Institutional Manager · CIK 0002038158
NEXTBio Capital Management LP
MENLO PARK, CA · File #028-26345
Latest AUM
$170.5M
Positions
23
Top-10 Concentration
70.0%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TERNS PHARMACEUTICALS INC | TERN | 551,190 | $22.3M | 13.06% |
| 2 | PROTAGONIST THERAPEUTICS INC | PTGX | 229,619 | $20.1M | 11.76% |
| 3 | VOR BIOPHARMA INC | VOR | 999,967 | $13.1M | 7.67% |
| 4 | ZENAS BIOPHARMA INC | ZBIO | 321,983 | $11.7M | 6.86% |
| 5 | SHATTUCK LABS INC | STTK | 3,149,907 | $11.5M | 6.74% |
| 6 | VERASTEM INC | VSTM | 1,307,330 | $10.1M | 5.92% |
| 7 | PALVELLA THERAPEUTICS INC NE | PVLA | 82,686 | $8.7M | 5.08% |
| 8 | XENON PHARMACEUTICALS INC | XENE | 183,704 | $8.2M | 4.83% |
| 9 | RHYTHM PHARMACEUTICALS INC | RYTM | 67,586 | $7.2M | 4.24% |
| 10 | STRUCTURE THERAPEUTICS INC | GPCR | 94,443 | $6.6M | 3.85% |
| 11 | INVENTIVA SA | IVEVF | 1,298,701 | $6.0M | 3.54% |
| 12 | COMPASS THERAPEUTICS INC | CMPX | 1,114,005 | $6.0M | 3.51% |
| 13 | COMPASS PATHWAYS PLC | CMPS | 752,631 | $5.2M | 3.05% |
| 14 | ORIC PHARMACEUTICALS INC | ORIC | 615,720 | $5.0M | 2.95% |
| 15 | CRESCENT BIOPHARMA INC. | CBIO | 372,856 | $4.4M | 2.59% |
| 16 | VAXCYTE INC | PCVX | 95,485 | $4.4M | 2.58% |
| 17 | EVOMMUNE INC | EVMN | 228,286 | $3.9M | 2.29% |
| 18 | COGENT BIOSCIENCES INC | COGT | 95,819 | $3.4M | 2.00% |
| 19 | DISC MEDICINE INC | IRON | 42,778 | $3.4M | 1.99% |
| 20 | OCULIS HOLDING AG | OCSAW | 149,750 | $3.0M | 1.75% |