Allostery Investments LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Allostery Investments LP reported 30 stock positions worth $50.9 million. Its top holding was Centessa Pharmaceuticals (CNTA) at 9.4% of the portfolio, followed by Evolus (EOLS, 9.3%) and Apogee Therapeutics (APGE, 8.9%).
- Most Recent 13F
- Q3 2025
- Location
- Stamford, CT
- CIK
- 0001978599
- Portfolio Value
- $50.9M (Q4 2024)
- SEC Filing
- 0001013594-25-000290 ↗ filed Feb 14, 2025
Holdings Value
Holdings 30 stocks · $50.9M
| CNTA Centessa Pharmaceuticals Ltd. | 9.36% | 284,517 | $4.8M | — |
| EOLS Evolus Inc. | 9.34% | 431,117 | $4.8M | — |
| APGE Apogee Therapeutics Inc. | 8.89% | 100,000 | $4.5M | — |
| ABVX Abivax SA-ADR | 8.50% | 591,253 | $4.3M | — |
| KALV Kalvista Pharmaceuticals Inc. | 7.97% | 479,100 | $4.1M | — |
| ZURA Zura Bio Ltd. | 7.44% | 1,515,126 | $3.8M | — |
| ALKS Alkermes PLC | 6.78% | 120,000 | $3.5M | — |
| CYTK Cytokinetics Inc. | 6.00% | 65,000 | $3.1M | — |
| ACLX Arcellx Inc. | 5.27% | 35,000 | $2.7M | — |
| IONS Ionis Pharmaceuticals Inc. | 4.46% | 65,000 | $2.3M | — |
| AEROVATE THERAPEUTICS INC | 4.43% | 850,684 | $2.3M | — |
| XENE Xenon Pharmaceuticals Inc. | 2.31% | 30,000 | $1.2M | — |
| CNTX Context Therapeutics Inc. | 1.96% | 950,166 | $998K | — |
| MRUS Merus NV | 1.79% | 21,735 | $914K | — |
| MIND MEDICINE MINDMED INC | 1.78% | 130,000 | $905K | — |
| RLYB Rallybio Corp. | 1.51% | 803,398 | $771K | — |
| TARS Tarsus Pharmaceuticals Inc. | 1.48% | 13,600 | $753K | — |
| INSM Insmed Inc. | 1.36% | 10,000 | $690K | — |
| GOSS Gossamer Bio Inc. | 1.09% | 613,028 | $555K | — |
| DNTH Dianthus Therapeutics Inc. | 1.07% | 25,000 | $545K | — |
| AVTX Avalo Therapeutics Inc. | 1.07% | 73,314 | $545K | — |
| CRNX Crinetics Pharmaceuticals Inc. | 0.97% | 9,700 | $496K | — |
| JSPR Jasper Therapeutics Inc. | 0.92% | 22,000 | $470K | — |
| BIOMX INC | 0.92% | 643,833 | $470K | — |
| CLYM Climb Bio Inc. | 0.87% | 244,988 | $441K | — |
| ELDN Eledon Pharmaceuticals Inc. | 0.81% | 100,000 | $412K | — |
| ORKA Oruka Therapeutics Inc. | 0.76% | 20,000 | $388K | — |
| ELEV Elevation Oncology Inc. | 0.48% | 432,206 | $243K | — |
| PMN Promis Neurosciences Inc. | 0.36% | 195,111 | $185K | — |
| LXEO Lexeo Therapeutics Inc. | 0.07% | 5,054 | $33K | — |
Options reported separately and not counted above: XBI calls ($15.8M), QQQ puts ($12.8M), TLT puts ($8.7M), APLS calls ($2.6M), TGTX calls ($2.3M), NVAX puts ($1.2M), ANAB calls ($662K), OLMA calls ($525K), ZURA calls ($250K), VRDN puts ($69K).
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.