Ally Bridge Group (NY) LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Ally Bridge Group (NY) LLC reported 22 stock positions worth $179.9 million. Its top holding was Blueprint Medicines (BPMC) at 8.5% of the portfolio, followed by Soleno Therapeutics (SLNO, 8.0%) and CG Oncology (CGON, 7.8%). Compared with Q4 2023, it opened 13 new positions, sold out of 13, added to 4 and reduced 4. The biggest buy was a new position in Blueprint Medicines (BPMC) and the biggest sale an exit from Jasper Therapeutics (JSPR).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001822947
- Portfolio Value
- $179.9M (Q1 2024)
- SEC Filing
- 0000950123-24-005227 ↗ filed May 15, 2024
Holdings Value
Holdings 22 stocks · $179.9M
| BPMC Blueprint Medicines Corp. | 8.49% | 160,950 | $15.3M | New |
| SLNO Soleno Therapeutics Inc. | 8.01% | 336,486 | $14.4M | Add +8.6% |
| CGON CG Oncology Inc. | 7.82% | 320,378 | $14.1M | New |
| XENE Xenon Pharmaceuticals Inc. | 7.40% | 309,369 | $13.3M | Add +27.9% |
| VRNA Verona Pharma Ltd. | 6.59% | 736,738 | $11.9M | New |
| MRUS Merus NV | 6.41% | 255,928 | $11.5M | Reduce -6.9% |
| PRAX Praxis Precision Medicines I | 5.41% | 159,486 | $9.7M | Add +126.5% |
| MIND MEDICINE MINDMED INC | 5.23% | 1,001,452 | $9.4M | New |
| AVDL Avadel Pharmaceuticals plc | 5.14% | 547,036 | $9.2M | Add +57.6% |
| GERN Geron Corp. | 5.06% | 2,760,497 | $9.1M | Reduce -7.1% |
| JSPR Jasper Therapeutics Inc. | 4.73% | 289,943 | $8.5M | New |
| KURA Kura Oncology Inc. | 4.33% | 365,044 | $7.8M | New |
| INSM Insmed Inc. | 3.77% | 250,000 | $6.8M | New |
| DNTH Dianthus Therapeutics Inc. | 3.62% | 216,968 | $6.5M | New |
| OLMA Olema Pharmaceuticals Inc. | 3.52% | 559,035 | $6.3M | Reduce -15.2% |
| LYRA Lyra Therapeutics Inc. | 3.47% | 1,003,741 | $6.2M | New |
| LBPH Longboard Pharmaceuticals Inc. | 3.25% | 270,559 | $5.8M | New |
| RAPT THERAPEUTICS INC | 2.10% | 420,000 | $3.8M | New |
| MERSANA THERAPEUTICS INC | 2.00% | 801,437 | $3.6M | New |
| MRNS Marinus Pharmaceuticals Inc. | 1.98% | 394,773 | $3.6M | New |
| PMN Promis Neurosciences Inc. | 1.13% | 1,059,582 | $2.0M | Reduce -0.7% |
| CNTX Context Therapeutics Inc. | 0.56% | 725,951 | $1.0M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| JSPR Jasper Therapeutics Inc. | Sold out | 0.00% | −17.20 |
| ARGX Argenx SE - ADR | Sold out | 0.00% | −7.93 |
| CBAY Cymabay Therapeutics Inc. | Sold out | 0.00% | −6.90 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −6.03 |
| APLS Apellis Pharmaceuticals Inc. | Sold out | 0.00% | −5.35 |
| MLTX Moonlake Immunotherapeutics | Sold out | 0.00% | −5.16 |
| AXSM Axsome Therapeutics Inc. | Sold out | 0.00% | −4.78 |
| ALPN Alpine Immune Sciences Inc. | Sold out | 0.00% | −4.06 |
| AMAM New Ambrx Biopharma Inc. | Sold out | 0.00% | −3.27 |
| HARP Harpoon Therapeutics Inc. | Sold out | 0.00% | −2.90 |
| AMLX Amylyx Pharmaceuticals Inc. | Sold out | 0.00% | −2.42 |
| OLMA Olema Pharmaceuticals Inc. | Reduce -15.2% | 3.52% | −1.99 |
| CMPX Compass Therapeutics Inc. | Sold out | 0.00% | −0.78 |
| MDVLQ Medavail Holdings Inc. | Sold out | 0.00% | −0.32 |
| PMN Promis Neurosciences Inc. | Reduce -0.7% | 1.13% | +0.39 |
| GERN Geron Corp. | Reduce -7.1% | 5.06% | +1.33 |
| MRUS Merus NV | Reduce -6.9% | 6.41% | +1.90 |
Portfolio Buys Q4 2023 → Q1 2024
| BPMC Blueprint Medicines Corp. | New | 8.49% | +8.49 |
| CGON CG Oncology Inc. | New | 7.82% | +7.82 |
| VRNA Verona Pharma Ltd. | New | 6.59% | +6.59 |
| MIND MEDICINE MINDMED INC | New | 5.23% | +5.23 |
| JSPR Jasper Therapeutics Inc. | New | 4.73% | +4.73 |
| PRAX Praxis Precision Medicines I | Add +126.5% | 5.41% | +4.47 |
| KURA Kura Oncology Inc. | New | 4.33% | +4.33 |
| INSM Insmed Inc. | New | 3.77% | +3.77 |
| DNTH Dianthus Therapeutics Inc. | New | 3.62% | +3.62 |
| LYRA Lyra Therapeutics Inc. | New | 3.47% | +3.47 |
| LBPH Longboard Pharmaceuticals Inc. | New | 3.25% | +3.25 |
| AVDL Avadel Pharmaceuticals plc | Add +57.6% | 5.14% | +2.22 |
| RAPT THERAPEUTICS INC | New | 2.10% | +2.10 |
| MERSANA THERAPEUTICS INC | New | 2.00% | +2.00 |
| MRNS Marinus Pharmaceuticals Inc. | New | 1.98% | +1.98 |
| XENE Xenon Pharmaceuticals Inc. | Add +27.9% | 7.40% | +0.76 |
| SLNO Soleno Therapeutics Inc. | Add +8.6% | 8.01% | +0.57 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 23 | $77.6M | NERV, PMN, TRAX, AXSM, ASMB |
| Q1 2026 | 21 | $100.7M | PRAX, NERV, SLNO, OVID, CMPS |
| Q4 2025 | 13 | $63.0M | ABVX, SLNO, ATAIBECKLEY INC, IVA, NERV |
| Q3 2025 | 18 | $119.4M | SLNO, MDGL, ATAIBECKLEY INC, ASND, LENZ |
| Q2 2025 | 24 | $120.2M | VRNA, SLNO, LENZ, MRUS, ULTRAGENYX PHARMACEUTICAL IN |
| Q1 2025 | 28 | $110.9M | SWTX, VRNA, SLNO, AXSM, TARS |
| Q4 2024 | 30 | $116.6M | ITCI, TARS, INSM, AXSM, XENE |
| Q3 2024 | 29 | $186.8M | INSM, TARS, MRUS, CGON, BPMC |
| Q2 2024 | 25 | $167.9M | SLNO, SRPT, GERN, MRUS, INSM |
| Q1 2024 | 22 | $179.9M | BPMC, SLNO, CGON, XENE, VRNA |