Latest Ally Bridge Group (NY) LLC Stock Portfolio

$123Million– No. of Holdings #21

Ally Bridge Group (NY) LLC Performance:
2026 Q1: 7.4%YTD: 7.4%2025: 5.44%

Performance for 2026 Q1 is 7.4%, and YTD is 7.4%, and 2025 is 5.44%.

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 2026-05-18, the fund reported it's updated stock portfolio. In the 13F Holdings report, Ally Bridge Group (NY) LLC reported an equity portfolio of $123.8 Millions as of 31 Mar, 2026.

The top stock holdings of Ally Bridge Group (NY) LLC are PRAX, NERV, SLNO. The fund has invested 8.5% of it's portfolio in PRAXIS PRECISION MEDICINES I and 8.1% of portfolio in MINERVA NEUROSCIENCES INC.

The fund managers got completely rid off ATAI BECKLEY NV (ATAI) and TAYSHA GENE THERAPIES INC (TSHA) stocks. They significantly reduced their stock positions in ABIVAX SA, INVENTIVA SA (IVA) and EDGEWISE THERAPEUTICS INC (EWTX). Ally Bridge Group (NY) LLC opened new stock positions in COMPASS PATHWAYS PLC (CMPS), TARSUS PHARMACEUTICALS INC (TARS) and CYTOMX THERAPEUTICS INC. (CTMX). The fund showed a lot of confidence in some stocks as they added substantially to SOLID BIOSCIENCES INC (SLDB), PROMIS NEUROSCIENCES INC (PMN) and EUPRAXIA PHARMACEUTICALS INC.
Ally Bridge Group (NY) LLC Equity Portfolio Value
Last Reported on: 18 May, 2026

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 7.4% in the last quarter. In trailing 12 months, it's portfolio return was 21.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
compass pathways plc5,778,850
tarsus pharmaceuticals inc5,672,260
cytomx therapeutics inc.4,230,000
perspective therapeutics inc3,863,740
alumis inc3,678,110
urogen pharma ltd3,634,190
capricor therapeutics inc3,462,530
inhibikase therapeutics inc2,226,000

New stocks bought by Ally Bridge Group (NY) LLC

Additions


Additions to existing portfolio by Ally Bridge Group (NY) LLC

Reductions

Ticker% Reduced
abivax sa-51.84
inventiva sa-50.31
edgewise therapeutics inc-17.44

Ally Bridge Group (NY) LLC reduced stake in above stock

Sold off

Ticker$ Sold
atai beckley nv-7,006,600
taysha gene therapies inc-2,514,230

Ally Bridge Group (NY) LLC got rid off the above stocks

Sector Distribution

Ally Bridge Group (NY) LLC has about 79.9% of it's holdings in Healthcare sector.

  • Healthcare
  • Others
Sector%
Healthcare79.9
Others20.1

Market Cap. Distribution

Ally Bridge Group (NY) LLC has about 2.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MID-CAP
  • SMALL-CAP
  • UNALLOCATED
  • NANO-CAP
  • MICRO-CAP
  • MEGA-CAP
Category%
MID-CAP27.8
SMALL-CAP22.5
UNALLOCATED20.1
NANO-CAP16.9
MICRO-CAP9.9
MEGA-CAP2.8

Stocks belong to which Index?

About 23.3% of the stocks held by Ally Bridge Group (NY) LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
Index%
Others76.7
RUSSELL 200023.3
Top 5 Winners (%)%
PMN
promis neurosciences inc
58.9 %
NERV
minerva neurosciences inc
49.9 %
AADI
whitehawk therapeutics inc
42.6 %
OVID
ovid therapeutics inc
27.7 %
EWTX
edgewise therapeutics inc
24.6 %
Top 5 Winners ($)$
NERV
minerva neurosciences inc
3.3 M
PMN
promis neurosciences inc
1.9 M
OVID
ovid therapeutics inc
1.4 M
EWTX
edgewise therapeutics inc
1.2 M
IVA
inventiva sa
1.0 M
Top 5 Losers (%)%
SLNO
soleno therapeutics inc
-26.1 %
abivax sa
-12.9 %
eupraxia pharmaceuticals inc
-3.3 %
Top 5 Losers ($)$
SLNO
soleno therapeutics inc
-2.4 M
abivax sa
-1.2 M
eupraxia pharmaceuticals inc
-0.2 M

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 21 stocks in it's portfolio. About 53% of the portfolio is in top 10 stocks. SLNO proved to be the most loss making stock for the portfolio. NERV was the most profitable stock for Ally Bridge Group (NY) LLC last quarter.

Last Reported on: 18 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions