Ally Bridge Group (NY) LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Ally Bridge Group (NY) LLC reported 30 stock positions worth $116.6 million. Its top holding was Intra-Cellular Therapies (ITCI) at 10.6% of the portfolio, followed by Tarsus Pharmaceuticals (TARS, 8.2%) and Insmed (INSM, 6.8%). Compared with Q3 2024, it opened 9 new positions, sold out of 8, added to 1 and reduced 19. The biggest buy was a new position in Intra-Cellular Therapies (ITCI) and the biggest sale an exit from Sarepta Therapeutics (SRPT).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001822947
- Portfolio Value
- $116.6M (Q4 2024)
- SEC Filing
- 0000950123-25-002405 ↗ filed Feb 14, 2025
Holdings Value
Holdings 30 stocks · $116.6M
| ITCI Intra-Cellular Therapies Inc. | 10.58% | 147,750 | $12.3M | New |
| TARS Tarsus Pharmaceuticals Inc. | 8.22% | 173,144 | $9.6M | Reduce -46.2% |
| INSM Insmed Inc. | 6.77% | 114,360 | $7.9M | Reduce -24.2% |
| AXSM Axsome Therapeutics Inc. | 4.84% | 66,661 | $5.6M | New |
| XENE Xenon Pharmaceuticals Inc. | 4.35% | 129,291 | $5.1M | Reduce -39.0% |
| CGON CG Oncology Inc. | 4.28% | 174,048 | $5.0M | Reduce -33.9% |
| MRUS Merus NV | 4.21% | 116,796 | $4.9M | Reduce -43.9% |
| BPMC Blueprint Medicines Corp. | 4.18% | 55,892 | $4.9M | Reduce -47.3% |
| JANX Janux Therapeutics Inc. | 4.14% | 90,292 | $4.8M | Reduce -17.0% |
| CNTA Centessa Pharmaceuticals Ltd. | 3.51% | 244,538 | $4.1M | Reduce -21.0% |
| SLNO Soleno Therapeutics Inc. | 3.38% | 87,629 | $3.9M | New |
| GERN Geron Corp. | 3.26% | 1,074,824 | $3.8M | Reduce -19.3% |
| ALMS Alumis Inc. | 3.00% | 445,259 | $3.5M | Add +6.4% |
| PRAX Praxis Precision Medicines I | 2.97% | 44,982 | $3.5M | Reduce -38.5% |
| TRVI Trevi Therapeutics Inc. | 2.76% | 781,489 | $3.2M | Reduce -40.9% |
| ELVN Enliven Therapeutics Inc. | 2.73% | 141,710 | $3.2M | Reduce -39.7% |
| KRRO Korro Bio Inc. | 2.31% | 70,678 | $2.7M | New |
| JSPR Jasper Therapeutics Inc. | 2.24% | 122,424 | $2.6M | Reduce -69.3% |
| EYPT Eyepoint Inc. | 2.22% | 348,000 | $2.6M | New |
| WHWK Whitehawk Therapeutics Inc. filed as AADI BIOSCIENCE INC | 2.21% | 817,939 | $2.6M | New |
| ATYR Atyr Pharma Inc. | 2.17% | 699,730 | $2.5M | New |
| ETNB 89BIO Inc. | 2.13% | 317,833 | $2.5M | New |
| TYRA Tyra Biosciences Inc. | 2.09% | 175,063 | $2.4M | Reduce -35.2% |
| DNTH Dianthus Therapeutics Inc. | 1.99% | 106,434 | $2.3M | New |
| MIND MEDICINE MINDMED INC | 1.97% | 330,275 | $2.3M | Reduce -58.1% |
| EWTX Edgewise Therapeutics Inc. | 1.90% | 83,176 | $2.2M | Reduce -55.7% |
| SWTX Springworks Therapeutics Inc. | 1.69% | 54,692 | $2.0M | Reduce -76.0% |
