AyurMaya Capital Management Company, LP

Portsmouth, NH · CIK 1975990 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$426.0m reported value +27.7% vs Q1 2026

1positions

100.0%in top 10

0 new 0 added 0 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALUMIS INC COM ALMS	ALMS	15,139,707	$426.0m100.00%	100.00%	Unchanged

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
ALUMIS INC ALMS · 13D · filed 2026-07-02	ALMS	12.3%≈ $426.0m	-3.5 pts	13D	2026-07-02