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Ayurmaya Capital Management Company 13F Portfolio

Portfolio Manager
Ayurmaya Capital Management Company LP
Performance
+27.73% (2026 Q2)
AUM (13F)
$426.03M
# of Holdings
1
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Ayurmaya Capital Management Company LP Holdings Map

Top 1 Ayurmaya Capital Management Company LP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ALMS
ALUMIS INC
100%15.14M$426.0M
+0.00%(+0)
2025-Q2: 15.14M shares2025-Q3: 15.14M shares2025-Q4: 15.14M shares2026-Q1: 15.14M shares2026-Q2: 15.14M shares
$10.63(+129.53%)
2026-06-30

About Ayurmaya Capital Management Company LP’s portfolio

Ayurmaya Capital Management Company LP reports $426.03M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is ALMS (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -42.46% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

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Source filings

Holdings on this page are parsed from Ayurmaya Capital Management Company LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1975990). View Ayurmaya Capital Management Company LP’s 13F filings on SEC

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