Institutional Fund
Nextbio Capital Management LP
Austin, TXCIK 20381582 filings on record
Portfolio Value
$215.37M
Q1 2026
Holdings
24
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+26.3%
from $170.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Terns Pharmaceuticals Inc14.8%
- Protagonist Therapeutics Inc11.2%
- Shattuck Labs Inc9.4%
- Vor Biopharma Inc8.3%
- Compass Pathways PLC5.2%
- Rhythm Pharmaceuticals Inc5.1%
- Other46.0%
Portfolio Holdings
24 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Terns Pharmaceuticals Inc | 604.5K | $31.87M | 14.8% | +53.3K | Added |
| 2 | Protagonist Therapeutics Inc | 229.6K | $24.20M | 11.2% | 0 | Held |
| 3 | Shattuck Labs Inc | 3.15M | $20.25M | 9.4% | 0 | Held |
| 4 | Vor Biopharma Inc | 1000.0K | $17.84M | 8.3% | 0 | Held |
| 5 | Compass Pathways PLC | 2.02M | $11.18M | 5.2% | +1.27M | Added |
| 6 | Rhythm Pharmaceuticals Inc | 126.1K | $10.97M | 5.1% | +58.5K | Added |
| 7 | Xenon Pharmaceuticals Inc | 183.2K | $10.65M | 4.9% | −479 | Reduced |
| 8 | Palvella Therapeutics Inc Ne | 82.7K | $10.31M | 4.8% | 0 | Held |
| 9 | Zenas Biopharma Inc | 426.7K | $8.34M | 3.9% | +104.8K | Added |
| 10 | Inventiva SA | 1.33M | $7.40M | 3.4% | +34.8K | Added |
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