B Group, Inc. 13F holdings
B Group, Inc. reported 18 positions with a total reported value of $176.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: ADMA ADMA BIOLOGICS INC (15.5%), PALI PALISADE BIO INC (13.5%), NRXP NRX PHARMACEUTICALS INC (9.5%), FTH FAETH THERAPEUTICS INC (8.7%), TSHA TAYSHA GENE THERAPIES INC (7.0%). Against 2026-03-31 it opened 1 new position and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when B Group, Inc. files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
18 largest of 18 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ADMA ADMA BIOLOGICS INC | 3,262,542 | $27.3M | 15.5% |
| PALI PALISADE BIO INC | 11,414,285 | $23.9M | 13.5% |
| NRXP NRX PHARMACEUTICALS INC | 4,091,767 | $16.7M | 9.5% |
| FTH FAETH THERAPEUTICS INC | 610,169 | $15.3M | 8.7% |
| TSHA TAYSHA GENE THERAPIES INC | 1,800,556 | $12.3M | 7.0% |
| PRAX PRAXIS PRECISION MEDICINES I | 33,237 | $11.1M | 6.3% |
| CLLS CELLECTIS S A | 3,281,501 | $9.8M | 5.6% |
| ZLAB ZAI LAB LTD | 450,646 | $8.6M | 4.9% |
| GPCR STRUCTURE THERAPEUTICS INC | 140,000 | $7.5M | 4.3% |
| ORKA ORUKA THERAPEUTICS INC | 75,000 | $7.1M | 4.1% |
| IOVA IOVANCE BIOTHERAPEUTICS INC | 1,500,000 | $6.2M | 3.5% |
| SYRE SPYRE THERAPEUTICS INC | 70,000 | $6.2M | 3.5% |
| AURA AURA BIOSCIENCES INC | 764,243 | $5.4M | 3.1% |
| ASMB ASSEMBLY BIOSCIENCES INC | 175,706 | $4.8M | 2.7% |
| DRUG BRIGHT MINDS BIOSCIENCES INC | 67,500 | $4.7M | 2.7% |
| RARE ULTRAGENYX PHARMACEUTICAL IN | 135,000 | $4.5M | 2.6% |
| SGHT SIGHT SCIENCES INC | 970,000 | $3.7M | 2.1% |
| FHTX FOGHORN THERAPEUTICS INC | 200,000 | $976.0K | 0.6% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| FTH FAETH THERAPEUTICS INC | 610,169 | $15.3M | 8.7% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NRXP NRX PHARMACEUTICALS INC | 3,000,000 | 4,091,767 | +36.4% | $16.7M |
| AURA AURA BIOSCIENCES INC | 597,576 | 764,243 | +27.9% | $5.4M |
| GPCR STRUCTURE THERAPEUTICS INC | 127,500 | 140,000 | +9.8% | $7.5M |
| FHTX FOGHORN THERAPEUTICS INC | 102,000 | 200,000 | +96.1% | $976.0K |
| ADMA ADMA BIOLOGICS INC | 3,207,542 | 3,262,542 | +1.7% | $27.3M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SYRE SPYRE THERAPEUTICS INC | 100,000 | 70,000 | -30.0% | $6.2M |
CIK 2043476 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
