Institutional
B Group, Inc.
CIK 0002043476
$134.9M
Reported AUM
20
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · B Group, Inc. · Q1 2026
AI · grounded in 13F
B Group, Inc. established a new position in NRXP with a $6.39M investment. The fund also opened a new position in DRUG valued at $4.93M and increased its stake in PALI by 153.65%. Conversely, the fund trimmed its holdings in APGE by 62.5% and REPL by 48%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ADMA | ADMA BIOLOGICS INC | $8.67 | -0.46% | -55.46% | 542.54% | $28.9M | 21.43% | — | HELD |
| 2 | PALI | PALISADE BIO INC | $1.96 | 0.00% | 95.05% | -99.91% | $20.0M | 14.81% | — | HELD |
| 3 | PRAX | PRAXIS PRECISION MEDICINES I | $307.75 | 5.75% | 453.36% | 0.42% | $10.7M | 7.94% | — | HELD |
| 4 | CLLS | CELLECTIS S A | $2.85 | -0.35% | -3.39% | -80.18% | $10.4M | 7.71% | — | HELD |
| 5 | ZLAB | ZAI LAB LTD | $18.21 | -0.55% | -50.54% | -87.40% | $8.5M | 6.28% | — | HELD |
| 6 | TSHA | TAYSHA GENE THERAPIES INC | $5.88 | 4.72% | 123.38% | -70.45% | $8.0M | 5.97% | — | HELD |
| 7 | NRXP | NRX PHARMACEUTICALS INC | $3.12 | -3.41% | 20.46% | -98.01% | $6.4M | 4.74% | — | HELD |
| 8 | GPCR | STRUCTURE THERAPEUTICS INC | $49.47 | 4.48% | 169.19% | 99.03% | $6.1M | 4.56% | — | HELD |
| 9 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $4.69 | 2.85% | 77.80% | -80.20% | $5.3M | 3.90% | — | HELD |
| 10 | SYRE | SPYRE THERAPEUTICS INC | $101.50 | 3.71% | 524.23% | -44.00% | $5.0M | 3.74% | — | HELD |
| 11 | DRUG | BRIGHT MINDS BIOSCIENCES INC | $74.63 | 5.02% | 120.61% | 179.65% | $4.9M | 3.65% | — | HELD |
| 12 | ASMB | ASSEMBLY BIOSCIENCES INC | $26.06 | 3.78% | 36.11% | -45.08% | $4.9M | 3.61% | — | HELD |
| 13 | AURA | AURA BIOSCIENCES INC | $7.11 | 1.43% | 5.49% | -59.23% | $4.0M | 2.96% | — | HELD |
| 14 | ORKA | ORUKA THERAPEUTICS INC | $97.86 | 11.12% | 619.56% | 390.71% | $3.7M | 2.73% | — | HELD |
| 15 | SGHT | SIGHT SCIENCES INC | $5.26 | -1.50% | 60.86% | -81.47% | $3.7M | 2.71% | — | HELD |
| 16 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $26.04 | 4.16% | -11.85% | -73.96% | $2.8M | 2.10% | — | HELD |
| 17 | APGE | APOGEE THERAPEUTICS INC | $134.30 | 0.07% | 255.36% | 484.79% | $631K | 0.47% | — | HELD |
| 18 | FHTX | FOGHORN THERAPEUTICS INC | $4.74 | 0.00% | -4.61% | -63.33% | $488K | 0.36% | — | HELD |
| 19 | SLNO | SOLENO THERAPEUTICS INC | — | — | — | — | $251K | 0.19% | — | HELD |
| 20 | REPL | REPLIMUNE GROUP INC | — | — | -28.82% | -82.97% | $199K | 0.15% | — | HELD |
Source: SEC EDGAR · accession 0001420506-26-001023. 13F discloses long positions only — shorts, foreign equities, and options are excluded.