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Allostery Investments Lp Top Holdings and 13F Report (2025)

About Allostery Investments Lp

Investment Activity

  • Allostery Investments Lp has $7.85 million in total holdings as of June 30, 2025.
  • Allostery Investments Lp owns shares of 20 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 19.20% of the portfolio was purchased this quarter.
  • About 840.49% of the portfolio was sold this quarter.
  • This quarter, Allostery Investments Lp has purchased 41 new stocks and bought additional shares in 1 stock.
  • Allostery Investments Lp sold shares of 14 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

ABIVAX SA
$1,280,228
Evolus
$552,600

Largest New Holdings this Quarter

76200L309 - Rezolute
$532,051 Holding
359616109 - Fulcrum Therapeutics
$277,629 Holding
87583X109 - Tango Therapeutics
$204,800 Holding
89157D105 - TOURMALINE BIO INC
$149,602 Holding
640268306 - NEKTAR THERAPEUTICS
$103,360 Holding

Largest Purchases this Quarter

Rezolute
119,294 shares (about $532.05K)
Fulcrum Therapeutics
40,353 shares (about $277.63K)
Akero Therapeutics
4,500 shares (about $240.12K)
Tango Therapeutics
40,000 shares (about $204.80K)
TOURMALINE BIO INC
9,356 shares (about $149.60K)

Largest Sales this Quarter

ABIVAX SA
932,304 shares (about $7.13M)
Merus
115,657 shares (about $6.08M)
KalVista Pharmaceuticals
418,302 shares (about $4.73M)
APOGEE THERAPEUTICS INC
104,000 shares (about $4.52M)
Centessa Pharmaceuticals
330,024 shares (about $4.34M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAllostery Investments Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
ABIVAX SA
$1,280,228$7,132,128 -84.8%167,35016.3%SPONSORED ADS
Akero Therapeutics, Inc. stock logo
AKRO
Akero Therapeutics
$1,200,600$240,120 25.0%22,50015.3%Medical
Amylyx Pharmaceuticals, Inc. stock logo
AMLX
Amylyx Pharmaceuticals
$769,963$935,732 -54.9%120,1199.8%Medical
Centessa Pharmaceuticals PLC Sponsored ADR stock logo
CNTA
Centessa Pharmaceuticals
$689,850$4,336,515 -86.3%52,5008.8%Medical
Evolus, Inc. stock logo
EOLS
Evolus
$552,600$3,248,864 -85.5%60,0007.0%Medical
Rezolute, Inc. stock logo
RZLT
Rezolute
$532,051$532,051 New Holding119,2946.8%Medical
Merus N.V. stock logo
MRUS
Merus
$473,400$6,083,558 -92.8%9,0006.0%Medical
KalVista Pharmaceuticals, Inc. stock logo
KALV
KalVista Pharmaceuticals
$452,200$4,728,904 -91.3%40,0005.8%Medical
Fulcrum Therapeutics, Inc. stock logo
FULC
Fulcrum Therapeutics
$277,629$277,629 New Holding40,3533.5%Medical
APOGEE THERAPEUTICS INC
$260,580$4,516,720 -94.5%6,0003.3%COM
Verona Pharma PLC American Depositary Share stock logo
VRNA
Verona Pharma PLC American Depositary Share
$236,450$945,800 -80.0%2,5003.0%Medical
Tango Therapeutics, Inc. stock logo
TNGX
Tango Therapeutics
$204,800$204,800 New Holding40,0002.6%Medical
BridgeBio Pharma, Inc. stock logo
BBIO
BridgeBio Pharma
$172,720$3,281,680 -95.0%4,0002.2%Medical
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$165,200$2,147,600 -92.9%5,0002.1%Medical
TOURMALINE BIO INC
$149,602$149,602 New Holding9,3561.9%COM
Legend Biotech Corporation Sponsored ADR stock logo
LEGN
Legend Biotech
$141,960$26,618 -15.8%4,0001.8%Medical
NEKTAR THERAPEUTICS
$103,360$103,360 New Holding4,0001.3%COM NEW
Promis Neurosciences stock logo
PMN
Promis Neurosciences
$76,303$38,212 -33.4%155,7201.0%Medical
Arcellx, Inc. stock logo
ACLX
Arcellx
$65,850$2,831,550 -97.7%1,0000.8%Medical
AVALO THERAPEUTICS INC
$44,910$489,724 -91.6%9,0000.6%COM NEW
Alkermes plc stock logo
ALKS
Alkermes
$0$3,797,300 -100.0%00.0%Medical
Aerovate Therapeutics, Inc. stock logo
AVTE
Aerovate Therapeutics
$0$3,568,136 -100.0%00.0%Medical
Zura Bio Limited stock logo
ZURA
Zura Bio
$0$3,004,905 -100.0%00.0%Medical
SpringWorks Therapeutics stock logo
SWTX
SpringWorks Therapeutics
$0$2,316,825 -100.0%00.0%Medical
Beam Therapeutics Inc. stock logo
BEAM
Beam Therapeutics
$0$1,811,486 -100.0%00.0%Medical
Soleno Therapeutics, Inc. stock logo
SLNO
Soleno Therapeutics
$0$1,429,000 -100.0%00.0%Medical
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$0$1,208,320 -100.0%00.0%Medical
Ionis Pharmaceuticals, Inc. stock logo
IONS
Ionis Pharmaceuticals
$0$1,055,950 -100.0%00.0%Medical
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$0$1,006,500 -100.0%00.0%Medical
Insmed, Inc. stock logo
INSM
Insmed
$0$762,900 -100.0%00.0%Medical
Tarsus Pharmaceuticals, Inc. stock logo
TARS
Tarsus Pharmaceuticals
$0$698,632 -100.0%00.0%Medical
Gossamer Bio, Inc. stock logo
GOSS
Gossamer Bio
$0$674,331 -100.0%00.0%Medical
Pliant Therapeutics, Inc. stock logo
PLRX
Pliant Therapeutics
$0$596,276 -100.0%00.0%Medical
Context Therapeutics Inc. stock logo
CNTX
Context Therapeutics
$0$581,502 -100.0%00.0%Medical
BIOMX INC
$0$522,708 -100.0%00.0%COM NEW
Rallybio Corporation stock logo
RLYB
Rallybio
$0$492,338 -100.0%00.0%Medical
Eledon Pharmaceuticals, Inc. stock logo
ELDN
Eledon Pharmaceuticals
$0$339,000 -100.0%00.0%Medical
Eliem Therapeutics, Inc. stock logo
ELYM
Eliem Therapeutics
$0$298,885 -100.0%00.0%Medical
ORUKA THERAPEUTICS INC
$0$205,200 -100.0%00.0%COM
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$0$198,738 -100.0%00.0%Medical
89BIO stock logo
ETNB
89BIO
$0$181,750 -100.0%00.0%Medical
Vir Biotechnology, Inc. stock logo
VIR
Vir Biotechnology
$0$143,869 -100.0%00.0%Medical
WAVE Life Sciences Ltd. stock logo
WVE
WAVE Life Sciences
$0$141,400 -100.0%00.0%Medical
Arcutis Biotherapeutics, Inc. stock logo
ARQT
Arcutis Biotherapeutics
$0$117,300 -100.0%00.0%Medical
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$0$66,000 -100.0%00.0%Medical
LEXEO THERAPEUTICS INC
$0$17,537 -100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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