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。
2025 年第 1 季 13F 持有人
Alumis Inc. 在 2025/3/31 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
- 72
- 較 2024 年第 4 季 +10 家
- 持有股數
- 4,020 萬
- 較 2024 年第 4 季 +143.6 萬 (+3.7%)
- 總市值
- $2.47 億
- 較 2024 年第 4 季 −$5,786 萬 (−19.0%)
- 新進機構
- 20
- 另有 29 家加碼
- 清倉機構
- 10
- 另有 4 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 | $3.11 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 | $3.16 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 |
2025 年第 1 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| AyurMaya Capital Management Company, LP | 10,645,966 | $6,537 萬 | 73.92% | 00.0% | 不變 |
| Foresite Capital Management V, LLC | 5,779,348 | $3,549 萬 | 40.50% | 00.0% | 不變 |
| Foresite Capital Management VI LLC | 4,202,670 | $2,580 萬 | 14.14% | 00.0% | 不變 |
| Samsara BioCapital, LLC | 3,266,498 | $2,006 萬 | 3.58% | 00.0% | 不變 |
| venBio Partners LLC | 2,787,398 | $1,711 萬 | 13.85% | 00.0% | 不變 |
| Cormorant Asset Management, LP | 2,147,396 | $1,319 萬 | 1.00% | 00.0% | 不變 |
| Sr One Capital Management, LP | 1,959,896 | $1,203 萬 | 3.09% | 00.0% | 不變 |
| Baker Bros. Advisors LP | 1,562,500 | $959.4 萬 | 0.11% | 00.0% | 不變 |
| Nextech Invest, Ltd. | 1,476,998 | $906.9 萬 | 2.11% | +1,476,998 | 新進 |
| BlackRock, Inc. | 1,457,727 | $895.0 萬 | 0.00% | +341,408+30.6% | 加碼 |
| Vanguard Group Inc | 937,196 | $575.4 萬 | 0.00% | +99,009+11.8% | 加碼 |
| Fan Yu | 789,618 | $484.8 萬 | 4.98% | 00.0% | 不變 |
| Omega Fund Management, LLC | 653,223 | $401.1 萬 | 2.37% | 00.0% | 不變 |
| Geode Capital Management, LLC | 443,699 | $272.5 萬 | 0.00% | +128,128+40.6% | 加碼 |
| Towerview LLC | 430,000 | $264.0 萬 | 1.90% | +15,000+3.6% | 加碼 |
| Morgan Stanley | 228,998 | $140.6 萬 | 0.00% | +181,677+383.9% | 加碼 |
| State Street Corp | 215,535 | $132.3 萬 | 0.00% | +63,100+41.4% | 加碼 |
| Northern Trust Corp | 155,073 | $95.2 萬 | 0.00% | +43,747+39.3% | 加碼 |
| Credit Industriel Et Commercial | 138,800 | $85.2 萬 | 0.15% | +138,800 | 新進 |
| Charles Schwab Investment Management Inc | 127,854 | $78.5 萬 | 0.00% | +14,453+12.7% | 加碼 |
| Stifel Financial Corp | 109,669 | $67.3 萬 | 0.00% | −170.0% | 減碼 |
| UBS Group AG | 96,128 | $59.0 萬 | 0.00% | +48,010+99.8% | 加碼 |
| Goldman Sachs Group Inc | 61,645 | $37.9 萬 | 0.00% | +11,949+24.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 51,513 | $31.6 萬 | 0.00% | +16,678+47.9% | 加碼 |
| BML Capital Management, LLC | 49,627 | $30.5 萬 | 0.25% | +49,627 | 新進 |
| Bank of New York Mellon Corp | 42,403 | $26.0 萬 | 0.00% | +11,453+37.0% | 加碼 |
| Invesco Ltd. | 26,680 | $16.4 萬 | 0.00% | +26,680 | 新進 |
| Barclays PLC | 26,444 | $16.2 萬 | 0.00% | +1,863+7.6% | 加碼 |
| Susquehanna International Group, LLP | 26,197 | $16.1 萬 | 0.00% | +26,197 | 新進 |
| Squarepoint Ops LLC | 24,150 | $14.8 萬 | 0.00% | +24,150 | 新進 |
| Bank of America Corp | 23,638 | $14.5 萬 | 0.00% | +13,018+122.6% | 加碼 |
| Marshall Wace, LLP | 19,000 | $11.7 萬 | 0.00% | +5,200+37.7% | 加碼 |
| XTX Topco Ltd | 18,374 | $11.3 萬 | 0.01% | +1,928+11.7% | 加碼 |
| Jane Street Group, LLC | 18,091 | $11.1 萬 | 0.00% | +18,091 | 新進 |
| Wells Fargo & Company | 18,055 | $11.1 萬 | 0.00% | +9,276+105.7% | 加碼 |
| Nuveen, LLC | 17,097 | $10.5 萬 | 0.00% | +17,097 | 新進 |
| JPMorgan Chase & Co | 16,798 | $10.3 萬 | 0.00% | +6,091+56.9% | 加碼 |
