B Group, Inc.

Fundamental concentrated ★Highest signal healthcare specialist (100%) CIK 2043476
League rank
#324
in Fundamental concentrated · #702 overall
Long book
$134.9M
Q1 2026
Positions
20
Top-10 weight
81%
concentration
Last quarter
+18.9%
SPY +14.8%
Turnover
25%
of book per quarter

Strategy in plain words

auto-generated from filings

B Group, Inc. is a concentrated fundamental stock-picker, specialised in healthcare (100% of the long book), running a $134.9M US long book across 20 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: ADMA BIOLOGICS INC, PALISADE BIO INC, PRAXIS PRECISION MEDICINES I, CELLECTIS - ADR, ZAI LAB LTD-ADR.

Over the last 6 quarters its long book ran on average 1.9pp per quarter ahead of the S&P 500, beating the index in 3 of 6 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2024
+3.4%
Q1 2025
+5.4%
Q2 2025
+5.6%
Q3 2025
+30.2%
Q4 2025
-24.6%
Q1 2026
+18.9%

Sector allocation

Healthcare
100%
Other
0%

Long book by quarter

$163.6M
Q4 2024
$115.1M
Q1 2025
$115.8M
Q2 2025
$104.6M
Q3 2025
$134.9M
Q4 2025
$134.9M
Q1 2026

What does B Group, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
ADMA ADMA BIOLOGICS INCHealthcare3.2M$28.9M21.4%+30.5%
PALI PALISADE BIO INCHealthcare11.4M$20.0M14.8%+153.7%
PRAX PRAXIS PRECISION MEDICINES IHealthcare33.2K$10.7M7.9%Held
TSHA TAYSHA GENE THERAPIES INCHealthcare1.8M$8.0M6.0%Held
NRXP NRX PHARMACEUTICALS INCHealthcare3.0M$6.4M4.7%New
IOVA IOVANCE BIOTHERAPEUTICS INCHealthcare1.5M$5.3M3.9%Held
SYRE SPYRE THERAPEUTICS INCHealthcare100.0K$5.0M3.7%Held
DRUG BRIGHT MINDS BIOSCIENCES INCHealthcare67.5K$4.9M3.7%New
ASMB ASSEMBLY BIOSCIENCES INCHealthcare175.7K$4.9M3.6%Held
AURA AURA BIOSCIENCES INCHealthcare597.6K$4.0M3.0%+4.4%
ORKA ORUKA THERAPEUTICS INCHealthcare75.0K$3.7M2.7%Held
SGHT SIGHT SCIENCES INCHealthcare970.0K$3.7M2.7%+5.4%
RARE ULTRAGENYX PHARMACEUTICAL INHealthcare135.0K$2.8M2.1%Held
APGE APOGEE THERAPEUTICS INCHealthcare7.5K$631K0.5%-62.5%
FHTX FOGHORN THERAPEUTICS INCHealthcare102.0K$488K0.4%New
SLNOEUR SOLENO THERAPEUTICS INC7.5K$251K0.2%New
REPL REPLIMUNE GROUP INCHealthcare26.0K$199K0.1%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202620$134.9M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202616$135.4M canonicalSEC ↗
Q3 202513F-HRNov 14, 202520$135.9M canonicalSEC ↗
Q2 202513F-HRAug 14, 202517$129.9M canonicalSEC ↗
Q1 202513F-HRMay 15, 202519$116.7M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202518$163.6M canonicalSEC ↗