1y return+8.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $117 against $133 in the S&P 500.2
B Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ADMAAdma Biologics Inc | $27.3M | 15.5% | +1.7% |
| PALIPalisade Bio Inc | $23.9M | 13.5% | |
| NRXPNrx Pharmaceuticals Inc | $16.7M | 9.5% | +36.4% |
| FTHFaeth Therapeutics Inc | $15.3M | 8.7% | New |
| TSHATaysha Gene Therapies Inc | $12.3M | 7.0% | |
| PRAXPraxis Precision Medicines I | $11.1M | 6.3% | |
| CLLSCellectis S A | $9.8M | 5.6% | |
| ZLABZai Lab Ltd | $8.6M | 4.9% | |
| GPCRStructure Therapeutics Inc | $7.5M | 4.3% | +9.8% |
| ORKAOruka Therapeutics Inc | $7.1M | 4.1% | |
| IOVAIovance Biotherapeutics Inc | $6.2M | 3.5% | |
| SYRESpyre Therapeutics Inc | $6.2M | 3.5% | −30.0% |
| AURAAura Biosciences Inc | $5.4M | 3.1% | +27.9% |
| ASMBAssembly Biosciences Inc | $4.8M | 2.7% | |
| DRUGBright Minds Biosciences Inc | $4.7M | 2.7% | |
| RAREUltragenyx Pharmaceutical In | $4.5M | 2.6% | |
| SGHTSight Sciences Inc | $3.7M | 2.1% | |
| FHTXFoghorn Therapeutics Inc | $976K | 0.6% | +96.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ORKAOruka Therapeutics Inc | December 31, 2024 | +390.8% | $7.1M |
| TSHATaysha Gene Therapies Inc | December 31, 2024 | +293.6% | $12.3M |
| SYRESpyre Therapeutics Inc | December 31, 2024 | +281.4% | $6.2M |
| NRXPNrx Pharmaceuticals Inc | March 31, 2026 | +92.0% | $16.7M |
| ASMBAssembly Biosciences Inc | December 31, 2024 | +74.1% | $4.8M |
| CLLSCellectis S A | December 31, 2024 | +66.7% | $9.8M |
| SGHTSight Sciences Inc | December 31, 2024 | +48.9% | $3.7M |
| FHTXFoghorn Therapeutics Inc | March 31, 2026 | +2.1% | $976K |
| DRUGBright Minds Biosciences Inc | March 31, 2026 | −3.8% | $4.7M |
| PALIPalisade Bio Inc | December 31, 2025 | −11.1% | $23.9M |
Sold off last quarter
- Apogee Therapeutics IncCUSIP 03770N101 was $631K
- Soleno Therapeutics IncCUSIP 834203309 was $251K
- REPLReplimune Group Inc was $199K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +18.3% | +14.8% |
| March 31, 2026 | −24.6% | −4.6% |
| December 31, 2025 | +16.9% | +2.4% |
| September 30, 2025 | +3.9% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: B Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2043476&type=13F-HR&dateb=&owner=include&count=40CIK 2043476
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2043476/000142050626001657/Filed August 14, 2026 · accession 0001420506-26-001657