13F HOLDINGS REPORT
B Group, Inc.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002005
Total Value
$129.9M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADMA BIOLOGICS INC | ADMA | 2,317,542 | $42.2M | 32.48% |
| 2 | INSMED INC | INSM | 155,000 | $15.6M | 12.01% |
| 3 | ZAI LAB LTD | ZLAB | 400,000 | $14.0M | 10.77% |
| 4 | AKERO THERAPEUTICS INC | 00973Y108 | 232,446 | $12.4M | 9.55% |
| 5 | ELI LILLY & CO | LLY | 15,000 | $11.7M | 9.00% |
| 6 | CELLECTIS S A | CLLS | 3,256,501 | $5.0M | 3.82% |
| 7 | TAYSHA GENE THERAPIES INC | TSHA | 1,800,556 | $4.2M | 3.20% |
| 8 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 110,000 | $4.0M | 3.08% |
| 9 | SIGHT SCIENCES INC | SGHT | 930,000 | $3.8M | 2.96% |
| 10 | AURA BIOSCIENCES INC | AURA | 572,576 | $3.6M | 2.76% |
| 11 | ASSEMBLY BIOSCIENCES INC | ASMB | 189,350 | $3.4M | 2.64% |
| 12 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 1,500,000 | $2.6M | 1.99% |
| 13 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 67,600 | $2.5M | 1.89% |
| 14 | APOGEE THERAPEUTICS INC | APGE | 35,000 | $1.5M | 1.17% |
| 15 | PRAXIS PRECISION MEDICINES I | PRAX | 35,000 | $1.5M | 1.13% |
| 16 | SPYRE THERAPEUTICS INC | SYRE | 80,000 | $1.2M | 0.92% |
| 17 | ORUKA THERAPEUTICS INC | ORKA | 75,000 | $840,750 | 0.65% |