NEXTBio Capital Management LP
CIK: 0002038158SEC EDGAR →
Portfolio Value
$170.5M
Holdings
23
As of
Q4 2025
New Positions
23
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TERNS PHARMACEUTICALS INC | 551,190 | $22.3M | 13.06% |
| 2 | PROTAGONIST THERAPEUTICS INC | 229,619 | $20.1M | 11.76% |
| 3 | VOR BIOPHARMA INC | 999,967 | $13.1M | 7.67% |
| 4 | ZENAS BIOPHARMA INC | 321,983 | $11.7M | 6.86% |
| 5 | SHATTUCK LABS INC | 3,149,907 | $11.5M | 6.74% |
| 6 | VERASTEM INC | 1,307,330 | $10.1M | 5.92% |
| 7 | PALVELLA THERAPEUTICS INC NE | 82,686 | $8.7M | 5.08% |
| 8 | XENON PHARMACEUTICALS INC | 183,704 | $8.2M | 4.83% |
| 9 | RHYTHM PHARMACEUTICALS INC | 67,586 | $7.2M | 4.24% |
| 10 | STRUCTURE THERAPEUTICS INC | 94,443 | $6.6M | 3.85% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 23 | $170.5M | 100.0% |