B Group, Inc.
CIK: 2043476
Last 13F
Aug 14, 2026
Next 13F
Nov 16, 2026 · in 7 days
Options Notional
$36.82M
Holdings (18)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- ADMA
ADMA BIOLOGICS INC
$27.31M
3.26M sh15.50%+1.7% - PALI
PALISADE BIO INC
$23.86M
11.41M sh13.54%+0.0% - NRXP
NRX PHARMACEUTICALS INC
$16.74M
4.09M sh9.50%+36.4% - SNSE
FAETH THERAPEUTICS INC
$15.25M
610,169 sh8.66%New - TSHA
TAYSHA GENE THERAPIES INC
$12.26M
1.80M sh6.96%+0.0% - PRAX
PRAXIS PRECISION MEDICINES I
$11.13M
33,237 sh6.32%+0.0% - CLLS
CELLECTIS S A
$9.84M
3.28M sh5.59%+0.0% - ZLAB
ZAI LAB LTD
$8.56M
450,646 sh4.86%+0.0% - GPCR
STRUCTURE THERAPEUTICS INC
$7.51M
140,000 sh4.26%+9.8% - ORKA
ORUKA THERAPEUTICS INC
$7.14M
75,000 sh4.05%+0.0% - IOVA
IOVANCE BIOTHERAPEUTICS INC
$6.24M
1.50M sh3.54%+0.0% - SYRE
SPYRE THERAPEUTICS INC
$6.21M
70,000 sh3.53%-30.0% - AURA
AURA BIOSCIENCES INC
$5.43M
764,243 sh3.08%+27.9% - ASMB
ASSEMBLY BIOSCIENCES INC
$4.83M
175,706 sh2.74%+0.0% - DRUG
BRIGHT MINDS BIOSCIENCES INC
$4.74M
67,500 sh2.69%+0.0% - RARE
ULTRAGENYX PHARMACEUTICAL IN
$4.51M
135,000 sh2.56%+0.0% - SGHT
SIGHT SCIENCES INC
$3.66M
970,000 sh2.08%+0.0% - FHTX
FOGHORN THERAPEUTICS INC
$976K
200,000 sh0.55%+96.1%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 ADMA ADMA BIOLOGICS INC | 3.26M | $27.31M | +1.7% | 15.50% | Q2 2026 |
 PALI PALISADE BIO INC | 11.41M | $23.86M | +0.0% | 13.54% | Q2 2026 |
 NRXP NRX PHARMACEUTICALS INC | 4.09M | $16.74M | +36.4% | 9.50% | Q2 2026 |
 SNSE FAETH THERAPEUTICS INC | 610,169 | $15.25M | New | 8.66% | Q2 2026 |
 TSHA TAYSHA GENE THERAPIES INC | 1.80M | $12.26M | +0.0% | 6.96% | Q2 2026 |
 PRAX PRAXIS PRECISION MEDICINES I | 33,237 | $11.13M | +0.0% | 6.32% | Q2 2026 |
 CLLS CELLECTIS S A | 3.28M | $9.84M | +0.0% | 5.59% | Q2 2026 |
 ZLAB ZAI LAB LTD | 450,646 | $8.56M | +0.0% | 4.86% | Q2 2026 |
 GPCR STRUCTURE THERAPEUTICS INC | 140,000 | $7.51M | +9.8% | 4.26% | Q2 2026 |
 ORKA ORUKA THERAPEUTICS INC | 75,000 | $7.14M | +0.0% | 4.05% | Q2 2026 |
 IOVA IOVANCE BIOTHERAPEUTICS INC | 1.50M | $6.24M | +0.0% | 3.54% | Q2 2026 |
 SYRE SPYRE THERAPEUTICS INC | 70,000 | $6.21M | -30.0% | 3.53% | Q2 2026 |
 AURA AURA BIOSCIENCES INC | 764,243 | $5.43M | +27.9% | 3.08% | Q2 2026 |
 ASMB ASSEMBLY BIOSCIENCES INC | 175,706 | $4.83M | +0.0% | 2.74% | Q2 2026 |
 DRUG BRIGHT MINDS BIOSCIENCES INC | 67,500 | $4.74M | +0.0% | 2.69% | Q2 2026 |
 RARE ULTRAGENYX PHARMACEUTICAL IN | 135,000 | $4.51M | +0.0% | 2.56% | Q2 2026 |
 SGHT SIGHT SCIENCES INC | 970,000 | $3.66M | +0.0% | 2.08% | Q2 2026 |
 FHTX FOGHORN THERAPEUTICS INC | 200,000 | $976K | +96.1% | 0.55% | Q2 2026 |
1-18 of 18 holdings
Derivatives (1)
PUT + CALL positions. Value is notional exposure of the underlying, not capital deployed.
- INVESCO QQQ TRPut
INVESCO QQQ TR
$36.82M
50,000 sh100.00%New
| Security | Type | Shares | Notional | Change | % of Book | Period |
|---|---|---|---|---|---|---|
INVESCO QQQ TR INVESCO QQQ TR | Put | 50,000 | $36.82M | New | 100.00% | Q2 2026 |
1-1 of 1 derivatives
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About B Group, Inc.
B Group, Inc. is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 2043476). Signal8 holds 13 13F filings from it. Its SEC filings list Kansas as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 18 securities, not counting options, down from 20 in Q1 2026.
Its five largest reported positions, in order, are ADMA BIOLOGICS INC (ADMA), PALISADE BIO INC (PALI), NRX PHARMACEUTICALS INC (NRXP), FAETH THERAPEUTICS INC (SNSE) and TAYSHA GENE THERAPIES INC (TSHA). The next five are PRAXIS PRECISION MEDICINES I (PRAX), CELLECTIS S A (CLLS), ZAI LAB LTD (ZLAB), STRUCTURE THERAPEUTICS INC (GPCR) and ORUKA THERAPEUTICS INC (ORKA).
Recent 13F filings by B Group, Inc.
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 18 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 20 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 15 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 17 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 15 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 17 securities.