Ally Bridge Group (NY) LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Ally Bridge Group (NY) LLC reported 25 stock positions worth $167.9 million. Its top holding was Soleno Therapeutics (SLNO) at 7.0% of the portfolio, followed by Sarepta Therapeutics (SRPT, 6.9%) and Geron (GERN, 6.9%). Compared with Q1 2024, it opened 10 new positions, sold out of 7, added to 1 and reduced 13. The biggest buy was a new position in Sarepta Therapeutics (SRPT) and the biggest sale an exit from Verona Pharma (VRNA).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001822947
- Portfolio Value
- $167.9M (Q2 2024)
- SEC Filing
- 0000950123-24-008408 ↗ filed Aug 14, 2024
Holdings Value
Holdings 25 stocks · $167.9M
| SLNO Soleno Therapeutics Inc. | 6.96% | 286,162 | $11.7M | Reduce -15.0% |
| SRPT Sarepta Therapeutics Inc. | 6.92% | 73,500 | $11.6M | New |
| GERN Geron Corp. | 6.91% | 2,736,663 | $11.6M | Reduce -0.9% |
| MRUS Merus NV | 6.16% | 174,844 | $10.3M | Reduce -31.7% |
| INSM Insmed Inc. | 5.15% | 129,000 | $8.6M | Reduce -48.4% |
| LEGN Legend Biotech Corp.-ADR | 5.15% | 195,000 | $8.6M | New |
| ALMS Alumis Inc. | 4.90% | 618,750 | $8.2M | New |
| BPMC Blueprint Medicines Corp. | 4.86% | 75,638 | $8.2M | Reduce -53.0% |
| IRON Disc Medicine Inc. | 4.47% | 166,500 | $7.5M | New |
| DAWN Day One Biopharmaceuticals I | 4.40% | 536,095 | $7.4M | New |
| MIND MEDICINE MINDMED INC | 4.15% | 965,426 | $7.0M | Reduce -3.6% |
| XENE Xenon Pharmaceuticals Inc. | 3.93% | 169,369 | $6.6M | Reduce -45.3% |
| PRAX Praxis Precision Medicines I | 3.78% | 153,379 | $6.3M | Reduce -3.8% |
| KURA Kura Oncology Inc. | 3.76% | 306,762 | $6.3M | Reduce -16.0% |
| AVDL Avadel Pharmaceuticals Ltd. | 3.60% | 430,245 | $6.0M | Reduce -21.4% |
| LBPH Longboard Pharmaceuticals Inc. | 3.53% | 218,981 | $5.9M | Reduce -19.1% |
| CGON CG Oncology Inc. | 3.29% | 174,876 | $5.5M | Reduce -45.4% |
| JSPR Jasper Therapeutics Inc. | 2.96% | 218,614 | $5.0M | Reduce -24.6% |
| TRVI Trevi Therapeutics Inc. | 2.62% | 1,474,926 | $4.4M | New |
| TYRA Tyra Biosciences Inc. | 2.52% | 264,660 | $4.2M | New |
| CATX Perspective Therapeutics Inc. | 2.35% | 396,242 | $4.0M | New |
| BDTX Black Diamond Therapeutics I | 2.32% | 835,000 | $3.9M | New |
| CNTX Context Therapeutics Inc. | 2.25% | 1,886,232 | $3.8M | Add +159.8% |
| CLYM Climb Bio Inc. filed as ELIEM THERAPEUTICS INC | 2.12% | 500,000 | $3.6M | New |
| PMN Promis Neurosciences Inc. | 0.95% | 1,059,582 | $1.6M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| VRNA Verona Pharma Ltd. | Sold out | 0.00% | −6.59 |
| CGON CG Oncology Inc. | Reduce -45.4% | 3.29% | −4.53 |
| BPMC Blueprint Medicines Corp. | Reduce -53.0% | 4.86% | −3.63 |
| DNTH Dianthus Therapeutics Inc. | Sold out | 0.00% | −3.62 |
| OLMA Olema Pharmaceuticals Inc. | Sold out | 0.00% | −3.52 |
| LYRA Lyra Therapeutics Inc. | Sold out | 0.00% | −3.47 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -45.3% | 3.93% | −3.47 |
| RAPT THERAPEUTICS INC | Sold out | 0.00% | −2.10 |
| MERSANA THERAPEUTICS INC | Sold out | 0.00% | −2.00 |
| MRNS Marinus Pharmaceuticals Inc. | Sold out | 0.00% | −1.98 |
| JSPR Jasper Therapeutics Inc. | Reduce -24.6% | 2.96% | −1.78 |
| PRAX Praxis Precision Medicines I | Reduce -3.8% | 3.78% | −1.63 |
| AVDL Avadel Pharmaceuticals Ltd. | Reduce -21.4% | 3.60% | −1.53 |
| MIND MEDICINE MINDMED INC | Reduce -3.6% | 4.15% | −1.09 |
| SLNO Soleno Therapeutics Inc. | Reduce -15.0% | 6.96% | −1.05 |
| KURA Kura Oncology Inc. | Reduce -16.0% | 3.76% | −0.57 |
| MRUS Merus NV | Reduce -31.7% | 6.16% | −0.24 |
| LBPH Longboard Pharmaceuticals Inc. | Reduce -19.1% | 3.53% | +0.28 |
| INSM Insmed Inc. | Reduce -48.4% | 5.15% | +1.38 |
| GERN Geron Corp. | Reduce -0.9% | 6.91% | +1.85 |
Portfolio Buys Q1 2024 → Q2 2024
| SRPT Sarepta Therapeutics Inc. | New | 6.92% | +6.92 |
| LEGN Legend Biotech Corp.-ADR | New | 5.15% | +5.15 |
| ALMS Alumis Inc. | New | 4.90% | +4.90 |
| IRON Disc Medicine Inc. | New | 4.47% | +4.47 |
| DAWN Day One Biopharmaceuticals I | New | 4.40% | +4.40 |
| TRVI Trevi Therapeutics Inc. | New | 2.62% | +2.62 |
| TYRA Tyra Biosciences Inc. | New | 2.52% | +2.52 |
| CATX Perspective Therapeutics Inc. | New | 2.35% | +2.35 |
| BDTX Black Diamond Therapeutics I | New | 2.32% | +2.32 |
| CLYM Climb Bio Inc. | New | 2.12% | +2.12 |
| CNTX Context Therapeutics Inc. | Add +159.8% | 2.25% | +1.70 |
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 |