Ally Bridge Group (NY) LLC
CIK 1822947 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- VRNA12.65%
- SLNO12.47%
- LENZ8.37%
- MRUS6.14%
- RARE4.84%
- ELVN4.70%
- ORIC4.10%
- REPL4.09%
- TARS4.08%
- INSM4.00%
Share classes counted separately65.44%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SLNOWeight increased · +4.71 pp7.76% → 12.47%Shares +58.37K (+48.46%)
- VRNAWeight increased · +4.69 pp7.96% → 12.65%Shares +21.63K (+15.56%)
- MRUSWeight increased · +3.18 pp2.96% → 6.14%Shares +62.31K (+79.99%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VRNAVERONA PHARMA PLC - ADRSPONSORED ADS View history and evidence | $15.20M | 12.65% | 160.70K shares | 7.96% → 12.65%+4.69 pp +21.63K (+15.56%) | Added | ↗▾ |
| 02 | SLNOSOLENO THERAPEUTICS INC View history and evidence | $14.98M | 12.47% | 178.82K shares | 7.76% → 12.47%+4.71 pp +58.37K (+48.46%) | Added | ↗▾ |
| 03 | LENZLENZ THERAPEUTICS INC View history and evidence | $10.06M | 8.37% | 343.32K shares | Prior unavailable +343.32K | New | ↗▾ |
| 04 | MRUSMERUS NV View history and evidence | $7.37M | 6.14% | 140.21K shares | 2.96% → 6.14%+3.18 pp +62.31K (+79.99%) | Added | ↗▾ |
| 05 | RAREULTRAGENYX PHARMACEUTICAL INCALL View history and evidence | $5.82M | 4.84% | 1.60K shares | Prior unavailable +1.60K | New | ↗▾ |
| 06 | ELVNENLIVEN THERAPEUTICS INC View history and evidence | $5.64M | 4.70% | 281.39K shares | 3.01% → 4.70%+1.69 pp +111.62K (+65.75%) | Added | ↗▾ |
| 07 | ORICORIC PHARMACEUTICALS INC View history and evidence | $4.93M | 4.10% | 485.63K shares | Prior unavailable +485.63K | New | ↗▾ |
| 08 | REPLREPLIMUNE GROUP INC View history and evidence | $4.91M | 4.09% | 528.49K shares | Prior unavailable +528.49K | New | ↗▾ |
| 09 | TARSTARSUS PHARMACEUTICALS INC View history and evidence | $4.91M | 4.08% | 121.18K shares | 5.92% → 4.08%-1.84 pp -6.75K (-5.28%) | Reduced | ↗▾ |
| 10 | INSMINSMED INCCOM PAR $.01 View history and evidence | $4.80M | 4.00% | 47.71K shares | 5.85% → 4.00%-1.85 pp -37.40K (-43.94%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 13
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SWTX SPRINGWORKS THERAPEUTICS INC | Non-derivative | -281,139 | -$12.41M | SEC filing ↗ | SEC filing ↗ |
| AXSM AXSOME THERAPEUTICS INC | Non-derivative | -72,113 | -$8.41M | SEC filing ↗ | SEC filing ↗ |
| BPMC BLUEPRINT MEDICINES CORP | Non-derivative | -74,192 | -$6.57M | SEC filing ↗ | SEC filing ↗ |
3 / 13 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1822947 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 120180084
}Take these holdings further.
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