Ally Bridge Group (NY) LLC

CIK

1822947

Location

NEW YORK, NY

Portfolio Value

Small $123,814,171

Diversification

Diversified

Filing Date

Global Rank

#4,900 / 8,232 ▲ 973

Top Industry

Biotechnology 92.2%

3Y Alpha vs SPY

-21.9%

Period ended 2 months ago

Filed May 18, 2026 · 26d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-3.2%

SPY

+76.5%

Annualised alpha

-21.9%

Max drawdown

−47.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.8%

−2.3 pts

Top 5

37.1%

−16.3 pts

Top 10

58.8%

−27.8 pts

HHI

515

Diversified−335

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$123,814,171	26

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
OVID	Ovid Therapeutics Inc.	+1,033,459	2,818,459	$6,256,978
SLDB	Solid Biosciences Inc.	+353,349	766,974	$5,522,212
EPRX	Eupraxia Pharmaceuticals Inc.	+262,480	660,375	$4,781,115
SLNO	Soleno Therapeutics Inc	+231,971	400,000	$13,392,000
PMN	ProMIS Neurosciences Inc.	+164,880	414,219	$5,260,581
QURE	uniQure N.V.	+100,000	300,000	$4,905,000
PRAX	Praxis Precision Medicines, Inc.	+12,928	32,810	$10,571,053
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
REPL	Replimune Group, Inc.	−953,100	246,900	$1,888,785
IVA	Inventiva S.A.	−754,700	745,300	$4,136,415
EWTX	Edgewise Therapeutics, Inc.	−284,000	161,000	$5,071,500
CMPS	COMPASS Pathways plc	−55,000	1,045,000	$5,778,850
ABVX	Abivax S.A.	−36,288	33,712	$3,753,831
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
TARS	Tarsus Pharmaceuticals, Inc.	80,859	$5,672,258
CMPX	Compass Therapeutics, Inc.	1,000,000	$5,290,000
CTMX	CytomX Therapeutics, Inc.	900,000	$4,230,000
CATX	Perspective Therapeutics, Inc.	926,557	$3,863,742
ALMS	Alumis Inc.	166,959	$3,678,106
URGN	UroGen Pharma Ltd.	202,124	$3,634,189
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
ANTX	AN2 Therapeutics, Inc.	526,315	$1,799,997
RLMD	Relmada Therapeutics, Inc.	210,525	$1,465,254
KPTI	Karyopharm Therapeutics Inc.	250,000	$1,392,500
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
TSHA	Taysha Gene Therapies, Inc.	957,132	$5,264,226
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 positions · $123,814,171 total · as of Mar 31, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SLNO	Soleno Therapeutics Inc Healthcare	Added	400,000	+231,971	$13,392,000	+72.1%	10.82%
PRAX	Praxis Precision Medicines, Inc. Healthcare	Added	32,810	+12,928	$10,571,053	+80.4%	8.54%
NERV	Minerva Neurosciences, Inc. Healthcare	Held	1,655,500	0	$9,974,387	+49.9%	8.06%
OVID	Ovid Therapeutics Inc. Healthcare	Added	2,818,459	+1,033,459	$6,256,978	+115.0%	5.05%
CMPS	COMPASS Pathways plc Healthcare	Reduced	1,045,000	-55,000	$5,778,850	−23.9%	4.67%
TARS	Tarsus Pharmaceuticals, Inc. Healthcare	NEW	80,859	NEW	$5,672,258	NEW	4.58%
SLDB	Solid Biosciences Inc. Healthcare	Added	766,974	+353,349	$5,522,212	+136.7%	4.46%
CMPX	Compass Therapeutics, Inc. Healthcare	NEW	1,000,000	NEW	$5,290,000	NEW	4.27%
PMN	ProMIS Neurosciences Inc. Healthcare	Added	414,219	+164,880	$5,260,581	+208.9%	4.25%
EWTX	Edgewise Therapeutics, Inc. Healthcare	Reduced	161,000	-284,000	$5,071,500	−54.1%	4.10%
QURE	uniQure N.V. Healthcare	Added	300,000	+100,000	$4,905,000	+2.5%	3.96%
EPRX	Eupraxia Pharmaceuticals Inc. Healthcare	Added	660,375	+262,480	$4,781,115	+59.2%	3.86%
CTMX	CytomX Therapeutics, Inc. Healthcare	NEW	900,000	NEW	$4,230,000	NEW	3.42%
IVA	Inventiva S.A. Healthcare	Reduced	745,300	-754,700	$4,136,415	−40.7%	3.34%
CATX	Perspective Therapeutics, Inc. Healthcare	NEW	926,557	NEW	$3,863,742	NEW	3.12%
ABVX	Abivax S.A. Healthcare	Reduced	33,712	-36,288	$3,753,831	−60.2%	3.03%
ALMS	Alumis Inc. Healthcare	NEW	166,959	NEW	$3,678,106	NEW	2.97%
URGN	UroGen Pharma Ltd. Healthcare	NEW	202,124	NEW	$3,634,189	NEW	2.94%
CAPR	Capricor Therapeutics, Inc. Healthcare	NEW	113,899	NEW	$3,462,529	NEW	2.80%
MAZE	Maze Therapeutics, Inc. Healthcare	NEW	100,000	NEW	$2,985,000	NEW	2.41%
WHWK	Whitehawk Therapeutics, Inc. Healthcare	Held	817,939	0	$2,821,889	+42.6%	2.28%
IKT	Inhibikase Therapeutics, Inc. Healthcare	NEW	1,325,000	NEW	$2,226,000	NEW	1.80%
REPL	Replimune Group, Inc. Healthcare	Reduced	246,900	-953,100	$1,888,785	−83.8%	1.53%
ANTX	AN2 Therapeutics, Inc. Healthcare	NEW	526,315	NEW	$1,799,997	NEW	1.45%
RLMD	Relmada Therapeutics, Inc. Healthcare	NEW	210,525	NEW	$1,465,254	NEW	1.18%
KPTI	Karyopharm Therapeutics Inc. Healthcare	NEW	250,000	NEW	$1,392,500	NEW	1.12%