NEXTBio Capital Management LP

AUSTIN, TX · CIK 2038158 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAustin, TX

$217.4m reported value +0.9% vs Q1 2026

22positions

77.7%in top 10

3 new 7 added 5 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PROTAGONIST THERAPEUTICS INC COM PTGX	PTGX	219,333	$26.9m12.37%	12.37%	Reduced -10.3k	-10,286 -4.5%
2	SHATTUCK LABS INC COM STTK	STTK	3,727,348	$25.9m11.90%	11.90%	Added +577.4k	+577,441 18.3%
3	COMPASS PATHWAYS PLC SPONSORED ADS CMPS	CMPS	1,775,759	$25.1m11.56%	11.56%	Reduced -245.6k	-245,648 -12.2%
4	STRUCTURE THERAPEUTICS INC SPONSORED ADS GPCR	GPCR	312,496	$16.8m7.71%	7.71%	Added +179.3k	+179,257 134.5%
5	VOR BIOPHARMA INC COM NEW VOR	VOR	889,164	$16.4m7.53%	7.53%	Reduced -110.8k	-110,803 -11.1%
6	RHYTHM PHARMACEUTICALS INC COM RYTM	RYTM	131,758	$14.6m6.73%	6.73%	Added +5.7k	+5,680 4.5%
7	PALVELLA THERAPEUTICS INC NE COM PVLA	PVLA	89,909	$13.7m6.32%	6.32%	Added +7.2k	+7,223 8.7%
8	XENON PHARMACEUTICALS INC COM XENE	XENE	183,225	$11.1m5.09%	5.09%	Unchanged
9	ZENAS BIOPHARMA INC COM ZBIO	ZBIO	426,736	$10.8m4.98%	4.98%	Unchanged
10	ORIC PHARMACEUTICALS INC COM ORIC	ORIC	706,124	$7.6m3.52%	3.52%	Added +182.5k	+182,505 34.9%
11	INVENTIVA SA ADS IVA	IVA	1,787,984	$6.8m3.11%	3.11%	Added +454.5k	+454,500 34.1%
12	CRESCENT BIOPHARMA INC. COM CBIO	CBIO	372,856	$6.7m3.09%	3.09%	Unchanged
13	VAXCYTE INC COM PCVX	PCVX	107,223	$6.2m2.87%	2.87%	Added +12.0k	+12,000 12.6%
14	COGENT BIOSCIENCES INC COM COGT	COGT	131,075	$5.1m2.33%	2.33%	Reduced -113	-113 -0.1%
15	VERASTEM INC COM NEW VSTM	VSTM	1,306,800	$5.0m2.30%	2.30%	Unchanged
16	DISC MEDICINE INC COM IRON	IRON	52,655	$3.9m1.77%	1.77%	Unchanged
17	PHARVARIS N V COM PHVS	PHVS	108,055	$3.7m1.72%	1.72%	New
18	ZAI LAB LTD ADR ZLAB	ZLAB	183,362	$3.5m1.60%	1.60%	Unchanged
19	BIOAGE LABS INC COM BIOA	BIOA	100,732	$2.5m1.14%	1.14%	New
20	LB PHARMACEUTICALS INC COM SHS LBRX	LBRX	68,249	$2.2m1.02%	1.02%	New
21	EVOMMUNE INC COM SHS EVMN	EVMN	119,063	$1.6m0.73%	0.73%	Reduced -65.0k	-65,000 -35.3%
22	ADICET BIO INC COM NEW ACET	ACET	157,827	$1.4m0.63%	0.63%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TERNS PHARMACEUTICALS INC		604,534	$31.9m604.5k shares
COMPASS THERAPEUTICS INC CMPX	CMPX	848,204	$4.5m848.2k shares
OCULIS HOLDING AG OCS	OCS	149,592	$4.0m149.6k shares
KALVISTA PHARMACEUTICALS INC KALV	KALV	131,796	$2.7m131.8k shares
SUMMIT THERAPEUTICS INC SMMT	SMMT	89,717	$1.7m89.7k shares