# Allostery Investments LP

> Institutional holdings reported to the SEC as of Q2 2025 on Form 13F. CIK 1978599. Source: https://holderbook.com/funds/1978599-allostery-investments-lp/

- Reported value: $7.9M
- Positions: 20
- Weight of the ten largest: 82.7%
- Filed: 2025-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ABIVAX SA | [ABVX](https://holderbook.com/stocks/ABVX/) | $1.3M | 167,350 | 16.3% | 3 |
| AKERO THERAPEUTICS INC | [AKRO](https://holderbook.com/stocks/AKRO/) | $1.2M | 22,500 | 15.3% | 2 |
| AMYLYX PHARMACEUTICALS INC | [AMLX](https://holderbook.com/stocks/AMLX/) | $770.0K | 120,119 | 9.8% | 2 |
| CENTESSA PHARMACEUTICALS PLC | [CNTA](https://holderbook.com/stocks/CNTA/) | $689.9K | 52,500 | 8.8% | 3 |
| EVOLUS INC | [EOLS](https://holderbook.com/stocks/EOLS/) | $552.6K | 60,000 | 7.0% | 3 |
| REZOLUTE INC | [RZLT](https://holderbook.com/stocks/RZLT/) | $532.1K | 119,294 | 6.8% | 1 |
| MERUS N V | [MRUS](https://holderbook.com/stocks/MRUS/) | $473.4K | 9,000 | 6.0% | 3 |
| KALVISTA PHARMACEUTICALS INC | [KALV](https://holderbook.com/stocks/KALV/) | $452.2K | 40,000 | 5.8% | 3 |
| FULCRUM THERAPEUTICS INC | [FULC](https://holderbook.com/stocks/FULC/) | $277.6K | 40,353 | 3.5% | 1 |
| APOGEE THERAPEUTICS INC | [APGE](https://holderbook.com/stocks/APGE/) | $260.6K | 6,000 | 3.3% | 3 |
| VERONA PHARMA PLC | [VRNA](https://holderbook.com/stocks/VRNA/) | $236.4K | 2,500 | 3.0% | 2 |
| TANGO THERAPEUTICS INC | [TNGX](https://holderbook.com/stocks/TNGX/) | $204.8K | 40,000 | 2.6% | 1 |
| BRIDGEBIO PHARMA INC | [BBIO](https://holderbook.com/stocks/BBIO/) | $172.7K | 4,000 | 2.2% | 2 |
| CYTOKINETICS INC | [CYTK](https://holderbook.com/stocks/CYTK/) | $165.2K | 5,000 | 2.1% | 3 |
| TOURMALINE BIO INC | [TRML](https://holderbook.com/stocks/TRML/) | $149.6K | 9,356 | 1.9% | 1 |
| LEGEND BIOTECH CORP | [LEGN](https://holderbook.com/stocks/LEGN/) | $142.0K | 4,000 | 1.8% | 2 |
| NEKTAR THERAPEUTICS | [NKTR](https://holderbook.com/stocks/NKTR/) | $103.4K | 4,000 | 1.3% | 1 |
| PROMIS NEUROSCIENCES INC | [PMN](https://holderbook.com/stocks/PMN/) | $76.3K | 155,720 | 1.0% | 3 |
| ARCELLX INC | [ACLX](https://holderbook.com/stocks/ACLX/) | $65.8K | 1,000 | 0.8% | 3 |
| AVALO THERAPEUTICS INC | [AVTX](https://holderbook.com/stocks/AVTX/) | $44.9K | 9,000 | 0.6% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2025 | +2.9% | +10.5% | -7.6% | 95% |
| Q1 2025 | -9.7% | -4.6% | -5.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2025 | $7.9M | 20 |
| Q1 2025 | $69.3M | 41 |
| Q4 2024 | $95.7M | 39 |