Ally Bridge Group (NY) LLC
Ally Bridge Group (NY) LLC reported 23 US-listed holdings worth $77.6 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Minerva Neurosciences Inc. (15.6%), Promis Neurosciences Inc. (10.5%) and First Tracks Biotherapeutics (7.4%). Against the quarter before, it opened 10 positions, added to 2, trimmed 9 and sold out of 8.
The 14 largest of its 23 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +63.2% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 10
- First Tracks Biotherapeutics TRAX$5.7 million
- Axsome Therapeutics, Inc. AXSM$4.0 million
- Assembly Biosciences Inc. ASMB$3.8 million
- Eliem Therapeutics Inc. CLYM$3.2 million
- Kura Oncology Inc. KURA$3.2 million
- Avalo Therapeutics Inc. AVTX$2.8 million
- Palisade Bio Inc. PALI$2.6 million
- Ideaya Biosciences, Inc. IDYA$2.5 million
and 2 more in the table below
Added to 2
- Minerva Neurosciences Inc. NERV+520,302 shares · +31%
- Promis Neurosciences Inc. PMN+206,100 shares · +50%
Trimmed 9
- Ovid Therapeutics Inc. OVID-2.2 million shares · -78%
- Solid Biosciences Inc. SLDB-511,015 shares · -67%
- UroGen Pharma Ltd. URGN-132,941 shares · -66%
- Edgewise Therapeutics Inc. EWTX-77,700 shares · -48%
- Eupraxia Pharmaceuticals Inc. EPRX-408,200 shares · -62%
- Alumis Inc. ALMS-90,500 shares · -54%
- Perspective Therapeutics Inc CATX-182,599 shares · -20%
- Cytomx Therapeutics Inc. CTMX-125,000 shares · -14%
and 1 more in the table below
Sold out of 8
- Praxis Precision Medicines I PRAX$10.6 million last quarter
- Soleno Therapeutics Inc. SLNO$6.7 million last quarter
- Compass Pathways PLC CMPS$5.8 million last quarter
- Tarsus Pharmaceuticals, Inc. TARS$5.7 million last quarter
- Abivax SA ABVX$3.8 million last quarter
- Capricor Therapeutics Inc. CAPR$3.5 million last quarter
- Inhibikase Therapeutics Inc. IKT$2.2 million last quarter
- Relmada Therapeutics Inc. RLMD$1.5 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Minerva Neurosciences Inc. NERV | 2.2M | $12.1 million | 15.56% | +520.3K |
| Promis Neurosciences Inc. PMN | 620.3K | $8.2 million | 10.52% | +206.1K |
| First Tracks Biotherapeutics TRAX | 284.3K | $5.7 million | 7.37% | new |
| Axsome Therapeutics, Inc. AXSM | 16.5K | $4.0 million | 5.20% | new |
| Assembly Biosciences Inc. ASMB | 140.0K | $3.8 million | 4.96% | new |
| Aadi Bioscience Inc. WHWK | 817.9K | $3.7 million | 4.83% | no change |
| Edgewise Therapeutics Inc. EWTX | 83.3K | $3.4 million | 4.36% | -77.7K |
| Eliem Therapeutics Inc. CLYM | 249.2K | $3.2 million | 4.19% | new |
| Kura Oncology Inc. KURA | 290.0K | $3.2 million | 4.10% | new |
| Cytomx Therapeutics Inc. CTMX | 775.0K | $2.9 million | 3.75% | -125.0K |
| Avalo Therapeutics Inc. AVTX | 150.0K | $2.8 million | 3.57% | new |
| Palisade Bio Inc. PALI | 1.2M | $2.6 million | 3.31% | new |
| Solid Biosciences Inc. SLDB | 256.0K | $2.6 million | 3.30% | -511.0K |
| AN2 Therapeutics Inc. ANTX | 526.3K | $2.5 million | 3.28% | no change |
| UroGen Pharma Ltd. URGN | 69.2K | $2.5 million | 3.28% | -132.9K |
| Perspective Therapeutics Inc CATX | 744.0K | $2.5 million | 3.27% | -182.6K |
| Ideaya Biosciences, Inc. IDYA | 67.5K | $2.5 million | 3.24% | new |
| Inventiva SA IVA | 634.8K | $2.4 million | 3.09% | -110.5K |
| Alumis Inc. ALMS | 76.5K | $2.2 million | 2.77% | -90.5K |
| Ovid Therapeutics Inc. OVID | 624.6K | $1.7 million | 2.17% | -2.2M |
| Eupraxia Pharmaceuticals Inc. EPRX | 252.2K | $1.7 million | 2.15% | -408.2K |
| Ibio Inc. Com IBIO | 390.1K | $682,757 | 0.88% | new |
| Traws Pharma Inc. TRAW | 786.2K | $663,033 | 0.85% | new |
Read more
Change is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Definium Therapeutics Inc. DFTX | Calls | 400.0K | $18.8 million |
| Abivax SA ABVX | Calls | 125.0K | $16.7 million |
2 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.