B Group, Inc. — 13F Holdings & Portfolio
CIK 2043476 · latest 13F-HR filed 2026-05-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$134.9M
Long-equity book
20
Distinct positions
2026-03-31
Filed 2026-05-15
+5 / −0 / ↑7 / ↓7
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PALISADE BIO INC$9.4M +88.9%
- SPYRE THERAPEUTICS INC$1.8M +54.0%
- ZAI LAB LTD$1.4M +20.1%
- ORUKA THERAPEUTICS INC$1.4M +61.8%
- IOVANCE BIOTHERAPEUTICS INC$1.2M +28.6%
Top Trims
- ADMA BIOLOGICS INC-$15.9M -35.5%
- CELLECTIS S A-$5.5M -34.5%
- SIGHT SCIENCES INC-$3.6M -49.9%
- TAYSHA GENE THERAPIES INC-$1.9M -18.7%
- ASSEMBLY BIOSCIENCES INC-$1.1M -18.4%
New Positions
- NRX PHARMACEUTICALS INC$6.4M
- BRIGHT MINDS BIOSCIENCES INC$4.9M
- FOGHORN THERAPEUTICS INC$487.6K
- SOLENO THERAPEUTICS INC$251.1K
- REPLIMUNE GROUP INC$198.9K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ADMA BIOLOGICS INC | ADMA | 000899104 | $28.9M | 21.43% | 3,207,542 | SH |
| 2 | PALISADE BIO INC | PALI | 696389402 | $20.0M | 14.81% | 11,414,285 | SH |
| 3 | PRAXIS PRECISION MEDICINES I | PRAX | 74006W207 | $10.7M | 7.94% | 33,237 | SH |
| 4 | CELLECTIS S A | CLLS | 15117K103 | $10.4M | 7.71% | 3,281,501 | SH |
| 5 | ZAI LAB LTD | ZLAB | 98887Q104 | $8.5M | 6.28% | 450,646 | SH |
| 6 | TAYSHA GENE THERAPIES INC | TSHA | 877619106 | $8.0M | 5.97% | 1,800,556 | SH |
| 7 | NRX PHARMACEUTICALS INC | NRXP | 629444209 | $6.4M | 4.74% | 3,000,000 | SH |
| 8 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $6.1M | 4.56% | 127,500 | SH |
| 9 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 462260100 | $5.3M | 3.90% | 1,500,000 | SH |
| 10 | SPYRE THERAPEUTICS INC | SYRE | 00773J202 | $5.0M | 3.74% | 100,000 | SH |
| 11 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 10919W405 | $4.9M | 3.65% | 67,500 | SH |
| 12 | ASSEMBLY BIOSCIENCES INC | ASMB | 045396207 | $4.9M | 3.61% | 175,706 | SH |
| 13 | AURA BIOSCIENCES INC | AURA | 05153U107 | $4.0M | 2.96% | 597,576 | SH |
| 14 | ORUKA THERAPEUTICS INC | ORKA | 687604108 | $3.7M | 2.73% | 75,000 | SH |
| 15 | SIGHT SCIENCES INC | SGHT | 82657M105 | $3.7M | 2.71% | 970,000 | SH |
| 16 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 90400D108 | $2.8M | 2.10% | 135,000 | SH |
| 17 | APOGEE THERAPEUTICS INC | APGE | 03770N101 | $631.3K | 0.47% | 7,500 | SH |
| 18 | FOGHORN THERAPEUTICS INC | FHTX | 344174107 | $487.6K | 0.36% | 102,000 | SH |
| 19 | SOLENO THERAPEUTICS INC | SLNO | 834203309 | $251.1K | 0.19% | 7,500 | SH |
| 20 | REPLIMUNE GROUP INC | REPL | 76029N106 | $198.9K | 0.15% | 26,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $134.9M | 20 | 0001420506-26-001023 |
| 2025-12-31 | 2026-02-17 | $135.4M | 16 | 0001420506-26-000462 |
| 2025-09-30 | 2025-11-14 | $135.9M | 20 | 0001420506-25-003231 |