Ally Bridge Group (NY) LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Ally Bridge Group (NY) LLC reported 28 stock positions worth $110.9 million. Its top holding was Springworks Therapeutics (SWTX) at 11.2% of the portfolio, followed by Verona Pharma (VRNA, 8.0%) and Soleno Therapeutics (SLNO, 7.8%). Compared with Q4 2024, it opened 4 new positions, sold out of 6, added to 10 and reduced 13. The biggest buy was Springworks Therapeutics (SWTX, shares +414%) and the biggest sale an exit from Intra-Cellular Therapies (ITCI).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001822947
- Portfolio Value
- $110.9M (Q1 2025)
- SEC Filing
- 0000950123-25-005586 ↗ filed May 15, 2025
Holdings Value
Holdings 28 stocks · $110.9M
| SWTX Springworks Therapeutics Inc. | 11.18% | 281,139 | $12.4M | Add +414.0% |
| VRNA Verona Pharma Ltd. | 7.96% | 139,067 | $8.8M | New |
| SLNO Soleno Therapeutics Inc. | 7.76% | 120,449 | $8.6M | Add +37.5% |
| AXSM Axsome Therapeutics Inc. | 7.58% | 72,113 | $8.4M | Add +8.2% |
| TARS Tarsus Pharmaceuticals Inc. | 5.92% | 127,932 | $6.6M | Reduce -26.1% |
| BPMC Blueprint Medicines Corp. | 5.92% | 74,192 | $6.6M | Add +32.7% |
| INSM Insmed Inc. | 5.85% | 85,110 | $6.5M | Reduce -25.6% |
| AXSOME THERAPEUTICS INC | 5.26% | 50,000 | $5.8M | New |
| TRVI Trevi Therapeutics Inc. | 3.89% | 686,219 | $4.3M | Reduce -12.2% |
| PRAX Praxis Precision Medicines I | 3.26% | 95,582 | $3.6M | Add +112.5% |
| CNTA Centessa Pharmaceuticals Ltd. | 3.15% | 243,086 | $3.5M | Reduce -0.6% |
| ELVN Enliven Therapeutics Inc. | 3.01% | 169,774 | $3.3M | Add +19.8% |
| MRUS Merus NV | 2.96% | 77,896 | $3.3M | Reduce -33.3% |
| GERN Geron Corp. | 2.95% | 2,056,637 | $3.3M | Add +91.3% |
| CGON CG Oncology Inc. | 2.92% | 132,298 | $3.2M | Reduce -24.0% |
| ATYR Atyr Pharma Inc. | 2.12% | 777,020 | $2.3M | Add +11.1% |
| TECX Tectonic Therapeutic Inc. | 2.11% | 132,222 | $2.3M | New |
| XENE Xenon Pharmaceuticals Inc. | 2.11% | 69,603 | $2.3M | Reduce -46.2% |
| MIND MEDICINE MINDMED INC | 2.06% | 390,143 | $2.3M | Add +18.1% |
| EWTX Edgewise Therapeutics Inc. | 2.04% | 102,650 | $2.3M | Add +23.4% |
| EDGEWISE THERAPEUTICS INC | 1.98% | 100,000 | $2.2M | New |
| JANX Janux Therapeutics Inc. | 1.98% | 81,292 | $2.2M | Reduce -10.0% |
| DNTH Dianthus Therapeutics Inc. | 1.32% | 80,584 | $1.5M | Reduce -24.3% |
| WHWK Whitehawk Therapeutics Inc. | 1.31% | 817,939 | $1.5M | No change |
| KRRO Korro Bio Inc. | 0.94% | 59,723 | $1.0M | Reduce -15.5% |
| PMN Promis Neurosciences Inc. | 0.93% | 1,484,699 | $1.0M | Reduce -6.8% |
| TYRA Tyra Biosciences Inc. | 0.90% | 107,244 | $997K | Reduce -38.7% |
| CNTX Context Therapeutics Inc. | 0.64% | 1,157,448 | $708K | Reduce -26.6% |
Portfolio Sells Q4 2024 → Q1 2025
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −10.58 |
| ALMS Alumis Inc. | Sold out | 0.00% | −3.00 |
| TARS Tarsus Pharmaceuticals Inc. | Reduce -26.1% | 5.92% | −2.30 |
| JSPR Jasper Therapeutics Inc. | Sold out | 0.00% | −2.24 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -46.2% | 2.11% | −2.24 |
| EYPT Eyepoint Inc. | Sold out | 0.00% | −2.22 |
| JANX Janux Therapeutics Inc. | Reduce -10.0% | 1.98% | −2.17 |
| ETNB 89BIO Inc. | Sold out | 0.00% | −2.13 |
| KRRO Korro Bio Inc. | Reduce -15.5% | 0.94% | −1.37 |
| CGON CG Oncology Inc. | Reduce -24.0% | 2.92% | −1.36 |
| MRUS Merus NV | Reduce -33.3% | 2.96% | −1.26 |
| TYRA Tyra Biosciences Inc. | Reduce -38.7% | 0.90% | −1.19 |
| CLYM Climb Bio Inc. | Sold out | 0.00% | −1.17 |
| INSM Insmed Inc. | Reduce -25.6% | 5.85% | −0.92 |
| CNTX Context Therapeutics Inc. | Reduce -26.6% | 0.64% | −0.78 |
| DNTH Dianthus Therapeutics Inc. | Reduce -24.3% | 1.32% | −0.67 |
| PMN Promis Neurosciences Inc. | Reduce -6.8% | 0.93% | −0.36 |
| CNTA Centessa Pharmaceuticals Ltd. | Reduce -0.6% | 3.15% | −0.36 |
| TRVI Trevi Therapeutics Inc. | Reduce -12.2% | 3.89% | +1.13 |
Portfolio Buys Q4 2024 → Q1 2025
| SWTX Springworks Therapeutics Inc. | Add +414.0% | 11.18% | +9.49 |
| VRNA Verona Pharma Ltd. | New | 7.96% | +7.96 |
| AXSOME THERAPEUTICS INC | New | 5.26% | +5.26 |
| SLNO Soleno Therapeutics Inc. | Add +37.5% | 7.76% | +4.38 |
| AXSM Axsome Therapeutics Inc. | Add +8.2% | 7.58% | +2.75 |
| TECX Tectonic Therapeutic Inc. | New | 2.11% | +2.11 |
| EDGEWISE THERAPEUTICS INC | New | 1.98% | +1.98 |
| BPMC Blueprint Medicines Corp. | Add +32.7% | 5.92% | +1.74 |
| PRAX Praxis Precision Medicines I | Add +112.5% | 3.26% | +0.29 |
| ELVN Enliven Therapeutics Inc. | Add +19.8% | 3.01% | +0.28 |
| EWTX Edgewise Therapeutics Inc. | Add +23.4% | 2.04% | +0.13 |
| MIND MEDICINE MINDMED INC | Add +18.1% | 2.06% | +0.09 |
| ATYR Atyr Pharma Inc. | Add +11.1% | 2.12% | −0.06 |
| GERN Geron Corp. | Add +91.3% | 2.95% | −0.31 |
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 |