2026 Q1 Portfolio Activity
In 2026 Q1, BIOS Capital Management, LP maintained a portfolio of 6 distinct positions. They heavily accumulated shares in REIN THERAPEUTICS INC, increasing the position by 17.2%. The fund also reduced its exposure to IN8BIO INC by 33.8%.
Position History
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Total Positions
6
Quarter
2026 Q1
Top Holding
ACTU (52.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
BIOS Capital Management, LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ACTU
ACTUATE THERAPE...
|
Healthcare | 52.09% | 74.44% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
10,049,996 | $27,536,989 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IRD
OPUS GENETICS I...
|
Healthcare | 31.70% | 8.96% |
#2
1
Prev: #3
|
6.5 | no change | no change |
P
S
|
3,683,429 | $16,759,602 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CGTX
COGNITION THERA...
|
Healthcare | 8.63% | 9.80% |
#3
1
Prev: #2
|
5.5 | no change | no change |
P
S
|
6,000,000 | $4,560,000 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RNTX
REIN THERAPEUTI...
|
Healthcare | 4.87% | 2.37% |
#4
1
Prev: #5
|
4.4 | 291,624 | 17.2% |
P
S
|
1,982,375 | $2,577,088 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LTRN
LANTERN PHARMA ...
|
Healthcare | 2.24% | 3.70% |
#5
1
Prev: #4
|
1.9 | -145,072 | -14.4% |
P
S
|
864,435 | $1,184,276 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
INAB
IN8BIO INC
|
Healthcare | 0.47% | 0.72% |
#6
Prev: #6
|
0.2 | -85,612 | -33.8% |
P
S
|
167,805 | $248,351 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-6 of 6 holdings