B Group, Inc.
13F holdings for Q2 2026 · DALLAS, TX · filed August 14, 2026
B Group, Inc. reported $213M in 13F securities across 19 holdings for Q2 2026, in a Form 13F filed August 14, 2026. The largest positions were ADMA (15.5%), PALI (13.5%), NRXP (9.5%). Reported value rose 57.9% from the quarter before. It opened 1 new position, added to 5, trimmed 1 and sold out of 3.
- 13F value Q2 2026
- $213M
- Holdings
- 19
- Change vs prior quarter
- +57.9%
- Rank by 13F value
- #6,342
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| ADMA ADMA Biologics Inc | $27.3M | 15.5% | 3,262,542 | +1.7% | Added |
| PALI Palisade Bio Inc. | $23.9M | 13.5% | 11,414,285 | 0% | Unchanged |
| NRXP NRX Pharmaceuticals Inc. | $16.7M | 9.5% | 4,091,767 | +36.4% | Added |
| FTH Faeth Therapeutics Inc. | $15.3M | 8.7% | 610,169 | New | New |
| TSHA Taysha Gene Therapies Inc. | $12.3M | 7.0% | 1,800,556 | 0% | Unchanged |
| PRAX Praxis Precision Medicines Inc. | $11.1M | 6.3% | 33,237 | 0% | Unchanged |
| CLLS Cellectis S.A. | $9.8M | 5.6% | 3,281,501 | 0% | Unchanged |
| ZLAB Zai Lab Limited | $8.6M | 4.9% | 450,646 | 0% | Unchanged |
| GPCR Structure Therapeutics Inc. | $7.5M | 4.3% | 140,000 | +9.8% | Added |
| ORKA Oruka Therapeutics Inc. | $7.1M | 4.1% | 75,000 | 0% | Unchanged |
| IOVA Iovance Biotherapeutics Inc. | $6.2M | 3.5% | 1,500,000 | 0% | Unchanged |
| SYRE Spyre Therapeutics Inc. | $6.2M | 3.5% | 70,000 | -30.0% | Trimmed |
| AURA Aura Biosciences Inc. | $5.4M | 3.1% | 764,243 | +27.9% | Added |
| ASMB Assembly Biosciences Inc. | $4.8M | 2.7% | 175,706 | 0% | Unchanged |
| DRUG Bright Minds Biosciences Inc. | $4.7M | 2.7% | 67,500 | 0% | Unchanged |
| RARE Ultragenyx Pharmaceutical Inc. | $4.5M | 2.6% | 135,000 | 0% | Unchanged |
| SGHT Sight Sciences Inc. | $3.7M | 2.1% | 970,000 | 0% | Unchanged |
| FHTX Foghorn Therapeutics Inc. | $976K | 0.6% | 200,000 | +96.1% | Added |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $176M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- FTH Faeth Therapeutics Inc. New+$15.3M
- NRXP NRX Pharmaceuticals Inc. Added+$4.5M
- AURA Aura Biosciences Inc. Added+$1.2M
- GPCR Structure Therapeutics Inc. Added+$671K
- FHTX Foghorn Therapeutics Inc. Added+$478K
- ADMA ADMA Biologics Inc Added+$460K
Biggest sells in Q2 2026
- SYRE Spyre Therapeutics Inc. Trimmed-$2.7M
- Apogee Therapeutics Inc Com Sold out-$631K
- Soleno Therapeutics Inc Com Sold out-$251K
- REPL Replimune Group Inc. Sold out-$199K
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 1 new, 5 added, 1 trimmed, 3 sold out.
13F value by quarter
Questions about B Group, Inc.
- What does B Group, Inc. own?
- In its Form 13F for Q2 2026, B Group, Inc. reported 19 holdings worth $213M. The five largest were ADMA, PALI, NRXP, FTH, TSHA.
- What did B Group, Inc. buy and sell in Q2 2026?
- B Group, Inc. opened 1 new position, added to 5, trimmed 1 and sold out of 3 compared with the quarter before.
- When did B Group, Inc. file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 14, 2026.
From Form 13F filed by B Group, Inc. (SEC CIK 0002043476) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds