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 4 季 13F 持有人
Alumis Inc. 在 2025/12/31 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
- 134
- 較 2025 年第 3 季 +5 家
- 持有股數
- 7,908 萬
- 較 2025 年第 3 季 +247.7 萬 (+3.2%)
- 總市值
- $7.71 億
- 較 2025 年第 3 季 +$4.65 億 (+152.3%)
- 新進機構
- 30
- 另有 48 家加碼
- 清倉機構
- 25
- 另有 33 家減碼
另有 1 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| AyurMaya Capital Management Company, LP | 15,139,706 | $1.48 億 | 100.00% | 00.0% | 不變 |
| Foresite Capital Management V, LLC | 5,779,348 | $5,641 萬 | 34.31% | 00.0% | 不變 |
| Samsara BioCapital, LLC | 5,756,984 | $5,619 萬 | 5.80% | +955,614+19.9% | 加碼 |
| venBio Partners LLC | 4,619,803 | $4,509 萬 | 20.85% | 00.0% | 不變 |
| BlackRock, Inc. | 4,566,502 | $4,457 萬 | 0.00% | +373,425+8.9% | 加碼 |
| Foresite Capital Management VI LLC | 4,247,670 | $4,146 萬 | 12.53% | 00.0% | 不變 |
| Vanguard Group Inc | 4,103,290 | $4,005 萬 | 0.00% | +73,675+1.8% | 加碼 |
| Cormorant Asset Management, LP | 3,635,596 | $3,548 萬 | 2.01% | +1,488,200+69.3% | 加碼 |
| Saturn V Capital Management LLC | 3,135,953 | $3,061 萬 | 5.62% | +3,135,953 | 新進 |
| Nextech Invest, Ltd. | 2,915,998 | $2,846 萬 | 2.75% | 00.0% | 不變 |
| Octagon Capital Advisors LP | 2,530,700 | $2,470 萬 | 3.09% | +2,530,700 | 新進 |
| MPM Oncology Impact Management LP | 2,401,992 | $2,344 萬 | 2.68% | +2,401,992 | 新進 |
| Sr One Capital Management, LP | 1,959,896 | $1,913 萬 | 2.71% | 00.0% | 不變 |
| Baker Bros. Advisors LP | 1,562,500 | $1,525 萬 | 0.09% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,487,626 | $1,452 萬 | 0.00% | +94,340+6.8% | 加碼 |
| State Street Corp | 1,259,446 | $1,229 萬 | 0.00% | +157,560+14.3% | 加碼 |
| Millennium Management LLC | 1,151,118 | $1,123 萬 | 0.01% | +834,089+263.1% | 加碼 |
| OrbiMed Advisors LLC | 1,102,730 | $1,076 萬 | 0.22% | −823,693−42.8% | 減碼 |
| Trium Capital LLP | 893,107 | $871.7 萬 | 6.77% | −2,229,004−71.4% | 減碼 |
| Fan Yu | 789,618 | $770.7 萬 | 8.35% | 00.0% | 不變 |
| Omega Fund Management, LLC | 653,223 | $637.5 萬 | 2.23% | 00.0% | 不變 |
| Opaleye Management Inc. | 535,000 | $522.2 萬 | 0.69% | −130,000−19.5% | 減碼 |
| Morgan Stanley | 506,529 | $494.4 萬 | 0.00% | +174,123+52.4% | 加碼 |
| Charles Schwab Investment Management Inc | 504,075 | $492.0 萬 | 0.00% | +13,073+2.7% | 加碼 |
| Siren, L.L.C. | 500,000 | $488.0 萬 | 0.15% | +500,000 | 新進 |
| Towerview LLC | 495,000 | $483.1 萬 | 3.51% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 427,072 | $416.8 萬 | 0.00% | +9,992+2.4% | 加碼 |
| Invesco Ltd. | 421,819 | $411.7 萬 | 0.00% | +292,250+225.6% | 加碼 |
| Northern Trust Corp | 418,248 | $408.2 萬 | 0.00% | −20,724−4.7% | 減碼 |
| Marshall Wace, LLP | 372,901 | $364.0 萬 | 0.00% | +372,901 | 新進 |
| JPMorgan Chase & Co | 356,337 | $347.8 萬 | 0.00% | +87,670+32.6% | 加碼 |
| Two Sigma Investments, LP | 298,219 | $291.1 萬 | 0.00% | +212,135+246.4% | 加碼 |
| Exome Asset Management LLC | 292,250 | $285.2 萬 | 1.41% | −520−0.2% | 減碼 |
| D. E. Shaw & Co., Inc. | 231,747 | $226.2 萬 | 0.00% | +231,747 | 新進 |
| Stifel Financial Corp | 209,729 | $204.7 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 208,133 | $203.1 萬 | 0.00% | −154,512−42.6% | 減碼 |
| Jane Street Group, LLC | 173,833 | $169.7 萬 | 0.00% | +146,724+541.2% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 172,779 | $168.6 萬 | 0.03% | +14,022+8.8% | 加碼 |
| Nuveen, LLC | 169,506 | $165.4 萬 | 0.00% | +68,771+68.3% | 加碼 |
| Wellington Management Group LLP | 169,093 | $165.0 萬 | 0.00% | +3,590+2.2% | 加碼 |
| Bank of New York Mellon Corp | 160,138 | $156.3 萬 | 0.00% | +23,426+17.1% | 加碼 |
| Mariner, LLC | 145,045 | $141.6 萬 | 0.00% | +60,172+70.9% | 加碼 |
| Bank of America Corp | 138,341 | $135.0 萬 | 0.00% | −125,576−47.6% | 減碼 |
| AQR Capital Management LLC | 137,792 | $134.5 萬 | 0.00% | −3,125−2.2% | 減碼 |
| Quantinno Capital Management LP | 135,446 | $132.2 萬 | 0.00% | +47,838+54.6% | 加碼 |
| Wells Fargo & Company | 129,448 | $126.3 萬 | 0.00% | +40,182+45.0% | 加碼 |
| Barclays PLC | 122,210 | $119.3 萬 | 0.00% | +38,842+46.6% | 加碼 |
| Citadel Advisors LLC | 119,311 | $116.4 萬 | 0.00% | −219,940−64.8% | 減碼 |
| UBS Group AG | 113,997 | $111.3 萬 | 0.00% | −648,678−85.1% | 減碼 |
| Renaissance Technologies LLC | 108,200 | $105.6 萬 | 0.00% | −43,368−28.6% | 減碼 |
| Prelude Capital Management, LLC | 87,832 | $85.7 萬 | 0.06% | 00.0% | 不變 |
| Verition Fund Management LLC | 80,062 | $78.1 萬 | 0.00% | +80,062 | 新進 |
| Los Angeles Capital Management LLC | 163,084 | $76.0 萬 | 0.00% | +40,383+32.9% | 加碼 |
| Alliancebernstein L.P. | 76,594 | $74.8 萬 | 0.00% | −4,306−5.3% | 減碼 |
| Rhumbline Advisers | 69,236 | $67.6 萬 | 0.00% | −4,793−6.5% | 減碼 |
| Bridgeway Capital Management, LLC | 56,728 | $55.4 萬 | 0.01% | −17,000−23.1% | 減碼 |
| Price T Rowe Associates Inc | 50,422 | $49.3 萬 | 0.00% | +22,148+78.3% | 加碼 |
| Virtu Financial LLC | 50,283 | $49.1 萬 | 0.02% | +50,283 | 新進 |
| BNP Paribas Arbitrage, SA | 46,884 | $45.8 萬 | 0.00% | +35,114+298.3% | 加碼 |
| PSP Research LLC | 43,769 | $42.7 萬 | 0.37% | +43,769 | 新進 |
| Deutsche Bank AG | 41,112 | $40.1 萬 | 0.00% | +16,376+66.2% | 加碼 |
| LMR Partners LLP | 40,000 | $39.0 萬 | 0.00% | −218,442−84.5% | 減碼 |
| Creative Planning | 38,110 | $37.2 萬 | 0.00% | +38,110 | 新進 |
| Two Sigma Advisers, LP | 38,074 | $37.2 萬 | 0.00% | +4,600+13.7% | 加碼 |
