Ally Bridge Group (NY) LLC holds a focused book of 21 stocks worth $100.7M as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened CYTOMX THERAPEUTICS INC. and trimmed EDGEWISE THERAPEUTICS INC. Their largest long position is PRAXIS PRECISION MEDICINES I at 11% of the equity book. They also disclosed $6.7M in put options (a bearish bet) and $16.5M in call options (bullish), shown separately below and excluded from the equity book.
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Use Arkolith to show Ally Bridge Group (NY) LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
19% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Praxis Precision Medicines I COM NEW | $10.6M | 32.8K | 10.5% | ▲+65% Added · +13K sh | |
| 2 | Minerva Neurosciences Inc COM NEW | $10.0M | 1.66M | 9.9% | —Held | |
| 3 | Soleno Therapeutics Inc COM | $6.7M | 200.0K | 6.7% | ▲+19% Added · +32K sh | |
| 4 | Ovid Therapeutics Inc COM | $6.3M | 2.82M | 6.2% | ▲+58% Added · +1.0M sh | |
| 5 | Compass Pathways PLC SPONSORED ADS | $5.8M | 1.04M | 5.7% | ▲Added Added · +1.0M sh | |
| 6 | Tarsus Pharmaceuticals Inc COM | $5.7M | 80.9K | 5.6% | ▲Added Added · +81K sh | |
| 7 | Solid Biosciences Inc COM NEW | $5.5M | 767.0K | 5.5% | ▲+85% Added · +353K sh | |
| 8 | Promis Neurosciences Inc COM SHS | $5.3M | 414.2K | 5.2% | ▲+66% Added · +165K sh | |
| 9 | Edgewise Therapeutics Inc COM | $5.1M | 161.0K | 5.0% | ▼−17% Reduced · −34K sh | |
| 10 | Eupraxia Pharmaceuticals Inc COM | $4.8M | 660.4K | 4.7% | ▲+66% Added · +262K sh | |
| 11 | Cytomx Therapeutics Inc. COM | $4.2M | 900.0K | 4.2% | ▲New New position | |
| 12 | Inventiva Sa ADS | $4.1M | 745.3K | 4.1% | ▼−50% Reduced · −755K sh | |
| 13 | Perspective Therapeutics Inc COM NEW | $3.9M | 926.6K | 3.8% | ▲New New position | |
| 14 | Abivax Sa SPONSORED ADS | $3.8M | 33.7K | 3.7% | ▼−52% Reduced · −36K sh | |
| 15 | Alumis Inc COM | $3.7M | 167.0K | 3.7% | ▲New New position | |
| 16 | Urogen Pharma Ltd COM | $3.6M | 202.1K | 3.6% | ▲New New position | |
| 17 | Capricor Therapeutics Inc COM NEW | $3.5M | 113.9K | 3.4% | ▲New New position | |
| 18 | Whitehawk Therapeutics Inc COM | $2.8M | 817.9K | 2.8% | —Held | |
| 19 | Inhibikase Therapeutics Inc COM NEW | $2.2M | 1.32M | 2.2% | ▲New New position | |
| 20 | An2 Therapeutics Inc COM | $1.8M | 526.3K | 1.8% | ▲New New position | |
| 21 | Relmada Therapeutics Inc COM | $1.5M | 210.5K | 1.5% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SOLENO THERAPEUTICS INC | $6.7M | 200K |
| CALL · bullish | COMPASS THERAPEUTICS INC | $5.3M | 1.0M |
| CALL · bullish | UNIQURE NV | $4.9M | 300K |
| CALL · bullish | MAZE THERAPEUTICS INC | $3.0M | 100K |
| CALL · bullish | REPLIMUNE GROUP INC | $1.9M | 247K |
| CALL · bullish | KARYOPHARM THERAPEUTICS INC | $1.4M | 250K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 28 | $123.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 20 | $96.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 25 | $164.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 24 | $120.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 28 | $110.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 30 | $116.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 29 | $186.8M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 25 | $167.9M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 22 | $179.9M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 22 | $167.8M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 19 | $85.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 17 | $82.6M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 18 | $76.3M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 30 | $102.8M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 39 | $151.5M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 22 | $109.7M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 21 | $134.9M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 30 | $286.1M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 31 | $340.1M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 29 | $402.5M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 32 | $521.6M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 30 | $583.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.