AyurMaya Capital Management Company, LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), AyurMaya Capital Management Company, LP reported 2 stock positions worth $182.8 million. Its top holding was Alumis (ALMS) at 77.5% of the portfolio, followed by Acelyrin (SLRN, 22.5%). Compared with Q1 2024, it opened 1 new position. The biggest buy was a new position in Alumis (ALMS).

Most Recent 13F
Q2 2026
Location
Portsmouth, NH
CIK
0001975990
Portfolio Value
$182.8M (Q2 2024)
SEC Filing
0001172661-24-003344 ↗ filed Aug 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $63.0M Q1 2024 Q2 2024: $182.8M $182.8M Q2 2024 Q3 2024: $159.7M Q3 2024 Q4 2024: $113.0M Q4 2024 Q1 2025: $88.4M Q1 2025 Q2 2025: $45.4M Q2 2025 Q3 2025: $60.4M Q3 2025 Q4 2025: $147.8M Q4 2025 Q1 2026: $333.5M Q1 2026 Q2 2026: $426.0M Q2 2026

Holdings 2 stocks · $182.8M
ALMS Alumis Inc. 77.47% 10,645,965 $141.6M New
SLRN Acelyrin Inc. 22.52% 9,334,735 $41.2M No change

Portfolio Sells Q1 2024 → Q2 2024
None this quarter.

Portfolio Buys Q1 2024 → Q2 2024
ALMS Alumis Inc. New 77.47% +77.47

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1$426.0MALMS
Q1 2026 1$333.5MALMS
Q4 2025 1$147.8MALMS
Q3 2025 1$60.4MALMS
Q2 2025 1$45.4MALMS
Q1 2025 2$88.4MALMS, SLRN
Q4 2024 2$113.0MALMS, SLRN
Q3 2024 2$159.7MALMS, SLRN
Q2 2024 2$182.8MALMS, SLRN
Q1 2024 1$63.0MSLRN