Alumis Inc.
ALMS- 交易所
- Nasdaq
- 產業
- Pharmaceutical Preparations
- SEC CIK
- 0001847367
近 90 天，Alumis Inc. 內部人申報 1 筆公開市場買進、8 筆賣出；2026 年第 2 季末有 198 家機構在 13F 申報持有，市值合計 $33.2 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Alumis Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 198
- 較 2026 年第 1 季 +5 家
- 持有股數
- 1.18 億
- 較 2026 年第 1 季 +542.9 萬 (+4.8%)
- 總市值
- $33.2 億
- 較 2026 年第 1 季 +$8.42 億 (+33.9%)
- 新進機構
- 29
- 另有 74 家加碼
- 清倉機構
- 24
- 另有 63 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 ALMS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 198 | $33.2 億 |
| 2026 年第 1 季 | 197 | $25.3 億 |
| 2025 年第 4 季 | 134 | $7.71 億 |
| 2025 年第 3 季 | 130 | $3.12 億 |
| 2025 年第 2 季 | 112 | $2.35 億 |
| 2025 年第 1 季 | 72 | $2.47 億 |
| 2024 年第 4 季 | 64 | $3.17 億 |
| 2024 年第 3 季 | 52 | $3.76 億 |
| 2024 年第 2 季 | 29 | $3.80 億 |
| 2024 年第 1 季 | 0 | $0 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 2 季持有機構
每家機構持有 Alumis Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| AyurMaya Capital Management Company, LP | 15,139,707 | $4.26 億 | 100.00% | 00.0% | 不變 |
| BlackRock, Inc. | 8,218,151 | $2.31 億 | 0.00% | +1,047,283+14.6% | 加碼 |
| FMR LLC | 6,769,170 | $1.90 億 | 0.01% | +5,795,388+595.1% | 加碼 |
| Deep Track Capital, LP | 6,348,558 | $1.79 億 | 2.63% | −424,037−6.3% | 減碼 |
| Samsara BioCapital, LLC | 6,345,219 | $1.79 億 | 14.67% | 00.0% | 不變 |
| Foresite Capital Management V, LLC | 5,896,995 | $1.66 億 | 45.81% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 5,199,838 | $1.46 億 | 0.01% | +1,913,085+58.2% | 加碼 |
| venBio Partners LLC | 4,528,408 | $1.27 億 | 24.53% | 00.0% | 不變 |
| Foresite Capital Management VI LLC | 4,247,670 | $1.20 億 | 18.60% | 00.0% | 不變 |
| Vanguard Capital Management LLC | 4,215,703 | $1.19 億 | 0.00% | +183,437+4.5% | 加碼 |
| Nextech Invest, Ltd. | 3,540,998 | $9,964 萬 | 4.73% | 00.0% | 不變 |
| Cormorant Asset Management, LP | 3,285,596 | $9,246 萬 | 4.74% | −663,645−16.8% | 減碼 |
| Saturn V Capital Management LLC | 2,915,443 | $8,204 萬 | 11.76% | −286,632−9.0% | 減碼 |
| Octagon Capital Advisors LP | 2,830,700 | $7,966 萬 | 7.31% | 00.0% | 不變 |
| Jupiter Topco LLC | 2,355,122 | $6,624 萬 | 0.03% | +2,355,122 | 新進 |
| State Street Corp | 2,187,266 | $6,155 萬 | 0.00% | +385,454+21.4% | 加碼 |
| Geode Capital Management, LLC | 2,168,517 | $6,103 萬 | 0.00% | +250,102+13.0% | 加碼 |
| MPM Oncology Impact Management LP | 2,019,020 | $5,682 萬 | 3.46% | −367,509−15.4% | 減碼 |
| Baker Bros. Advisors LP | 2,012,500 | $5,663 萬 | 0.28% | 00.0% | 不變 |
| Sr One Capital Management, LP | 1,959,896 | $5,515 萬 | 5.31% | 00.0% | 不變 |
| Invesco Ltd. | 1,173,518 | $3,302 萬 | 0.00% | −338,019−22.4% | 減碼 |
| Novo Holdings A/S | 1,100,000 | $3,095 萬 | 1.80% | +1,100,000 | 新進 |
| Principal Financial Group Inc | 1,068,060 | $3,006 萬 | 0.01% | +10,009+0.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 968,234 | $2,725 萬 | 0.02% | +396,105+69.2% | 加碼 |
| UBS Group AG | 951,796 | $2,678 萬 | 0.00% | −2,103,069−68.8% | 減碼 |
