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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

ADMA$28.9MPALI$20.0MPRAX$10.7MCLLS$10.4MZLAB$8.5MTSHA$8.0MNRXPGPCRIOVASYREDRUGASMBOther$15.7MBI

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1ADMAADMA BIOLOGICS INC$8.60-1.26%-55.46%542.54%$28.9M21.43%HELD
2PALIPALISADE BIO INC$1.970.26%95.05%-99.91%$20.0M14.81%HELD
3PRAXPRAXIS PRECISION MEDICINES I$299.312.85%453.36%0.42%$10.7M7.94%HELD
4CLLSCELLECTIS S A$2.81-1.75%-3.05%-80.11%$10.4M7.71%HELD
5ZLABZAI LAB LTD$18.18-0.71%-50.27%-87.33%$8.5M6.28%HELD
6TSHATAYSHA GENE THERAPIES INC$5.762.58%113.31%-71.78%$8.0M5.97%HELD
7NRXPNRX PHARMACEUTICALS INC$3.12-3.41%24.71%-97.94%$6.4M4.74%HELD
8GPCRSTRUCTURE THERAPEUTICS INC$47.861.08%169.19%99.03%$6.1M4.56%HELD
9IOVAIOVANCE BIOTHERAPEUTICS INC$4.784.80%77.80%-80.20%$5.3M3.90%HELD
10SYRESPYRE THERAPEUTICS INC$99.581.75%501.91%-46.00%$5.0M3.74%HELD
11DRUGBRIGHT MINDS BIOSCIENCES INC$74.194.40%120.61%179.65%$4.9M3.65%HELD
12ASMBASSEMBLY BIOSCIENCES INC$25.933.27%36.11%-45.08%$4.9M3.61%HELD
13AURAAURA BIOSCIENCES INC$7.121.57%4.01%-59.81%$4.0M2.96%HELD
14ORKAORUKA THERAPEUTICS INC$93.245.87%547.57%341.62%$3.7M2.73%HELD
15SGHTSIGHT SCIENCES INC$5.340.00%63.30%-81.19%$3.7M2.71%HELD
16RAREULTRAGENYX PHARMACEUTICAL IN$25.200.80%-11.85%-73.96%$2.8M2.10%HELD
17APGEAPOGEE THERAPEUTICS INC$134.260.04%255.36%484.79%$631K0.47%HELD
18FHTXFOGHORN THERAPEUTICS INC$4.760.42%-4.61%-63.33%$488K0.36%HELD
19SLNOSOLENO THERAPEUTICS INC$251K0.19%HELD
20REPLREPLIMUNE GROUP INC$5.411.12%-28.82%-82.97%$199K0.15%HELD

Source: SEC EDGAR · accession 0001420506-26-001023. 13F discloses long positions only — shorts, foreign equities, and options are excluded.