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B Group, Inc.

Q2 2025 · Filed 2025-08-14
Market Value
$109M
-1.8%
Holdings
14
New Purchases
0
Added To
6
Closed
2
Reduced
2
Top 10 Concentration
98.1%
Turnover
14.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AKRO 11.34% 8.82% +2.52% $12M
TSHA 3.80% 1.57% +2.24% $4M
RARE 3.66% 1.54% +2.11% $4M
SGHT 3.51% 1.80% +1.72% $4M
CLLS 4.54% 3.63% +0.91% $5M
AURA 3.28% 2.49% +0.79% $4M
ORKA 0.77% 0.54% +0.23% $841K
SYRE 1.10% 1.01% +0.08% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
INSM 14.26% 17.99% -3.72% $16M
ADMA 38.59% 41.30% -2.71% $42M
IOVA 2.36% 4.49% -2.13% $3M
BNTX 0.00% 1.23% -1.23% $0
ETNB 0.00% 0.62% -0.62% $0
ZLAB 12.79% 12.98% -0.19% $14M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $16M 14.3%
Mid Cap 6 $32M 29.7%
Small Cap 5 $57M 52.6%
Micro Cap 1 $4M 3.5%

Portfolio Analytics

Avg Market Cap
$5.0B
Median Market Cap
$2.1B
Avg P/E
11.8
Median P/E
11.8
Avg Dividend Yield
—%
Avg Beta
1.12
# Stocks
14
# ETFs / Funds
0

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ADMA 38.59% 2,317,542 $42M $18.21 -$4M
2 INSM 14.26% 155,000 $16M $100.64 -$4M -107,500 -41.0%
3 ZLAB 12.79% 400,000 $14M $34.97 -$468K
4 AKRO 11.34% 232,446 $12M $53.36 $3M -10,054 -4.2%
5 CLLS 4.54% 3,256,501 $5M $1.52 $928K
6 TSHA 3.80% 1,800,556 $4M $2.31 $2M +545,000 +43.4%
7 RARE 3.66% 110,000 $4M $36.36 $2M +62,500 +131.6%
8 SGHT 3.51% 930,000 $4M $4.13 $2M +96,400 +11.6%
9 AURA 3.28% 572,576 $4M $6.26 $815K +100,000 +21.2%
10 IOVA 2.36% 1,500,000 $3M $1.72 -$2M
11 SYRE 1.10% 80,000 $1M $14.97 $68K +10,000 +14.3%
12 ORKA 0.77% 75,000 $841K $11.21 $243K +16,785 +28.8%
13 BNTX —% -$1M -15,000 -100.0% SOLD
14 ETNB —% -$695K -95,623 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
BNTX —%
ETNB —%
View SEC EDGAR Filings for B Group, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms