Ally Bridge Group (NY) LLC
NEW YORK NY · SEC CIK 0001822947
$1.24亿2026Q1 申报市值
27持仓数
54.7%前十大占比 · 第一大 8.5%
12 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CTMX 新建仓+$423.00万
PRAX 加仓+$416.53万
CATX 新建仓+$386.37万
ALMS 新建仓+$367.81万
URGN 新建仓+$363.42万
2026Q1 卖出最多 按季末市值估算
ATAI BECKLEY NV 清仓-$700.66万
IVA 减仓-$418.86万
ABVX 减仓-$404.07万
TSHA 清仓-$251.42万
EWTX 减仓-$107.10万
2026Q1 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 | $1,057.11万 | 8.54% | 32,810 | 12,928 | 65.0% | $416.53万 | 加仓 |
| NERV | MINERVA NEUROSCIENCES INC | $997.44万 | 8.06% | 1,655,500 | 0 | 0.0% | — | 不变 |
| — | SOLENO THERAPEUTICS INC | $669.60万 | 5.41% | 200,000 | 31,971 | 19.0% | $107.04万 | 加仓 |
| — | SOLENO THERAPEUTICS INC 看跌期权 | $669.60万 | 5.41% | 200,000 | 200,000 | — | $669.60万 | 新建仓 |
| OVID | OVID THERAPEUTICS INC | $625.70万 | 5.05% | 2,818,459 | 1,033,459 | 57.9% | $229.43万 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC | $577.88万 | 4.67% | 1,045,000 | 18,618 | 1.8% | $10.30万 | 重新持有 |
| TARS | TARSUS PHARMACEUTICALS INC | $567.23万 | 4.58% | 80,859 | 10,081 | 14.2% | $70.72万 | 重新持有 |
| SLDB | SOLID BIOSCIENCES INC | $552.22万 | 4.46% | 766,974 | 353,349 | 85.4% | $254.41万 | 加仓 |
| CMPX | COMPASS THERAPEUTICS INC 看涨期权 | $529.00万 | 4.27% | 1,000,000 | 1,000,000 | — | $529.00万 | 新建仓 |
| — | PROMIS NEUROSCIENCES INC | $526.06万 | 4.25% | 414,219 | 164,880 | 66.1% | $209.40万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $507.15万 | 4.10% | 161,000 | -34,000 | -17.4% | -$107.10万 | 减仓 |
| QURE | UNIQURE NV 看涨期权 | $490.50万 | 3.96% | 300,000 | 100,000 | 50.0% | $163.50万 | 加仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $478.11万 | 3.86% | 660,375 | 262,480 | 66.0% | $190.04万 | 加仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $423.00万 | 3.42% | 900,000 | 900,000 | — | $423.00万 | 新建仓 |
| IVA | INVENTIVA SA | $413.64万 | 3.34% | 745,300 | -754,700 | -50.3% | -$418.86万 | 减仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $386.37万 | 3.12% | 926,557 | 926,557 | — | $386.37万 | 新建仓 |
| ABVX | ABIVAX SA | $375.38万 | 3.03% | 33,712 | -36,288 | -51.8% | -$404.07万 | 减仓 |
| ALMS | ALUMIS INC | $367.81万 | 2.97% | 166,959 | 166,959 | — | $367.81万 | 新建仓 |
| URGN | UROGEN PHARMA LTD | $363.42万 | 2.94% | 202,124 | 202,124 | — | $363.42万 | 新建仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $346.25万 | 2.80% | 113,899 | 113,899 | — | $346.25万 | 新建仓 |
| MAZE | MAZE THERAPEUTICS INC 看涨期权 | $298.50万 | 2.41% | 100,000 | 100,000 | — | $298.50万 | 新建仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $282.19万 | 2.28% | 817,939 | 0 | 0.0% | — | 不变 |
| IKT | INHIBIKASE THERAPEUTICS INC | $222.60万 | 1.80% | 1,325,000 | 1,325,000 | — | $222.60万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC 看涨期权 | $188.88万 | 1.53% | 246,900 | -953,100 | -79.4% | -$729.12万 | 减仓 |
| — | AN2 THERAPEUTICS INC | $180.00万 | 1.45% | 526,315 | 526,315 | — | $180.00万 | 新建仓 |
| RLMD | RELMADA THERAPEUTICS INC | $146.53万 | 1.18% | 210,525 | 210,525 | — | $146.53万 | 新建仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC 看涨期权 | $139.25万 | 1.12% | 250,000 | 250,000 | — | $139.25万 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC 看涨期权 | $0 | 0.00% | 0 | -1,100,000 | -100.0% | -$759.00万 | 清仓 |
| — | ATAI BECKLEY NV | $0 | 0.00% | 0 | -1,713,105 | -100.0% | -$700.66万 | 清仓 |
| EWTX | EDGEWISE THERAPEUTICS INC 看跌期权 | $0 | 0.00% | 0 | -250,000 | -100.0% | -$620.38万 | 清仓 |
| TSHA | TAYSHA GENE THERAPIES INC 看涨期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$275.00万 | 清仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $0 | 0.00% | 0 | -457,132 | -100.0% | -$251.42万 | 清仓 |