B Group
B Group reported 18 stocks worth $176M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ADMA (15.5%), PALI (13.5%) and NRXP (9.5%). Compared with Q1 2026, the fund opened new positions in FTH, added to ADMA, NRXP and GPCR, trimmed SYRE and sold out of REPL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ADMA Adma Biologics Inc | $27.3M | 15.5% | 3.3M | +55K (+2%) | 7 of 7 | |
| 2 |  PALI Palisade Bio Inc | $23.9M | 13.5% | 11.4M | No change | 3 of 7 | |
| 3 |  NRXP Nrx Pharmaceuticals Inc | $16.7M | 9.5% | 4.1M | +1.1M (+36%) | 2 of 7 | |
| 4 |  FTH Sensei Biotherapeutics Inc | $15.3M | 8.7% | 610K | New position | 1 of 7 | |
| 5 |  TSHA Taysha Gene Therapies Inc | $12.3M | 7.0% | 1.8M | No change | 7 of 7 | |
| 6 |  PRAX Praxis Precision Medicines I | $11.1M | 6.3% | 33K | No change | 6 of 7 | |
| 7 |  CLLS Cellectis S A | $9.8M | 5.6% | 3.3M | No change | 7 of 7 | |
| 8 |  ZLAB Zai Lab Ltd | $8.6M | 4.9% | 451K | No change | 7 of 7 | |
| 9 |  GPCR Structure Therapeutics Inc | $7.5M | 4.3% | 140K | +13K (+10%) | 3 of 7 | |
| 10 |  ORKA Oruka Therapeutics Inc | $7.1M | 4.0% | 75K | No change | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
APOGEE THERAPEUTICS INC | $631K | 7,500 |
SOLENO THERAPEUTICS INC | $251K | 7,500 |
 REPL Replimune Group Inc | $199K | 26K |
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 QQQ Invesco Qqq TR | Put | $36.8M | 50K | +50,000 |
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →B Group 13F FAQ
What does B Group own?
B Group reported 18 stocks worth $176M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ADMA (15.5%), PALI (13.5%) and NRXP (9.5%). The table above lists every position in the filing (the top 10 without an account).
What did B Group buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 5 added to, 1 trimmed and 3 sold out. New positions include FTH. It sold all of REPL.
When will B Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is B Group's portfolio worth?
The Q2 2026 filing reports $176M in US stocks ($213M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.