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Showing Q2 2025 data
Allostery Investments LP's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Allostery Investments LP
•CIK: 1978599•Filing: Q2 2025
**Allostery Investments LP** manages $8M across a concentrated portfolio of 20 positions. The fund exhibits significant conviction in select names, with top holdings including ABVX at $1.3M and AKRO at $1.2M, representing a combined 30% of disclosed assets. Further allocations are notable in AMLX ($0.8M) and CNTA ($0.7M). This structure suggests a focused, high-conviction approach within its investment mandate.
Total AUM
$7.9M
QoQ Performance
-88.7%
Positions
20
Top 10 Concentration
82.7%
Latest Filing
Q2 2025
Top Holdings Allocation
ABVX
AKRO
AMLX
CNTA
EOLS
RZLT
2GH
KALV
ABVX16.3%
AKRO15.3%
AMLX9.8%
CNTA8.8%
EOLS7.0%
RZLT6.8%
2GH6.0%
KALV5.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q1 2025
—
ZURA BIO LTD
SOLD
$3.0M
—
SPRINGWORKS THERAPEUTICS INC
SOLD
$2.3M
+21 more exited positions
Changes from Q1 2025
NEW5 new positions
↑1 increased
↓14 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024