B Group, Inc.
โขCIK: 2043476โขFiling: Q4 2025
**B Group, Inc.** manages $135M across a concentrated portfolio of 16 positions. The fund exhibits significant conviction in select biotech names, with ADMA representing the largest allocation at $44.8M. Further notable holdings include CLLS at $15.9M and PALI at $10.6M, indicating a focused, high-conviction approach within the life sciences sector. This structure suggests a deep-dive, thematic investment strategy targeting breakthrough opportunities.
Total AUM
$134.9M
+ $486.0K in options
QoQ Performance
+29.0%
Positions
15
+ 1 option
Top 10 Concentration
89.8%
Latest Filing
Q4 2025
Top Holdings Allocation
ADMA
CLLS
PALI
TSHA
PRAX
SGHT
ZLAB
ADMA33.1%
CLLS11.7%
PALI7.8%
TSHA7.3%
PRAX7.2%
SGHT5.4%
ZLAB5.2%
GPCR4.6%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other100.0%
๐ช Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW2 new positions
โ2 increased
โ2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024