Ally Bridge Group (NY) LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Ally Bridge Group (NY) LLC reported 24 stock positions worth $120.2 million. Its top holding was Verona Pharma (VRNA) at 12.6% of the portfolio, followed by Soleno Therapeutics (SLNO, 12.5%) and Lenz Therapeutics (LENZ, 8.4%). Compared with Q1 2025, it opened 9 new positions, sold out of 13, added to 9 and reduced 5. The biggest buy was a new position in Lenz Therapeutics (LENZ) and the biggest sale an exit from Springworks Therapeutics (SWTX).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001822947
- Portfolio Value
- $120.2M (Q2 2025)
- SEC Filing
- 0000950123-25-008419 ↗ filed Aug 14, 2025
Holdings Value
Holdings 24 stocks · $120.2M
| VRNA Verona Pharma Ltd. | 12.65% | 160,701 | $15.2M | Add +15.6% |
| SLNO Soleno Therapeutics Inc. | 12.47% | 178,819 | $15.0M | Add +48.5% |
| LENZ Lenz Therapeutics Inc. | 8.37% | 343,322 | $10.1M | New |
| MRUS Merus NV | 6.14% | 140,208 | $7.4M | Add +80.0% |
| ULTRAGENYX PHARMACEUTICAL IN | 4.84% | 1,600 | $5.8M | New |
| ELVN Enliven Therapeutics Inc. | 4.70% | 281,394 | $5.6M | Add +65.8% |
| ORIC Oric Pharmaceuticals Inc. | 4.10% | 485,629 | $4.9M | New |
| REPL Replimune Group Inc. | 4.09% | 528,491 | $4.9M | New |
| TARS Tarsus Pharmaceuticals Inc. | 4.08% | 121,182 | $4.9M | Reduce -5.3% |
| INSM Insmed Inc. | 4.00% | 47,710 | $4.8M | Reduce -43.9% |
| MIND MEDICINE MINDMED INC | 3.92% | 726,172 | $4.7M | Add +86.1% |
| GERN Geron Corp. | 3.81% | 3,251,475 | $4.6M | Add +58.1% |
| CMPS Compass Pathways PLC | 3.46% | 1,485,000 | $4.2M | New |
| CNTA Centessa Pharmaceuticals Ltd. | 3.21% | 293,986 | $3.9M | Add +20.9% |
| RNAM Avidity Biosciences Inc. | 3.14% | 132,744 | $3.8M | New |
| SLDB Solid Biosciences Inc. | 2.93% | 724,000 | $3.5M | New |
| LXEO Lexeo Therapeutics Inc. | 2.90% | 867,302 | $3.5M | New |
| PRAX Praxis Precision Medicines I | 2.83% | 80,880 | $3.4M | Reduce -15.4% |
| TECX Tectonic Therapeutic Inc. | 2.71% | 163,683 | $3.3M | Add +23.8% |
| KRRO Korro Bio Inc. | 1.60% | 154,223 | $1.9M | Add +158.2% |
| WHWK Whitehawk Therapeutics Inc. | 1.27% | 817,939 | $1.5M | No change |
| ATYR Atyr Pharma Inc. | 1.21% | 287,720 | $1.5M | Reduce -63.0% |
| MNPR Monopar Therapeutics Inc. | 1.03% | 34,537 | $1.2M | New |
| PMN Promis Neurosciences Inc. | 0.54% | 1,334,428 | $646K | Reduce -10.1% |
Portfolio Sells Q1 2025 → Q2 2025
| SWTX Springworks Therapeutics Inc. | Sold out | 0.00% | −11.18 |
| AXSM Axsome Therapeutics Inc. | Sold out | 0.00% | −7.58 |
| BPMC Blueprint Medicines Corp. | Sold out | 0.00% | −5.92 |
| AXSOME THERAPEUTICS INC | Sold out | 0.00% | −5.26 |
| TRVI Trevi Therapeutics Inc. | Sold out | 0.00% | −3.89 |
| CGON CG Oncology Inc. | Sold out | 0.00% | −2.92 |
| XENE Xenon Pharmaceuticals Inc. | Sold out | 0.00% | −2.11 |
| EWTX Edgewise Therapeutics Inc. | Sold out | 0.00% | −2.04 |
| EDGEWISE THERAPEUTICS INC | Sold out | 0.00% | −1.98 |
| JANX Janux Therapeutics Inc. | Sold out | 0.00% | −1.98 |
| INSM Insmed Inc. | Reduce -43.9% | 4.00% | −1.86 |
| TARS Tarsus Pharmaceuticals Inc. | Reduce -5.3% | 4.08% | −1.84 |
| DNTH Dianthus Therapeutics Inc. | Sold out | 0.00% | −1.32 |
| ATYR Atyr Pharma Inc. | Reduce -63.0% | 1.21% | −0.90 |
| TYRA Tyra Biosciences Inc. | Sold out | 0.00% | −0.90 |
| CNTX Context Therapeutics Inc. | Sold out | 0.00% | −0.64 |
| PRAX Praxis Precision Medicines I | Reduce -15.4% | 2.83% | −0.43 |
| PMN Promis Neurosciences Inc. | Reduce -10.1% | 0.54% | −0.39 |
Portfolio Buys Q1 2025 → Q2 2025
| LENZ Lenz Therapeutics Inc. | New | 8.37% | +8.37 |
| ULTRAGENYX PHARMACEUTICAL IN | New | 4.84% | +4.84 |
| SLNO Soleno Therapeutics Inc. | Add +48.5% | 12.47% | +4.71 |
| VRNA Verona Pharma Ltd. | Add +15.6% | 12.65% | +4.69 |
| ORIC Oric Pharmaceuticals Inc. | New | 4.10% | +4.10 |
| REPL Replimune Group Inc. | New | 4.09% | +4.09 |
| CMPS Compass Pathways PLC | New | 3.46% | +3.46 |
| MRUS Merus NV | Add +80.0% | 6.14% | +3.18 |
| RNAM Avidity Biosciences Inc. | New | 3.14% | +3.14 |
| SLDB Solid Biosciences Inc. | New | 2.93% | +2.93 |
| LXEO Lexeo Therapeutics Inc. | New | 2.90% | +2.90 |
| MIND MEDICINE MINDMED INC | Add +86.1% | 3.92% | +1.86 |
| ELVN Enliven Therapeutics Inc. | Add +65.8% | 4.70% | +1.69 |
| MNPR Monopar Therapeutics Inc. | New | 1.03% | +1.03 |
| GERN Geron Corp. | Add +58.1% | 3.81% | +0.87 |
| KRRO Korro Bio Inc. | Add +158.2% | 1.60% | +0.67 |
| TECX Tectonic Therapeutic Inc. | Add +23.8% | 2.71% | +0.60 |
| CNTA Centessa Pharmaceuticals Ltd. | Add +20.9% | 3.21% | +0.06 |
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 |