| CNTX Context Therapeutics Inc. | 1.42% | 1,576,762 | $1.7M | Reduce -10.3% |
| PMN Promis Neurosciences Inc. | 1.29% | 1,592,605 | $1.5M | No change |
| CLYM Climb Bio Inc. | 1.17% | 760,225 | $1.4M | Reduce -38.2% |
Portfolio Sells Q3 2024 → Q4 2024
| SRPT Sarepta Therapeutics Inc. | Sold out | 0.00% | −4.81 |
| LBPH Longboard Pharmaceuticals Inc. | Sold out | 0.00% | −4.30 |
| RVMD Revolution Medicines Inc. | Sold out | 0.00% | −3.97 |
| KURA Kura Oncology Inc. | Sold out | 0.00% | −3.08 |
| APLT Applied Therapeutics Inc. | Sold out | 0.00% | −2.81 |
| IRON Disc Medicine Inc. | Sold out | 0.00% | −2.63 |
| CATX Perspective Therapeutics Inc. | Sold out | 0.00% | −2.44 |
| RLAY Relay Therapeutics Inc. | Sold out | 0.00% | −2.37 |
| SWTX Springworks Therapeutics Inc. | Reduce -76.0% | 1.69% | −2.21 |
| CLYM Climb Bio Inc. | Reduce -38.2% | 1.17% | −2.18 |
| JSPR Jasper Therapeutics Inc. | Reduce -69.3% | 2.24% | −1.78 |
| MRUS Merus NV | Reduce -43.9% | 4.21% | −1.36 |
| TYRA Tyra Biosciences Inc. | Reduce -35.2% | 2.09% | −1.31 |
| BPMC Blueprint Medicines Corp. | Reduce -47.3% | 4.18% | −1.07 |
| CGON CG Oncology Inc. | Reduce -33.9% | 4.28% | −1.04 |
| EWTX Edgewise Therapeutics Inc. | Reduce -55.7% | 1.90% | −0.78 |
| ELVN Enliven Therapeutics Inc. | Reduce -39.7% | 2.73% | −0.48 |
| MIND MEDICINE MINDMED INC | Reduce -58.1% | 1.97% | −0.43 |
| CNTX Context Therapeutics Inc. | Reduce -10.3% | 1.42% | −0.42 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -39.0% | 4.35% | −0.12 |
| GERN Geron Corp. | Reduce -19.3% | 3.26% | +0.03 |
| TRVI Trevi Therapeutics Inc. | Reduce -40.9% | 2.76% | +0.40 |
| PRAX Praxis Precision Medicines I | Reduce -38.5% | 2.97% | +0.71 |
| CNTA Centessa Pharmaceuticals Ltd. | Reduce -21.0% | 3.51% | +0.86 |
| INSM Insmed Inc. | Reduce -24.2% | 6.77% | +0.88 |
| JANX Janux Therapeutics Inc. | Reduce -17.0% | 4.14% | +1.50 |
| TARS Tarsus Pharmaceuticals Inc. | Reduce -46.2% | 8.22% | +2.55 |
Portfolio Buys Q3 2024 → Q4 2024
| ITCI Intra-Cellular Therapies Inc. | New | 10.58% | +10.58 |
| AXSM Axsome Therapeutics Inc. | New | 4.84% | +4.84 |
| SLNO Soleno Therapeutics Inc. | New | 3.38% | +3.38 |
| KRRO Korro Bio Inc. | New | 2.31% | +2.31 |
| EYPT Eyepoint Inc. | New | 2.22% | +2.22 |
| WHWK Whitehawk Therapeutics Inc. | New | 2.21% | +2.21 |
| ATYR Atyr Pharma Inc. | New | 2.17% | +2.17 |
| ETNB 89BIO Inc. | New | 2.13% | +2.13 |
| DNTH Dianthus Therapeutics Inc. | New | 1.99% | +1.99 |
| ALMS Alumis Inc. | Add +6.4% | 3.00% | +0.61 |
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 |