Ally Bridge Group (NY) LLC In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 18, 2026), Ally Bridge Group (NY) LLC reported 21 stock positions worth $100.7 million . Its top holding was Praxis Precision Medicines I (PRAX) at 10.5% of the portfolio, followed by Minerva Neurosciences (NERV, 9.9% ) and Soleno Therapeutics (SLNO, 6.7% ). Compared with Q4 2025, it opened 10 new positions, sold out of 2, added to 6 and reduced 3. The biggest buy was a new position in Compass Pathways (CMPS) and the biggest sale Abivax SA-ADR (ABVX, shares −52% ).
Location NEW YORK, NY
CIK 0001822947
Portfolio Value $100.7M (Q1 2026) Holdings 21 stocks · $100.7M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 PRAX Praxis Precision Medicines I 32,810 $10.6M Add +65.0% NERV Minerva Neurosciences Inc. 1,655,500 $10.0M No change SLNO Soleno Therapeutics Inc. 200,000 $6.7M Add +19.0% OVID Ovid Therapeutics Inc. 2,818,459 $6.3M Add +57.9% CMPS Compass Pathways PLC 1,045,000 $5.8M New TARS Tarsus Pharmaceuticals Inc. 80,859 $5.7M New SLDB Solid Biosciences Inc. 766,974 $5.5M Add +85.4% PMN Promis Neurosciences Inc. 414,219 $5.3M Add +66.1% EWTX Edgewise Therapeutics Inc. 161,000 $5.1M Reduce -17.4% EPRX Eupraxia Pharmaceuticals Inc. 660,375 $4.8M Add +66.0% CTMX Cytomx Therapeutics Inc. 900,000 $4.2M New IVA Inventiva SA - ADR 745,300 $4.1M Reduce -50.3% CATX Perspective Therapeutics Inc. 926,557 $3.9M New ABVX Abivax SA-ADR 33,712 $3.8M Reduce -51.8% ALMS Alumis Inc. 166,959 $3.7M New URGN Urogen Pharma Ltd. 202,124 $3.6M New CAPR Capricor Therapeutics Inc. 113,899 $3.5M New WHWK Whitehawk Therapeutics Inc. 817,939 $2.8M No change IKT Inhibikase Therapeutics Inc. 1,325,000 $2.2M New ANTX AN2 Therapeutics Inc. 526,315 $1.8M New RLMD Relmada Therapeutics Inc. 210,525 $1.5M New
Options reported separately and not counted above: SLNO puts ($6.7M), CMPX calls ($5.3M), QURE calls ($4.9M), MAZE calls ($3.0M), REPL calls ($1.9M), KPTI calls ($1.4M).
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ ABVX Abivax SA-ADR Reduce -51.8% 3.73% −11.26 ATAIBECKLEY INC Sold out 0.00% −11.12 IVA Inventiva SA - ADR Reduce -50.3% 4.11% −6.96 TSHA Taysha Gene Therapies Inc. Sold out 0.00% −3.99 EWTX Edgewise Therapeutics Inc. Reduce -17.4% 5.04% −2.64
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ CMPS Compass Pathways PLC New 5.74% +5.74 TARS Tarsus Pharmaceuticals Inc. New 5.64% +5.64 CTMX Cytomx Therapeutics Inc. New 4.20% +4.20 CATX Perspective Therapeutics Inc. New 3.84% +3.84 ALMS Alumis Inc. New 3.65% +3.65 URGN Urogen Pharma Ltd. New 3.61% +3.61 CAPR Capricor Therapeutics Inc. New 3.44% +3.44 PMN Promis Neurosciences Inc. Add +66.1% 5.23% +2.52 IKT Inhibikase Therapeutics Inc. New 2.21% +2.21 ANTX AN2 Therapeutics Inc. New 1.79% +1.79 SLDB Solid Biosciences Inc. Add +85.4% 5.49% +1.78 OVID Ovid Therapeutics Inc. Add +57.9% 6.22% +1.60 RLMD Relmada Therapeutics Inc. New 1.46% +1.46 PRAX Praxis Precision Medicines I Add +65.0% 10.50% +1.20 EPRX Eupraxia Pharmaceuticals Inc. Add +66.0% 4.75% −0.02 SLNO Soleno Therapeutics Inc. Add +19.0% 6.65% −5.70
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ CMPS Compass Pathways PLC call Sold out 1,100,000 $7.6Mbefore exit SLNO Soleno Therapeutics Inc. put New 200,000 $6.7M EWTX Edgewise Therapeutics Inc. put Sold out 250,000 $6.2Mbefore exit CMPX Compass Therapeutics Inc. call New 1,000,000 $5.3M QURE Uniqure NV call Add +50.0% 300,000 $4.9M MAZE Maze Therapeutics Inc. call New 100,000 $3.0M TSHA Taysha Gene Therapies Inc. call Sold out 500,000 $2.8Mbefore exit REPL Replimune Group Inc. call Reduce -79.4% 246,900 $1.9M KPTI Karyopharm Therapeutics Inc. call New 250,000 $1.4M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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