13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001822947
Total reported value
$113.1M
$113.1M
16 檔
42.0%
During the Q4 2025 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 16 reported positions.
In Q4 2025, Ally Bridge Group adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 13 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including REPL, EWTX, ABVX) accounted for 42.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
EWTX
市值: $11.0M
Top Position Liquidated / Trimmed
MDGL
前期市值: $15.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | REPL | Replimune Group Inc | Stock-Other | 12.15% | -1.53% | EXIT | |
| 2 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 11.50% | -1.11% | — | |
| 3 | ABVX | Abivax Sa-adr | Stock-Other | 9.83% | +11.70% | — | |
| 4 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 8.10% | -10.82% | EXIT | |
| 5 | CMPS | Compass Pathways PLC | Stock-Other | 7.91% | -4.67% | EXIT | |
| 6 | ATAI | AtaiBeckley Inc. | Stock-Other | 7.30% | — | -25.09% | |
| 7 | IVA | Inventiva SA - Adr | Stock-Other | 7.27% | -1.22% | — | |
| 8 | NERV | Minerva Neurosciences Inc | Stock-Other | 6.93% | +2.62% | — | |
| 9 | PRAX | Praxis Precision Medicines I | Stock-Other | 6.10% | -8.54% | EXIT | |
| 10 | TSHA | Taysha Gene Therapies Inc | Stock-Other | 5.48% | — | -49.57% | |
| 11 | QURE | uniQure N.V. | Stock-Other | 4.99% | -3.96% | EXIT | |
| 12 | EPRX | Eupraxia Pharmaceuticals Inc | Stock-Other | 3.13% | -2.39% | -56.51% | |
| 13 | OVID | Ovid Therapeutics Inc | Stock-Other | 3.03% | -3.56% | — | |
| 14 | SLDB | Solid Biosciences Inc | Stock-Other | 2.43% | -2.20% | -24.68% | |
| 15 | WHWK | Whitehawk Therapeutics Inc | Stock-Other | 2.06% | +1.03% | — | |
| 16 | PMN | Promis Neurosciences Inc | Stock-Other | 1.77% | +2.97% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | REPL | Replimune Group Inc | +3% | -66.67% | Trim |
| 2 | PRAX | Praxis Precision Medicines I | +2.9% | -80.12% | Trim |
| 3 | TSHA | Taysha Gene Therapies Inc | +1.7% | -49.57% | Trim |
| 4 | WHWK | Whitehawk Therapeutics Inc | +1.1% | — | Unchanged |
| 5 | SLDB | Solid Biosciences Inc | +0.4% | -24.68% | Trim |
| 6 | CMPS | Compass Pathways PLC | +0.3% | -49.36% | Trim |
| 7 | ATAI | AtaiBeckley Inc. | -0.1% | -25.09% | Trim |
| 8 | EPRX | Eupraxia Pharmaceuticals Inc | -0.2% | -56.51% | Trim |
| 9 | SLNOEUR | Soleno Therapeutics Inc | -14.6% | -69.59% | Trim |
| 10 | MDGL | Madrigal Pharmaceuticals Inc | — | EXIT | Sold out |
| 11 | EWTX | Edgewise Therapeutics Inc | — | NEW | New buy |
| 12 | ASND | Ascendis Pharma A/S | — | EXIT | Sold out |
| 13 | ABVX | Abivax Sa-adr | — | NEW | New buy |
| 14 | LENZ | Lenz Therapeutics Inc | — | EXIT | Sold out |
| 15 | IVA | Inventiva SA - Adr | — | NEW | New buy |
| 16 | NERV | Minerva Neurosciences Inc | — | NEW | New buy |
| 17 | AMLX | Amylyx Pharmaceuticals Inc | — | EXIT | Sold out |
| 18 | MNPR | Monopar Therapeutics Inc | — | EXIT | Sold out |
| 19 | QURE | uniQure N.V. | — | NEW | New buy |
| 20 | ARQT | Arcutis Biotherapeutics Inc | — | EXIT | Sold out |
| 21 | BRD1EUR | Mind Medicine Mindmed Inc | — | EXIT | Sold out |
| 22 | TARS | Tarsus Pharmaceuticals Inc | — | EXIT | Sold out |
| 23 | OVID | Ovid Therapeutics Inc | — | NEW | New buy |
| 24 | PMNEUR | Promis Neurosciences Inc | — | EXIT | Sold out |
| 25 | AVTX | Avalo Therapeutics Inc | — | EXIT | Sold out |
| 26 | TECX | Tectonic Therapeutic Inc | — | EXIT | Sold out |
| 27 | PMN | Promis Neurosciences Inc | — | NEW | New buy |
| 28 | MLTX | Moonlake Immunotherapeutics | — | EXIT | Sold out |
| 29 | ATYR | Atyr Pharma Inc | — | 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 16 disclosed positions in Q4 2025.
During Q4 2025, Ally Bridge Group's top holdings by market value included REPL (12.2%)、EWTX (11.5%)、ABVX (9.8%). The largest single position, REPL, represented 12.2% of total portfolio value.
In Q4 2025, Ally Bridge Group made 28 total portfolio adjustments, initiating 7 new buys, adding to 0 positions, trimming 8 holdings, and fully liquidating 13 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.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.