| JPMorgan Chase & Co | 969,617 | $2,641 萬 | 0.00% | +108,042+12.5% | 加碼 |
| Vanguard Portfolio Management LLC | 921,211 | $2,592 萬 | 0.00% | +208,603+29.3% | 加碼 |
| Ikarian Capital, LLC | 870,548 | $2,450 萬 | 4.01% | −343,000−28.3% | 減碼 |
| Great Point Partners LLC | 856,061 | $2,409 萬 | 5.68% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 831,897 | $2,341 萬 | 0.00% | +113,857+15.9% | 加碼 |
| Northern Trust Corp | 723,849 | $2,037 萬 | 0.00% | +160,327+28.5% | 加碼 |
| Charles Schwab Investment Management Inc | 700,134 | $1,970 萬 | 0.00% | +64,745+10.2% | 加碼 |
| Integral Health Asset Management, LLC | 700,000 | $1,970 萬 | 0.81% | −100,000−12.5% | 減碼 |
| Millennium Management LLC | 660,142 | $1,858 萬 | 0.01% | +53,858+8.9% | 加碼 |
| Vanguard Fiduciary Trust Co | 612,010 | $1,722 萬 | 0.00% | +84,705+16.1% | 加碼 |
| Opaleye Management Inc. | 550,000 | $1,548 萬 | 1.40% | 00.0% | 不變 |
| OrbiMed Advisors LLC | 548,163 | $1,543 萬 | 0.29% | 00.0% | 不變 |
| Royce & Associates LP | 525,303 | $1,478 萬 | 0.12% | +48,911+10.3% | 加碼 |
| Woodline Partners LP | 486,052 | $1,368 萬 | 0.04% | +486,052 | 新進 |
| Spruce Street Capital LP | 392,574 | $1,105 萬 | 2.17% | 00.0% | 不變 |
| Trium Capital LLP | 390,268 | $1,098 萬 | 6.92% | +198,877+103.9% | 加碼 |
| Citigroup Inc | 385,400 | $1,085 萬 | 0.01% | +286,476+289.6% | 加碼 |
| Two Sigma Investments, LP | 376,119 | $1,058 萬 | 0.01% | −281,996−42.8% | 減碼 |
| Marshall Wace, LLP | 368,014 | $1,036 萬 | 0.01% | −804,735−68.6% | 減碼 |
| Morgan Stanley | 321,163 | $903.8 萬 | 0.00% | +96,091+42.7% | 加碼 |
| Voloridge Investment Management, LLC | 320,861 | $902.9 萬 | 0.04% | −428,238−57.2% | 減碼 |
| Weiss Asset Management LP | 311,371 | $876.2 萬 | 0.10% | −786,046−71.6% | 減碼 |
| Artia Global Partners LP | 278,546 | $783.8 萬 | 1.49% | −46,500−14.3% | 減碼 |
| Barclays PLC | 273,716 | $770.2 萬 | 0.00% | +51,058+22.9% | 加碼 |
| Fan Yu | 252,672 | $711.0 萬 | 6.59% | −524,173−67.5% | 減碼 |
| Nuveen, LLC | 243,872 | $686.3 萬 | 0.00% | −75,316−23.6% | 減碼 |
| Boothbay Fund Management, LLC | 242,538 | $682.5 萬 | 0.13% | −103,593−29.9% | 減碼 |
| Omega Fund Management, LLC | 241,255 | $678.9 萬 | 3.66% | 00.0% | 不變 |
| Schroder Investment Management Group | 236,841 | $642.8 萬 | 0.00% | +99,494+72.4% | 加碼 |
| Bank of New York Mellon Corp | 226,618 | $637.7 萬 | 0.00% | +19,889+9.6% | 加碼 |
| Towerview LLC | 222,294 | $625.5 萬 | 4.10% | 00.0% | 不變 |
| Bank of America Corp | 207,789 | $584.7 萬 | 0.00% | +79,977+62.6% | 加碼 |
| Exome Asset Management LLC | 204,418 | $575.2 萬 | 3.55% | −74,758−26.8% | 減碼 |
| HighVista Strategies LLC | 199,968 | $562.7 萬 | 1.28% | +87,039+77.1% | 加碼 |
| Wellington Management Group LLP | 179,802 | $506.0 萬 | 0.00% | −59,429−24.8% | 減碼 |
| Wells Fargo & Company | 174,912 | $492.2 萬 | 0.00% | +88,194+101.7% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 172,779 | $486.2 萬 | 0.08% | 00.0% | 不變 |
| Prudential Financial Inc | 162,583 | $457.5 萬 | 0.00% | −376,150−69.8% | 減碼 |
