NEXTBio Capital Management LP reported 22 holdings worth US$217M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
NEXTBio Capital Management LP reported 22 holdings worth US$217M as of Jun 30, 2026. Largest: Protagonist Therapeutics, Inc., Shattuck Labs, Inc. and Vor Biopharma Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 22
- Value as reported
- US$217M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Protagonist Therapeutics, Inc. | 219K | US$26.9M | 12.4% |
| Shattuck Labs, Inc. | 3.73M | US$25.9M | 11.9% |
| Vor Biopharma Inc. | 889K | US$16.4M | 7.5% |
| Rhythm Pharmaceuticals, Inc. | 132K | US$14.6M | 6.7% |
| Palvella Therapeutics, Inc. | 89,909 | US$13.7M | 6.3% |
| Xenon Pharmaceuticals Inc. | 183K | US$11.1M | 5.1% |
| Zenas Biopharma, Inc. | 427K | US$10.8M | 5.0% |
| Oric Pharmaceuticals, Inc. | 706K | US$7.65M | 3.5% |
| Inventiva Sa | 1.79M | US$6.76M | 3.1% |
| Crescent Biopharma, Inc. | 373K | US$6.71M | 3.1% |
| Vaxcyte, Inc. | 107K | US$6.23M | 2.9% |
| Cogent Biosciences, Inc. | 131K | US$5.07M | 2.3% |
| Verastem, Inc. | 1.31M | US$4.99M | 2.3% |
| Disc Medicine, Inc. | 52,655 | US$3.85M | 1.8% |
| Zai Lab Ltd. | 183K | US$3.48M | 1.6% |
| Bioage Labs, Inc. | 101K | US$2.47M | 1.1% |
| Lb Pharmaceuticals Inc | 68,249 | US$2.22M | 1.0% |
| Evommune, Inc. | 119K | US$1.58M | 0.73% |
| Adicet Bio, Inc. | 158K | US$1.36M | 0.63% |
| Compass Therapeutics, Inc. | 0 | US$0 | 0.00% |
| Kalvista Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Summit Therapeutics Inc. | 0 | US$0 | 0.00% |
| Terns Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |