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 1 季 13F 持有人
Alumis Inc. 在 2026/3/31 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
- 197
- 較 2025 年第 4 季 +66 家
- 持有股數
- 1.15 億
- 較 2025 年第 4 季 +3,978 萬 (+53.1%)
- 總市值
- $25.3 億
- 較 2025 年第 4 季 +$17.9 億 (+245.5%)
- 新進機構
- 90
- 另有 61 家加碼
- 清倉機構
- 24
- 另有 33 家減碼
另有 3 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 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 | 15,139,707 | $3.34 億 | 100.00% | +10.0% | 加碼 |
| BlackRock, Inc. | 7,170,868 | $1.58 億 | 0.00% | +2,604,366+57.0% | 加碼 |
| Deep Track Capital, LP | 6,772,595 | $1.49 億 | 3.08% | +6,772,595 | 新進 |
| Samsara BioCapital, LLC | 6,345,219 | $1.40 億 | 13.58% | +588,235+10.2% | 加碼 |
| Foresite Capital Management V, LLC | 5,896,995 | $1.30 億 | 47.94% | +117,647+2.0% | 加碼 |
| venBio Partners LLC | 4,528,408 | $9,976 萬 | 35.56% | −91,395−2.0% | 減碼 |
| Foresite Capital Management VI LLC | 4,247,670 | $9,358 萬 | 20.33% | 00.0% | 不變 |
| Vanguard Capital Management LLC | 4,032,266 | $8,883 萬 | 0.00% | +4,032,266 | 新進 |
| Cormorant Asset Management, LP | 3,949,241 | $8,700 萬 | 4.39% | +313,645+8.6% | 加碼 |
| Nextech Invest, Ltd. | 3,540,998 | $7,801 萬 | 5.49% | +625,000+21.4% | 加碼 |
| Price T Rowe Associates Inc | 3,286,753 | $7,241 萬 | 0.01% | +3,236,331+6,418.5% | 加碼 |
| Saturn V Capital Management LLC | 3,202,075 | $7,054 萬 | 12.77% | +66,122+2.1% | 加碼 |
| UBS Group AG | 3,054,865 | $6,730 萬 | 0.01% | +2,940,868+2,579.8% | 加碼 |
| Octagon Capital Advisors LP | 2,830,700 | $6,236 萬 | 6.90% | +300,000+11.9% | 加碼 |
| MPM Oncology Impact Management LP | 2,386,529 | $5,258 萬 | 4.06% | −15,463−0.6% | 減碼 |
| Janus Henderson Group PLC | 2,124,408 | $4,679 萬 | 0.02% | +2,124,408 | 新進 |
| Baker Bros. Advisors LP | 2,012,500 | $4,434 萬 | 0.25% | +450,000+28.8% | 加碼 |
| Sr One Capital Management, LP | 1,959,896 | $4,318 萬 | 4.72% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,918,415 | $4,227 萬 | 0.00% | +430,789+29.0% | 加碼 |
| State Street Corp | 1,801,812 | $3,969 萬 | 0.00% | +542,366+43.1% | 加碼 |
| Invesco Ltd. | 1,511,537 | $3,330 萬 | 0.00% | +1,089,718+258.3% | 加碼 |
| Ikarian Capital, LLC | 1,213,548 | $2,673 萬 | 3.82% | +1,213,548 | 新進 |
| Marshall Wace, LLP | 1,172,749 | $2,584 萬 | 0.03% | +799,848+214.5% | 加碼 |
| Weiss Asset Management LP | 1,097,417 | $2,418 萬 | 0.44% | +1,097,417 | 新進 |
| Principal Financial Group Inc | 1,058,051 | $2,331 萬 | 0.01% | +1,058,051 | 新進 |
| FMR LLC | 973,782 | $2,145 萬 | 0.00% | +949,795+3,959.6% | 加碼 |
| Great Point Partners LLC | 856,061 | $1,886 萬 | 4.62% | +856,061 | 新進 |
| Integral Health Asset Management, LLC | 800,000 | $1,762 萬 | 0.93% | +800,000 | 新進 |
| JPMorgan Chase & Co | 861,575 | $1,741 萬 | 0.00% | +505,238+141.8% | 加碼 |
