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B Group, Inc.

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13F filer, CIK 2043476, DALLAS, TX

B Group, Inc. reported $135,434,612 across 16 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 90.16% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000462

Period
2025-12-31
Reported value
$135M
Holdings
16
Top 10 weight
90.16%
New
2
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PALInew+4,500,000$10.6M
GPCRnew+90,000$6.26M
ADMAadded+45,000$821K
PRAXadded+1,737$512K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AKROexited-232,446-$11M
NRXPWexited-3,000,000-$4.46M
APGEreduced-15,000-$1.13M
GAMEexited-250,000-$170K
SGHTreduced-10,000-$79.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001420506-26-000462, largest first. % of portfolio is the value over $134,948,612, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ADMAADMA BIOLOGICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,287,542 shares; 2025Q1: 2,317,542 shares; 2025Q2: 2,317,542 shares; 2025Q3: 2,412,542 shares; 2025Q4: 2,457,542 shares 2,457,542$44.8M33.22%+45,000Timeline
CLLSCELLECTIS S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,081,501 shares; 2025Q1: 3,256,501 shares; 2025Q2: 3,256,501 shares; 2025Q3: 3,281,501 shares; 2025Q4: 3,281,501 shares 3,281,501$15.9M11.77%0Timeline
PALIPALISADE BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,500,000 shares 4,500,000$10.6M7.84%newTimeline
TSHATAYSHA GENE THERAPIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 965,556 shares; 2025Q1: 1,255,556 shares; 2025Q2: 1,800,556 shares; 2025Q3: 1,800,556 shares; 2025Q4: 1,800,556 shares 1,800,556$9.9M7.34%0Timeline
PRAXPRAXIS PRECISION MEDICINES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,000 shares; 2025Q2: 35,000 shares; 2025Q3: 31,500 shares; 2025Q4: 33,237 shares 33,237$9.8M7.26%+1,737Timeline
SGHTSIGHT SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 629,370 shares; 2025Q1: 833,600 shares; 2025Q2: 930,000 shares; 2025Q3: 930,000 shares; 2025Q4: 920,000 shares 920,000$7.3M5.41%-10,000Timeline
ZLABZAI LAB LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400,000 shares; 2025Q1: 400,000 shares; 2025Q2: 400,000 shares; 2025Q3: 400,000 shares; 2025Q4: 400,000 shares 400,000$7.06M5.23%0Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,000 shares 90,000$6.26M4.64%newTimeline
ASMBASSEMBLY BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,651 shares; 2025Q1: 200,000 shares; 2025Q2: 189,350 shares; 2025Q3: 175,706 shares; 2025Q4: 175,706 shares 175,706$5.98M4.43%0Timeline
IOVAIOVANCE BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 992,000 shares; 2025Q1: 1,500,000 shares; 2025Q2: 1,500,000 shares; 2025Q3: 1,500,000 shares; 2025Q4: 1,500,000 shares 1,500,000$4.09M3.03%0Timeline
SYRESPYRE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,000 shares; 2025Q1: 70,000 shares; 2025Q2: 80,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares 100,000$3.28M2.43%0Timeline
AURAAURA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 472,576 shares; 2025Q1: 472,576 shares; 2025Q2: 572,576 shares; 2025Q3: 572,576 shares; 2025Q4: 572,576 shares 572,576$3.12M2.31%0Timeline
RAREULTRAGENYX PHARMACEUTICAL INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,596 shares; 2025Q1: 47,500 shares; 2025Q2: 110,000 shares; 2025Q3: 135,000 shares; 2025Q4: 135,000 shares 135,000$3.1M2.3%0Timeline
ORKAORUKA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,000 shares; 2025Q1: 58,215 shares; 2025Q2: 75,000 shares; 2025Q3: 75,000 shares; 2025Q4: 75,000 shares 75,000$2.27M1.68%0Timeline
APGEAPOGEE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,000 shares; 2025Q1: 30,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 20,000 shares 20,000$1.51M1.12%-15,000Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
REPLREPLIMUNE GROUP INC COMMON STOCKcall50,000$486K0

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LLYELI LILLY & CO22,500$17.2Mput
NVDANVIDIA CORPORATION75,000$14Mput
AKROAKERO THERAPEUTICS INC232,446$11Mshares
NRXPWNRX PHARMACEUTICALS INC3,000,000$4.46Mshares
GAMEGAMESQUARE HLDGS INC250,000$170Kshares
INSMINSMED INC158$22.8Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-000462 base2026-02-17acceptance time not in the bulk data set