AyurMaya Capital Management Company, LP

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), AyurMaya Capital Management Company, LP reported 2 stock positions worth $88.4 million. Its top holding was Alumis (ALMS) at 73.9% of the portfolio, followed by Acelyrin (SLRN, 26.1%). Its holdings were unchanged from Q4 2024.

Most Recent 13F
Q2 2026
Location
Portsmouth, NH
CIK
0001975990
Portfolio Value
$88.4M (Q1 2025)
SEC Filing
0001172661-25-001889 ↗ filed May 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $63.0M Q1 2024 Q2 2024: $182.8M Q2 2024 Q3 2024: $159.7M Q3 2024 Q4 2024: $113.0M Q4 2024 Q1 2025: $88.4M $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 · $88.4M
ALMS Alumis Inc. 73.92% 10,645,966 $65.4M No change
SLRN Acelyrin Inc. 26.08% 9,334,735 $23.1M No change

Portfolio Sells Q4 2024 → Q1 2025
None this quarter.

Portfolio Buys Q4 2024 → Q1 2025
None this quarter.

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