StockDriftsStockDriftsTop 22 Ally Bridge Group (ny) LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NERV | MINERVA NEUROSCIENCES INC | 15.56% | 2.18M | $12.1M | +31.43%(+520.30K) | $3.71(+23.53%) | 2026-06-30 | |
| PMN | PROMIS NEUROSCIENCES INC | 10.52% | 620.3K | $8.2M | +49.76%(+206.10K) | $14.72(+0.96%) | 2026-06-30 | |
| AXSM | AXSOME THERAPEUTICS INC | 5.2% | 16.5K | $4.0M | new | $84.38(+153.22%) | 2026-06-30 | |
| ASMB | ASSEMBLY BIOSCIENCES INC | 4.96% | 140.0K | $3.8M | new | $27.06(+21.77%) | 2026-06-30 | |
| WHWK | WHITEHAWK THERAPEUTICS INC | 4.83% | 817.9K | $3.7M | +0.00%(+0) | $2.61(+71.05%) | 2026-06-30 | |
| EWTX | EDGEWISE THERAPEUTICS INC | 4.36% | 83.3K | $3.4M | -48.26%(-77.70K) | $23.53(+87.72%) | 2026-06-30 | |
| CLYM | CLIMB BIO INC | 4.19% | 249.2K | $3.2M | new | $5.62(+190.46%) | 2026-06-30 | |
| KURA | KURA ONCOLOGY INC | 4.1% | 290.0K | $3.2M | new | $9.35(+16.15%) | 2026-06-30 | |
| CTMX | CYTOMX THERAPEUTICS INC. | 3.75% | 775.0K | $2.9M | -13.89%(-125.00K) | $4.48(-23.44%) | 2026-06-30 | |
| AVTX | AVALO THERAPEUTICS INC | 3.57% | 150.0K | $2.8M | new | $8.85(+121.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +54.81% | +271.00% | +9.91% | +60.42% |
| Top 20 Holdings Unweighted | +31.72% | +128.52% | -0.57% | -2.81% |
Ally Bridge Group (ny) LLC reports $113.07M in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are NERV (15.6%), PMN (10.5%) and AXSM (5.2%). The top 20 holdings account for 90.9% of reported assets. Its disclosed equity book has returned +271.00% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ally Bridge Group (ny) LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1822947). View Ally Bridge Group (ny) LLC’s 13F filings on SEC