Ally Bridge Group (Ny) Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Ally Bridge Group (Ny) Llc disclosed 16 stock positions valued at approximately $77.60M as of quarter-end June 30, 2026. The largest holdings include MINERVA NEUROSCIENCES INC, AXSOME THERAPEUTICS INC, and ASSEMBLY BIOSCIENCES INC.

Report Period
June 30, 2026
No. of Stocks
16
Portfolio Value
$77.60M
Holdings by Sector
Ally Bridge Group (Ny) Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MINERVA NEUROSCIENCES INCNERVHealthcare15.56%2,175,802+520,302+31.43%$12,075,701
AXSOME THERAPEUTICS INCAXSMHealthcare5.20%16,493+16,493+100.00%$4,036,992
ASSEMBLY BIOSCIENCES INCASMBHealthcare4.96%140,000+140,000+100.00%$3,847,200
WHITEHAWK THERAPEUTICS INCAADIHealthcare4.83%817,939--$3,746,161
EDGEWISE THERAPEUTICS INCEWTXHealthcare4.36%83,300-77,700-48.26%$3,384,479
CLIMB BIO INCELYMOther4.19%249,172+249,172+100.00%$3,249,203
KURA ONCOLOGY INCKURAHealthcare4.10%290,000+290,000+100.00%$3,181,300
CYTOMX THERAPEUTICS INC.CTMXHealthcare3.75%775,000-125,000-13.89%$2,906,250
AVALO THERAPEUTICS INCAVTXHealthcare3.57%150,000+150,000+100.00%$2,772,000
SOLID BIOSCIENCES INCSLDBHealthcare3.30%255,959-511,015-66.63%$2,557,030
AN2 THERAPEUTICS INCANTXHealthcare3.28%526,315--$2,547,365
PERSPECTIVE THERAPEUTICS INCCATXHealthcare3.27%743,958-182,599-19.71%$2,536,897
IDEAYA BIOSCIENCES INCIDYAHealthcare3.24%67,500+67,500+100.00%$2,515,725
ALUMIS INCALMSHealthcare2.77%76,459-90,500-54.20%$2,151,556
OVID THERAPEUTICS INCOVIDHealthcare2.17%624,561-2,193,898-77.84%$1,680,069
IBIO INCIBIOHealthcare0.88%390,147+390,147+100.00%$682,757
Showing 16 of 16 holdings in the latest reporting period.
Ally Bridge Group (Ny) Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026DFTXDefinium Therapeutics, Inc.CALL400,000$18,816,000
Q2 2026ABVXAbivax SACALL125,000$16,657,500
Showing 2 of 2 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.