ACM
ALMS

ACT Capital Management’s Alumis Inc ALMS Stock Holding History

ACT Capital Management’s Portfolio ALMS Stock Details ALMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Sell
51,600
-122,650
-70% -$2.85M 0.95% 21
2026
Q1 		$3.84M Buy
+174,250
New +$4.36M 3.02% 12

Other funds holding ALMS

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TL
TowerView LLC New York $152M AUM 20.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FRM
Fox Run Management Greenwich, Connecticut $603M AUM 32% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

ACT Capital Management's ALMS Position: Q2 2026 in Review

ACT Capital Management reduced its Alumis Inc (ALMS) stake by 70% in Q2 2026, selling an estimated $2.85M and leaving 51,600 shares worth $1.45M. The position accounts for 0.95% of the portfolio, ranked #21.

ACT Capital Management first reported a position in ALMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.84M in Q1 2026. 39 funds tracked by Wall St. Rank hold ALMS as of Q2 2026.

  • ACT Capital Management held 51,600 shares of Alumis Inc worth $1.45M as of Q2 2026.
  • ACT Capital Management sold 122,650 Alumis Inc shares in Q2 2026, an estimated $2.85M.
  • Alumis Inc made up 0.95% of ACT Capital Management's portfolio in Q2 2026, its #21 holding.
  • ACT Capital Management first reported a position in Alumis Inc in Q1 2026 and has held it in 2 quarters since.
  • ACT Capital Management's Alumis Inc position peaked at $3.84M in Q1 2026.
  • 39 funds tracked by Wall St. Rank held Alumis Inc as of Q2 2026.

Based on ACT Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.