Institutions / NEXTBio Capital Management LP
NEXTBio Capital Management LP
CIK 2038158 · Institution · as of Dec 31, 2025
Portfolio value
$170.49M
Positions
23
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Terns Pharmaceuticals, Inc. | $22.27M | 13.1% |
| Protagonist Therapeutics Inc | $20.05M | 11.8% |
| Vor Biopharma Inc. | $13.08M | 7.7% |
| Zenas BioPharma, Inc.ZBIO | $11.69M | 6.9% |
| Shattuck Labs, Inc.STTK | $11.50M | 6.7% |
| Verastem, Inc. | $10.09M | 5.9% |
| Palvella Therapeutics, Inc.PVLA | $8.65M | 5.1% |
| Xenon Pharmaceuticals Inc. | $8.23M | 4.8% |
| Rhythm Pharmaceuticals, Inc. | $7.23M | 4.2% |
| Structure Therapeutics Inc.GPCR | $6.57M | 3.9% |
| Inventiva SA | $6.04M | 3.5% |
| Compass Therapeutics, Inc. | $5.98M | 3.5% |
| COMPASS Pathways plcCMPS | $5.19M | 3.0% |
| Oric Pharmaceuticals, Inc. | $5.04M | 3.0% |
| Crescent Biopharma, Inc. | $4.42M | 2.6% |
| Vaxcyte, Inc. | $4.41M | 2.6% |
| Evommune, Inc.EVMN | $3.91M | 2.3% |
| Cogent Biosciences, Inc. | $3.40M | 2.0% |
| Disc Medicine, Inc.IRON | $3.40M | 2.0% |
| Oculis Holding AG | $2.99M | 1.8% |
| Zai Lab Limited | $2.88M | 1.7% |
| KalVista Pharmaceuticals Inc | $2.13M | 1.2% |
| Adicet Bio, Inc. | $1.33M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.