Ally Bridge Group (NY) LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Ally Bridge Group (NY) LLC disclosed 18 US equity positions worth $119.4m in its Q3 2025 13F filing. The largest position was SLNOEUR at 17.1% of the reported book, followed by MDGL and ATAI BECKLEY NV. Against the Q2 2025 filing, it opened 8 new positions, added to 3 and reduced 6 among the top 18 holdings.
What did Ally Bridge Group (NY) LLC own in Q3 2025? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SLNOEUR SOLENO THERAPEUTICS INC | 17.1% | $20.4m | 302,483 | 69% | added | |
| 2 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 12.5% | $15.0m | 32,662 | – | new |
| 3 | ATAI BECKLEY NV | 10.1% | $12.1m | 2,287,005 | – | new | |
| 4 | ASND ASCENDIS PHARMA A/S - ADR | Healthcare | 8.5% | $10.2m | 51,080 | – | new |
| 5 | LENZ LENZ THERAPEUTICS INC | Healthcare | 6.8% | $8.2m | 175,363 | -49% | reduced |
| 6 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 5.2% | $6.2m | 1,898,112 | – | new |
| 7 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 5.0% | $5.9m | 437,391 | – | new |
| 8 | CMPS COMPASS PATHWAYS PLC | Healthcare | 4.9% | $5.9m | 1,026,382 | -31% | reduced |
| 9 | EPRX EUPRAXIA PHARMACEUTICALS INC | 4.5% | $5.4m | 915,000 | – | new | |
| 10 | MNPR MONOPAR THERAPEUTICS INC | 4.4% | $5.3m | 64,455 | 87% | added | |
| 11 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 3.7% | $4.4m | 233,220 | – | new |
| 12 | BRD1EUR MIND MEDICINE MINDMED INC | 3.6% | $4.3m | 361,444 | -50% | reduced | |
| 13 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 3.5% | $4.2m | 70,778 | -42% | reduced |
| 14 | SLDB SOLID BIOSCIENCES INC | Healthcare | 2.8% | $3.4m | 549,182 | -24% | reduced |
| 15 | PROMIS NEUROSCIENCES INC | 2.2% | $2.6m | 6,233,497 | 367% | added | |
| 16 | AVTX AVALO THERAPEUTICS INC | Healthcare | 1.9% | $2.3m | 178,100 | – | new |
| 17 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 1.8% | $2.2m | 138,595 | -15% | reduced |
| 18 | WHWK WHITEHAWK THERAPEUTICS INC | Healthcare | 1.3% | $1.6m | 817,939 | 0% | held |
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.