Nextbio Capital Management Lp Top Holdings and 13F Report (2026) About Nextbio Capital Management LpInvestment ActivityNextbio Capital Management Lp has $217.40 million in total holdings as of June 30, 2026.Nextbio Capital Management Lp owns shares of 22 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 12.96% of the portfolio was purchased this quarter.About 24.07% of the portfolio was sold this quarter.This quarter, Nextbio Capital Management Lp has purchased 24 new stocks and bought additional shares in 7 stocks.Nextbio Capital Management Lp sold shares of 5 stocks and completely divested from 5 stocks this quarter.Largest Holdings Protagonist Therapeutics $26,885,839Shattuck Labs $25,867,795Compass Pathways $25,126,990Structure Therapeutics $16,771,660VOR BIOPHARMA INC $16,369,509 Largest New Holdings this Quarter N69605108 - Pharvaris $3,736,542 Holding09077V100 - BIOAGE LABS INC $2,468,941 Holding50180M108 - LB PHARMACEUTICALS INC $2,215,021 Holding Largest Purchases this Quarter Structure Therapeutics 179,257 shares (about $9.62M)Shattuck Labs 577,441 shares (about $4.01M)Pharvaris 108,055 shares (about $3.74M)BIOAGE LABS INC 100,732 shares (about $2.47M)LB PHARMACEUTICALS INC 68,249 shares (about $2.22M) Largest Sales this Quarter Compass Pathways 245,648 shares (about $3.48M)VOR BIOPHARMA INC 110,803 shares (about $2.04M)Protagonist Therapeutics 10,286 shares (about $1.26M)EVOMMUNE INC 65,000 shares (about $863.85K)Cogent Biosciences 113 shares (about $4.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNextbio Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPTGXProtagonist Therapeutics$26,885,839$1,260,858 â–¼-4.5%219,33312.4%HealthcareSTTKShattuck Labs$25,867,795$4,007,441 â–²18.3%3,727,34811.9%HealthcareCMPSCompass Pathways$25,126,990$3,475,919 â–¼-12.2%1,775,75911.6%HealthcareGPCRStructure Therapeutics$16,771,660$9,620,723 â–²134.5%312,4967.7%HealthcareVOR BIOPHARMA INC$16,369,509$2,039,883 â–¼-11.1%889,1647.5%COM NEWRYTMRhythm Pharmaceuticals$14,629,091$630,650 â–²4.5%131,7586.7%HealthcarePALVELLA THERAPEUTICS INC NE$13,739,893$1,103,819 â–²8.7%89,9096.3%COMXENEXenon Pharmaceuticals$11,059,4610.0%183,2255.1%HealthcareZENAS BIOPHARMA INC$10,830,5600.0%426,7365.0%COMORICOric Pharmaceuticals$7,647,323$1,976,529 â–²34.9%706,1243.5%HealthcareIVAInventiva$6,758,580$1,718,010 â–²34.1%1,787,9843.1%HealthcareCRESCENT BIOPHARMA INC.$6,711,4080.0%372,8563.1%COMPCVXVaxcyte$6,232,873$697,560 â–²12.6%107,2232.9%HealthcareCOGTCogent Biosciences$5,072,603$4,373 â–¼-0.1%131,0752.3%HealthcareVSTMVerastem$4,991,9760.0%1,306,8002.3%HealthcareIRONDisc Medicine$3,851,1870.0%52,6551.8%HealthcarePHVSPharvaris$3,736,542$3,736,542 â–²New Holding108,0551.7%HealthcareZLABZai Lab$3,483,8780.0%183,3621.6%HealthcareBIOAGE LABS INC$2,468,941$2,468,941 â–²New Holding100,7321.1%COMLB PHARMACEUTICALS INC$2,215,021$2,215,021 â–²New Holding68,2491.0%COM SHSEVOMMUNE INC$1,582,347$863,850 â–¼-35.3%119,0630.7%COM SHSADICET BIO INC$1,363,6250.0%157,8270.6%COM NEWTERNTerns Pharmaceuticals$0$31,871,032 â–¼-100.0%00.0%HealthcareCMPXCompass Therapeutics$0$4,486,999 â–¼-100.0%00.0%HealthcareOCSOculis$0$3,977,651 â–¼-100.0%00.0%HealthcareKALVKalVista Pharmaceuticals$0$2,653,053 â–¼-100.0%00.0%HealthcareSMMTSummit Therapeutics$0$1,701,034 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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