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 2 季 13F 持有人
Alumis Inc. 在 2025/6/30 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
- 112
- 較 2025 年第 1 季 +40 家
- 持有股數
- 7,833 萬
- 較 2025 年第 1 季 +3,813 萬 (+94.8%)
- 總市值
- $2.35 億
- 較 2025 年第 1 季 −$1,186 萬 (−4.8%)
- 新進機構
- 53
- 另有 49 家加碼
- 清倉機構
- 13
- 另有 2 家減碼
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 |
2025 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 2025 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 | $4,542 萬 | 100.00% | +4,493,741+42.2% | 加碼 |
| Foresite Capital Management V, LLC | 5,779,348 | $1,734 萬 | 21.48% | 00.0% | 不變 |
| Samsara BioCapital, LLC | 4,801,370 | $1,440 萬 | 2.95% | +1,534,872+47.0% | 加碼 |
| venBio Partners LLC | 4,619,803 | $1,386 萬 | 12.08% | +1,832,405+65.7% | 加碼 |
| Foresite Capital Management VI LLC | 4,247,670 | $1,274 萬 | 7.16% | +45,000+1.1% | 加碼 |
| BlackRock, Inc. | 4,175,713 | $1,253 萬 | 0.00% | +2,717,986+186.5% | 加碼 |
| Vanguard Group Inc | 3,404,211 | $1,021 萬 | 0.00% | +2,467,015+263.2% | 加碼 |
| Nextech Invest, Ltd. | 2,915,998 | $874.8 萬 | 1.66% | +1,439,000+97.4% | 加碼 |
| Trium Capital LLP | 2,648,039 | $794.4 萬 | 1.98% | +2,648,039 | 新進 |
| Cormorant Asset Management, LP | 2,147,396 | $644.2 萬 | 0.48% | 00.0% | 不變 |
| Tang Capital Management LLC | 1,996,797 | $599.0 萬 | 0.30% | +1,996,797 | 新進 |
| Sr One Capital Management, LP | 1,959,896 | $588.0 萬 | 1.27% | 00.0% | 不變 |
| OrbiMed Advisors LLC | 1,926,423 | $577.9 萬 | 0.15% | +1,926,423 | 新進 |
| Madison Avenue Partners, LP | 1,842,269 | $552.7 萬 | 0.37% | +1,842,269 | 新進 |
| Velan Capital Investment Management LP | 1,620,846 | $486.3 萬 | 4.87% | +1,620,846 | 新進 |
| Baker Bros. Advisors LP | 1,562,500 | $468.8 萬 | 0.05% | 00.0% | 不變 |
| Tybourne Capital Management (HK) Ltd | 1,399,250 | $419.8 萬 | 12.15% | +1,399,250 | 新進 |
| General Atlantic LLC | 1,297,530 | $389.3 萬 | 0.11% | +1,297,530 | 新進 |
| BML Capital Management, LLC | 1,210,415 | $363.1 萬 | 2.78% | +1,160,788+2,339.0% | 加碼 |
| UBS Group AG | 1,207,555 | $362.3 萬 | 0.00% | +1,111,427+1,156.2% | 加碼 |
| Geode Capital Management, LLC | 1,167,832 | $350.4 萬 | 0.00% | +724,133+163.2% | 加碼 |
| State Street Corp | 1,109,091 | $332.7 萬 | 0.00% | +893,556+414.6% | 加碼 |
| Fan Yu | 789,618 | $236.9 萬 | 3.24% | 00.0% | 不變 |
| Opaleye Management Inc. | 775,000 | $232.5 萬 | 0.47% | +775,000 | 新進 |
| Omega Fund Management, LLC | 653,223 | $196.0 萬 | 1.27% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 609,065 | $182.7 萬 | 0.00% | +582,868+2,224.9% | 加碼 |
| Cantor Fitzgerald, L. P. | 559,201 | $167.8 萬 | 0.04% | +559,201 | 新進 |
| Millennium Management LLC | 501,085 | $150.3 萬 | 0.00% | +501,085 | 新進 |
