | History |
| ASMBAssembly Biosciences, Inc. | COM NEW | 175,706 | $4.83M | 2.7% | 00.0% | Unchanged | History |
| DRUGBright Minds Biosciences Inc. | COM NEW | 67,500 | $4.74M | 2.7% | 00.0% | Unchanged | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 135,000 | $4.51M | 2.6% | 00.0% | Unchanged | History |
| SGHTSight Sciences, Inc. | COM | 970,000 | $3.66M | 2.1% | 00.0% | Unchanged | History |
| FHTXFoghorn Therapeutics Inc. | COM | 200,000 | $976.0K | 0.6% | +98,000+96.1% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Invesco QQQ Tr46090E953 | PUT | $36.8M | – |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.