Ally Bridge Group (NY) LLC
•CIK: 1822947•Filing: Q4 2025
**Ally Bridge Group (NY) LLC** manages $87M across a concentrated portfolio of 16 positions. The fund exhibits significant exposure to real estate and specialized credit, with top holdings including REPL at $11.7M and ABVX at $9.4M. Further notable allocations include SLNO ($7.8M) and CMPS ($7.6M), indicating a targeted, high-conviction approach to niche market opportunities. This structure suggests a focus on generating alpha through deeply researched, sector-specific investments.
Total AUM
$60.5M
+ $26.8M in options
QoQ Performance
-38.9%
Positions
12
+ 4 options
Top 10 Concentration
83.2%
Latest Filing
Q4 2025
Top Holdings Allocation
REPL
ABVX
SLNO
CMPS
ATAI
IVA
NERV
PRAX
REPL13.4%
ABVX10.8%
SLNO8.9%
CMPS8.7%
ATAI8.0%
IVA8.0%
NERV7.6%
PRAX6.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW7 new positions
↑1 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023