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Portfolio (Quarterly) Guide ↗

BIOS Capital Management, LP

· CIK 0001813845
13F Portfolio $89M AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ACTU ACTUATE THERAPEUTICS INC Healthcare 10,049,996.0 $67.2M 75.62% NEW $6.69 -63.7%
2 CGTX COGNITION THERAPEUTICS INC Healthcare 6,000,000.0 $8.1M 9.11% NEW $1.35 -19.3%
3 OPUS GENETICS INC 3,683,429.0 $6.6M 7.42% NEW $1.79
4 LTRN LANTERN PHARMA INC Healthcare 1,015,715.0 $4.4M 4.97% NEW $4.35 -31.0%
5 RNTX REIN THERAPEUTICS INC Healthcare 1,690,751.0 $1.9M 2.19% NEW $1.15 -9.6%
6 IN8BIO INC 286,664.0 $622K 0.70% NEW $2.17

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%