Q2 2026 13F · SEC CIK 2043476
B Group, Inc.
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $176.2M
- Reported positions
- 18
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1.2 yrs
B Group, Inc. is a hedge fund that reported 18 positions worth $176.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Adma Biologics Inc (ADMA, 15.5%), Palisade Bio Inc (PALI, 13.5%), Nrx Pharmaceuticals Inc (NRXP, 9.5%).
B Group, Inc. holdings all 18 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| ADMAAdma Biologics Inc | 15.5% | +1.7% | $27.3M |
| PALIPalisade Bio Inc | 13.5% | +0.0% | $23.9M |
| NRXPNrx Pharmaceuticals Inc | 9.5% | +36.4% | $16.7M |
| FTHFaeth Therapeutics Inc | 8.7% | — | $15.3M |
| TSHATaysha Gene Therapies Inc | 7.0% | +0.0% | $12.3M |
| PRAXPraxis Precision Medicines I | 6.3% | +0.0% | $11.1M |
| CLLSCellectis S A | 5.6% | +0.0% | $9.8M |
| ZLABZai Lab Ltd | 4.9% | +0.0% | $8.6M |
| GPCRStructure Therapeutics F Unspo | 4.3% | +9.8% | $7.5M |
| ORKAOruka Therapeutics Inc | 4.1% | +0.0% | $7.1M |
| IOVAIovance Biotherapeutics Inc | 3.5% | +0.0% | $6.2M |
| SYRESpyre Therapeutics | 3.5% | -30.0% | $6.2M |
| AURAAura Biosciences Inc | 3.1% | +27.9% | $5.4M |
| ASMBAssembly Biosciences Inc. | 2.7% | +0.0% | $4.8M |
| 10919W405Bright Minds Biosciences Inc | 2.7% | +0.0% | $4.7M |
| RAREUltragenyx Pharmaceutical in | 2.6% | +0.0% | $4.5M |
| SGHTSight Sciences Inc Com | 2.1% | +0.0% | $3.7M |
| FHTXFoghorn Therapeutics Inc | 0.6% | +96.1% | $976K |
What B Group, Inc. bought and sold in Q2 2026, against Q1 2026.
New positions
- FTH Faeth Therapeutics Inc8.7% of 13F
Added to
- FHTX Foghorn Therapeutics Inc+96.1% shares
- NRXP Nrx Pharmaceuticals Inc+36.4% shares
- AURA Aura Biosciences Inc+27.9% shares
- GPCR Structure Therapeutics F Unspo+9.8% shares
Reduced
- SYRE Spyre Therapeutics-30.0% shares
Sold out
- APGE Apogee Therapeutics Incwas 0.5%
- SLNO Soleno Therapeutics Incwas 0.2%
- REPL Replimune Group Incwas 0.1%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +23.2% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $176.2M | 18 |
| Q1 2026 | $134.9M | 20 |
| Q4 2025 | $134.9M | 15 |
| Q3 2025 | $104.6M | 17 |
| Q2 2025 | $115.8M | 15 |
| Q1 2025 | $115.1M | 17 |
| Q4 2024 | $163.6M | 18 |
Questions about B Group, Inc.'s portfolio
What stocks does B Group, Inc. own?
B Group, Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 18 positions worth $176.2M. The largest are Adma Biologics Inc (ADMA) at 15.5%, Palisade Bio Inc (PALI) at 13.5%, Nrx Pharmaceuticals Inc (NRXP) at 9.5%, Faeth Therapeutics Inc (FTH) at 8.7% and Taysha Gene Therapies Inc (TSHA) at 7.0%.
What did B Group, Inc. buy last quarter?
In Q2 2026, B Group, Inc. added a new position in Faeth Therapeutics Inc (FTH), Foghorn Therapeutics Inc (FHTX) (+96.1% shares), Nrx Pharmaceuticals Inc (NRXP) (+36.4% shares) and Aura Biosciences Inc (AURA) (+27.9% shares), compared with its Q1 2026 filing.
What did B Group, Inc. sell last quarter?
In Q2 2026, B Group, Inc. sold all of Apogee Therapeutics Inc (APGE), sold all of Soleno Therapeutics Inc (SLNO), sold all of Replimune Group Inc (REPL) and Spyre Therapeutics (SYRE) (-30.0% shares), compared with its Q1 2026 filing.
When is B Group, Inc.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. B Group, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.