Ally Bridge Group (NY) LLC

CIK: 0001822947SEC EDGAR →

Portfolio Value

$96.0M

Holdings

16

As of

Q4 2025

New Positions

9

Closed Positions

11

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
REPLCall

REPLIMUNE GROUP INC

1,200,000$11.7M
12.15%
2
EWTXPut

EDGEWISE THERAPEUTICS INC

445,000$11.0M
11.50%
3

ABIVAX SA

70,000$9.4M
9.83%
4

SOLENO THERAPEUTICS INC

168,029$7.8M
8.10%
5
CMPSCall

COMPASS PATHWAYS PLC

1,100,000$7.6M
7.91%
6

ATAI BECKLEY NV

1,713,105$7.0M
7.30%
7

INVENTIVA SA

1,500,000$7.0M
7.27%
8

MINERVA NEUROSCIENCES INC

1,655,500$6.7M
6.93%
9

PRAXIS PRECISION MEDICINES I

19,882$5.9M
6.10%
10
TSHACall

TAYSHA GENE THERAPIES INC

957,132$5.3M
5.48%

Quarterly Changes

Top Buys

EWTXNEW
$11.0M
ABVXNEW
$9.4M
SLNONEW
$7.8M
IVANEW
$7.0M
NERVNEW
$6.7M

Top Sells

SLNOCLOSED
$37.3M
MDGLCLOSED
$15.0M
ASNDCLOSED
$10.2M
LENZCLOSED
$8.2M
TSHACLOSED
$6.2M

New Positions (10)

$11.0M · 445K shares
$9.4M · 70K shares
$7.8M · 168K shares
$7.0M · 1.5M shares
$6.7M · 1.7M shares
$5.9M · 20K shares
$5.3M · 957K shares
$4.8M · 200K shares
$2.9M · 1.8M shares
$1.7M · 249K shares

Closed Positions (16)

$37.3M · 552K shares
$15.0M · 33K shares
$10.2M · 51K shares
$8.2M · 175K shares
$6.2M · 1.9M shares
$5.9M · 437K shares
$5.3M · 100K shares
$5.3M · 64K shares
$4.4M · 233K shares
$4.3M · 361K shares
$4.2M · 71K shares
$2.6M · 6.2M shares
$2.3M · 178K shares
$2.2M · 139K shares
$495K · 69K shares
$433K · 600K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare16$96.0M100.0%