| Towerview LLC | 495,000 | $148.5 萬 | 1.06% | +65,000+15.1% | 加碼 |
| Credit Industriel Et Commercial | 387,002 | $116.1 萬 | 0.18% | +248,202+178.8% | 加碼 |
| Charles Schwab Investment Management Inc | 378,850 | $113.7 萬 | 0.00% | +250,996+196.3% | 加碼 |
| Northern Trust Corp | 378,306 | $113.5 萬 | 0.00% | +223,233+144.0% | 加碼 |
| Balyasny Asset Management LLC | 351,138 | $105.3 萬 | 0.00% | +351,138 | 新進 |
| Stonepine Capital Management, LLC | 349,615 | $104.9 萬 | 1.03% | +349,615 | 新進 |
| Morgan Stanley | 339,099 | $101.7 萬 | 0.00% | +110,101+48.1% | 加碼 |
| JPMorgan Chase & Co | 292,181 | $87.7 萬 | 0.00% | +275,383+1,639.4% | 加碼 |
| LMR Partners LLP | 232,942 | $69.9 萬 | 0.01% | +232,942 | 新進 |
| Renaissance Technologies LLC | 226,815 | $68.0 萬 | 0.00% | +226,815 | 新進 |
| Stifel Financial Corp | 209,669 | $62.9 萬 | 0.00% | +100,000+91.2% | 加碼 |
| Woodline Partners LP | 192,490 | $57.7 萬 | 0.00% | +192,490 | 新進 |
| Palo Alto Investors LP | 143,437 | $43.0 萬 | 0.09% | +143,437 | 新進 |
| Goldman Sachs Group Inc | 132,110 | $39.6 萬 | 0.00% | +70,465+114.3% | 加碼 |
| Nuveen, LLC | 123,781 | $37.1 萬 | 0.00% | +106,684+624.0% | 加碼 |
| Bank of New York Mellon Corp | 122,777 | $36.8 萬 | 0.00% | +80,374+189.5% | 加碼 |
| Los Angeles Capital Management LLC | 122,701 | $36.8 萬 | 0.00% | +122,701 | 新進 |
| Jane Street Group, LLC | 111,044 | $33.3 萬 | 0.00% | +92,953+513.8% | 加碼 |
| Citadel Advisors LLC | 107,075 | $32.1 萬 | 0.00% | +107,075 | 新進 |
| Invesco Ltd. | 102,858 | $30.9 萬 | 0.00% | +76,178+285.5% | 加碼 |
| Simplex Trading, LLC | 91,698 | $27.5 萬 | 0.01% | +91,698 | 新進 |
| Barclays PLC | 90,060 | $27.0 萬 | 0.00% | +63,616+240.6% | 加碼 |
| Alliancebernstein L.P. | 88,300 | $26.5 萬 | 0.00% | +88,300 | 新進 |
| Bridgeway Capital Management, LLC | 73,728 | $22.1 萬 | 0.01% | +73,728 | 新進 |
| Group One Trading, L.P. | 69,815 | $20.9 萬 | 0.01% | +69,815 | 新進 |
| Franklin Resources Inc | 69,766 | $20.9 萬 | 0.00% | +69,766 | 新進 |
| Rhumbline Advisers | 69,599 | $20.9 萬 | 0.00% | +53,056+320.7% | 加碼 |
| Blair William & Co | 66,719 | $20.0 萬 | 0.00% | +66,719 | 新進 |
| Wells Fargo & Company | 58,391 | $17.5 萬 | 0.00% | +40,336+223.4% | 加碼 |
| Engineers Gate Manager LP | 45,700 | $13.7 萬 | 0.00% | +45,700 | 新進 |
| ExodusPoint Capital Management, LP | 44,222 | $13.3 萬 | 0.00% | +44,222 | 新進 |
| Bank of America Corp | 41,693 | $12.5 萬 | 0.00% | +18,055+76.4% | 加碼 |
| ADAR1 Capital Management, LLC | 37,788 | $11.3 萬 | 0.02% | +37,788 | 新進 |
| American Century Companies Inc | 35,247 | $10.6 萬 | 0.00% | +35,247 | 新進 |
| Intech Investment Management LLC | 31,335 | $9.40 萬 | 0.00% | +31,335 | 新進 |
| SEI Investments Co | 31,316 | $9.39 萬 | 0.00% | +31,316 | 新進 |