| Fan Yu | 776,845 | $1,711 萬 | 17.64% | −12,773−1.6% | 減碼 |
| Voloridge Investment Management, LLC | 749,099 | $1,650 萬 | 0.07% | +749,099 | 新進 |
| Goldman Sachs Group Inc | 718,040 | $1,582 萬 | 0.00% | +290,968+68.1% | 加碼 |
| Vanguard Portfolio Management LLC | 712,608 | $1,570 萬 | 0.00% | +712,608 | 新進 |
| Two Sigma Investments, LP | 658,115 | $1,450 萬 | 0.01% | +359,896+120.7% | 加碼 |
| Charles Schwab Investment Management Inc | 635,389 | $1,400 萬 | 0.00% | +131,314+26.1% | 加碼 |
| Millennium Management LLC | 606,284 | $1,336 萬 | 0.01% | −544,834−47.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 572,129 | $1,260 萬 | 0.01% | +340,382+146.9% | 加碼 |
| Northern Trust Corp | 563,522 | $1,241 萬 | 0.00% | +145,274+34.7% | 加碼 |
| Opaleye Management Inc. | 550,000 | $1,212 萬 | 1.60% | +15,000+2.8% | 加碼 |
| OrbiMed Advisors LLC | 548,163 | $1,208 萬 | 0.27% | −554,567−50.3% | 減碼 |
| Prudential Financial Inc | 538,733 | $1,187 萬 | 0.01% | +538,733 | 新進 |
| Vanguard Fiduciary Trust Co | 527,305 | $1,162 萬 | 0.00% | +527,305 | 新進 |
| Royce & Associates LP | 476,392 | $1,049 萬 | 0.10% | +476,392 | 新進 |
| Spruce Street Capital LP | 392,574 | $864.8 萬 | 2.08% | +392,574 | 新進 |
| Point72 Asset Management, L.P. | 362,985 | $799.7 萬 | 0.01% | +362,985 | 新進 |
| Citadel Advisors LLC | 351,507 | $774.4 萬 | 0.01% | +232,196+194.6% | 加碼 |
| Boothbay Fund Management, LLC | 346,131 | $762.5 萬 | 0.18% | +346,131 | 新進 |
| Artia Global Partners LP | 325,046 | $716.1 萬 | 1.61% | +325,046 | 新進 |
| Nuveen, LLC | 319,188 | $703.2 萬 | 0.00% | +149,682+88.3% | 加碼 |
| Exome Asset Management LLC | 279,176 | $615.0 萬 | 3.62% | −13,074−4.5% | 減碼 |
| ExodusPoint Capital Management, LP | 266,243 | $586.5 萬 | 0.06% | +255,046+2,277.8% | 加碼 |
| Omega Fund Management, LLC | 241,255 | $531.5 萬 | 3.26% | −411,968−63.1% | 減碼 |
| Wellington Management Group LLP | 239,231 | $527.0 萬 | 0.00% | +70,138+41.5% | 加碼 |
| StemPoint Capital LP | 229,566 | $505.7 萬 | 0.97% | +229,566 | 新進 |
| Morgan Stanley | 225,072 | $495.8 萬 | 0.00% | −281,457−55.6% | 減碼 |
| Barclays PLC | 222,658 | $490.5 萬 | 0.00% | +100,448+82.2% | 加碼 |
| Towerview LLC | 222,294 | $489.7 萬 | 3.16% | −272,706−55.1% | 減碼 |
| Stifel Financial Corp | 209,729 | $462.0 萬 | 0.00% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 206,729 | $455.4 萬 | 0.00% | +46,591+29.1% | 加碼 |
| Susquehanna International Group, LLP | 194,355 | $428.2 萬 | 0.01% | −13,778−6.6% | 減碼 |
| Hudson Bay Capital Management LP | 193,395 | $426.0 萬 | 0.03% | +193,395 | 新進 |
| Trium Capital LLP | 191,391 | $421.6 萬 | 3.06% | −701,716−78.6% | 減碼 |
| TD Asset Management Inc | 191,202 | $421.2 萬 | 0.00% | +191,202 | 新進 |
| ACT Capital Management, LLC | 174,250 | $383.9 萬 | 3.02% | +174,250 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 172,779 | $380.6 萬 | 0.06% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 169,497 | $373.4 萬 | 0.01% | +169,497 | 新進 |
