NEXTBio Capital Management LP
Net seller this quarter
$217M
22
-$19.2M
77.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PTGX | $26.9M | 12.37% | 0.34% | -4.5% | Q4 2025 |
 STTK | $25.9M | 11.90% | 3.70% | +18.3% | Q4 2025 |
 CMPS | $25.1M | 11.56% | 1.31% | -12.2% | Q4 2025 |
 GPCR | $16.8M | 7.71% | 0.15% | +134.5% | Q4 2025 |
 VOR | $16.4M | 7.53% | 1.63% | -11.1% | Q4 2025 |
 RYTM | $14.6M | 6.73% | 0.19% | +4.5% | Q4 2025 |
 PVLA | $13.7M | 6.32% | 0.62% | +8.7% | Q4 2025 |
 XENE | $11.1M | 5.09% | 0.19% | Not reported | Q4 2025 |
 ZBIO | $10.8M | 4.98% | 0.67% | Not reported | Q4 2025 |
 ORIC | $7.65M | 3.52% | 0.68% | +34.9% | Q4 2025 |
 IVA | $6.76M | 3.11% | 0.93% | +34.1% | Q4 2025 |
 CBIO | $6.71M | 3.09% | 1.34% | Not reported | Q4 2025 |
 PCVX | $6.23M | 2.87% | 0.07% | +12.6% | Q4 2025 |
 COGT | $5.07M | 2.33% | 0.08% | -0.1% | Q4 2025 |
 VSTM | $4.99M | 2.30% | 1.44% | Not reported | Q4 2025 |
 IRON | $3.85M | 1.77% | 0.14% | Not reported | Q4 2025 |
 PHVS | $3.74M | 1.72% | 0.17% | New | Q2 2026 |
 ZLAB | $3.48M | 1.60% | 0.02% | Not reported | Q4 2025 |
 BIOA | $2.47M | 1.14% | 0.22% | New | Q2 2026 |
 LBRX | $2.22M | 1.02% | 0.24% | New | Q2 2026 |
 EVMN | $1.58M | 0.73% | 0.33% | -35.3% | Q4 2025 |
 ACET | $1.36M | 0.63% | 1.69% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| TERN | $31.9M | 14.80% | 0.52% | +9.7% | Q4 2025 |
| PTGX | $24.2M | 11.24% | 0.36% | Not reported | Q4 2025 |
| STTK | $20.3M | 9.40% | 4.17% | Not reported | Q4 2025 |
| VOR | $17.8M | 8.28% | 1.85% | Not reported | Q4 2025 |
| CMPS | $11.2M | 5.19% | 1.50% | +168.6% | Q4 2025 |
| RYTM | $11M | 5.09% | 0.18% | +86.5% | Q4 2025 |
| XENE | $10.7M | 4.95% | 0.19% | -0.3% | Q4 2025 |
| PVLA | $10.3M | 4.79% | 0.58% | Not reported | Q4 2025 |
| ZBIO | $8.34M | 3.87% | 0.68% | +32.5% | Q4 2025 |
| IVA | $7.4M | 3.44% | 0.69% | +2.7% | Q4 2025 |
| VSTM | $6.93M | 3.22% | 1.49% | 0.0% | Q4 2025 |
| CBIO | $6.85M | 3.18% | 1.35% | Not reported | Q4 2025 |
| ORIC | $6.63M | 3.08% | 0.51% | -15.0% | Q4 2025 |
| GPCR | $6.42M | 2.98% | 0.06% | +41.1% | Q4 2025 |
| PCVX | $5.53M | 2.57% | 0.07% | -0.3% | Q4 2025 |
| COGT | $5.05M | 2.34% | 0.08% | +36.9% | Q4 2025 |
 CMPX | $4.49M | 2.08% | 0.47% | -23.9% | Q4 2025 |
| EVMN | $4.23M | 1.96% | 0.51% | -19.4% | Q4 2025 |
 OCS | $3.98M | 1.85% | Not reported | -0.1% | Q4 2025 |
| ZLAB | $3.45M | 1.60% | 0.02% | +12.2% | Q4 2025 |
| IRON | $3.37M | 1.56% | 0.14% | +23.1% | Q4 2025 |
| KALV | $2.65M | 1.23% | 0.26% | Not reported | Q4 2025 |
 SMMT | $1.7M | 0.79% | 0.01% | New | Q1 2026 |
| ACET | $1.07M | 0.50% | 1.64% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| TERN | $22.3M | 13.06% | 0.49% | New | Q4 2025 |
| PTGX | $20.1M | 11.76% | 0.37% | New | Q4 2025 |
| VOR | $13.1M | 7.67% | 2.58% | New | Q4 2025 |
| ZBIO | $11.7M | 6.86% | 0.59% | New | Q4 2025 |
| STTK | $11.5M | 6.74% | 4.98% | New | Q4 2025 |
| VSTM | $10.1M | 5.92% | 1.68% | New | Q4 2025 |
| PVLA | $8.65M | 5.08% | 0.67% | New | Q4 2025 |
| XENE | $8.23M | 4.83% | 0.23% | New | Q4 2025 |
| RYTM | $7.23M | 4.24% | 0.10% | New | Q4 2025 |
| GPCR | $6.57M | 3.85% | 0.04% | New | Q4 2025 |
| IVA | $6.04M | 3.54% | 0.67% | New | Q4 2025 |
| CMPX | $5.98M | 3.51% | 0.62% | New | Q4 2025 |
| CMPS | $5.19M | 3.05% | 0.78% | New | Q4 2025 |
| ORIC | $5.04M | 2.95% | 0.62% | New | Q4 2025 |
| CBIO | $4.42M | 2.59% | 1.35% | New | Q4 2025 |
| PCVX | $4.41M | 2.58% | 0.07% | New | Q4 2025 |
| EVMN | $3.91M | 2.29% | 0.72% | New | Q4 2025 |
| COGT | $3.4M | 2.00% | 0.06% | New | Q4 2025 |
| IRON | $3.4M | 1.99% | 0.11% | New | Q4 2025 |
| OCS | $2.99M | 1.75% | Not reported | New | Q4 2025 |
| ZLAB | $2.88M | 1.69% | 0.01% | New | Q4 2025 |
| KALV | $2.13M | 1.25% | 0.26% | New | Q4 2025 |
| ACET | $1.33M | 0.78% | 1.65% | New | Q4 2025 |