2026 Q1 Portfolio Activity
In 2026 Q1, Ally Bridge Group (NY) LLC maintained a portfolio of 32 distinct positions. The most significant new addition was TARSUS PHARMACEUTICALS INC, now representing 4.58% of the total fund value. They heavily accumulated shares in PROMIS NEUROSCIENCES INC, increasing the position by 66.1%. The fund also reduced its exposure to REPLIMUNE GROUP INC by 79.4%.
Position History
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Total Positions
32
Quarter
2026 Q1
Top Holding
PRAX (8.5%)
Top 10 Concentration
54.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-32 of 32
Ally Bridge Group (NY) LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PRAX
PRAXIS PRECISIO...
|
Healthcare | 8.54% | 6.10% |
#1
8
Prev: #9
|
8.4 |
—
|
12,928 | 65.0% |
P
S
|
32,810 | $10,571,054 |
$58.23
+488.4%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | ||
|
NERV
MINERVA NEUROSC...
|
Healthcare | 8.06% | 6.93% |
#2
5
Prev: #7
|
5.7 |
—
|
no change | no change |
P
S
|
1,655,500 | $9,974,388 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
SLNO
PUT
SOLENO THERAPEU...
|
PUT Option | 5.41% | — |
#3
Prev: #—
|
6.7 |
—
|
200,000 | — |
NEW
|
200,000 | $6,696,000 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
SLNO
SOLENO THERAPEU...
|
Healthcare | 5.41% | 8.10% |
#4
1
Prev: #3
|
4.7 |
—
|
31,971 | 19.0% |
P
S
|
200,000 | $6,696,000 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
OVID
OVID THERAPEUTI...
|
Healthcare | 5.05% | 3.03% |
#5
8
Prev: #13
|
5.5 |
—
|
1,033,459 | 57.9% |
P
S
|
2,818,459 | $6,256,979 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
CMPS
COMPASS PATHWAY...
|
Healthcare | 4.67% | — |
#6
Prev: #—
|
5.4 |
—
|
1,045,000 | — |
NEW
|
1,045,000 | $5,778,850 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
TARS
TARSUS PHARMACE...
|
Healthcare | 4.58% | — |
#7
Prev: #—
|
5.3 |
—
|
80,859 | — |
NEW
|
80,859 | $5,672,259 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
SLDB
SOLID BIOSCIENC...
|
Healthcare | 4.46% | 2.43% |
#8
8
Prev: #16
|
4.8 |
—
|
353,349 | 85.4% |
P
S
|
766,974 | $5,522,213 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
CMPX
CALL
COMPASS THERAPE...
|
CALL Option | 4.27% | — |
#9
Prev: #—
|
5.2 |
—
|
1,000,000 | — |
NEW
|
1,000,000 | $5,290,000 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
PMN
PROMIS NEUROSCI...
|
Healthcare | 4.25% | 1.77% |
#10
8
Prev: #18
|
4.7 |
—
|
164,880 | 66.1% |
P
S
|
414,219 | $5,260,581 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
EWTX
EDGEWISE THERAP...
|
Healthcare | 4.10% | 5.04% |
#11
1
Prev: #10
|
2.1 |
—
|
-34,000 | -17.4% |
P
S
|
161,000 | $5,071,500 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
QURE
CALL
UNIQURE NV
|
CALL Option | 3.96% | 4.99% |
#12
1
Prev: #11
|
4.6 |
—
|
100,000 | 50.0% |
P
S
|
300,000 | $4,905,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
EPRX
EUPRAXIA PHARMA...
|
Healthcare | 3.86% | 3.13% |
#13
1
Prev: #12
|
4.5 |
—
|
262,480 | 66.0% |
P
S
|
660,375 | $4,781,115 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
CTMX
CYTOMX THERAPEU...
|
Healthcare | 3.42% | — |
#14
Prev: #—
|
4.9 |
—
|
900,000 | — |
NEW
|
900,000 | $4,230,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
IVA
INVENTIVA SA
|
Healthcare | 3.34% | 7.27% |
#15
9
Prev: #6
|
1.3 |
—
|
-754,700 | -50.3% |
P
S
|
745,300 | $4,136,415 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
CATX
PERSPECTIVE THE...
|
Healthcare | 3.12% | — |
#16
Prev: #—
|
4.7 |
—
|
926,557 | — |
NEW
|
926,557 | $3,863,743 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
ABVX
ABIVAX SA
|
Healthcare | 3.03% | 9.83% |
#17
15
Prev: #2
|
1.2 |
—
|
-36,288 | -51.8% |
P
S
|
33,712 | $3,753,831 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
ALMS
ALUMIS INC
|
Healthcare | 2.97% | — |
#18
Prev: #—
|
4.7 |
—
|
166,959 | — |
NEW
|
166,959 | $3,678,107 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
URGN
UROGEN PHARMA L...
|
Healthcare | 2.94% | — |
#19
Prev: #—
|
4.7 |
—
|
202,124 | — |
NEW
|
202,124 | $3,634,190 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
CAPR
CAPRICOR THERAP...
|
Healthcare | 2.80% | — |
#20
Prev: #—
|
4.6 |
—
|
113,899 | — |
NEW
|
113,899 | $3,462,530 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
MAZE
CALL
MAZE THERAPEUTI...
|
CALL Option | 2.41% | — |
#21
Prev: #—
|
4.5 |
—
|
100,000 | — |
NEW
|
100,000 | $2,985,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
WHWK
WHITEHAWK THERA...
|
Healthcare | 2.28% | 2.06% |
#22
5
Prev: #17
|
1.9 |
—
|
no change | no change |
P
S
|
817,939 | $2,821,890 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
IKT
INHIBIKASE THER...
|
Healthcare | 1.80% | — |
#23
Prev: #—
|
4.2 |
—
|
1,325,000 | — |
NEW
|
1,325,000 | $2,226,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
REPL
CALL
REPLIMUNE GROUP...
|
CALL Option | 1.53% | 12.15% |
#24
23
Prev: #1
|
0.6 |
—
|
-953,100 | -79.4% |
P
S
|
246,900 | $1,888,785 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
ANTX
AN2 THERAPEUTIC...
|
Healthcare | 1.45% | — |
#25
Prev: #—
|
4.1 |
—
|
526,315 | — |
NEW
|
526,315 | $1,799,997 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
RLMD
RELMADA THERAPE...
|
Healthcare | 1.18% | — |
#26
Prev: #—
|
4.0 |
—
|
210,525 | — |
NEW
|
210,525 | $1,465,254 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
KPTI
CALL
KARYOPHARM THER...
|
CALL Option | 1.12% | — |
#27
Prev: #—
|
3.9 |
—
|
250,000 | — |
NEW
|
250,000 | $1,392,500 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
TSHA
TAYSHA GENE THE...
|
Healthcare | 0.00% | 2.62% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-457,132 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
TSHA
CALL
TAYSHA GENE THE...
|
CALL Option | 0.00% | 2.86% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-500,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
EWTX
PUT
EDGEWISE THERAP...
|
PUT Option | 0.00% | 6.46% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-250,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
ATAI
ATAI BECKLEY NV
|
Healthcare | 0.00% | 7.30% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-1,713,105 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
CMPS
CALL
COMPASS PATHWAY...
|
CALL Option | 0.00% | 7.91% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-1,100,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-18 |
Showing 1-32 of 32 holdings