B Group, Inc.
B Group, Inc. reported 18 US-listed holdings worth $176.2 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Adma Biologics, Inc. (15.5%), Palisade Bio Inc. (13.5%) and NRX Pharmaceuticals Inc (9.5%). Against the quarter before, it opened 1 position, added to 5, trimmed 1 and sold out of 3.
The 14 largest of its 18 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +32.3% over the 5 quarters to 30 June 2026, against +33.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Sensei Biotherapeutics Inc. FTH$15.3 million
Added to 5
- NRX Pharmaceuticals Inc NRXP+1.1 million shares · +36%
- Aura Biosciences Inc. AURA+166,667 shares · +28%
- Structure Therapeutics Inc. GPCR+12,500 shares · +10%
- Foghorn Therapeutics Inc. FHTX+98,000 shares · +96%
- Adma Biologics, Inc. ADMA+55,000 shares · +2%
Trimmed 1
- Spyre Therapeutics Inc. SYRE-30,000 shares · -30%
Sold out of 3
- Apogee Therapeutics Inc. APGE$631,275 last quarter
- Soleno Therapeutics Inc. SLNO$251,100 last quarter
- Replimune Group, Inc. REPL$198,900 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Adma Biologics, Inc. ADMA | 3.3M | $27.3 million | 15.50% | +55.0K |
| Palisade Bio Inc. PALI | 11.4M | $23.9 million | 13.54% | no change |
| NRX Pharmaceuticals Inc NRXP | 4.1M | $16.7 million | 9.50% | +1.1M |
| Sensei Biotherapeutics Inc. FTH | 610.2K | $15.3 million | 8.66% | new |
| Taysha Gene Therapies Inc. TSHA | 1.8M | $12.3 million | 6.96% | no change |
| Praxis Precision Medicines I PRAX | 33.2K | $11.1 million | 6.32% | no change |
| Cellectis S A CLLS | 3.3M | $9.8 million | 5.59% | no change |
| Zai Lab Limited ZLAB | 450.6K | $8.6 million | 4.86% | no change |
| Structure Therapeutics Inc. GPCR | 140.0K | $7.5 million | 4.26% | +12.5K |
| Oruka Therapeutics Inc. ORKA | 75.0K | $7.1 million | 4.05% | no change |
| Iovance Biotherapeutics Inc. IOVA | 1.5M | $6.2 million | 3.54% | no change |
| Spyre Therapeutics Inc. SYRE | 70.0K | $6.2 million | 3.53% | -30.0K |
| Aura Biosciences Inc. AURA | 764.2K | $5.4 million | 3.08% | +166.7K |
| Assembly Biosciences Inc. ASMB | 175.7K | $4.8 million | 2.74% | no change |
| Bright Minds Biosciences Inc. DRUG | 67.5K | $4.7 million | 2.69% | no change |
| Ultragenyx Pharmaceutical in RARE | 135.0K | $4.5 million | 2.56% | no change |
| Sight Sciences Inc. SGHT | 970.0K | $3.7 million | 2.08% | no change |
| Foghorn Therapeutics Inc. FHTX | 200.0K | $976,000 | 0.55% | +98.0K |
Read more
Change is shares against its 13F for the quarter before; the 3 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Invesco QQQ Trust | Puts | 50.0K | $36.8 million |
1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.