Allostery Investments LP

data from 30/06/2025

Capitalization

$ 7.850 M -88.68 %

Average holding period

2 ans

Performance

$ 71.718 M 76.10 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Allostery Investments LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/06/30 ABVX ABIVAX SA 16.31% 1.280 M $ 167350 2024/12/31 1.540 M $ 22.40 %
2025/06/30 AKRO AKERO THERAPEUTICS INC 15.29% 1.201 M $ 22500 2025/03/31 231.840 K $ 31.82 %
2025/06/30 AMLX AMYLYX PHARMACEUTICALS INC 9.81% 769.963 K $ 120119 2025/03/31 763.704 K $ 81.07 %
2025/06/30 CNTA CENTESSA PHARMACEUTICALS PLC 8.79% 689.850 K $ 52500 2024/12/31 -474.329 K $ -8.62 %
2025/06/30 EOLS EVOLUS INC 7.04% 552.600 K $ 60000 2024/12/31 -1.164 M $ -23.44 %
2025/06/30 RZLT REZOLUTE INC 6.78% 532.051 K $ 119294 2025/06/30 0.000 $ 0.00 %
2025/06/30 MRUS MERUS N V 6.03% 473.400 K $ 9000 2024/12/31 1.310 M $ 24.97 %
2025/06/30 KALV KALVISTA PHARMACEUTICALS INC 5.76% 452.200 K $ 40000 2024/12/31 -105.409 K $ -1.99 %
2025/06/30 FULC FULCRUM THERAPEUTICS INC 3.54% 277.629 K $ 40353 2025/06/30 0.000 $ 0.00 %
2025/06/30 APGE APOGEE THERAPEUTICS INC 3.32% 260.580 K $ 6000 2024/12/31 667.700 K $ 16.25 %
2025/06/30 VRNA VERONA PHARMA PLC 3.01% 236.450 K $ 2500 2025/03/31 388.624 K $ 48.97 %
2025/06/30 TNGX TANGO THERAPEUTICS INC 2.61% 204.800 K $ 40000 2025/06/30 0.000 $ 0.00 %
2025/06/30 BBIO BRIDGEBIO PHARMA INC 2.20% 172.720 K $ 4000 2025/03/31 688.800 K $ 24.91 %
2025/06/30 CYTK CYTOKINETICS INC 2.10% 165.200 K $ 5000 2024/12/31 -500.499 K $ -17.79 %
2025/06/30 TRML TOURMALINE BIO INC 1.91% 149.602 K $ 9356 2025/06/30 0.000 $ 0.00 %
2025/06/30 LEGN LEGEND BIOTECH CORP 1.81% 141.960 K $ 4000 2025/03/31 7.410 K $ 4.60 %
2025/06/30 NKTR NEKTAR THERAPEUTICS 1.32% 103.360 K $ 4000 2025/06/30 0.000 $ 0.00 %
2025/06/30 PROMIS NEUROSCIENCES INC 0.97% 76.303 K $ 155720 2024/12/31 -50.643 K $ -30.66 %
2025/06/30 ACLX ARCELLX INC 0.84% 65.850 K $ 1000 2024/12/31 11.000 K $ 0.38 %
2025/06/30 AVTX AVALO THERAPEUTICS INC 0.57% 44.910 K $ 9000 2024/12/31 -323.565 K $ -37.70 %
2025/06/30 INSM INSMED INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/06/30 TARS TARSUS PHARMACEUTICALS INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/06/30 CNTX CONTEXT THERAPEUTICS INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/06/30 BIOMX INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/06/30 ELYM CLIMB BIO INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/06/30 PCVX VAXCYTE INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/06/30 ELDN ELEDON PHARMACEUTICALS INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/06/30 VIR VIR BIOTECHNOLOGY INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/06/30 ETNB 89BIO INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/06/30 IONS IONIS PHARMACEUTICALS INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/06/30 ORKA ORUKA THERAPEUTICS INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/06/30 GOSS GOSSAMER BIO INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/06/30 ARQT ARCUTIS BIOTHERAPEUTICS INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/06/30 RLYB RALLYBIO CORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/06/30 MDGL MADRIGAL PHARMACEUTICALS INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/06/30 PLRX PLIANT THERAPEUTICS INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/06/30 SLNO SOLENO THERAPEUTICS INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/06/30 LXEO LEXEO THERAPEUTICS INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/06/30 ALKS ALKERMES PLC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/06/30 BEAM BEAM THERAPEUTICS INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/06/30 AVTE AEROVATE THERAPEUTICS INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/06/30 ZURA ZURA BIO LTD 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/06/30 WVE WAVE LIFE SCIENCES LTD 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/06/30 XENE XENON PHARMACEUTICALS INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/06/30 SWTX SPRINGWORKS THERAPEUTICS INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/06/30 EWTX EDGEWISE THERAPEUTICS INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %