Ally Bridge Group (NY) LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Ally Bridge Group (NY) LLC reported 29 stock positions worth $186.8 million. Its top holding was Insmed (INSM) at 5.9% of the portfolio, followed by Tarsus Pharmaceuticals (TARS, 5.7%) and Merus (MRUS, 5.6%). Compared with Q2 2024, it opened 9 new positions, sold out of 5, added to 10 and reduced 10. The biggest buy was a new position in Tarsus Pharmaceuticals (TARS) and the biggest sale an exit from Soleno Therapeutics (SLNO).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001822947
- Portfolio Value
- $186.8M (Q3 2024)
- SEC Filing
- 0000950123-24-011470 ↗ filed Nov 14, 2024
Holdings Value
Holdings 29 stocks · $186.8M
| INSM Insmed Inc. | 5.89% | 150,833 | $11.0M | Add +16.9% |
| TARS Tarsus Pharmaceuticals Inc. | 5.67% | 321,898 | $10.6M | New |
| MRUS Merus NV | 5.57% | 208,244 | $10.4M | Add +19.1% |
| CGON CG Oncology Inc. | 5.32% | 263,266 | $9.9M | Add +50.5% |
| BPMC Blueprint Medicines Corp. | 5.25% | 106,080 | $9.8M | Add +40.3% |
| SRPT Sarepta Therapeutics Inc. | 4.81% | 72,000 | $9.0M | Reduce -2.0% |
| XENE Xenon Pharmaceuticals Inc. | 4.46% | 211,791 | $8.3M | Add +25.1% |
| LBPH Longboard Pharmaceuticals Inc. | 4.30% | 240,892 | $8.0M | Add +10.0% |
| JSPR Jasper Therapeutics Inc. | 4.02% | 399,466 | $7.5M | Add +82.7% |
| RVMD Revolution Medicines Inc. | 3.97% | 163,500 | $7.4M | New |
| SWTX Springworks Therapeutics Inc. | 3.91% | 227,700 | $7.3M | New |
| TYRA Tyra Biosciences Inc. | 3.40% | 270,075 | $6.3M | Add +2.0% |
| CLYM Climb Bio Inc. filed as ELIEM THERAPEUTICS INC | 3.35% | 1,229,292 | $6.3M | Add +145.9% |
| GERN Geron Corp. | 3.23% | 1,331,053 | $6.0M | Reduce -51.4% |
| ELVN Enliven Therapeutics Inc. | 3.21% | 234,856 | $6.0M | New |
| KURA Kura Oncology Inc. | 3.08% | 294,081 | $5.7M | Reduce -4.1% |
| APLT Applied Therapeutics Inc. | 2.81% | 618,332 | $5.3M | New |
| EWTX Edgewise Therapeutics Inc. | 2.68% | 187,695 | $5.0M | New |
| CNTA Centessa Pharmaceuticals Ltd. | 2.65% | 309,614 | $5.0M | New |
| JANX Janux Therapeutics Inc. | 2.65% | 108,811 | $4.9M | New |
| IRON Disc Medicine Inc. | 2.63% | 100,000 | $4.9M | Reduce -39.9% |
| CATX Perspective Therapeutics Inc. | 2.44% | 341,739 | $4.6M | Reduce -13.8% |
| MIND MEDICINE MINDMED INC | 2.40% | 788,508 | $4.5M | Reduce -18.3% |
| ALMS Alumis Inc. | 2.39% | 418,416 | $4.5M | Reduce -32.4% |
| RLAY Relay Therapeutics Inc. | 2.37% | 626,058 | $4.4M | New |
| TRVI Trevi Therapeutics Inc. | 2.37% | 1,322,800 | $4.4M | Reduce -10.3% |
| PRAX Praxis Precision Medicines I | 2.25% | 73,185 | $4.2M | Reduce -52.3% |
| CNTX Context Therapeutics Inc. | 1.84% | 1,757,524 | $3.4M | Reduce -6.8% |
| PMN Promis Neurosciences Inc. | 1.07% | 1,592,605 | $2.0M | Add +50.3% |
Portfolio Sells Q2 2024 → Q3 2024
| SLNO Soleno Therapeutics Inc. | Sold out | 0.00% | −6.96 |
| LEGN Legend Biotech Corp.-ADR | Sold out | 0.00% | −5.15 |
| DAWN Day One Biopharmaceuticals I | Sold out | 0.00% | −4.40 |
| GERN Geron Corp. | Reduce -51.4% | 3.23% | −3.68 |
| AVDL Avadel Pharmaceuticals Ltd. | Sold out | 0.00% | −3.60 |
| ALMS Alumis Inc. | Reduce -32.4% | 2.39% | −2.51 |
| BDTX Black Diamond Therapeutics I | Sold out | 0.00% | −2.32 |
| SRPT Sarepta Therapeutics Inc. | Reduce -2.0% | 4.81% | −2.10 |
| IRON Disc Medicine Inc. | Reduce -39.9% | 2.63% | −1.84 |
| MIND MEDICINE MINDMED INC | Reduce -18.3% | 2.40% | −1.75 |
| PRAX Praxis Precision Medicines I | Reduce -52.3% | 2.25% | −1.52 |
| KURA Kura Oncology Inc. | Reduce -4.1% | 3.08% | −0.69 |
| CNTX Context Therapeutics Inc. | Reduce -6.8% | 1.84% | −0.41 |
| TRVI Trevi Therapeutics Inc. | Reduce -10.3% | 2.37% | −0.25 |
| CATX Perspective Therapeutics Inc. | Reduce -13.8% | 2.44% | +0.09 |
Portfolio Buys Q2 2024 → Q3 2024
| TARS Tarsus Pharmaceuticals Inc. | New | 5.67% | +5.67 |
| RVMD Revolution Medicines Inc. | New | 3.97% | +3.97 |
| SWTX Springworks Therapeutics Inc. | New | 3.91% | +3.91 |
| ELVN Enliven Therapeutics Inc. | New | 3.21% | +3.21 |
| APLT Applied Therapeutics Inc. | New | 2.81% | +2.81 |
| EWTX Edgewise Therapeutics Inc. | New | 2.68% | +2.68 |
| CNTA Centessa Pharmaceuticals Ltd. | New | 2.65% | +2.65 |
| JANX Janux Therapeutics Inc. | New | 2.65% | +2.65 |
| RLAY Relay Therapeutics Inc. | New | 2.37% | +2.37 |
| CGON CG Oncology Inc. | Add +50.5% | 5.32% | +2.03 |
| CLYM Climb Bio Inc. | Add +145.9% | 3.35% | +1.23 |
| JSPR Jasper Therapeutics Inc. | Add +82.7% | 4.02% | +1.07 |
| TYRA Tyra Biosciences Inc. | Add +2.0% | 3.40% | +0.88 |
| LBPH Longboard Pharmaceuticals Inc. | Add +10.0% | 4.30% | +0.77 |
| INSM Insmed Inc. | Add +16.9% | 5.89% | +0.75 |
| XENE Xenon Pharmaceuticals Inc. | Add +25.1% | 4.46% | +0.53 |
| BPMC Blueprint Medicines Corp. | Add +40.3% | 5.25% | +0.40 |
| PMN Promis Neurosciences Inc. | Add +50.3% | 1.07% | +0.12 |
| MRUS Merus NV | Add +19.1% | 5.57% | −0.59 |
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 |