Allostery Investments Lp Top Holdings and 13F Report (2025) About Allostery Investments LpInvestment ActivityAllostery Investments Lp has $69.34 million in total holdings as of March 31, 2025.Allostery Investments Lp owns shares of 41 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 38.22% of the portfolio was purchased this quarter.About 70.34% of the portfolio was sold this quarter.This quarter, Allostery Investments Lp has purchased 39 new stocks and bought additional shares in 11 stocks.Allostery Investments Lp sold shares of 5 stocks and completely divested from 14 stocks this quarter.Largest Holdings ABIVAX SA $6,872,838Centessa Pharmaceuticals $5,500,695KalVista Pharmaceuticals $5,288,805Merus $5,246,813Evolus $4,965,431 Largest New Holdings this Quarter 10806X102 - BridgeBio Pharma $2,765,600 Holding85205L107 - SpringWorks Therapeutics $2,316,825 Holding07373V105 - Beam Therapeutics $1,811,486 Holding834203309 - Soleno Therapeutics $1,429,000 Holding92243G108 - Vaxcyte $1,208,320 Holding Largest Purchases this Quarter Merus 102,922 shares (about $4.33M)ABIVAX SA 508,401 shares (about $3.18M)BridgeBio Pharma 80,000 shares (about $2.77M)SpringWorks Therapeutics 52,500 shares (about $2.32M)Beam Therapeutics 92,754 shares (about $1.81M) Largest Sales this Quarter Ionis Pharmaceuticals 30,000 shares (about $905.10K)KalVista Pharmaceuticals 20,798 shares (about $240.01K)Evolus 18,363 shares (about $220.91K)Alkermes 5,000 shares (about $165.10K)Rallybio 51,163 shares (about $33.49K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAllostery Investments Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorABIVAX SA$6,872,838$3,177,506 ▲86.0%1,099,6549.9%SPONSORED ADSCNTACentessa Pharmaceuticals$5,500,695$1,409,341 ▲34.4%382,5247.9%MedicalKALVKalVista Pharmaceuticals$5,288,805$240,009 ▼-4.3%458,3027.6%MedicalMRUSMerus$5,246,813$4,331,987 ▲473.5%124,6577.6%MedicalEOLSEvolus$4,965,431$220,907 ▼-4.3%412,7547.2%MedicalAPOGEE THERAPEUTICS INC$4,109,600$373,600 ▲10.0%110,0005.9%COMALKSAlkermes$3,797,300$165,100 ▼-4.2%115,0005.5%MedicalAVTEAerovate Therapeutics$3,568,136$1,432,919 ▲67.1%1,421,5685.1%MedicalZURAZura Bio$3,004,905$921,393 ▲44.2%2,329,3844.3%MedicalACLXArcellx$2,886,400$590,400 ▲25.7%44,0004.2%MedicalCYTKCytokinetics$2,813,300$200,950 ▲7.7%70,0004.1%MedicalBBIOBridgeBio Pharma$2,765,600$2,765,600 ▲New Holding80,0004.0%MedicalSWTXSpringWorks Therapeutics$2,316,825$2,316,825 ▲New Holding52,5003.3%MedicalBEAMBeam Therapeutics$1,811,486$1,811,486 ▲New Holding92,7542.6%MedicalSLNOSoleno Therapeutics$1,429,000$1,429,000 ▲New Holding20,0002.1%MedicalPCVXVaxcyte$1,208,320$1,208,320 ▲New Holding32,0001.7%MedicalIONSIonis Pharmaceuticals$1,055,950$905,100 ▼-46.2%35,0001.5%MedicalXENEXenon Pharmaceuticals$1,006,5000.0%30,0001.5%MedicalAMLXAmylyx Pharmaceuticals$941,990$941,990 ▲New Holding266,0991.4%MedicalAVALO THERAPEUTICS INC$858,199$270,954 ▲46.1%107,1411.2%COM NEWVRNAVerona Pharma PLC American Depositary Share$793,625$793,625 ▲New Holding12,5001.1%MedicalINSMInsmed$762,9000.0%10,0001.1%MedicalAKROAkero Therapeutics$728,640$728,640 ▲New Holding18,0001.1%MedicalTARSTarsus Pharmaceuticals$698,6320.0%13,6001.0%MedicalGOSSGossamer Bio$674,3310.0%613,0281.0%MedicalPLRXPliant Therapeutics$596,276$596,276 ▲New Holding441,6860.9%MedicalCNTXContext Therapeutics$581,5020.0%950,1660.8%MedicalBIOMX INC$522,708$164,930 ▲46.1%940,6290.8%COM NEWRLYBRallybio$492,338$33,486 ▼-6.4%752,2350.7%MedicalELDNEledon Pharmaceuticals$339,0000.0%100,0000.5%MedicalELYMEliem Therapeutics$298,8850.0%244,9880.4%MedicalORUKA THERAPEUTICS INC$205,2000.0%20,0000.3%COMMDGLMadrigal Pharmaceuticals$198,738$198,738 ▲New Holding6000.3%MedicalETNB89BIO$181,750$181,750 ▲New Holding25,0000.3%MedicalPMNPromis Neurosciences$165,158$27,273 ▲19.8%233,7030.2%MedicalLEGNLegend Biotech$161,168$161,168 ▲New Holding4,7500.2%MedicalVIRVir Biotechnology$143,869$143,869 ▲New Holding22,2020.2%MedicalWVEWAVE Life Sciences$141,400$141,400 ▲New Holding17,5000.2%MedicalARQTArcutis Biotherapeutics$117,300$117,300 ▲New Holding7,5000.2%MedicalEWTXEdgewise Therapeutics$66,000$66,000 ▲New Holding3,0000.1%MedicalLEXEO THERAPEUTICS INC$17,5370.0%5,0540.0%COMXBISPDR S&P Biotech ETF$0$15,760,500 ▼-100.0%00.0%ETFQQQInvesco QQQ$0$12,780,750 ▼-100.0%00.0%FinanceTLTiShares 20+ Year Treasury Bond ETF$0$8,733,000 ▼-100.0%00.0%ETFAPLSApellis Pharmaceuticals$0$2,552,800 ▼-100.0%00.0%MedicalTGTXTG Therapeutics$0$2,257,500 ▼-100.0%00.0%MedicalNVAXNovavax$0$1,206,000 ▼-100.0%00.0%MedicalMNMDMind Medicine (MindMed)$0$904,800 ▼-100.0%00.0%MedicalANABAnaptysBio$0$662,000 ▼-100.0%00.0%MedicalDIANTHUS THERAPEUTICS INC$0$545,000 ▼-100.0%00.0%COMOLMAOlema Pharmaceuticals$0$524,700 ▼-100.0%00.0%MedicalCRNXCrinetics Pharmaceuticals$0$495,961 ▼-100.0%00.0%MedicalJASPER THERAPEUTICS INC$0$470,360 ▼-100.0%00.0%COM NEWELEVElevation Oncology$0$243,159 ▼-100.0%00.0%MedicalVRDNViridian Therapeutics$0$69,012 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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