B Group, Inc. holds a focused book of 20 stocks worth $134.9M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened BRIGHT MINDS BIOSCIENCES INC and trimmed APOGEE THERAPEUTICS INC. Their largest long position is ADMA BIOLOGICS INC at 21% of the equity book.
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Use Arkolith to show B Group, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
39% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Adma Biologics Inc COM | $28.9M | 3.21M | 21.4% | ▲+31% Added · +750K sh | |
| 2 | Palisade Bio Inc COM | $20.0M | 11.41M | 14.8% | ▲+154% Added · +6.9M sh | |
| 3 | Praxis Precision Medicines I COM NEW | $10.7M | 33.2K | 7.9% | —Held | |
| 4 | Cellectis S A SPON ADS | $10.4M | 3.28M | 7.7% | —Held | |
| 5 | Zai Lab Ltd ADR | $8.5M | 450.6K | 6.3% | ▲+13% Added · +51K sh | |
| 6 | Taysha Gene Therapies Inc COM SHS | $8.0M | 1.80M | 6.0% | —Held | |
| 7 | NRX Pharmaceuticals Inc COM NEW | $6.4M | 3.00M | 4.7% | ▲New New position | |
| 8 | Structure Therapeutics Inc SPONSORED ADS | $6.1M | 127.5K | 4.6% | ▲+42% Added · +38K sh | |
| 9 | Iovance Biotherapeutics Inc COM | $5.3M | 1.50M | 3.9% | —Held | |
| 10 | Spyre Therapeutics Inc COM NEW | $5.0M | 100.0K | 3.7% | —Held | |
| 11 | Bright Minds Biosciences Inc COM NEW | $4.9M | 67.5K | 3.7% | ▲New New position | |
| 12 | Assembly Biosciences Inc COM NEW | $4.9M | 175.7K | 3.6% | —Held | |
| 13 | Aura Biosciences Inc COM | $4.0M | 597.6K | 3.0% | ▲+4.4% Added · +25K sh | |
| 14 | Oruka Therapeutics Inc COM | $3.7M | 75.0K | 2.7% | —Held | |
| 15 | Sight Sciences Inc COM | $3.7M | 970.0K | 2.7% | ▲+5.4% Added · +50K sh | |
| 16 | Ultragenyx Pharmaceutical In COM | $2.8M | 135.0K | 2.1% | —Held | |
| 17 | Apogee Therapeutics Inc COM | $631K | 7.5K | 0.5% | ▼−63% Reduced · −13K sh | |
| 18 | Foghorn Therapeutics Inc COM | $488K | 102.0K | 0.4% | ▲New New position | |
| 19 | Soleno Therapeutics Inc COM | $251K | 7.5K | 0.2% | ▲New New position | |
| 20 | Replimune Group Inc COM | $199K | 26.0K | 0.1% | ▲Added Added · +26K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 20 | $134.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 16 | $135.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 20 | $135.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 17 | $129.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 19 | $116.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 18 | $163.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.