Nextbio Capital Management Lp Top Holdings and 13F Report (2026) About Nextbio Capital Management LpInvestment ActivityNextbio Capital Management Lp has $215.37 million in total holdings as of March 31, 2026.Nextbio Capital Management Lp owns shares of 24 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 10.72% of the portfolio was purchased this quarter.About 1.69% of the portfolio was sold this quarter.This quarter, Nextbio Capital Management Lp has purchased 23 new stocks and bought additional shares in 9 stocks.Nextbio Capital Management Lp sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Terns Pharmaceuticals $31,871,032Protagonist Therapeutics $24,201,843Shattuck Labs $20,253,902VOR BIOPHARMA INC $17,839,411Compass Pathways $11,178,381 Largest New Holdings this Quarter 86627T108 - Summit Therapeutics $1,701,034 Holding Largest Purchases this Quarter Compass Pathways 1,268,776 shares (about $7.02M)Rhythm Pharmaceuticals 58,492 shares (about $5.09M)Terns Pharmaceuticals 53,344 shares (about $2.81M)ZENAS BIOPHARMA INC 104,753 shares (about $2.05M)Structure Therapeutics 38,796 shares (about $1.87M) Largest Sales this Quarter Compass Therapeutics 265,801 shares (about $1.41M)Oric Pharmaceuticals 92,101 shares (about $1.17M)EVOMMUNE INC 44,223 shares (about $1.02M)Xenon Pharmaceuticals 479 shares (about $27.85K)Vaxcyte 262 shares (about $15.22K) 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 PortfolioSectorTERNTerns Pharmaceuticals$31,871,032$2,812,296 â–²9.7%604,53414.8%MedicalPTGXProtagonist Therapeutics$24,201,8430.0%229,61911.2%MedicalSTTKShattuck Labs$20,253,9020.0%3,149,9079.4%MedicalVOR BIOPHARMA INC$17,839,4110.0%999,9678.3%COM NEWCMPSCompass Pathways$11,178,381$7,016,331 â–²168.6%2,021,4075.2%MedicalRYTMRhythm Pharmaceuticals$10,965,004$5,087,049 â–²86.5%126,0785.1%MedicalXENEXenon Pharmaceuticals$10,654,534$27,854 â–¼-0.3%183,2254.9%MedicalPALVELLA THERAPEUTICS INC NE$10,306,8100.0%82,6864.8%COMZENAS BIOPHARMA INC$8,342,689$2,047,921 â–²32.5%426,7363.9%COMIVAInventiva$7,400,836$193,046 â–²2.7%1,333,4843.4%MedicalVSTMVerastem$6,926,040$2,809 â–¼0.0%1,306,8003.2%MedicalCRESCENT BIOPHARMA INC.$6,849,3650.0%372,8563.2%COMORICOric Pharmaceuticals$6,634,253$1,166,920 â–¼-15.0%523,6193.1%MedicalGPCRStructure Therapeutics$6,422,120$1,869,967 â–²41.1%133,2393.0%MedicalPCVXVaxcyte$5,533,409$15,225 â–¼-0.3%95,2232.6%MedicalCOGTCogent Biosciences$5,049,426$1,361,353 â–²36.9%131,1882.3%MedicalCMPXCompass Therapeutics$4,486,999$1,406,087 â–¼-23.9%848,2042.1%MedicalEVOMMUNE INC$4,231,608$1,016,687 â–¼-19.4%184,0632.0%COM SHSOCSOculis$3,977,651$4,201 â–¼-0.1%149,5921.8%MedicalZLABZai Lab$3,449,039$376,200 â–²12.2%183,3621.6%MedicalIRONDisc Medicine$3,366,761$631,535 â–²23.1%52,6551.6%MedicalKALVKalVista Pharmaceuticals$2,653,0530.0%131,7961.2%MedicalSMMTSummit Therapeutics$1,701,034$1,701,034 â–²New Holding89,7170.8%MedicalADICET BIO INC$1,074,8020.0%157,8270.5%COM NEWShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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