B Group, Inc.
13F Reported Value
ⓘ$134.9M
Holdings
20
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
B Group, Inc. disclosed 20 positions worth $134.9M in its Form 13F-HR for Q1 2026, led by $ADMA (ADMA BIOLOGICS, INC.) at 21.4% of the equity portfolio, followed by $PALI and $PRAX. During the quarter the fund opened 5 new positions and exited 1 — including a new stake in $NRXP and a full exit from $REPL. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from B Group, Inc.’s Form 13F-HR filing with the SEC under CIK 2043476.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.0#113
Quality
$28.9M3,207,542 sh - —
Quality
$20.0M11,414,285 sh - $10.7M33,237 sh
- —
Quality
$10.4M3,281,501 sh - —
Quality
$8.5M450,646 sh - 4.1
Quality
$8.0M1,800,556 sh - —
Quality
$6.4M3,000,000 sh - —
Quality
$6.1M127,500 sh - 30.6
Quality
$5.3M1,500,000 sh - —
Quality
$5.0M100,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ADMA BIOLOGICS, INC.$ADMA | 76.0#113 | $28.9M | 3,207,542 |
 PALISADE BIO, INC.$PALI | — | $20.0M | 11,414,285 |
 Praxis Precision Medicines, Inc.$PRAX | — | $10.7M | 33,237 |
 Cellectis S.A.$CLLS | — | $10.4M | 3,281,501 |
 Zai Lab Ltd$ZLAB | — | $8.5M | 450,646 |
 Taysha Gene Therapies, Inc.$TSHA | 4.1 | $8.0M | 1,800,556 |
 NRX Pharmaceuticals, Inc.$NRXP | — | $6.4M | 3,000,000 |
 Structure Therapeutics Inc.$GPCR | — | $6.1M | 127,500 |
 IOVANCE BIOTHERAPEUTICS, INC.$IOVA | 30.6 | $5.3M | 1,500,000 |
 Spyre Therapeutics, Inc.$SYRE | — | $5.0M | 100,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of B Group, Inc.'s 20 positions.
Showing top 10 of 20 holdings.
Sector Allocation
Healthcare
$134.9M
Full Holdings — B Group, Inc. (Q1 2026)
All 20 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $ADMA | ADMA BIOLOGICS, INC. | $28.9M | 21.4% | +31% | 76 |
| 2 | $PALI | PALISADE BIO, INC. | $20.0M | 14.8% | +154% | — |
| 3 | $PRAX | Praxis Precision Medicines, Inc. | $10.7M | 7.9% | +0% | — |
| 4 | $CLLS | Cellectis S.A. | $10.4M | 7.7% | +0% | — |
| 5 | $ZLAB | Zai Lab Ltd | $8.5M | 6.3% | +13% | — |
| 6 | $TSHA | Taysha Gene Therapies, Inc. | $8.0M | 6.0% | +0% | 4.1 |
| 7 | $NRXP | NRX Pharmaceuticals, Inc. | $6.4M | 4.7% | NEW | — |
| 8 | $GPCR | Structure Therapeutics Inc. | $6.1M | 4.6% | +42% | — |
| 9 | $IOVA | IOVANCE BIOTHERAPEUTICS, INC. | $5.3M | 3.9% | +0% | 30.6 |
| 10 | $SYRE | Spyre Therapeutics, Inc. | $5.0M | 3.7% | +0% | — |
| 11 |  $DRUG | BRIGHT MINDS BIOSCIENCES INC. | $4.9M | 3.6% | NEW | — |
| 12 |  $ASMB | ASSEMBLY BIOSCIENCES, INC. | $4.9M | 3.6% | +0% | 26.6 |
| 13 |  $AURA | Aura Biosciences, Inc. | $4.0M | 3.0% | +4% | — |
| 14 |  $ORKA | Oruka Therapeutics, Inc. | $3.7M | 2.7% | +0% | — |
| 15 |  $SGHT | Sight Sciences, Inc. | $3.7M | 2.7% | +5% | 17.4 |
| 16 |  $RARE | Ultragenyx Pharmaceutical Inc. | $2.8M | 2.1% | +0% | 31 |
| 17 |  $APGE | Apogee Therapeutics, Inc. | $631,275 | 0.5% | -63% | — |
| 18 |  $FHTX | Foghorn Therapeutics Inc. | $487,560 | 0.4% | NEW | 11.2 |
| 19 |  $SLNO | SOLENO THERAPEUTICS INC | $251,100 | 0.2% | NEW | 46.3 |
| 20 |  $REPL | Replimune Group, Inc. | $198,900 | 0.1% | NEW | — |
New Positions (5)
Exited Positions (1)
$REPLCALL Replimune Group, Inc.Browse Top Institutional Investors
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