account_balance
Investment manager · 13F filer · SEC CIK 2038158
NEXTBio Capital Management LP
Reported value$217Mas of Jun 30, 2026
Positions22 3 new, 5 sold out
Top 10 weight77.7%PTGX alone is 12%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PTGXProtagonist Therapeutics Inc
12.4%Trimmed −4%
STTKShattuck Labs Inc
11.9%Added +18%
CMPSCompass Pathways PLC
11.6%Trimmed −12%
GPCRStructure Therapeutics Inc
7.7%Added +135%
VORVor Biopharma Inc
7.5%Trimmed −11%
RYTMRhythm Pharmaceuticals Inc
6.7%Added +5%
PVLAPalvella Therapeutics Inc Ne
6.3%Added +9%
XENEXenon Pharmaceuticals Inc
5.1%
ZBIOZenas Biopharma Inc
5.0%
ORICOric Pharmaceuticals Inc
3.5%Added +35%
IVAInventiva SA
3.1%Added +34%
CBIOCrescent Biopharma Inc.
3.1%
PTGXProtagonist Therapeutics Inc
12.4%Trimmed −4%
STTKShattuck Labs Inc
11.9%Added +18%
CMPSCompass Pathways PLC
11.6%Trimmed −12%
GPCRStructure Therapeutics Inc
7.7%Added +135%
VORVor Biopharma Inc
7.5%Trimmed −11%
RYTM6.7%PVLA6.3%XENE5.1%ZBIO5.0%ORIC3.5%IVA3.1%CBIO3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PTGX Protagonist Therapeutics Inc 12.4% Trimmed −4%STTK Shattuck Labs Inc 11.9% Added +18%CMPS Compass Pathways PLC 11.6% Trimmed −12%GPCR Structure Therapeutics Inc 7.7% Added +135%VOR Vor Biopharma Inc 7.5% Trimmed −11%RYTM Rhythm Pharmaceuticals Inc 6.7% Added +5%PVLA Palvella Therapeutics Inc Ne 6.3% Added +9%XENE Xenon Pharmaceuticals Inc 5.1% HeldZBIO Zenas Biopharma Inc 5.0% HeldORIC Oric Pharmaceuticals Inc 3.5% Added +35%IVA Inventiva SA 3.1% Added +34%CBIO Crescent Biopharma Inc. 3.1% Held
What changed