Nextbio Capital Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$215.4M
Q ending 2026-03-31
Prior quarter
$170.5M
Q ending 2025-12-31
Change
+26.3% QoQ
Positions
24
reported holdings
Largest positions
All 24 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Terns Pharmaceuticals Inc | 430 | Shares | $31.9M | 605K |
| Protagonist Therapeutics Inc | PTGX | Shares | $24.2M | 230K |
| Shattuck Labs Inc | STTK | Shares | $20.3M | 3.1M |
| Vor Biopharma Inc | VOR | Shares | $17.8M | 1000K |
| Compass Pathways Plc | CMPS | Shares | $11.2M | 2.0M |
| Rhythm Pharmaceuticals Inc | RYTM | Shares | $11.0M | 126K |
| Xenon Pharmaceuticals Inc | XENE | Shares | $10.7M | 183K |
| Palvella Therapeutics Inc Ne | PVLA | Shares | $10.3M | 83K |
| Zenas Biopharma Inc | ZBIO | Shares | $8.3M | 427K |
| Inventiva Sa | IVA | Shares | $7.4M | 1.3M |
| Verastem Inc | VSTM | Shares | $6.9M | 1.3M |
| Crescent Biopharma Inc. | Shares | $6.8M | 373K | |
| Oric Pharmaceuticals Inc | ORIC | Shares | $6.6M | 524K |
| Structure Therapeutics Inc | GPCR | Shares | $6.4M | 133K |
| Vaxcyte Inc | PCVX | Shares | $5.5M | 95K |
| Cogent Biosciences Inc | COGT | Shares | $5.0M | 131K |
| Compass Therapeutics Inc | CMPX | Shares | $4.5M | 848K |
| Evommune Inc | EVMN | Shares | $4.2M | 184K |
| Oculis Holding Ag | Shares | $4.0M | 150K | |
| Zai Lab Ltd | ZLAB | Shares | $3.4M | 183K |
| Disc Medicine Inc | IRON | Shares | $3.4M | 53K |
| Kalvista Pharmaceuticals Inc | 4XC1 | Shares | $2.7M | 132K |
| Summit Therapeutics Inc | SMMT | Shares | $1.7M | 90K |
| Adicet Bio Inc | ACET | Shares | $1.1M | 158K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.