| Rhumbline Advisers | 16,543 | $10.2 萬 | 0.00% | +2,949+21.7% | 加碼 |
| Citigroup Inc | 16,118 | $9.90 萬 | 0.00% | +2,395+17.5% | 加碼 |
| Scientech Research LLC | 13,566 | $8.33 萬 | 0.02% | +13,566 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 12,535 | $7.70 萬 | 0.00% | +4,926+64.7% | 加碼 |
| Capstone Investment Advisors, LLC | 11,630 | $7.14 萬 | 0.00% | +11,630 | 新進 |
| Two Sigma Investments, LP | 10,700 | $6.57 萬 | 0.00% | +10,700 | 新進 |
| Corebridge Financial, Inc. | 10,658 | $6.54 萬 | 0.00% | +3,693+53.0% | 加碼 |
| Prelude Capital Management, LLC | 10,420 | $6.40 萬 | 0.01% | +10,420 | 新進 |
| Birchview Capital, LP | 10,000 | $6.14 萬 | 0.05% | 00.0% | 不變 |
| China Universal Asset Management Co., Ltd. | 9,472 | $5.82 萬 | 0.01% | −541−5.4% | 減碼 |
| New York State Common Retirement Fund | 4,300 | $2.64 萬 | 0.00% | 00.0% | 不變 |
| Police & Firemen's Retirement System of New Jersey | 3,588 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 3,500 | $2.15 萬 | 0.00% | +3,500 | 新進 |
| Tower Research Capital LLC (TRC) | 3,293 | $2.02 萬 | 0.00% | +2,047+164.3% | 加碼 |
| STRS Ohio | 2,500 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 2,030 | $1.25 萬 | 0.00% | +769+61.0% | 加碼 |
| FMR LLC | 1,654 | $1.02 萬 | 0.00% | +970+141.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,580 | $8,911 | 0.00% | +6+0.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,342 | $8,240 | 0.00% | 00.0% | 不變 |
| GF Fund Management Co. Ltd. | 1,172 | $7,196 | 0.00% | +180+18.1% | 加碼 |
| California State Teachers Retirement System | 981 | $6,023 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 755 | $5,000 | 0.00% | −413−35.4% | 減碼 |
| Deutsche Bank AG | 801 | $4,918 | 0.00% | +801 | 新進 |
| CWM, LLC | 579 | $4,000 | 0.00% | +481+490.8% | 加碼 |
| Amalgamated Bank | 453 | $3,000 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 453 | $1,953 | 0.00% | +453 | 新進 |
| Nisa Investment Advisors, LLC | 236 | $1,449 | 0.00% | +168+247.1% | 加碼 |
| Sterling Capital Management LLC | 172 | $1,056 | 0.00% | −29−14.4% | 減碼 |
| Daiwa Securities Group Inc. | 156 | $1,000 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 104 | $639 | 0.00% | +104 | 新進 |
| The PNC Financial Services Group, Inc. | 102 | $627 | 0.00% | +102 | 新進 |
| Rothschild Investment LLC | 25 | $154 | 0.00% | +25 | 新進 |
| Salem Investment Counselors Inc | 20 | $123 | 0.00% | 00.0% | 不變 |
| True Wealth Design, LLC | 4 | $25 | 0.00% | +4 | 新進 |
| SBI Securities Co., Ltd. | 1 | $6 | 0.00% | +1 | 新進 |
| Tang Capital Management LLC | 0 | $0 | 0.00% | −600,000−100.0% | 清倉 |
| Ally Bridge Group (NY) LLC | 0 | $0 | 0.00% | −445,259−100.0% | 清倉 |
| Norges Bank | 0 | $0 | 0.00% | −204,361−100.0% | 清倉 |
| Sphera Funds Management Ltd. | 0 | $0 | 0.00% | −125,000−100.0% | 清倉 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −29,149−100.0% | 清倉 |
| Mariner, LLC | 0 | $0 | 0.00% | −18,122−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −384−100.0% | 清倉 |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −182−100.0% | 清倉 |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −144−100.0% | 清倉 |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| Nextech Invest AG | – | – | – | – | 本季未申報 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |