Ally Bridge Group (NY) LLC
NEW YORK NY · SEC CIK 0001822947
$1.13亿2026Q2 申报市值
25持仓数
70.5%前十大占比 · 第一大 16.6%
12 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TRAX 新建仓+$571.99万
AXSM 新建仓+$403.70万
ASMB 新建仓+$384.72万
CLYM 新建仓+$324.92万
KURA 新建仓+$318.13万
2026Q2 卖出最多 按季末市值估算
PRAX 清仓-$1,057.11万
SOLENO THERAPEUT 清仓-$669.60万
OVID 减仓-$590.16万
CMPS 清仓-$577.88万
TARS 清仓-$567.23万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PRAX | PRAXIS PRECISION MEDICINES I | $0 | 0.00% | 0 | -32,810 | -100.0% | -$1,057.11万 | 清仓 |
| — | SOLENO THERAPEUTICS INC 看跌期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$669.60万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$669.60万 | 清仓 |
| CMPS | COMPASS PATHWAYS PLC | $0 | 0.00% | 0 | -1,045,000 | -100.0% | -$577.88万 | 清仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -80,859 | -100.0% | -$567.23万 | 清仓 |
| CMPX | COMPASS THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$529.00万 | 清仓 |
| QURE | UNIQURE NV 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$490.50万 | 清仓 |
| ABVX | ABIVAX SA | $0 | 0.00% | 0 | -33,712 | -100.0% | -$375.38万 | 清仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $0 | 0.00% | 0 | -113,899 | -100.0% | -$346.25万 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$298.50万 | 清仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $0 | 0.00% | 0 | -1,325,000 | -100.0% | -$222.60万 | 清仓 |
| REPL | REPLIMUNE GROUP INC 看涨期权 | $0 | 0.00% | 0 | -246,900 | -100.0% | -$188.88万 | 清仓 |
| RLMD | RELMADA THERAPEUTICS INC | $0 | 0.00% | 0 | -210,525 | -100.0% | -$146.53万 | 清仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -250,000 | -100.0% | -$139.25万 | 清仓 |
| — | TRAWS PHARMA INC | $66.30万 | 0.59% | 786,236 | 786,236 | — | $66.30万 | 新建仓 |
| — | IBIO INC | $68.28万 | 0.60% | 390,147 | 390,147 | — | $68.28万 | 新建仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $166.69万 | 1.47% | 252,175 | -408,200 | -61.8% | -$269.82万 | 减仓 |
| OVID | OVID THERAPEUTICS INC | $168.01万 | 1.49% | 624,561 | -2,193,898 | -77.8% | -$590.16万 | 减仓 |
| ALMS | ALUMIS INC | $215.16万 | 1.90% | 76,459 | -90,500 | -54.2% | -$254.67万 | 减仓 |
| IVA | INVENTIVA SA | $239.95万 | 2.12% | 634,800 | -110,500 | -14.8% | -$41.77万 | 减仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $251.57万 | 2.22% | 67,500 | 67,500 | — | $251.57万 | 新建仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $253.69万 | 2.24% | 743,958 | -182,599 | -19.7% | -$62.27万 | 减仓 |
| URGN | UROGEN PHARMA LTD | $254.59万 | 2.25% | 69,183 | -132,941 | -65.8% | -$489.22万 | 减仓 |
| — | AN2 THERAPEUTICS INC | $254.74万 | 2.25% | 526,315 | 0 | 0.0% | — | 不变 |
| SLDB | SOLID BIOSCIENCES INC | $255.70万 | 2.26% | 255,959 | -511,015 | -66.6% | -$510.50万 | 减仓 |
| PALI | PALISADE BIO INC | $256.86万 | 2.27% | 1,229,000 | 1,229,000 | — | $256.86万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $277.20万 | 2.45% | 150,000 | 150,000 | — | $277.20万 | 新建仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $290.62万 | 2.57% | 775,000 | -125,000 | -13.9% | -$46.88万 | 减仓 |
| KURA | KURA ONCOLOGY INC | $318.13万 | 2.81% | 290,000 | 290,000 | — | $318.13万 | 新建仓 |
| CLYM | CLIMB BIO INC | $324.92万 | 2.87% | 249,172 | 249,172 | — | $324.92万 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $338.45万 | 2.99% | 83,300 | -77,700 | -48.3% | -$315.70万 | 减仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $374.62万 | 3.31% | 817,939 | 0 | 0.0% | — | 不变 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $384.72万 | 3.40% | 140,000 | 140,000 | — | $384.72万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC | $403.70万 | 3.57% | 16,493 | 16,493 | — | $403.70万 | 新建仓 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $571.99万 | 5.06% | 284,287 | 284,287 | — | $571.99万 | 新建仓 |
| — | PROMIS NEUROSCIENCES INC | $816.34万 | 7.22% | 620,319 | 206,100 | 49.8% | $271.23万 | 加仓 |
| NERV | MINERVA NEUROSCIENCES INC | $1,207.57万 | 10.68% | 2,175,802 | 520,302 | 31.4% | $288.77万 | 加仓 |
| ABVX | ABIVAX SA 看涨期权 | $1,665.75万 | 14.73% | 125,000 | 125,000 | — | $1,665.75万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC 看涨期权 | $1,881.60万 | 16.64% | 400,000 | 400,000 | — | $1,881.60万 | 新建仓 |