B Group, Inc. ORKA β€” ORUKA THERAPEUTICS INC

Ownership history in B Group, Inc.  Β·  5 quarters on record

AI Ownership Summary

B Group, Inc. reported ORUKA THERAPEUTICS INC (ORKA) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.68% in 2025 Q4. The latest visible filing shows ORKA at 1.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ORKA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was B Group, Inc.'s position in ORUKA THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ORKA was reported at 1.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.68% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How B Group, Inc. held ORKA β€” position size vs. price
% of Fund (quarterly)    ORKA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 75,000 β€” 0% 1.68% $2.3M 2026-02-14 (Est.) $32.21
2025 Q3 UNCHANGED β€” β€” β€” 75,000 β€” 0% 1.06% $1.4M 2025-11-14 $27.08
2025 Q2 ADDED β€” β€” β€” 75,000 +16,785 +28.8% 0.65% $841K 2025-08-14 $15.00
2025 Q1 ADDED β€” β€” β€” 58,215 +38,215 +191.1% 0.51% $597K 2025-05-15 $9.46
2024 Q4 INITIATED β€” β€” β€” 20,000 β€” β€” 0.24% $388K 2025-02-14 $11.18

FAQ About B Group, Inc. and ORKA

These are the practical questions this page is built to answer before you even open the full history table.

How long has B Group, Inc. reported owning ORKA?

B Group, Inc. reported ORKA across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ORKA position in B Group, Inc.'s portfolio?

The largest reported portfolio weight for ORKA was 1.68% in 2025 Q4.

What is the latest reported ORKA position on this page?

The most recent filing on this page is 2025 Q4, when B Group, Inc. reported 75,000 shares, equal to 1.68% of portfolio, with an estimated market value of $2.3M.

What does the chart on this ORKA ownership page compare?

The chart compares B Group, Inc.'s quarterly ORKA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did B Group, Inc. time their ORKA position?

Based on 13F filing dates vs. subsequent ORKA price moves, B Group, Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on ORKA relative to SPY over the holding period was +154.8%.

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