1y return+66.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2024: $172 against $143 in the S&P 500.2
Ally Bridge Group (NY) LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NERVMinerva Neurosciences Inc | $12.1M | 15.6% | +31.4% |
| PMNPromis Neurosciences Inc | $8.2M | 10.5% | +49.8% |
| TRAXFirst Tracks Biotherapeutics | $5.7M | 7.4% | New |
| AXSMAxsome Therapeutics Inc | $4.0M | 5.2% | New |
| ASMBAssembly Biosciences Inc | $3.8M | 5.0% | New |
| WHWKWhitehawk Therapeutics Inc | $3.7M | 4.8% | |
| EWTXEdgewise Therapeutics Inc | $3.4M | 4.4% | −48.3% |
| CLYMClimb Bio Inc | $3.2M | 4.2% | New |
| KURAKura Oncology Inc | $3.2M | 4.1% | New |
| CTMXCytomx Therapeutics Inc. | $2.9M | 3.7% | −13.9% |
| AVTXAvalo Therapeutics Inc | $2.8M | 3.6% | New |
| PALIPalisade Bio Inc | $2.6M | 3.3% | New |
| SLDBSolid Biosciences Inc | $2.6M | 3.3% | −66.6% |
| ANTXAn2 Therapeutics Inc | $2.5M | 3.3% | |
| Urogen Pharma LtdCUSIP M96088105 | $2.5M | 3.3% | −65.8% |
| CATXPerspective Therapeutics Inc | $2.5M | 3.3% | −19.7% |
| IDYAIdeaya Biosciences Inc | $2.5M | 3.2% | New |
| IVAInventiva Sa | $2.4M | 3.1% | −14.8% |
| ALMSAlumis Inc | $2.2M | 2.8% | −54.2% |
| OVIDOvid Therapeutics Inc | $1.7M | 2.2% | −77.8% |
| EPRXEupraxia Pharmaceuticals Inc | $1.7M | 2.1% | −61.8% |
| IBIOIbio Inc | $683K | 0.9% | New |
| TRAWTraws Pharma Inc | $663K | 0.9% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SLDBSolid Biosciences Inc | June 30, 2025 | +105.1% | $2.6M |
| Urogen Pharma LtdCUSIP M96088105 | March 31, 2026 | +104.7% | $2.5M |
| PMNPromis Neurosciences Inc | December 31, 2025 | +92.8% | $8.2M |
| OVIDOvid Therapeutics Inc | December 31, 2025 | +65.0% | $1.7M |
| EWTXEdgewise Therapeutics Inc | December 31, 2025 | +63.7% | $3.4M |
| WHWKWhitehawk Therapeutics Inc | December 31, 2024 | +45.2% | $3.7M |
| ANTXAn2 Therapeutics Inc | March 31, 2026 | +41.5% | $2.5M |
| NERVMinerva Neurosciences Inc | December 31, 2025 | +38.1% | $12.1M |
| ALMSAlumis Inc | March 31, 2026 | +27.7% | $2.2M |
| EPRXEupraxia Pharmaceuticals Inc | September 30, 2025 | +12.0% | $1.7M |
Sold off last quarter
- PRAXPraxis Precision Medicines I was $10.6M
- Soleno Therapeutics IncCUSIP 834203309 was $6.7M
- CMPSCompass Pathways PLC was $5.8M
- TARSTarsus Pharmaceuticals Inc was $5.7M
- ABVXAbivax Sa was $3.8M
- CAPRCapricor Therapeutics Inc was $3.5M
- IKTInhibikase Therapeutics Inc was $2.2M
- RLMDRelmada Therapeutics Inc was $1.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.9% | +14.8% |
| March 31, 2026 | +8.2% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +28.6% | +7.8% |
| June 30, 2025 | +9.7% | +10.5% |
| March 31, 2025 | −2.5% | −4.6% |
| December 31, 2024 | −4.4% | +2.1% |
| September 30, 2024 | +2.0% | +5.4% |
| June 30, 2024 | −1.2% | +4.0% |
| December 31, 2023 | +32.5% | +11.2% |
| September 30, 2023 | −17.5% | −3.6% |
| June 30, 2023 | +18.1% | +8.3% |
| March 31, 2023 | −7.5% | +7.0% |
| December 31, 2022 | −0.5% | +7.1% |
| September 30, 2022 | +12.7% | −5.3% |
| June 30, 2022 | −23.0% | −16.5% |
| March 31, 2022 | −28.5% | −4.9% |
| December 31, 2021 | −13.1% | +10.7% |
| September 30, 2021 | −3.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ally Bridge Group (NY) LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1822947&type=13F-HR&dateb=&owner=include&count=40CIK 1822947
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1822947/000119312526352338/Filed August 14, 2026 · accession 0001193125-26-352338