| Mariner, LLC | 30,604 | $9.18 萬 | 0.00% | +30,604 | 新進 |
| Carlson Capital L P | 30,000 | $9.00 萬 | 0.05% | +30,000 | 新進 |
| Price T Rowe Associates Inc | 28,274 | $8.50 萬 | 0.00% | +28,274 | 新進 |
| Stoneridge Investment Partners LLC | 27,325 | $8.20 萬 | 0.06% | +27,325 | 新進 |
| Deutsche Bank AG | 27,069 | $8.12 萬 | 0.00% | +26,268+3,279.4% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 26,381 | $7.91 萬 | 0.00% | +13,846+110.5% | 加碼 |
| AQR Capital Management LLC | 26,114 | $7.83 萬 | 0.00% | +26,114 | 新進 |
| HRT Financial LP | 25,089 | $7.50 萬 | 0.00% | +25,089 | 新進 |
| STRS Ohio | 23,826 | $7.15 萬 | 0.00% | +21,326+853.0% | 加碼 |
| Yakira Capital Management, Inc. | 23,374 | $7.01 萬 | 0.03% | +23,374 | 新進 |
| Dimensional Fund Advisors LP | 21,540 | $6.46 萬 | 0.00% | +21,540 | 新進 |
| Sig Brokerage, LP | 19,808 | $5.94 萬 | 0.02% | +19,808 | 新進 |
| China Universal Asset Management Co., Ltd. | 19,197 | $5.76 萬 | 0.01% | +9,725+102.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 18,808 | $5.64 萬 | 0.00% | +18,808 | 新進 |
| Citigroup Inc | 18,452 | $5.54 萬 | 0.00% | +2,334+14.5% | 加碼 |
| Voya Investment Management LLC | 14,356 | $4.31 萬 | 0.00% | +14,356 | 新進 |
| ProShare Advisors LLC | 13,461 | $4.04 萬 | 0.00% | +13,461 | 新進 |
| Western Wealth Management, LLC | 12,035 | $3.61 萬 | 0.00% | +12,035 | 新進 |
| New York State Common Retirement Fund | 11,767 | $3.53 萬 | 0.00% | +7,467+173.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 11,453 | $3.44 萬 | 0.00% | +8,160+247.8% | 加碼 |
| Prelude Capital Management, LLC | 11,007 | $3.30 萬 | 0.00% | +587+5.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 10,753 | $3.23 萬 | 0.00% | +7,165+199.7% | 加碼 |
| Kera Capital Partners, Inc. | 10,526 | $3.16 萬 | 0.01% | +10,526 | 新進 |
| Birchview Capital, LP | 10,000 | $3.00 萬 | 0.03% | 00.0% | 不變 |
| CSS LLC | 8,028 | $2.41 萬 | 0.00% | +8,028 | 新進 |
| BNP Paribas Arbitrage, SA | 5,743 | $1.72 萬 | 0.00% | −45,770−88.9% | 減碼 |
| FMR LLC | 4,840 | $1.45 萬 | 0.00% | +3,186+192.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,827 | $1.45 萬 | 0.00% | +3,485+259.7% | 加碼 |
| Royal Bank of Canada | 4,746 | $1.40 萬 | 0.00% | +3,991+528.6% | 加碼 |
| Legal & General Group Plc | 4,347 | $1.30 萬 | 0.00% | +2,317+114.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 3,692 | $1.11 萬 | 0.00% | +2,112+133.7% | 加碼 |
| GF Fund Management Co. Ltd. | 2,408 | $7,224 | 0.00% | +1,236+105.5% | 加碼 |
| Amalgamated Bank | 1,633 | $5,000 | 0.00% | +1,180+260.5% | 加碼 |
| Russell Investments Group, Ltd. | 1,525 | $4,575 | 0.00% | +1,525 | 新進 |
| Sterling Capital Management LLC | 1,260 | $3,780 | 0.00% | +1,088+632.6% | 加碼 |
| CWM, LLC | 920 | $3,000 | 0.00% | +341+58.9% | 加碼 |