Latest Ally Bridge Group (NY) LLC Stock Portfolio
Ally Bridge Group (NY) LLC Performance:
2025 Q4: -4.04%YTD: 5.44%2024: 6.83%
Performance for 2025 Q4 is -4.04%, and YTD is 5.44%, and 2024 is 6.83%.
About Ally Bridge Group (NY) LLC and 13F Hedge Fund Stock Holdings
Ally Bridge Group (NY) LLC is a hedge fund based in New York, NY. On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ally Bridge Group (NY) LLC reported an equity portfolio of $96 Millions as of 31 Dec, 2025.
The top stock holdings of Ally Bridge Group (NY) LLC are , SLNO, ATAI. The fund has invested 9.8% of it's portfolio in ABIVAX SA and 8.1% of portfolio in SOLENO THERAPEUTICS INC.
The fund managers got completely rid off MADRIGAL PHARMACEUTICALS INC (MDGL), ASCENDIS PHARMA A/S - ADR (ASND) and LENZ THERAPEUTICS INC stocks. They significantly reduced their stock positions in TAYSHA GENE THERAPIES INC (TSHA), EUPRAXIA PHARMACEUTICALS INC and SOLENO THERAPEUTICS INC (SLNO). Ally Bridge Group (NY) LLC opened new stock positions in ABIVAX SA, INVENTIVA SA (IVA) and MINERVA NEUROSCIENCES INC (NERV).
The top stock holdings of Ally Bridge Group (NY) LLC are , SLNO, ATAI. The fund has invested 9.8% of it's portfolio in ABIVAX SA and 8.1% of portfolio in SOLENO THERAPEUTICS INC.
The fund managers got completely rid off MADRIGAL PHARMACEUTICALS INC (MDGL), ASCENDIS PHARMA A/S - ADR (ASND) and LENZ THERAPEUTICS INC stocks. They significantly reduced their stock positions in TAYSHA GENE THERAPIES INC (TSHA), EUPRAXIA PHARMACEUTICALS INC and SOLENO THERAPEUTICS INC (SLNO). Ally Bridge Group (NY) LLC opened new stock positions in ABIVAX SA, INVENTIVA SA (IVA) and MINERVA NEUROSCIENCES INC (NERV).
Ally Bridge Group (NY) LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Ally Bridge Group (NY) LLC made a return of -4.04% in the last quarter. In trailing 12 months, it's portfolio return was 5.44%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| abivax sa | 9,439,850 |
| inventiva sa | 6,975,000 |
| minerva neurosciences inc | 6,655,110 |
| praxis precision medicines i | 5,860,020 |
| edgewise therapeutics inc | 4,838,920 |
| ovid therapeutics inc | 2,909,550 |
| promis neurosciences inc | 1,701,740 |
New stocks bought by Ally Bridge Group (NY) LLC
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| taysha gene therapies inc | -75.92 |
| eupraxia pharmaceuticals inc | -56.51 |
| soleno therapeutics inc | -44.45 |
| atai beckley nv | -25.09 |
| solid biosciences inc | -24.68 |
Ally Bridge Group (NY) LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| amylyx pharmaceuticals inc | -5,944,140 |
| mind medicine mindmed inc | -4,261,420 |
| promis neurosciences inc | -2,649,240 |
| arcutis biotherapeutics inc | -4,396,200 |
| avalo therapeutics inc | -2,263,650 |
| lenz therapeutics inc | -8,168,410 |
| tectonic therapeutic inc | -2,174,560 |
| tarsus pharmaceuticals inc | -4,206,340 |
Ally Bridge Group (NY) LLC got rid off the above stocks
Sector Distribution
Ally Bridge Group (NY) LLC has about 69.2% of it's holdings in Healthcare sector.
- Healthcare
- Others
| Sector | % |
|---|---|
| Healthcare | 69.2 |
| Others | 30.8 |
Market Cap. Distribution
Ally Bridge Group (NY) LLC has about 3.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
- SMALL-CAP
- NANO-CAP
- MICRO-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 30.8 |
| MID-CAP | 29.3 |
| SMALL-CAP | 18.8 |
| NANO-CAP | 13.3 |
| MICRO-CAP | 4.6 |
| MEGA-CAP | 3.1 |
Stocks belong to which Index?
About 15.4% of the stocks held by Ally Bridge Group (NY) LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 84.6 |
| RUSSELL 2000 | 15.4 |
Ally Bridge Group (NY) LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Ally Bridge Group (NY) LLC
Ally Bridge Group (NY) LLC has 13 stocks in it's portfolio. About 59.4% of the portfolio is in top 10 stocks. SLNO proved to be the most loss making stock for the portfolio. TSHA was the most profitable stock for Ally Bridge Group (NY) LLC last quarter.
Last Reported on: 17 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AADI | whitehawk therapeutics inc | 2.06 | 817,939 | 1,979,410 | unchanged | 0.00 | ||
| AMLX | amylyx pharmaceuticals inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ARQT | arcutis biotherapeutics inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ASND | ascendis pharma a/s - adr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ATAI | atai beckley nv | 7.30 | 1,713,100 | 7,006,600 | reduced | -25.09 | ||
| AVTX | avalo therapeutics inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| EWTX | edgewise therapeutics inc | 5.04 | 195,000 | 4,838,920 | new | |||
| IVA | inventiva sa | 7.27 | 1,500,000 | 6,975,000 | new | |||
| MDGL | madrigal pharmaceuticals inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MNMD | mind medicine mindmed inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MNPR | monopar therapeutics inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| NERV | minerva neurosciences inc | 6.93 | 1,655,500 | 6,655,110 | new | |||
| OVID | ovid therapeutics inc | 3.03 | 1,785,000 | 2,909,550 | new | |||
| PMN | promis neurosciences inc | 1.77 | 249,339 | 1,701,740 | new | |||
| PMN | promis neurosciences inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| PRAX | praxis precision medicines i | 6.11 | 19,882 | 5,860,020 | new | |||
| SLDB | solid biosciences inc | 2.43 | 413,625 | 2,332,840 | reduced | -24.68 | ||
| SLNO | soleno therapeutics inc | 8.11 | 168,029 | 7,779,740 | reduced | -44.45 | ||
| TARS | tarsus pharmaceuticals inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| TSHA | taysha gene therapies inc | 2.62 | 457,132 | 2,514,230 | reduced | -75.92 | ||