NEXTBio Capital Management LP — 13F holdings

NEXTBio Capital Management LP reported 22 holdings worth $217M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. PTGX PROTAGONIST THERAPEUTICS INC — $26.9M (12.4%)
2. STTK SHATTUCK LABS INC — $25.9M (11.9%)
3. CMPS COMPASS PATHWAYS PLC — $25.1M (11.6%)
4. GPCR STRUCTURE THERAPEUTICS INC — $16.8M (7.7%)
5. VOR VOR BIOPHARMA INC — $16.4M (7.5%)
6. RYTM RHYTHM PHARMACEUTICALS INC — $14.6M (6.7%)
7. PVLA PALVELLA THERAPEUTICS INC NE — $13.7M (6.3%)
8. XENE XENON PHARMACEUTICALS INC — $11.1M (5.1%)
9. ZBIO ZENAS BIOPHARMA INC — $10.8M (5.0%)
10. ORIC ORIC PHARMACEUTICALS INC — $7.65M (3.5%)