AyurMaya Capital Management Company, LP

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), AyurMaya Capital Management Company, LP reported 1 stock position worth $45.4 million. Its top holding was Alumis (ALMS) at 100.0% of the portfolio. Compared with Q1 2025, it sold out of 1 and added to 1. The biggest buy was Alumis (ALMS, shares +42%) and the biggest sale an exit from Acelyrin (SLRN).

Most Recent 13F
Q2 2026
Location
Portsmouth, NH
CIK
0001975990
Portfolio Value
$45.4M (Q2 2025)
SEC Filing
0001172661-25-003341 ↗ filed Aug 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 Q1 2025 Q2 2025: $45.4M $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 1 stocks · $45.4M
ALMS Alumis Inc. 100.00% 15,139,707 $45.4M Add +42.2%

Portfolio Sells Q1 2025 → Q2 2025
SLRN Acelyrin Inc. Sold out 0.00% −26.08

Portfolio Buys Q1 2025 → Q2 2025
ALMS Alumis Inc. Add +42.2% 100.00% +26.08

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