| Fox Run Management, L.L.C. | 37,707 | $36.8 萬 | 0.06% | +37,707 | 新進 |
| Brevan Howard Capital Management LP | 34,917 | $34.1 萬 | 0.01% | +34,917 | 新進 |
| MetLife Investment Management | 32,479 | $31.7 萬 | 0.00% | −110−0.3% | 減碼 |
| Grange Capital, LLC | 32,000 | $31.2 萬 | 0.30% | +32,000 | 新進 |
| Gsa Capital Partners LLP | 30,913 | $30.2 萬 | 0.03% | +30,913 | 新進 |
| Intech Investment Management LLC | 29,303 | $28.6 萬 | 0.00% | +5,757+24.5% | 加碼 |
| Kera Capital Partners, Inc. | 11,003 | $27.0 萬 | 0.03% | +26+0.2% | 加碼 |
| Inscription Capital, LLC | 26,667 | $26.0 萬 | 0.03% | +6,233+30.5% | 加碼 |
| Dynamic Technology Lab Private Ltd | 26,567 | $25.9 萬 | 0.06% | +26,567 | 新進 |
| Axq Capital, LP | 26,417 | $25.8 萬 | 0.06% | +6,965+35.8% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 26,240 | $25.6 萬 | 0.00% | +269+1.0% | 加碼 |
| XTX Topco Ltd | 24,955 | $24.4 萬 | 0.01% | +343+1.4% | 加碼 |
| Balyasny Asset Management LLC | 24,769 | $24.2 萬 | 0.00% | +24,769 | 新進 |
| FMR LLC | 23,987 | $23.4 萬 | 0.00% | +17,056+246.1% | 加碼 |
| Virtus Investment Advisers, Inc. | 23,153 | $22.6 萬 | 0.06% | +23,153 | 新進 |
| Schonfeld Strategic Advisors LLC | 23,028 | $22.5 萬 | 0.00% | +23,028 | 新進 |
| Bank of Nova Scotia | 20,900 | $20.4 萬 | 0.00% | +20,900 | 新進 |
| Dimensional Fund Advisors LP | 20,516 | $20.0 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 17,661 | $17.2 萬 | 0.00% | +318+1.8% | 加碼 |
| Ieq Capital, LLC | 17,421 | $17.0 萬 | 0.00% | +690+4.1% | 加碼 |
| China Universal Asset Management Co., Ltd. | 15,840 | $15.5 萬 | 0.01% | −1,142−6.7% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 15,340 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 15,029 | $14.7 萬 | 0.00% | +8,610+134.1% | 加碼 |
| Mercer Global Advisors Inc | 14,908 | $14.6 萬 | 0.00% | +14,908 | 新進 |
| ProShare Advisors LLC | 14,627 | $14.3 萬 | 0.00% | +1,618+12.4% | 加碼 |
| PDT Partners, LLC | 14,562 | $14.2 萬 | 0.01% | +14,562 | 新進 |
| Banco BTG Pactual S.A. | 14,302 | $14.0 萬 | 0.02% | +14,302 | 新進 |
| Citigroup Inc | 14,070 | $13.7 萬 | 0.00% | +10,405+283.9% | 加碼 |
| New York State Common Retirement Fund | 11,767 | $11.5 萬 | 0.00% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 11,197 | $10.9 萬 | 0.00% | −155,574−93.3% | 減碼 |
| CWM, LLC | 10,431 | $10.2 萬 | 0.00% | +47+0.5% | 加碼 |
| American Century Companies Inc | 10,322 | $10.1 萬 | 0.00% | −992−8.8% | 減碼 |
| Birchview Capital, LP | 10,000 | $9.76 萬 | 0.06% | 00.0% | 不變 |
| Legal & General Group Plc | 4,954 | $4.84 萬 | 0.00% | −362−6.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,827 | $4.71 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 4,724 | $4.61 萬 | 0.00% | +979+26.1% | 加碼 |