Ally Bridge Group (NY) LLC 13F Holdings · Q2 2026
Ally Bridge Group (NY) LLC reported 23 securities worth $113.07M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFTX (16.64%), ABVX (14.73%), NERV (10.68%). Among its top 25 positions this quarter: 11 new, 3 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFTX | DEFINIUM THERAPEUTICS INC | $18.8M | 16.64% | 400,000 | New |
| 2 | ABVX | ABIVAX SA | $16.7M | 14.73% | 125,000 | Added |
| 3 | NERV | MINERVA NEUROSCIENCES INC | $12.1M | 10.68% | 2.2M | Added |
| 4 | PMN | PROMIS NEUROSCIENCES INC | $8.2M | 7.22% | 620,319 | Added |
| 5 | TRAX | FIRST TRACKS BIOTHERAPEUTICS | $5.7M | 5.06% | 284,287 | New |
| 6 | AXSM | AXSOME THERAPEUTICS INC | $4.0M | 3.57% | 16,493 | New |
| 7 | ASMB | ASSEMBLY BIOSCIENCES INC | $3.8M | 3.40% | 140,000 | New |
| 8 | WHWK | WHITEHAWK THERAPEUTICS INC | $3.7M | 3.31% | 817,939 | Hold |
| 9 | EWTX | EDGEWISE THERAPEUTICS INC | $3.4M | 2.99% | 83,300 | Trimmed |
| 10 | CLYM | CLIMB BIO INC | $3.2M | 2.87% | 249,172 | New |
| 11 | KURA | KURA ONCOLOGY INC | $3.2M | 2.81% | 290,000 | New |
| 12 | CTMX | CYTOMX THERAPEUTICS INC. | $2.9M | 2.57% | 775,000 | Trimmed |
| 13 | AVTX | AVALO THERAPEUTICS INC | $2.8M | 2.45% | 150,000 | New |
| 14 | PALI | PALISADE BIO INC | $2.6M | 2.27% | 1.2M | New |
| 15 | SLDB | SOLID BIOSCIENCES INC | $2.6M | 2.26% | 255,959 | Trimmed |
| 16 | ANTX | AN2 THERAPEUTICS INC | $2.5M | 2.25% | 526,315 | Hold |
| 17 | URGN | UROGEN PHARMA LTD | $2.5M | 2.25% | 69,183 | Trimmed |
| 18 | CATX | PERSPECTIVE THERAPEUTICS INC | $2.5M | 2.24% | 743,958 | Trimmed |
| 19 | IDYA | IDEAYA BIOSCIENCES INC | $2.5M | 2.22% | 67,500 | New |
| 20 | IVA | INVENTIVA SA | $2.4M | 2.12% | 634,800 | Trimmed |
| 21 | ALMS | ALUMIS INC | $2.2M | 1.90% | 76,459 | Trimmed |
| 22 | OVID | OVID THERAPEUTICS INC | $1.7M | 1.49% | 624,561 | Trimmed |
| 23 | EPRX | EUPRAXIA PHARMACEUTICALS INC | $1.7M | 1.47% | 252,175 | Trimmed |
| 24 | IBIO | IBIO INC | $682,757 | 0.60% | 390,147 | New |
| 25 | TRAW | TRAWS PHARMA INC | $663,033 | 0.59% | 786,236 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR