NEXTBIO CAPITAL MANAGEMENT LP

PrivateCIK: 2038158
Location

AUSTIN, TX

24
Positions
$215.37M
Total AUM (reported)
13.52M
Total Shares

Allocation by class

TOTAL AUM$215.37M24 positions
COM$152.87M71.0%
COM NEW$25.84M12.0%
SPONSORED ADS$17.60M8.2%
ADS$7.40M3.4%
COM SHS$4.23M2.0%
ORDINARY SHARES$3.98M1.8%
ADR$3.45M1.6%

Portfolio Concentration

Top 335.4%4–1035.6%11–2529.0%TOP 1071.0%0%100%
Top 3$76.33M35.4%
4–10$76.69M35.6%
11–25$62.36M29.0%

Top 3 weight

35.4%

Top 10 weight

71.0%

Voting Authority Distribution

Total shares with voting rights: 13.52M

Sole

Full voting authority

13.52M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:

TERNS PHARMACEUTICALS INC

SOLE
COM
Shares604.53K
TypeSH
Market value$31.87M
14.80%
Sole
604.53K
Shared
0.00
None
0.00

PROTAGONIST THERAPEUTICS INC

SOLE
COM
Shares229.62K
TypeSH
Market value$24.20M
11.24%
Sole
229.62K
Shared
0.00
None
0.00

SHATTUCK LABS INC

SOLE
COM
Shares3.15M
TypeSH
Market value$20.25M
9.40%
Sole
3.15M
Shared
0.00
None
0.00

VOR BIOPHARMA INC

SOLE
COM NEW
Shares999.97K
TypeSH
Market value$17.84M
8.28%
Sole
999.97K
Shared
0.00
None
0.00

COMPASS PATHWAYS PLC

SOLE
SPONSORED ADS
Shares2.02M
TypeSH
Market value$11.18M
5.19%
Sole
2.02M
Shared
0.00
None
0.00

RHYTHM PHARMACEUTICALS INC

SOLE
COM
Shares126.08K
TypeSH
Market value$10.97M
5.09%
Sole
126.08K
Shared
0.00
None
0.00

XENON PHARMACEUTICALS INC

SOLE
COM
Shares183.22K
TypeSH
Market value$10.65M
4.95%
Sole
183.22K
Shared
0.00
None
0.00

PALVELLA THERAPEUTICS INC NE

SOLE
COM
Shares82.69K
TypeSH
Market value$10.31M
4.79%
Sole
82.69K
Shared
0.00
None
0.00

ZENAS BIOPHARMA INC

SOLE
COM
Shares426.74K
TypeSH
Market value$8.34M
3.87%
Sole
426.74K
Shared
0.00
None
0.00

INVENTIVA SA

SOLE
ADS
Shares1.33M
TypeSH
Market value$7.40M
3.44%
Sole
1.33M
Shared
0.00
None
0.00

VERASTEM INC

SOLE
COM NEW
Shares1.31M
TypeSH
Market value$6.93M
3.22%
Sole
1.31M
Shared
0.00
None
0.00

CRESCENT BIOPHARMA INC.

SOLE
COM
Shares372.86K
TypeSH
Market value$6.85M
3.18%
Sole
372.86K
Shared
0.00
None
0.00

ORIC PHARMACEUTICALS INC

SOLE
COM
Shares523.62K
TypeSH
Market value$6.63M
3.08%
Sole
523.62K
Shared
0.00
None
0.00

STRUCTURE THERAPEUTICS INC

SOLE
SPONSORED ADS
Shares133.24K
TypeSH
Market value$6.42M
2.98%
Sole
133.24K
Shared
0.00
None
0.00

VAXCYTE INC

SOLE
COM
Shares95.22K
TypeSH
Market value$5.53M
2.57%
Sole
95.22K
Shared
0.00
None
0.00

COGENT BIOSCIENCES INC

SOLE
COM
Shares131.19K
TypeSH
Market value$5.05M
2.34%
Sole
131.19K
Shared
0.00
None
0.00

COMPASS THERAPEUTICS INC

SOLE
COM
Shares848.20K
TypeSH
Market value$4.49M
2.08%
Sole
848.20K
Shared
0.00
None
0.00

EVOMMUNE INC

SOLE
COM SHS
Shares184.06K
TypeSH
Market value$4.23M
1.96%
Sole
184.06K
Shared
0.00
None
0.00

OCULIS HOLDING AG

SOLE
ORDINARY SHARES
Shares149.59K
TypeSH
Market value$3.98M
1.85%
Sole
149.59K
Shared
0.00
None
0.00

ZAI LAB LTD

SOLE
ADR
Shares183.36K
TypeSH
Market value$3.45M
1.60%
Sole
183.36K
Shared
0.00
None
0.00

DISC MEDICINE INC

SOLE
COM
Shares52.66K
TypeSH
Market value$3.37M
1.56%
Sole
52.66K
Shared
0.00
None
0.00

KALVISTA PHARMACEUTICALS INC

SOLE
COM
Shares131.80K
TypeSH
Market value$2.65M
1.23%
Sole
131.80K
Shared
0.00
None
0.00

SUMMIT THERAPEUTICS INC

SOLE
COM
Shares89.72K
TypeSH
Market value$1.70M
0.79%
Sole
89.72K
Shared
0.00
None
0.00

ADICET BIO INC

SOLE
COM NEW
Shares157.83K
TypeSH
Market value$1.07M
0.50%
Sole
157.83K
Shared
0.00
None
0.00