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CIK: 0002043476
Total reported value
$213.0M
$213.0M
20 檔
36.8%
As reported in its official Q1 2026 Form 13F filing, B Group, Inc.'s tracked investment portfolio stood at $213.0M with 20 total positions.
In Q1 2026, B Group, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 6 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including ADMA, PALI, PRAX) accounted for 36.8% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ADMA | Adma Biologics Inc | Stock-Healthcare | 21.43% | -8.61% | +30.52% | |
| 2 | PALI | Palisade Bio Inc | Stock-Other | 14.81% | -3.61% | +153.65% | |
| 3 | PRAX | Praxis Precision Medicines I | Stock-Other | 7.94% | -2.72% | — | |
| 4 | CLLS | Cellectis - Adr | Stock-Other | 7.71% | -3.09% | — | |
| 5 | ZLAB | Zai Lab Ltd-adr | Stock-Other | 6.28% | -2.26% | +12.66% | |
| 6 | TSHA | Taysha Gene Therapies Inc | Stock-Other | 5.97% | -0.21% | — | |
| 7 | NRXP | Nrx Pharmaceuticals Inc | Stock-Other | 4.74% | +3.12% | — | |
| 8 | GPCR | Structure Therapeutics Inc | Stock-Other | 4.56% | -1.03% | +41.67% | |
| 9 | IOVA | Iovance Biotherapeutics Inc | Stock-Other | 3.90% | -0.97% | — | |
| 10 | SYRE | Spyre Therapeutics Inc | Stock-Other | 3.74% | -0.82% | — | |
| 11 | DRUG | Bright Minds Biosciences Inc | Stock-Other | 3.65% | -1.43% | — | |
| 12 | ASMB | Assembly Biosciences Inc | Stock-Other | 3.61% | -1.34% | — | |
| 13 | AURA | Aura Biosciences Inc | Stock-Other | 2.96% | -0.41% | +4.37% | |
| 14 | ORKA | Oruka Therapeutics Inc | Stock-Other | 2.73% | +0.62% | — | |
| 15 | SGHT | Sight Sciences Inc | Stock-Other | 2.71% | -0.99% | +5.43% | |
| 16 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 2.10% | +0.02% | — | |
| 17 | APGE | Apogee Therapeutics Inc | Stock-Other | 0.47% | -0.47% | EXIT | |
| 18 | FHTX | Foghorn Therapeutics Inc | Stock-Other | 0.36% | +0.10% | — | |
| 19 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 0.19% | -0.19% | EXIT | |
| 20 | REPL | Replimune Group Inc | Stock-Other | 0.15% | -0.15% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PALI | Palisade Bio Inc | +7% | +153.65% | Add |
| 2 | SYRE | Spyre Therapeutics Inc | +1.3% | — | Unchanged |
| 3 | ZLAB | Zai Lab Ltd-adr | +1.1% | +12.66% | Add |
| 4 | ORKA | Oruka Therapeutics Inc | +1.1% | — | Unchanged |
| 5 | IOVA | Iovance Biotherapeutics Inc | +0.9% | — | Unchanged |
| 6 | PRAX | Praxis Precision Medicines I | +0.7% | — | Unchanged |
| 7 | AURA | Aura Biosciences Inc | +0.7% | +4.37% | Add |
| 8 | GPCR | Structure Therapeutics Inc | -0.1% | +41.67% | Add |
| 9 | RARE | Ultragenyx Pharmaceutical In | -0.2% | — | Unchanged |
| 10 | REPL | Replimune Group Inc | -0.2% | -48.00% | Trim |
| 11 | APGE | Apogee Therapeutics Inc | -0.6% | -62.50% | Trim |
| 12 | ASMB | Assembly Biosciences Inc | -0.8% | — | Unchanged |
| 13 | TSHA | Taysha Gene Therapies Inc | -1.3% | — | Unchanged |
| 14 | SGHT | Sight Sciences Inc | -2.7% | +5.43% | Add |
| 15 | CLLS | Cellectis - Adr | -4% | — | Unchanged |
| 16 | ADMA | Adma Biologics Inc | -11.7% | +30.52% | Add |
| 17 | NRXP | Nrx Pharmaceuticals Inc | — | NEW | New buy |
| 18 | DRUG | Bright Minds Biosciences Inc | — | NEW | New buy |
| 19 | FHTX | Foghorn Therapeutics Inc | — | NEW | New buy |
| 20 | SLNOEUR | Soleno Therapeutics Inc | — | NEW | New buy |
According to official SEC Form 13F filings, B Group, Inc. reported a total U.S. public equity portfolio value of $213.0M across 20 disclosed positions in Q1 2026.
During Q1 2026, B Group, Inc.'s top holdings by market value included ADMA (21.4%)、PALI (14.8%)、PRAX (7.9%). The largest single position, ADMA, represented 21.4% of total portfolio value.
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Top New Position Initiated
NRXP
市值: $6.4M
Top Position Liquidated / Trimmed
APGE
前期市值: $1.5M
In Q1 2026, B Group, Inc. made 12 total portfolio adjustments, initiating 4 new buys, adding to 6 positions, trimming 2 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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