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Ally Bridge Group (NY) LLC

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13F filer, CIK 1822947, NEW YORK, NY

Ally Bridge Group (NY) LLC reported $120,180,084 across 24 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 65.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-008419

Period
2025-06-30
Reported value
$120M
Holdings
24
Top 10 weight
65.43%
New
9
Sold out
13

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LENZnew+343,322$10.1M
ULTRAGENYX PHARMACEUTICAL INnew+1,600$5.82M
ORICnew+485,629$4.93M
REPLnew+528,491$4.91M
SLNOadded+58,370$4.89M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPRINGWORKS THERAPEUTICS INCexited-281,139-$12.4M
AXSMexited-72,113-$8.41M
BLUEPRINT MEDICINES CORPexited-74,192-$6.57M
AXSOME THERAPEUTICS INC.exited-50,000-$5.83M
TRVIexited-686,219-$4.32M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0000950123-25-008419, largest first. % of portfolio is the value over $120,180,084, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VERONA PHARMA PLCVERONA PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,067 shares; 2025Q2: 160,701 shares 160,701$15.2M12.65%+21,634
SLNOSOLENO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,629 shares; 2025Q1: 120,449 shares; 2025Q2: 178,819 shares 178,819$15M12.47%+58,370Timeline
LENZLENZ THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 343,322 shares 343,322$10.1M8.37%newTimeline
MERUS N VMERUS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,244 shares; 2024Q4: 116,796 shares; 2025Q1: 77,896 shares; 2025Q2: 140,208 shares 140,208$7.37M6.14%+62,312
ULTRAGENYX PHARMACEUTICAL INULTRAGENYX PHARMACEUTICAL INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares 1,600$5.82M4.84%new
ELVNENLIVEN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,856 shares; 2024Q4: 141,710 shares; 2025Q1: 169,774 shares; 2025Q2: 281,394 shares 281,394$5.64M4.7%+111,620Timeline
ORICORIC PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 485,629 shares 485,629$4.93M4.1%newTimeline
REPLREPLIMUNE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 528,491 shares 528,491$4.91M4.09%newTimeline
TARSTARSUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,898 shares; 2024Q4: 173,144 shares; 2025Q1: 127,932 shares; 2025Q2: 121,182 shares 121,182$4.91M4.08%-6,750Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,833 shares; 2024Q4: 114,360 shares; 2025Q1: 85,110 shares; 2025Q2: 47,710 shares 47,710$4.8M4%-37,400Timeline
MIND MEDICINE MINDMED INCMIND MEDICINE MINDMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 788,508 shares; 2024Q4: 330,275 shares; 2025Q1: 390,143 shares; 2025Q2: 726,172 shares 726,172$4.71M3.92%+336,029
GERNGERON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,331,053 shares; 2024Q4: 1,074,824 shares; 2025Q1: 2,056,637 shares; 2025Q2: 3,251,475 shares 3,251,475$4.58M3.81%+1,194,838Timeline
CMPSCOMPASS PATHWAYS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,485,000 shares 1,485,000$4.16M3.46%newTimeline
CNTACENTESSA PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,614 shares; 2024Q4: 244,538 shares; 2025Q1: 243,086 shares; 2025Q2: 293,986 shares 293,986$3.86M3.21%+50,900Timeline
RNAMAVIDITY BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,744 shares 132,744$3.77M3.14%newTimeline
SLDBSOLID BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 724,000 shares 724,000$3.53M2.93%newTimeline
LXEOLEXEO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 867,302 shares 867,302$3.49M2.9%newTimeline
PRAXPRAXIS PRECISION MEDICINES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,185 shares; 2024Q4: 44,982 shares; 2025Q1: 95,582 shares; 2025Q2: 80,880 shares 80,880$3.4M2.83%-14,702Timeline
TECXTECTONIC THERAPEUTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132,222 shares; 2025Q2: 163,683 shares 163,683$3.25M2.71%+31,461Timeline
KRROKORRO BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,678 shares; 2025Q1: 59,723 shares; 2025Q2: 154,223 shares 154,223$1.93M1.6%+94,500Timeline
WHWKWHITEHAWK THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 817,939 shares; 2025Q1: 817,939 shares; 2025Q2: 817,939 shares 817,939$1.53M1.27%0Timeline
ATYRATYR PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 699,730 shares; 2025Q1: 777,020 shares; 2025Q2: 287,720 shares 287,720$1.46M1.21%-489,300Timeline
MNPRMONOPAR THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,537 shares 34,537$1.24M1.03%newTimeline
PROMIS NEUROSCIENCES INCPROMIS NEUROSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,592,605 shares; 2024Q4: 1,592,605 shares; 2025Q1: 1,484,699 shares; 2025Q2: 1,334,428 shares 1,334,428$646K0.54%-150,271

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SPRINGWORKS THERAPEUTICS INCSPRINGWORKS THERAPEUTICS INC281,139$12.4Mshares
AXSMAXSOME THERAPEUTICS INC.72,113$8.41Mshares
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORP74,192$6.57Mshares
AXSOME THERAPEUTICS INC.AXSOME THERAPEUTICS INC.50,000$5.83Mshares
TRVITREVI THERAPEUTICS INC686,219$4.32Mshares
CGONCG ONCOLOGY INC132,298$3.24Mshares
XENEXENON PHARMACEUTICALS INC69,603$2.34Mshares
EWTXEDGEWISE THERAPEUTICS INC102,650$2.26Mshares
EDGEWISE THERAPEUTICS INCEDGEWISE THERAPEUTICS INC100,000$2.2Mshares
JANXJANUX THERAPEUTICS INC81,292$2.19Mshares
DNTHDIANTHUS THERAPEUTICS INC80,584$1.46Mshares
TYRATYRA BIOSCIENCES INC107,244$997Kshares
CNTXCONTEXT THERAPEUTICS INC1,157,448$708Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000950123-25-008419 base2025-08-14acceptance time not in the bulk data set