B Group, Inc.

DALLAS, TX · CIK 2043476 · 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 nearbyDallas, TX

$176.2m reported value +30.6% vs Q1 2026

18positions

79.2%in top 10

1 new 5 added 1 reduced 3 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($36.8m notional) – listed below, not included above.

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	ADMA BIOLOGICS INC COM ADMA	ADMA	3,262,542	$27.3m15.50%	15.50%	Added +55.0k	+55,000 1.7%
2	PALISADE BIO INC COM PALI	PALI	11,414,285	$23.9m13.54%	13.54%	Unchanged
3	NRX PHARMACEUTICALS INC COM NEW NRXP	NRXP	4,091,767	$16.7m9.50%	9.50%	Added +1.1m	+1,091,767 36.4%
4	FAETH THERAPEUTICS INC COM NEW FTH	FTH	610,169	$15.3m8.66%	8.66%	New
5	TAYSHA GENE THERAPIES INC COM SHS TSHA	TSHA	1,800,556	$12.3m6.96%	6.96%	Unchanged
6	PRAXIS PRECISION MEDICINES I COM NEW PRAX	PRAX	33,237	$11.1m6.32%	6.32%	Unchanged
7	CELLECTIS S A SPON ADS CLLS	CLLS	3,281,501	$9.8m5.59%	5.59%	Unchanged
8	ZAI LAB LTD ADR ZLAB	ZLAB	450,646	$8.6m4.86%	4.86%	Unchanged
9	STRUCTURE THERAPEUTICS INC SPONSORED ADS GPCR	GPCR	140,000	$7.5m4.26%	4.26%	Added +12.5k	+12,500 9.8%
10	ORUKA THERAPEUTICS INC COM ORKA	ORKA	75,000	$7.1m4.05%	4.05%	Unchanged
11	IOVANCE BIOTHERAPEUTICS INC COM IOVA	IOVA	1,500,000	$6.2m3.54%	3.54%	Unchanged
12	SPYRE THERAPEUTICS INC COM NEW SYRE	SYRE	70,000	$6.2m3.53%	3.53%	Reduced -30.0k	-30,000 -30.0%
13	AURA BIOSCIENCES INC COM AURA	AURA	764,243	$5.4m3.08%	3.08%	Added +166.7k	+166,667 27.9%
14	ASSEMBLY BIOSCIENCES INC COM NEW ASMB	ASMB	175,706	$4.8m2.74%	2.74%	Unchanged
15	BRIGHT MINDS BIOSCIENCES INC COM NEW DRUG	DRUG	67,500	$4.7m2.69%	2.69%	Unchanged
16	ULTRAGENYX PHARMACEUTICAL IN COM RARE	RARE	135,000	$4.5m2.56%	2.56%	Unchanged
17	SIGHT SCIENCES INC COM SGHT	SGHT	970,000	$3.7m2.08%	2.08%	Unchanged
18	FOGHORN THERAPEUTICS INC COM FHTX	FHTX	200,000	$976.0k0.55%	0.55%	Added +98.0k	+98,000 96.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
APOGEE THERAPEUTICS INC		7,500	$631.3k7.5k shares
SOLENO THERAPEUTICS INC SLNO	SLNO	7,500	$251.1k7.5k shares
REPLIMUNE GROUP INC REPL	REPL	26,000	$198.9k26.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
INVESCO QQQ TR QQQ · Put	QQQ	Put	50,000	$36.8m50.0k shares	New

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
NRX PHARMACEUTICALS INC NRXP · 13G · filed 2025-08-21	NRXP	12.6%≈ $12.3m	new	13G	2025-08-21