NEXTBIO CAPITAL MANAGEMENT LP

PrivateCIK: 2038158
Location

AUSTIN, TX

22
Positions
$217.40M
Total AUM (reported)
12.96M
Total Shares

Allocation by class

TOTAL AUM$217.40M22 positions
COM$138.73M63.8%
SPONSORED ADS$41.90M19.3%
COM NEW$22.73M10.5%
ADS$6.76M3.1%
COM SHS$3.80M1.7%
ADR$3.48M1.6%

Portfolio Concentration

Top 335.8%4–1041.9%11–2522.3%TOP 1077.7%0%100%
Top 3$77.88M35.8%
4–10$91.05M41.9%
11–25$48.47M22.3%

Top 3 weight

35.8%

Top 10 weight

77.7%

Voting Authority Distribution

Total shares with voting rights: 12.96M

Sole

Full voting authority

12.96M

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)

Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:

PROTAGONIST THERAPEUTICS INC

SOLE
COM
Shares219.33K
TypeSH
Market value$26.89M
12.37%
Sole
219.33K
Shared
0.00
None
0.00

SHATTUCK LABS INC

SOLE
COM
Shares3.73M
TypeSH
Market value$25.87M
11.90%
Sole
3.73M
Shared
0.00
None
0.00

COMPASS PATHWAYS PLC

SOLE
SPONSORED ADS
Shares1.78M
TypeSH
Market value$25.13M
11.56%
Sole
1.78M
Shared
0.00
None
0.00

STRUCTURE THERAPEUTICS INC

SOLE
SPONSORED ADS
Shares312.50K
TypeSH
Market value$16.77M
7.71%
Sole
312.50K
Shared
0.00
None
0.00

VOR BIOPHARMA INC

SOLE
COM NEW
Shares889.16K
TypeSH
Market value$16.37M
7.53%
Sole
889.16K
Shared
0.00
None
0.00

RHYTHM PHARMACEUTICALS INC

SOLE
COM
Shares131.76K
TypeSH
Market value$14.63M
6.73%
Sole
131.76K
Shared
0.00
None
0.00

PALVELLA THERAPEUTICS INC NE

SOLE
COM
Shares89.91K
TypeSH
Market value$13.74M
6.32%
Sole
89.91K
Shared
0.00
None
0.00

XENON PHARMACEUTICALS INC

SOLE
COM
Shares183.22K
TypeSH
Market value$11.06M
5.09%
Sole
183.22K
Shared
0.00
None
0.00

ZENAS BIOPHARMA INC

SOLE
COM
Shares426.74K
TypeSH
Market value$10.83M
4.98%
Sole
426.74K
Shared
0.00
None
0.00

ORIC PHARMACEUTICALS INC

SOLE
COM
Shares706.12K
TypeSH
Market value$7.65M
3.52%
Sole
706.12K
Shared
0.00
None
0.00

INVENTIVA SA

SOLE
ADS
Shares1.79M
TypeSH
Market value$6.76M
3.11%
Sole
1.79M
Shared
0.00
None
0.00

CRESCENT BIOPHARMA INC.

SOLE
COM
Shares372.86K
TypeSH
Market value$6.71M
3.09%
Sole
372.86K
Shared
0.00
None
0.00

VAXCYTE INC

SOLE
COM
Shares107.22K
TypeSH
Market value$6.23M
2.87%
Sole
107.22K
Shared
0.00
None
0.00

COGENT BIOSCIENCES INC

SOLE
COM
Shares131.07K
TypeSH
Market value$5.07M
2.33%
Sole
131.07K
Shared
0.00
None
0.00

VERASTEM INC

SOLE
COM NEW
Shares1.31M
TypeSH
Market value$4.99M
2.30%
Sole
1.31M
Shared
0.00
None
0.00

DISC MEDICINE INC

SOLE
COM
Shares52.66K
TypeSH
Market value$3.85M
1.77%
Sole
52.66K
Shared
0.00
None
0.00

PHARVARIS N V

SOLE
COM
Shares108.06K
TypeSH
Market value$3.74M
1.72%
Sole
108.06K
Shared
0.00
None
0.00

ZAI LAB LTD

SOLE
ADR
Shares183.36K
TypeSH
Market value$3.48M
1.60%
Sole
183.36K
Shared
0.00
None
0.00

BIOAGE LABS INC

SOLE
COM
Shares100.73K
TypeSH
Market value$2.47M
1.14%
Sole
100.73K
Shared
0.00
None
0.00

LB PHARMACEUTICALS INC

SOLE
COM SHS
Shares68.25K
TypeSH
Market value$2.22M
1.02%
Sole
68.25K
Shared
0.00
None
0.00

EVOMMUNE INC

SOLE
COM SHS
Shares119.06K
TypeSH
Market value$1.58M
0.73%
Sole
119.06K
Shared
0.00
None
0.00

ADICET BIO INC

SOLE
COM NEW
Shares157.83K
TypeSH
Market value$1.36M
0.63%
Sole
157.83K
Shared
0.00
None
0.00