Ally Bridge Group (NY) LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Ally Bridge Group (NY) LLC disclosed 24 US equity positions worth $120.2m in its Q2 2025 13F filing. The largest position was VRNA at 12.6% of the reported book, followed by SLNOEUR and LENZ. Against the Q1 2025 filing, it opened 9 new positions, added to 9 and reduced 5 among the top 24 holdings.
What did Ally Bridge Group (NY) LLC own in Q2 2025? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VRNA VERONA PHARMA PLC | 12.6% | $15.2m | 160,701 | 16% | added | |
| 2 | SLNOEUR SOLENO THERAPEUTICS INC | 12.5% | $15.0m | 178,819 | 48% | added | |
| 3 | LENZ LENZ THERAPEUTICS INC | Healthcare | 8.4% | $10.1m | 343,322 | – | new |
| 4 | MERUS N V | 6.1% | $7.4m | 140,208 | 80% | added | |
| 5 | ULTRAGENYX PHARMACEUTICAL IN | 4.8% | $5.8m | 1,600 | – | new | |
| 6 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 4.7% | $5.6m | 281,394 | 66% | added |
| 7 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 4.1% | $4.9m | 485,629 | – | new |
| 8 | REPL REPLIMUNE GROUP INC | Healthcare | 4.1% | $4.9m | 528,491 | – | new |
| 9 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 4.1% | $4.9m | 121,182 | -5% | reduced |
| 10 | INSM INSMED INC | Healthcare | 4.0% | $4.8m | 47,710 | -44% | reduced |
| 11 | BRD1EUR MIND MEDICINE MINDMED INC | 3.9% | $4.7m | 726,172 | 86% | added | |
| 12 | GERN GERON CORP | Healthcare | 3.8% | $4.6m | 3,251,475 | 58% | added |
| 13 | CMPS COMPASS PATHWAYS PLC | Healthcare | 3.5% | $4.2m | 1,485,000 | – | new |
| 14 | CNTA CENTESSA PHARMACEUTICALS PLC | 3.2% | $3.9m | 293,986 | 21% | added | |
| 15 | RNAGBP AVIDITY BIOSCIENCES INC | 3.1% | $3.8m | 132,744 | – | new | |
| 16 | SLDB SOLID BIOSCIENCES INC | Healthcare | 2.9% | $3.5m | 724,000 | – | new |
| 17 | LXEO LEXEO THERAPEUTICS INC | Healthcare | 2.9% | $3.5m | 867,302 | – | new |
| 18 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 2.8% | $3.4m | 80,880 | -15% | reduced |
| 19 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 2.7% | $3.3m | 163,683 | 24% | added |
| 20 | KRRO KORRO BIO INC | Healthcare | 1.6% | $1.9m | 154,223 | 158% | added |
| 21 | WHWK WHITEHAWK THERAPEUTICS INC | Healthcare | 1.3% | $1.5m | 817,939 | 0% | held |
| 22 | ATYR ATYR PHARMA INC | Healthcare | 1.2% | $1.5m | 287,720 | -63% | reduced |
| 23 | MNPR MONOPAR THERAPEUTICS INC | 1.0% | $1.2m | 34,537 | – | new | |
| 24 | PROMIS NEUROSCIENCES INC | 0.5% | $645.6k | 1,334,428 | -10% | 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.