B Group, Inc. holds a focused book of 18 reported positions worth $176.2M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Sensei Biotherapeutics Inc and trimmed Spyre Therapeutics Inc. Their largest long position is Adma Biologics Inc at 15% of the reported non-option book. They also disclosed $36.8M in put options (a bearish bet), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2025 would be +49% (+29.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.2 points over this window.
Growth of $10,000 cloning B Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
100% 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as B Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Remedium Capital Partners, LLC | 2 / 18 | $279.0M |
| Acuta Capital Partners, LLC | 3 / 18 | $38.1M |
| Fairmount Funds Management LLC | 2 / 18 | $370.7M |
| Venrock Adviser, LLC | 2 / 18 | $659.9M |
| Velan Capital Investment Management LP | 2 / 18 | $31.8M |
| Cormorant Asset Management, LP | 6 / 18 | $359.9M |
| Perceptive Advisors LLC | 5 / 18 | $1.2B |
| GordonMD Global Investments LP | 2 / 18 | $34.2M |
Ranked by the share of each fund's own book sitting in the names it shares with B Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Adma Biologics Inc COM | $27.3M | 3.26M | 15.5% | ▲+1.7% Added · +55K sh | |
| 2 | Palisade Bio Inc COM | $23.9M | 11.41M | 13.5% | —Held | |
| 3 | NRX Pharmaceuticals Inc COM NEW | $16.7M | 4.09M | 9.5% | ▲+36% Added · +1.1M sh | |
| 4 | Faeth Therapeutics Inc COM NEW | $15.3M | 610.2K | 8.7% | ▲New New position | |
| 5 | Taysha Gene Therapies Inc COM SHS | $12.3M | 1.80M | 7.0% | —Held | |
| 6 | Praxis Precision Medicines I COM NEW | $11.1M | 33.2K | 6.3% | —Held | |
| 7 | Cellectis S A SPON ADS | $9.8M | 3.28M | 5.6% | —Held | |
| 8 | Zai Lab Ltd ADR | $8.6M | 450.6K | 4.9% | —Held | |
| 9 | Structure Therapeutics Inc SPONSORED ADS | $7.5M | 140.0K | 4.3% | ▲+9.8% Added · +13K sh | |
| 10 | Oruka Therapeutics Inc COM | $7.1M | 75.0K | 4.1% | —Held | |
| 11 | Iovance Biotherapeutics Inc COM | $6.2M | 1.50M | 3.5% | —Held | |
| 12 | Spyre Therapeutics Inc COM NEW | $6.2M | 70.0K | 3.5% | ▼−30% Reduced · −30K sh | |
| 13 | Aura Biosciences Inc COM | $5.4M | 764.2K | 3.1% | ▲+28% Added · +167K sh | |
| 14 | Assembly Biosciences Inc COM NEW | $4.8M | 175.7K | 2.7% | —Held | |
| 15 | Bright Minds Biosciences Inc COM NEW | $4.7M | 67.5K | 2.7% | —Held | |
| 16 | Ultragenyx Pharmaceutical In COM | $4.5M | 135.0K | 2.6% | —Held | |
| 17 | Sight Sciences Inc COM | $3.7M | 970.0K | 2.1% | —Held | |
| 18 | Foghorn Therapeutics Inc COM | $976K | 200.0K | 0.6% | ▲+96% Added · +98K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show B Group, Inc.'s latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | INVESCO QQQ TR | $36.8M | 50K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 19 | $213.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 20 | $134.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 16 | $135.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 20 | $135.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 17 | $129.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 19 | $116.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 18 | $163.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.