| Ally Bridge Group (NY) LLC | 166,959 | $367.8 萬 | 3.65% | +166,959 | 新進 |
| Burkehill Global Management, LP | 165,000 | $363.5 萬 | 0.18% | +165,000 | 新進 |
| Russell Investments Group, Ltd. | 162,180 | $357.3 萬 | 0.00% | +147,151+979.1% | 加碼 |
| Algert Global LLC | 157,826 | $347.7 萬 | 0.05% | +157,826 | 新進 |
| Deeter Investments LLP | 157,022 | $345.9 萬 | 0.61% | +157,022 | 新進 |
| Manufacturers Life Insurance Company, The | 154,634 | $340.7 萬 | 0.00% | +136,973+775.6% | 加碼 |
| AQR Capital Management LLC | 146,682 | $323.1 萬 | 0.00% | +8,890+6.5% | 加碼 |
| Elmind Capital, LP | 130,000 | $286.4 萬 | 0.81% | +130,000 | 新進 |
| Bank of America Corp | 127,812 | $281.6 萬 | 0.00% | −10,529−7.6% | 減碼 |
| Swiss National Bank | 127,800 | $281.5 萬 | 0.00% | +127,800 | 新進 |
| Quantinno Capital Management LP | 127,095 | $280.0 萬 | 0.00% | −8,351−6.2% | 減碼 |
| Schroder Investment Management Group | 137,347 | $277.6 萬 | 0.00% | +137,347 | 新進 |
| Squarepoint Ops LLC | 114,198 | $251.6 萬 | 0.01% | +114,198 | 新進 |
| HighVista Strategies LLC | 112,929 | $248.8 萬 | 0.69% | +112,929 | 新進 |
| Tudor Investment Corp Et Al | 106,376 | $234.3 萬 | 0.01% | +106,376 | 新進 |
| American Century Companies Inc | 102,456 | $225.7 萬 | 0.00% | +92,134+892.6% | 加碼 |
| Ghisallo Capital Management LLC | 100,000 | $220.3 萬 | 0.06% | +100,000 | 新進 |
| Harvest Investment Services, LLC | 99,850 | $220.0 萬 | 0.40% | +99,850 | 新進 |
| Citigroup Inc | 98,924 | $217.9 萬 | 0.00% | +84,854+603.1% | 加碼 |
| Wells Fargo & Company | 86,718 | $191.0 萬 | 0.00% | −42,730−33.0% | 減碼 |
| Rhumbline Advisers | 84,292 | $185.7 萬 | 0.00% | +15,056+21.7% | 加碼 |
| EAM Investors, LLC | 83,187 | $183.3 萬 | 0.21% | +83,187 | 新進 |
| Victory Capital Management Inc | 82,654 | $182.1 萬 | 0.00% | +82,654 | 新進 |
| UBS Asset Management Americas Inc | 82,074 | $180.8 萬 | 0.00% | +82,074 | 新進 |
| California State Teachers Retirement System | 80,845 | $178.1 萬 | 0.00% | +77,364+2,222.5% | 加碼 |
| Renaissance Technologies LLC | 75,167 | $165.6 萬 | 0.00% | −33,033−30.5% | 減碼 |
| Prelude Capital Management, LLC | 74,758 | $164.7 萬 | 0.13% | −13,074−14.9% | 減碼 |
| Voya Investment Management LLC | 73,909 | $162.8 萬 | 0.00% | +73,909 | 新進 |
| Mariner, LLC | 73,123 | $161.1 萬 | 0.00% | −71,922−49.6% | 減碼 |
| First Trust Advisors LP | 66,099 | $145.6 萬 | 0.00% | +66,099 | 新進 |
| Deutsche Bank AG | 58,158 | $128.1 萬 | 0.00% | +17,046+41.5% | 加碼 |
| Legal & General Group Plc | 50,595 | $111.5 萬 | 0.00% | +45,641+921.3% | 加碼 |
| State of Wisconsin Investment Board | 44,510 | $98.1 萬 | 0.00% | +44,510 | 新進 |
| Vanguard Asset Management, Ltd | 42,244 | $93.1 萬 | 0.00% | +42,244 | 新進 |