NEXTBio Capital Management LP Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$170.5M
Holdings
23
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TERNTERNS PHARMACEUTICALS INC | 551,190 | $22.3M | 13.06% | |
| 2 | PTGXPROTAGONIST THERAPEUTICS INC | 229,619 | $20.1M | 11.76% | |
| 3 | VORVOR BIOPHARMA INC | 999,967 | $13.1M | 7.67% | |
| 4 | ZBIOZENAS BIOPHARMA INC | 321,983 | $11.7M | 6.86% | |
| 5 | STTKSHATTUCK LABS INC | 3,149,907 | $11.5M | 6.74% | |
| 6 | VSTMVERASTEM INC | 1,307,330 | $10.1M | 5.92% | |
| 7 | PVLAPALVELLA THERAPEUTICS INC NE | 82,686 | $8.7M | 5.08% | |
| 8 | XENEXENON PHARMACEUTICALS INC | 183,704 | $8.2M | 4.83% | |
| 9 | RYTMRHYTHM PHARMACEUTICALS INC | 67,586 | $7.2M | 4.24% | |
| 10 | GPCRSTRUCTURE THERAPEUTICS INC | 94,443 | $6.6M | 3.85% | |
| 11 | IVAINVENTIVA SA | 1,298,701 | $6.0M | 3.54% | |
| 12 | CMPXCOMPASS THERAPEUTICS INC | 1,114,005 | $6.0M | 3.51% | |
| 13 | CMPSCOMPASS PATHWAYS PLC | 752,631 | $5.2M | 3.05% | |
| 14 | ORICORIC PHARMACEUTICALS INC | 615,720 | $5.0M | 2.95% | |
| 15 | CBIOCRESCENT BIOPHARMA INC. | 372,856 | $4.4M | 2.59% | |
| 16 | PCVXVAXCYTE INC | 95,485 | $4.4M | 2.58% | |
| 17 | EVMNEVOMMUNE INC | 228,286 | $3.9M | 2.29% | |
| 18 | COGTCOGENT BIOSCIENCES INC | 95,819 | $3.4M | 2.00% | |
| 19 | IRONDISC MEDICINE INC | 42,778 | $3.4M | 1.99% | |
| 20 | OCSOCULIS HOLDING AG | 149,750 | $3.0M | 1.75% | |
| 21 | ZLABZAI LAB LTD | 163,362 | $2.9M | 1.69% | |
| 22 | KALVKALVISTA PHARMACEUTICALS INC | 131,796 | $2.1M | 1.25% | |
| 23 | ACETADICET BIO INC | 157,827 | $1.3M | 0.78% |