Ally Bridge Group (NY) LLC

CIK

1822947

Location

NEW YORK, NY

Portfolio Value

Small $113,068,834

Diversification

Diversified

Reports for

Fan Yu

Filing Date

Global Rank

#5,895 / 8,700 ▲ 1885

Top Industry

Biotechnology 97.8%

Period ended 2 months ago

Filed Aug 14, 2026 · 29d

23 quarters · since Dec 2020

Portfolio Concentration

25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.6%

+7.1 pts

Top 5

54.3%

+19.7 pts

Top 10

70.5%

+12.3 pts

HHI

802

Diversified+302

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$113,068,834	25

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
NERV	Minerva Neurosciences, Inc.	+520,302	2,175,802	$12,075,701
PMN	ProMIS Neurosciences Inc.	+206,100	620,319	$8,163,398
ABVX	Abivax S.A.	+91,288	125,000	$16,657,500
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
OVID	Ovid Therapeutics Inc.	−2,193,898	624,561	$1,680,069
SLDB	Solid Biosciences Inc.	−511,015	255,959	$2,557,030
EPRX	Eupraxia Pharmaceuticals Inc.	−408,200	252,175	$1,666,876
CATX	Perspective Therapeutics, Inc.	−182,599	743,958	$2,536,896
URGN	UroGen Pharma Ltd.	−132,941	69,183	$2,545,934
CTMX	CytomX Therapeutics, Inc.	−125,000	775,000	$2,906,250
IVA	Inventiva S.A.	−110,500	634,800	$2,399,544
ALMS	Alumis Inc.	−90,500	76,459	$2,151,556
EWTX	Edgewise Therapeutics, Inc.	−77,700	83,300	$3,384,479
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
DFTX	Definium Therapeutics, Inc.	400,000	$18,816,000
TRAX	First Tracks Biotherapeutics, Inc.	284,287	$5,719,854
AXSM	Axsome Therapeutics, Inc.	16,493	$4,036,991
ASMB	Assembly Biosciences, Inc.	140,000	$3,847,200
CLYM	Climb Bio, Inc.	249,172	$3,249,202
KURA	Kura Oncology, Inc.	290,000	$3,181,300
AVTX	Avalo Therapeutics, Inc.	150,000	$2,772,000
PALI	Palisade Bio, Inc.	1,229,000	$2,568,610
IDYA	IDEAYA Biosciences, Inc.	67,500	$2,515,725
IBIO	iBio, Inc.	390,147	$682,757
TRAW	Traws Pharma, Inc.	786,236	$660,438
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
PRAX	Praxis Precision Medicines, Inc.	32,810	$10,571,053
CMPS	COMPASS Pathways plc	1,045,000	$5,778,850
TARS	Tarsus Pharmaceuticals, Inc.	80,859	$5,672,258
CMPX	Compass Therapeutics, Inc.	1,000,000	$5,290,000
QURE	uniQure N.V.	300,000	$4,905,000
CAPR	Capricor Therapeutics, Inc.	113,899	$3,462,529
MAZE	Maze Therapeutics, Inc.	100,000	$2,985,000
IKT	Inhibikase Therapeutics, Inc.	1,325,000	$2,226,000
REPL	Replimune Group, Inc.	246,900	$1,888,785
RLMD	Relmada Therapeutics, Inc.	210,525	$1,465,254
KPTI	Karyopharm Therapeutics Inc.	250,000	$1,392,500
—		400,000	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 tracked positions · $113,068,834 total · filing declares 25 positions · $113,071,435 · as of Jun 30, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DFTX	Definium Therapeutics, Inc. CALL Healthcare	NEW	400,000	NEW	$18,816,000	NEW	16.64%
ABVX	Abivax S.A. CALL Healthcare	Added	125,000	+91,288	$16,657,500	+343.7%	14.73%
NERV	Minerva Neurosciences, Inc. Healthcare	Added	2,175,802	+520,302	$12,075,701	+21.1%	10.68%
PMN	ProMIS Neurosciences Inc. Healthcare	Added	620,319	+206,100	$8,163,398	+55.2%	7.22%
TRAX	First Tracks Biotherapeutics, Inc. Healthcare	NEW	284,287	NEW	$5,719,854	NEW	5.06%
AXSM	Axsome Therapeutics, Inc. Healthcare	NEW	16,493	NEW	$4,036,991	NEW	3.57%
ASMB	Assembly Biosciences, Inc. Healthcare	NEW	140,000	NEW	$3,847,200	NEW	3.40%
WHWK	Whitehawk Therapeutics, Inc. Healthcare	Held	817,939	0	$3,746,160	+32.8%	3.31%
EWTX	Edgewise Therapeutics, Inc. Healthcare	Reduced	83,300	-77,700	$3,384,479	−33.3%	2.99%
CLYM	Climb Bio, Inc. Healthcare	NEW	249,172	NEW	$3,249,202	NEW	2.87%
KURA	Kura Oncology, Inc. Healthcare	NEW	290,000	NEW	$3,181,300	NEW	2.81%
CTMX	CytomX Therapeutics, Inc. Healthcare	Reduced	775,000	-125,000	$2,906,250	−31.3%	2.57%
AVTX	Avalo Therapeutics, Inc. Healthcare	NEW	150,000	NEW	$2,772,000	NEW	2.45%
PALI	Palisade Bio, Inc. Healthcare	NEW	1,229,000	NEW	$2,568,610	NEW	2.27%
SLDB	Solid Biosciences Inc. Healthcare	Reduced	255,959	-511,015	$2,557,030	−53.7%	2.26%
ANTX	AN2 Therapeutics, Inc. Healthcare	Held	526,315	0	$2,547,364	+41.5%	2.25%
URGN	UroGen Pharma Ltd. Healthcare	Reduced	69,183	-132,941	$2,545,934	−29.9%	2.25%
CATX	Perspective Therapeutics, Inc. Healthcare	Reduced	743,958	-182,599	$2,536,896	−34.3%	2.24%
IDYA	IDEAYA Biosciences, Inc. Healthcare	NEW	67,500	NEW	$2,515,725	NEW	2.22%
IVA	Inventiva S.A. Healthcare	Reduced	634,800	-110,500	$2,399,544	−42.0%	2.12%
ALMS	Alumis Inc. Healthcare	Reduced	76,459	-90,500	$2,151,556	−41.5%	1.90%
OVID	Ovid Therapeutics Inc. Healthcare	Reduced	624,561	-2,193,898	$1,680,069	−73.1%	1.49%
EPRX	Eupraxia Pharmaceuticals Inc. Healthcare	Reduced	252,175	-408,200	$1,666,876	−65.1%	1.47%
IBIO	iBio, Inc. Healthcare	NEW	390,147	NEW	$682,757	NEW	0.60%
TRAW	Traws Pharma, Inc. Healthcare	NEW	786,236	NEW	$660,438	NEW	0.58%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.