13F HOLDINGS REPORT
B Group, Inc.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003231
Total Value
$135.9M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADMA BIOLOGICS INC | ADMA | 2,412,542 | $35.4M | 26.02% |
| 2 | ELI LILLY & CO | LLY | 22,500 | $17.2M | 12.63% |
| 3 | NVIDIA CORPORATION | NVDA | 75,000 | $14.0M | 10.29% |
| 4 | ZAI LAB LTD | ZLAB | 400,000 | $13.6M | 9.97% |
| 5 | AKERO THERAPEUTICS INC | 00973Y108 | 232,446 | $11.0M | 8.12% |
| 6 | CELLECTIS S A | CLLS | 3,281,501 | $9.4M | 6.88% |
| 7 | TAYSHA GENE THERAPIES INC | TSHA | 1,800,556 | $5.9M | 4.33% |
| 8 | ASSEMBLY BIOSCIENCES INC | ASMB | 175,706 | $4.5M | 3.31% |
| 9 | NRX PHARMACEUTICALS INC | NRXPW | 3,000,000 | $4.5M | 3.28% |
| 10 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 135,000 | $4.1M | 2.99% |
| 11 | AURA BIOSCIENCES INC | AURA | 572,576 | $3.5M | 2.60% |
| 12 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 1,500,000 | $3.3M | 2.39% |
| 13 | SIGHT SCIENCES INC | SGHT | 930,000 | $3.2M | 2.35% |
| 14 | SPYRE THERAPEUTICS INC | SYRE | 100,000 | $1.7M | 1.23% |
| 15 | PRAXIS PRECISION MEDICINES I | PRAX | 31,500 | $1.7M | 1.23% |
| 16 | ORUKA THERAPEUTICS INC | ORKA | 75,000 | $1.4M | 1.06% |
| 17 | APOGEE THERAPEUTICS INC | APGE | 35,000 | $1.4M | 1.02% |
| 18 | REPLIMUNE GROUP INC | REPL | 50,000 | $209,500 | 0.15% |
| 19 | GAMESQUARE HLDGS INC | GAME | 250,000 | $169,700 | 0.12% |
| 20 | INSMED INC | INSM | 158 | $22,754 | 0.02% |