Ally Bridge Group (NY)
NEW YORK, NYfiles as Ally Bridge Group (NY) LLC
$78m in 23 US stocks at the end of 30 June 2026. The top 10 are 64.8% of the money. It changed about 52.1% of the portfolio this quarter.
Value
$78m
Stocks
23
Top 10 share
64.8%
Turnover
52.1%
What changed this quarter
New
Bought for the first time this quarter.
- First Tracks BiotherapeuticsTRAX7.4% of the fund
- Axsome TherapeuticsAXSM5.2% of the fund
- Assembly BiosciencesASMB5.0% of the fund
- Climb BioCLYM4.2% of the fund
- Kura OncologyKURA4.1% of the fund
- Avalo TherapeuticsAVTX3.6% of the fund
- Palisade BIOPALI3.3% of the fund
- IDEAYA BiosciencesIDYA3.2% of the fund
- iBioIBIO0.9% of the fund
- Traws PharmaTRAW0.9% of the fund
Added
Bought more of a stock they already held.
- Minerva NeurosciencesNERV15.6% of the fund+31%
- ProMIS NeurosciencesPMN10.5% of the fund+50%
Cut
Sold some of their stake.
- Edgewise TherapeuticsEWTX4.4% of the fund-48%
- CytomX TherapeuticsCTMX3.7% of the fund-14%
- Solid BiosciencesSLDB3.3% of the fund-67%
- UroGen PharmaURGN3.3% of the fund-66%
- Perspective TherapeuticsCATX3.3% of the fund-20%
- InventivaIVA3.1% of the fund-15%
- AlumisALMS2.8% of the fund-54%
- Ovid TherapeuticsOVID2.2% of the fund-78%
- Eupraxia PharmaceuticalsEPRX2.1% of the fund-62%
Sold out
Sold their entire stake.
- Praxis Precision MedicinesPRAX-100%
- Soleno Therapeutics-100%
- COMPASS PathwaysCMPS-100%
- Tarsus PharmaceuticalsTARS-100%
- Abivax SAABVX-100%
- Capricor TherapeuticsCAPR-100%
- Inhibikase TherapeuticsIKT-100%
- Relmada TherapeuticsRLMD-100%
Holdings
- First Tracks BiotherapeuticsTRAX
- Share
- 7.4%
- Value
- $6m
- Shares
- 284,287
New
- Eupraxia PharmaceuticalsEPRX
- Share
- 2.1%
- Value
- $2m
- Shares
- 252,175
-62%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Minerva NeurosciencesNERV | 15.6% | $12m | 2,175,802 | +31% |
| ProMIS NeurosciencesPMN | 10.5% | $8m | 620,319 | +50% |
| First Tracks BiotherapeuticsTRAX | 7.4% | $6m | 284,287 | New |
| Axsome TherapeuticsAXSM | 5.2% | $4m | 16,493 | New |
| Assembly BiosciencesASMB | 5.0% | $4m | 140,000 | New |
| Whitehawk TherapeuticsWHWK | 4.8% | $4m | 817,939 | Held |
| Edgewise TherapeuticsEWTX | 4.4% | $3m | 83,300 | -48% |
| Climb BioCLYM | 4.2% | $3m | 249,172 | New |
| Kura OncologyKURA | 4.1% | $3m | 290,000 | New |
| CytomX TherapeuticsCTMX | 3.7% | $3m | 775,000 | -14% |
| Avalo TherapeuticsAVTX | 3.6% | $3m | 150,000 | New |
| Palisade BIOPALI | 3.3% | $3m | 1,229,000 | New |
| Solid BiosciencesSLDB | 3.3% | $3m | 255,959 | -67% |
| AN2 TherapeuticsANTX | 3.3% | $3m | 526,315 | Held |
| UroGen PharmaURGN | 3.3% | $3m | 69,183 | -66% |
| Perspective TherapeuticsCATX | 3.3% | $3m | 743,958 | -20% |
| IDEAYA BiosciencesIDYA | 3.2% | $3m | 67,500 | New |
| InventivaIVA | 3.1% | $2m | 634,800 | -15% |
| AlumisALMS | 2.8% | $2m | 76,459 | -54% |
| Ovid TherapeuticsOVID | 2.2% | $2m | 624,561 | -78% |
| Eupraxia PharmaceuticalsEPRX | 2.1% | $2m | 252,175 | -62% |
| iBioIBIO | 0.9% | $682,757 | 390,147 | New |
| Traws PharmaTRAW | 0.9% | $663,033 | 786,236 | New |
Options (2)
- Definium TherapeuticsDFTX
- Type
- Call
- Value
- $19m
- Contracts
- 400,000
- Abivax SAABVX
- Type
- Call
- Value
- $17m
- Contracts
- 125,000
| Company | Type | Value | Contracts |
|---|---|---|---|
| Definium TherapeuticsDFTX | Call | $19m | 400,000 |
| Abivax SAABVX | Call | $17m | 125,000 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 35.4% since 30 June 2025.
Where the money is
Health care100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.