13FBOX
NEXTBio Capital Management LP · 13F Holdings
Options Calculator Rankings

NEXTBio Capital Management LP

No.6849 Data as of 2026Q2
Latest AUM (Q2 2026)
$217.4M
QoQ Change Q1 2026
+$2.0M+0.9%
Holdings
22
New Buys
3
Adds
7
Reduces
5
Exits
5
Unchanged
7
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PPROTAGONIST THERAPEUTICS INCPTGX
12.37%11.24%$26.9M219,333$24.2M229,619-10,286-4.48%Reduce
SSHATTUCK LABS INCSTTK
11.9%9.4%$25.9M3.7M$20.3M3.1M+577,441+18.33%Add
COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSCMPS
11.56%5.19%$25.1M1.8M$11.2M2.0M-245,648-12.15%Reduce
STRUCTURE THERAPEUTICS INCGPCR
7.71%2.98%$16.8M312,496$6.4M133,239+179,257+134.54%Add
VVOR BIOPHARMA INCVOR
7.53%8.28%$16.4M889,164$17.8M999,967-110,803-11.08%Reduce
RHYTHM PHARMACEUTICALS INCRYTM
6.73%5.09%$14.6M131,758$11.0M126,078+5,680+4.51%Add
PALVELLA THERAPEUTICS INC NEPVLA
6.32%4.79%$13.7M89,909$10.3M82,686+7,223+8.74%Add
XENON PHARMACEUTICALS INCXENE
5.09%4.95%$11.1M183,225$10.7M183,22500.00%Unchanged
ZZENAS BIOPHARMA INCZBIO
4.98%3.87%$10.8M426,736$8.3M426,73600.00%Unchanged
OORIC PHARMACEUTICALS INCORIC
3.52%3.08%$7.6M706,124$6.6M523,619+182,505+34.85%Add
IINVENTIVA SAIVA
3.11%3.44%$6.8M1.8M$7.4M1.3M+454,500+34.08%Add
CCrescent Biopharma IncCBIO
3.09%3.18%$6.7M372,856$6.8M372,85600.00%Unchanged
VAXCYTE INCPCVX
2.87%2.57%$6.2M107,223$5.5M95,223+12,000+12.60%Add
COGENT BIOSCIENCES INCCOGT
2.33%2.34%$5.1M131,075$5.0M131,188-113-0.09%Reduce
VVERASTEM INC COM NEWVSTM
2.3%3.22%$5.0M1.3M$6.9M1.3M00.00%Unchanged
DISC MEDICINE INCIRON
1.77%1.56%$3.9M52,655$3.4M52,65500.00%Unchanged
PHARVARIS N VPHVS
1.72%$3.7M108,055$00+108,055New Buy
ZZAI LAB LIMITED ADS EACH REP 10 ORD SHSZLAB
1.6%1.6%$3.5M183,362$3.4M183,36200.00%Unchanged
BBIOAGE LABS INCBIOA
1.14%$2.5M100,732$00+100,732New Buy
LLB PHARMACEUTICALS INCLBRX
1.02%$2.2M68,249$00+68,249New Buy
EEVOMMUNE INCEVMN
0.73%1.96%$1.6M119,063$4.2M184,063-65,000-35.31%Reduce
AADICET BIO INCACET
0.63%0.5%$1.4M157,827$1.1M157,82700.00%Unchanged

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