| Russell Investments Group, Ltd. | 153,906 | $433.1 萬 | 0.00% | −8,274−5.1% | 減碼 |
| Ensign Peak Advisors, Inc | 146,970 | $413.6 萬 | 0.01% | −22,527−13.3% | 減碼 |
| AQR Capital Management LLC | 146,437 | $412.1 萬 | 0.00% | −245−0.2% | 減碼 |
| Voya Investment Management LLC | 138,418 | $389.5 萬 | 0.00% | +64,509+87.3% | 加碼 |
| Moore Capital Management, LP | 136,803 | $385.0 萬 | 0.09% | +95,433+230.7% | 加碼 |
| Swiss National Bank | 135,900 | $382.4 萬 | 0.00% | +8,100+6.3% | 加碼 |
| StemPoint Capital LP | 135,736 | $382.0 萬 | 0.66% | −323,396−70.4% | 減碼 |
| Nomura Asset Management International Inc. | 134,850 | $379.5 萬 | 0.01% | +134,850 | 新進 |
| Victory Capital Management Inc | 132,331 | $372.4 萬 | 0.00% | +49,677+60.1% | 加碼 |
| Quantinno Capital Management LP | 131,092 | $368.9 萬 | 0.00% | +3,997+3.1% | 加碼 |
| Elmind Capital, LP | 130,000 | $365.8 萬 | 0.92% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 112,129 | $315.5 萬 | 0.00% | +30,055+36.6% | 加碼 |
| Stifel Financial Corp | 110,075 | $309.8 萬 | 0.00% | −99,654−47.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 100,215 | $282.0 萬 | 0.00% | −54,419−35.2% | 減碼 |
| Ghisallo Capital Management LLC | 100,000 | $281.4 萬 | 0.06% | 00.0% | 不變 |
| TD Asset Management Inc | 97,002 | $273.0 萬 | 0.00% | −94,200−49.3% | 減碼 |
| Rhumbline Advisers | 96,767 | $272.3 萬 | 0.00% | +12,475+14.8% | 加碼 |
| First Trust Advisors LP | 94,046 | $264.6 萬 | 0.00% | +27,947+42.3% | 加碼 |
| Harvest Investment Services, LLC | 92,765 | $261.0 萬 | 0.40% | −7,085−7.1% | 減碼 |
| Caption Management, LLC | 90,000 | $253.3 萬 | 0.09% | +70,000+350.0% | 加碼 |
| Deutsche Bank AG | 84,113 | $236.7 萬 | 0.00% | +25,955+44.6% | 加碼 |
| Alliancebernstein L.P. | 104,394 | $230.0 萬 | 0.00% | +36,300+53.3% | 加碼 |
| California State Teachers Retirement System | 78,818 | $221.8 萬 | 0.00% | −2,027−2.5% | 減碼 |
| Ally Bridge Group (NY) LLC | 76,459 | $215.2 萬 | 2.77% | −90,500−54.2% | 減碼 |
| Mariner, LLC | 71,726 | $201.8 萬 | 0.00% | −1,397−1.9% | 減碼 |
| Susquehanna International Group, LLP | 58,717 | $165.2 萬 | 0.00% | −135,638−69.8% | 減碼 |
| Algert Global LLC | 57,770 | $162.6 萬 | 0.02% | −100,056−63.4% | 減碼 |
| Legal & General Group Plc | 54,930 | $154.6 萬 | 0.00% | +4,335+8.6% | 加碼 |
| ACT Capital Management, LLC | 51,600 | $145.2 萬 | 0.95% | −122,650−70.4% | 減碼 |
| Vanguard Asset Management, Ltd | 50,615 | $142.4 萬 | 0.00% | +8,371+19.8% | 加碼 |
| State of Wisconsin Investment Board | 50,413 | $141.9 萬 | 0.00% | +5,903+13.3% | 加碼 |
| Vanguard Global Advisers, LLC | 49,756 | $140.0 萬 | 0.00% | +7,512+17.8% | 加碼 |
| Squarepoint Ops LLC | 47,590 | $133.9 萬 | 0.00% | −66,608−58.3% | 減碼 |
| MetLife Investment Management | 46,312 | $130.3 萬 | 0.01% | +8,754+23.3% | 加碼 |
| Fred Alger Management, LLC | 43,057 | $121.2 萬 | 0.00% | +43,057 | 新進 |
| Creative Planning | 41,818 | $117.7 萬 | 0.00% | +735+1.8% | 加碼 |
| Handelsbanken Fonder AB | 36,400 | $102.4 萬 | 0.00% | +36,400 | 新進 |