Ally Bridge Group (NY) LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Ally Bridge Group (NY) LLC disclosed 30 US equity positions worth $116.6m in its Q4 2024 13F filing. The largest position was ITCIEUR at 10.6% of the reported book, followed by TARS and INSM. Against the Q3 2024 filing, it opened 9 new positions, added to 1 and reduced 19 among the top 30 holdings.
What did Ally Bridge Group (NY) LLC own in Q4 2024? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ITCIEUR INTRA-CELLULAR THERAPIES INC | 10.6% | $12.3m | 147,750 | – | new | |
| 2 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 8.2% | $9.6m | 173,144 | -46% | reduced |
| 3 | INSM INSMED INC | Healthcare | 6.8% | $7.9m | 114,360 | -24% | reduced |
| 4 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 4.8% | $5.6m | 66,661 | – | new |
| 5 | XENE XENON PHARMACEUTICALS INC | Healthcare | 4.3% | $5.1m | 129,291 | -39% | reduced |
| 6 | CGON CG ONCOLOGY INC | Healthcare | 4.3% | $5.0m | 174,048 | -34% | reduced |
| 7 | MERUS N V | 4.2% | $4.9m | 116,796 | -44% | reduced | |
| 8 | 2655787D BLUEPRINT MEDICINES CORP | 4.2% | $4.9m | 55,892 | -47% | reduced | |
| 9 | JANX JANUX THERAPEUTICS INC | Healthcare | 4.1% | $4.8m | 90,292 | -17% | reduced |
| 10 | CNTA CENTESSA PHARMACEUTICALS PLC | 3.5% | $4.1m | 244,538 | -21% | reduced | |
| 11 | SLNOEUR SOLENO THERAPEUTICS INC | 3.4% | $3.9m | 87,629 | – | new | |
| 12 | GERN GERON CORP | Healthcare | 3.3% | $3.8m | 1,074,824 | -19% | reduced |
| 13 | ALMS ALUMIS INC | 3.0% | $3.5m | 445,259 | 6% | added | |
| 14 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 3.0% | $3.5m | 44,982 | -39% | reduced |
| 15 | TRVI TREVI THERAPEUTICS INC | Healthcare | 2.8% | $3.2m | 781,489 | -41% | reduced |
| 16 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 2.7% | $3.2m | 141,710 | -40% | reduced |
| 17 | KRRO KORRO BIO INC | Healthcare | 2.3% | $2.7m | 70,678 | – | new |
| 18 | JSPR JASPER THERAPEUTICS INC | 2.2% | $2.6m | 122,424 | -69% | reduced | |
| 19 | EYPT EYEPOINT PHARMACEUTICALS INC | Healthcare | 2.2% | $2.6m | 348,000 | – | new |
| 20 | WHWK AADI BIOSCIENCE INC | Healthcare | 2.2% | $2.6m | 817,939 | – | new |
| 21 | ATYR ATYR PHARMA INC | Healthcare | 2.2% | $2.5m | 699,730 | – | new |
| 22 | ETNBGBP 89BIO INC | 2.1% | $2.5m | 317,833 | – | new | |
| 23 | TYRA TYRA BIOSCIENCES INC | Healthcare | 2.1% | $2.4m | 175,063 | -35% | reduced |
| 24 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 2.0% | $2.3m | 106,434 | – | new |
| 25 | BRD1EUR MIND MEDICINE MINDMED INC | 2.0% | $2.3m | 330,275 | -58% | reduced | |
| 26 | EWTX EDGEWISE THERAPEUTICS INC | 1.9% | $2.2m | 83,176 | -56% | reduced | |
| 27 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 1.7% | $2.0m | 54,692 | -76% | reduced | |
| 28 | CNTX CONTEXT THERAPEUTICS INC | 1.4% | $1.7m | 1,576,762 | -10% | reduced | |
| 29 | PROMIS NEUROSCIENCES INC | 1.3% | $1.5m | 1,592,605 | 0% | held | |
| 30 | CLYM CLIMB BIO INC | 1.2% | $1.4m | 760,225 | -38% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.