B Group, Inc. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
B Group, Inc. disclosed 17 US equity positions worth $115.1m in its Q1 2025 13F filing. The largest position was ADMA at 40.0% of the reported book, followed by INSM and ZLAB. Against the Q4 2024 filing, it opened 2 new positions, added to 11 and reduced 2 among the top 17 holdings.
What did B Group, Inc. own in Q1 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ADMA ADMA BIOLOGICS INC | Healthcare | 40.0% | $46.0m | 2,317,542 | 1% | added |
| 2 | INSM INSMED INC | Healthcare | 17.4% | $20.0m | 262,500 | -25% | reduced |
| 3 | ZLAB ZAI LAB LTD | Healthcare | 12.6% | $14.5m | 400,000 | 0% | held |
| 4 | AKERO THERAPEUTICS INC | 8.5% | $9.8m | 242,500 | -7% | reduced | |
| 5 | IOVA IOVANCE BIOTHERAPEUTICS INC | Healthcare | 4.3% | $5.0m | 1,500,000 | 51% | added |
| 6 | CLLS CELLECTIS S A | 3.5% | $4.0m | 3,256,501 | 6% | added | |
| 7 | AURA AURA BIOSCIENCES INC | 2.4% | $2.8m | 472,576 | 0% | held | |
| 8 | SGHT SIGHT SCIENCES INC | 1.7% | $2.0m | 833,600 | 32% | added | |
| 9 | ASMB ASSEMBLY BIOSCIENCES INC | Healthcare | 1.7% | $1.9m | 200,000 | 295% | added |
| 10 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 1.5% | $1.7m | 1,255,556 | 30% | added |
| 11 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 1.5% | $1.7m | 47,500 | 525% | added |
| 12 | BNTX BIONTECH SE | Healthcare | 1.2% | $1.4m | 15,000 | 329% | added |
| 13 | SYRE SPYRE THERAPEUTICS INC | 1.0% | $1.1m | 70,000 | 40% | added | |
| 14 | APGE APOGEE THERAPEUTICS INC | Healthcare | 1.0% | $1.1m | 30,000 | 100% | added |
| 15 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 0.6% | $719.5k | 19,000 | – | new |
| 16 | ETNBGBP 89BIO INC | 0.6% | $695.2k | 95,623 | – | new | |
| 17 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 0.5% | $597.3k | 58,215 | 191% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.