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CIK: 0001822947
Total reported value
$113.1M
$113.1M
29 檔
45.8%
During the Q3 2024 filing period, Ally Bridge Group (CIK: 0001822947) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $113.1M across 29 reported positions.
In Q3 2024, Ally Bridge Group displayed an active expansion posture, initiating 9 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INSM | Insmed Inc | Stock-Healthcare | 5.89% | — | +16.92% | |
| 2 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 5.67% | -4.58% | EXIT | |
| 3 | ✓ | Merus N V | Stock-Other | 5.57% | — | +19.10% | |
| 4 | CGON | Cg Oncology Inc | Stock-Other | 5.32% | — | +50.54% | |
| 5 | 2655787D | Blueprint Medicines CORP | Stock-Other | 5.25% | — | +40.25% | |
| 6 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 4.81% | — | -2.04% | |
| 7 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 4.46% | — | +25.05% | |
| 8 | ✓ | Longboard Pharmaceuticals In | Stock-Other | 4.30% | — | +10.01% | |
| 9 | JSPR | Jasper Therapeutics Inc | Stock-Other | 4.02% | — | +82.73% | |
| 10 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 3.97% | — | — | |
| 11 | SWTXUSD | Springworks Therapeutics Inc | Stock-Other | 3.91% | — | — | |
| 12 | TYRA | Tyra Biosciences Inc | Stock-Other | 3.40% | — | +2.05% | |
| 13 | CLYM | Climb Bio Inc | Stock-Other | 3.35% | +2.87% | NEW | |
| 14 | GERN | Geron CORP | Stock-Other | 3.23% | — | -51.36% | |
| 15 | ELVN | Enliven Therapeutics Inc | Stock-Other | 3.21% | — | — | |
| 16 | KURA | Kura Oncology Inc | Stock-Other | 3.08% | +2.81% | NEW | |
| 17 | APLT | Applied Therapeutics Inc | Stock-Other | 2.81% | — | — | |
| 18 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 2.68% | -1.11% | — | |
| 19 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 2.65% | — | — | |
| 20 | JANX | Janux Therapeutics Inc | Stock-Other | 2.65% | — | — | |
| 21 | IRON | Disc Medicine Inc | Stock-Other | 2.63% | — | -39.94% | |
| 22 | CATX | Perspective Therapeutics Inc | Stock-Other | 2.44% | -0.88% | -13.76% | |
| 23 | BRD1EUR | Mind Medicine Mindmed Inc | Stock-Other | 2.40% | — | -18.33% | |
| 24 | ALMS | Alumis Inc | Stock-Other | 2.39% | -1.07% | -32.38% | |
| 25 | RLAY | Relay Therapeutics Inc | Stock-Other | 2.37% | — | — | |
| 26 | TRVI | Trevi Therapeutics Inc | Stock-Other | 2.37% | — | -10.31% | |
| 27 | PRAX | Praxis Precision Medicines I | Stock-Other | 2.25% | -8.54% | EXIT | |
| 28 | CNTX | Context Therapeutics Inc | Stock-Other | 1.84% | — | -6.82% | |
| 29 | PMNEUR | Promis Neurosciences Inc | Stock-Other | 1.07% | — | +50.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TARS | Tarsus Pharmaceuticals Inc | +5.7% | NEW | New buy |
| 2 | RVMD | Revolution Medicines Inc | +4% | NEW | New buy |
| 3 | SWTXUSD | Springworks Therapeutics Inc | +3.9% | NEW | New buy |
| 4 | ELVN | Enliven Therapeutics Inc | +3.2% | NEW | New buy |
| 5 | APLT | Applied Therapeutics Inc | +2.8% | NEW | New buy |
| 6 | EWTX | Edgewise Therapeutics Inc | +2.7% | NEW | New buy |
| 7 | 260 | Centessa Pharmaceuticals-adr | +2.7% | NEW | New buy |
| 8 | JANX | Janux Therapeutics Inc | +2.7% | NEW | New buy |
| 9 | RLAY | Relay Therapeutics Inc | +2.4% | NEW | New buy |
| 10 | CGON | Cg Oncology Inc | +2% | +50.54% | Add |
| 11 | CLYM | Climb Bio Inc | +1.2% | +145.86% | Add |
| 12 | JSPR | Jasper Therapeutics Inc | +1.1% | +82.73% | Add |
| 13 | TYRA | Tyra Biosciences Inc | +0.9% | +2.05% | Add |
| 14 | ✓ | Longboard Pharmaceuticals In | +0.8% | +10.01% | Add |
| 15 | INSM | Insmed Inc | +0.7% | +16.92% | Add |
| 16 | XENE | Xenon Pharmaceuticals Inc | +0.5% | +25.05% | Add |
| 17 | 2655787D | Blueprint Medicines CORP | +0.4% | +40.25% | Add |
| 18 | PMNEUR | Promis Neurosciences Inc | +0.1% | +50.30% | Add |
| 19 | CATX | Perspective Therapeutics Inc | +0.1% | -13.76% | Trim |
| 20 | TRVI | Trevi Therapeutics Inc | -0.3% | -10.31% | Trim |
| 21 | CNTX | Context Therapeutics Inc | -0.4% | -6.82% | Trim |
| 22 | ✓ | Merus N V | -0.6% | +19.10% | Add |
| 23 | KURA | Kura Oncology Inc | -0.7% | -4.13% | Trim |
| 24 | PRAX | Praxis Precision Medicines I | -1.5% | -52.28% | Trim |
| 25 | BRD1EUR | Mind Medicine Mindmed Inc | -1.8% | -18.33% | Trim |
| 26 | IRON | Disc Medicine Inc | -1.8% | -39.94% | Trim |
| 27 | SRPT | Sarepta Therapeutics Inc | -2.1% | -2.04% | Trim |
| 28 | BDTX | Black Diamond Therapeutics I | -2.3% | EXIT | Sold out |
| 29 | ALMS | Alumis Inc | -2.5% | -32.38% | Trim |
| 30 | ✓ | Avadel Pharmaceuticals PLC ADR | -3.6% | EXIT | Sold out |
| 31 | GERN | Geron CORP | -3.7% | -51.36% | Trim |
| 32 | DAWNGBX | Day One Biopharmaceuticals I | -4.4% | EXIT | Sold out |
| 33 | LEGN | Legend Biotech Corp-adr | -5.2% | EXIT | Sold out |
| 34 | SLNOEUR | Soleno Therapeutics Inc | -7% | EXIT | Sold out |
According to official SEC Form 13F filings, Ally Bridge Group reported a total U.S. public equity portfolio value of $113.1M across 29 disclosed positions in Q3 2024.
During Q3 2024, Ally Bridge Group's top holdings by market value included INSM (5.9%)、TARS (5.7%)、MERUS N V (5.6%). The largest single position, INSM, represented 5.9% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including INSM, TARS, MERUS N V) accounted for 45.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
TARS
市值: $10.6M
Top Position Liquidated / Trimmed
SLNOEUR
前期市值: $11.7M
In Q3 2024, Ally Bridge Group made 34 total portfolio adjustments, initiating 9 new buys, adding to 10 positions, trimming 10 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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