AyurMaya Capital Management Company, LP
13F Reported Value
ⓘ$147.8M
Holdings
1
Latest Filing
2025-12-31
Filing Quarter
Q4 2025
Portfolio Overview
AyurMaya Capital Management Company, LP disclosed 1 positions worth $147.8M in its Form 13F-HR for Q4 2025, led by $ALMS (ALUMIS INC.) at 100.0% of the equity portfolio. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from AyurMaya Capital Management Company, LP’s Form 13F-HR filing with the SEC under CIK 1975990.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q4 2025
Click any card to unlockTop Holdings
- 9.2#2,817
Quality
$147.8M15,139,706 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ALUMIS INC.$ALMS | 9.2#2,817 | $147.8M | 15,139,706 |
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32-signal composite ranking on each of AyurMaya Capital Management Company, LP's 1 positions.
Showing top 1 of 1 holdings.
Sector Allocation
Healthcare
$147.8M
Full Holdings — AyurMaya Capital Management Company, LP (Q4 2025)
All 1 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $ALMS | ALUMIS INC. | $147.8M | 100.0% | +0% | 9.2 |
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AI-Powered Hedge Fund Analysis: AyurMaya Capital Management Company, LP
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