Investor
B Group, Inc.
CIK 0002043476 · filed 2026-05-15 · SEC filing
13F book
$134.9M
Positions
20
5 new · 0 sold
Largest name
21.4%
Adma Biologics, Inc. · ADMA
Est. mark
−$33.3M
Price effect on 15 names still held. Flow $33.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Adma Biologics, Inc. | ADMA | 3.21M | $28.9M | 21.4% | −$22.7M | Added−$15.9M |
| Palisade Bio, Inc. | PALI | 11.4M | $20M | 14.8% | −$2.7M | Added$9.4M |
| Praxis Precision Medicines I | — | 33.2K | $10.7M | 7.9% | $912.4K | Held |
| Cellectis S.A. | CLLS | 3.28M | $10.4M | 7.7% | −$5.48M | Held |
| Zai Lab Ltd | ZLAB | 450.6K | $8.48M | 6.3% | $468K | Added$1.42M |
| Taysha Gene Therapies, Inc. | TSHA | 1.8M | $8.05M | 6.0% | −$1.85M | Held |
| NRX Pharmaceuticals, Inc. | NRXP | 3M | $6.39M | 4.7% | — | New |
| Structure Therapeutics Inc. | GPCR | 127.5K | $6.15M | 4.6% | −$1.92M | Added−$114K |
| Iovance Biotherapeutics, Inc. | IOVA | 1.5M | $5.26M | 3.9% | $1.17M | Held |
| Spyre Therapeutics, Inc. | SYRE | 100K | $5.04M | 3.7% | $1.77M | Held |
| Bright Minds Biosciences Inc. | DRUG | 67.5K | $4.93M | 3.7% | — | New |
| Assembly Biosciences, Inc. | ASMB | 175.7K | $4.88M | 3.6% | −$1.1M | Held |
| Aura Biosciences, Inc. | AURA | 597.6K | $4M | 3.0% | $710K | Added$877.2K |
| Oruka Therapeutics, Inc. | ORKA | 75K | $3.68M | 2.7% | $1.41M | Held |
| Sight Sciences, Inc. | SGHT | 970K | $3.66M | 2.7% | −$3.83M | Added−$3.64M |
| Ultragenyx Pharmaceutical In | — | 135K | $2.83M | 2.1% | −$276.8K | Held |
| Apogee Therapeutics, Inc. | APGE | 7.5K | $631.3K | 0.5% | $65.2K | Cut−$878.3K |
| Foghorn Therapeutics Inc. | FHTX | 102K | $487.6K | 0.4% | — | New |
| Soleno Therapeutics Inc | — | 7.5K | $251.1K | 0.2% | — | New |
| Replimune Group, Inc. | REPL | 26K | $198.9K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.