Funds › NEXTBio Capital Management LP
NEXTBio Capital Management LP
13F for Q3 2026, filed Nov 13, 2026. 25 positions worth $234.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | PTGX Protagonist Therapeutics, Inc. | 219,333 | $30.9M | 13.2% | Unchanged | 13F ↗ |
| 2 | STTK Shattuck Labs, Inc. | 3.73M | $25.4M | 10.8% | Unchanged | 13F ↗ |
| 3 | CMPS COMPASS Pathways Plc · ADR | 1.78M | $22.1M | 9.4% | Unchanged | 13F ↗ |
| 4 | RYTM Rhythm Pharmaceuticals, Inc. | 131,758 | $12.5M | 5.4% | Unchanged | 13F ↗ |
| 5 | VOR Vor Biopharma Inc. | 620,931 | $11.8M | 5.1% | -30.2% | 13F ↗ |
| 6 | PHVS Pharvaris N.V. | 372,552 | $11.8M | 5.0% | +245% | 13F ↗ |
| 7 | XENE Xenon Pharmaceuticals Inc. | 310,225 | $11.5M | 4.9% | +69.3% | 13F ↗ |
| 8 | ZBIO Zenas BioPharma, Inc. | 426,736 | $11.5M | 4.9% | Unchanged | 13F ↗ |
| 9 | PVLA Palvella Therapeutics, Inc. | 80,409 | $11.1M | 4.7% | -10.6% | 13F ↗ |
| 10 | GPCR Structure Therapeutics Inc. | 312,496 | $9.8M | 4.2% | Unchanged | 13F ↗ |
| 11 | ORIC Oric Pharmaceuticals, Inc. | 684,476 | $9.2M | 3.9% | -3.1% | 13F ↗ |
| 12 | ENTX Entera Bio Ltd. | 2.92M | $8.5M | 3.6% | New | 13F ↗ |
| 13 | VSTM Verastem, Inc. | 906,742 | $7.3M | 3.1% | -30.6% | 13F ↗ |
| 14 | IVA Inventiva S.A. · ADR | 1.79M | $6.6M | 2.8% | Unchanged | 13F ↗ |
| 15 | ZLAB Zai Lab Limited · ADR | 238,362 | $6.3M | 2.7% | +30.0% | 13F ↗ |
| 16 | PCVX Vaxcyte, Inc. | 107,223 | $6.1M | 2.6% | Unchanged | 13F ↗ |
| 17 | COGT Cogent Biosciences, Inc. | 178,036 | $5.7M | 2.4% | +35.8% | 13F ↗ |
| 18 | KRSA Korsana Biosciences, Inc. | 175,403 | $5.6M | 2.4% | New | 13F ↗ |
| 19 | CBIO Crescent Biopharma, Inc. | 372,856 | $5.4M | 2.3% | Unchanged | 13F ↗ |
| 20 | BLSM BlossomHill Therapeutics, Inc. | 250,000 | $4.7M | 2.0% | New | 13F ↗ |
| 21 | IRON Disc Medicine, Inc. | 52,655 | $3.4M | 1.5% | Unchanged | 13F ↗ |
| 22 | LBRX LB Pharmaceuticals Inc | 69,549 | $2.7M | 1.1% | +1.9% | 13F ↗ |
| 23 | ADRX ADARx Pharmaceuticals, Inc. | 100,000 | $2.0M | 0.9% | New | 13F ↗ |
| 24 | GLUE Monte Rosa Therapeutics, Inc. | 111,455 | $1.3M | 0.6% | New | 13F ↗ |
| 25 | EVMN Evommune, Inc. | 119,063 | $983.5K | 0.4% | Unchanged | 13F ↗ |
Changes since Q2 2026
5 new, 5 added to, 4 trimmed, 2 exited, 11 unchanged. By estimated dollars.
New positions (5)
Added to (5)
Trimmed (4)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer