Ally Bridge Group (NY) LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Ally Bridge Group (NY) LLC disclosed 28 US equity positions worth $110.9m in its Q1 2025 13F filing. The largest position was SWTXUSD at 11.2% of the reported book, followed by VRNA and SLNOEUR. Against the Q4 2024 filing, it opened 4 new positions, added to 10 and reduced 13 among the top 28 holdings.
What did Ally Bridge Group (NY) LLC own in Q1 2025? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 11.2% | $12.4m | 281,139 | 414% | added | |
| 2 | VRNA VERONA PHARMA PLC - ADR | 8.0% | $8.8m | 139,067 | – | new | |
| 3 | SLNOEUR SOLENO THERAPEUTICS INC | 7.8% | $8.6m | 120,449 | 37% | added | |
| 4 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 7.6% | $8.4m | 72,113 | 8% | added |
| 5 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 5.9% | $6.6m | 127,932 | -26% | reduced |
| 6 | 2655787D BLUEPRINT MEDICINES CORP | 5.9% | $6.6m | 74,192 | 33% | added | |
| 7 | INSM INSMED INC | Healthcare | 5.9% | $6.5m | 85,110 | -26% | reduced |
| 8 | AXSOME THERAPEUTICS INC | 5.3% | $5.8m | 50,000 | – | new | |
| 9 | TRVI TREVI THERAPEUTICS INC | Healthcare | 3.9% | $4.3m | 686,219 | -12% | reduced |
| 10 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 3.3% | $3.6m | 95,582 | 112% | added |
| 11 | CNTA CENTESSA PHARMACEUTICALS-ADR | 3.2% | $3.5m | 243,086 | -1% | reduced | |
| 12 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 3.0% | $3.3m | 169,774 | 20% | added |
| 13 | MERUS NV | 3.0% | $3.3m | 77,896 | -33% | reduced | |
| 14 | GERN GERON CORP | Healthcare | 2.9% | $3.3m | 2,056,637 | 91% | added |
| 15 | CGON CG ONCOLOGY INC | Healthcare | 2.9% | $3.2m | 132,298 | -24% | reduced |
| 16 | ATYR ATYR PHARMA INC | Healthcare | 2.1% | $2.3m | 777,020 | 11% | added |
| 17 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 2.1% | $2.3m | 132,222 | – | new |
| 18 | XENE XENON PHARMACEUTICALS INC | Healthcare | 2.1% | $2.3m | 69,603 | -46% | reduced |
| 19 | BRD1EUR MIND MEDICINE MINDMED INC | 2.1% | $2.3m | 390,143 | 18% | added | |
| 20 | EWTX EDGEWISE THERAPEUTICS INC | 2.0% | $2.3m | 102,650 | 23% | added | |
| 21 | EDGEWISE THERAPEUTICS INC | 2.0% | $2.2m | 100,000 | – | new | |
| 22 | JANX JANUX THERAPEUTICS INC | Healthcare | 2.0% | $2.2m | 81,292 | -10% | reduced |
| 23 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 1.3% | $1.5m | 80,584 | -24% | reduced |
| 24 | WHWK WHITEHAWK THERAPEUTICS INC | Healthcare | 1.3% | $1.5m | 817,939 | 0% | held |
| 25 | KRRO KORRO BIO INC | Healthcare | 0.9% | $1.0m | 59,723 | -15% | reduced |
| 26 | PROMIS NEUROSCIENCES INC | 0.9% | $1.0m | 1,484,699 | -7% | reduced | |
| 27 | TYRA TYRA BIOSCIENCES INC | Healthcare | 0.9% | $997.4k | 107,244 | -39% | reduced |
| 28 | CNTX CONTEXT THERAPEUTICS INC | 0.6% | $708.4k | 1,157,448 | -27% | 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.