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ACMC

AyurMaya Capital Management Company Portfolio holdings

AUM $148M
1-Year Est. Return 24.4%
This Fund
S&P 500
This Quarter Est. Return
-11.06%
1 Year Est. Return
+24.4%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$195M
AUM Growth
–
Cap. Flow
+$191M
Cap. Flow %
97.85%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
SLRN
ACELYRIN
SLRN
+$191M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLRN
1
DELISTED
ACELYRIN
SLRN
$195M 100%
+9,334,735
New +$191M

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AyurMaya Capital Management Company's Q2 2023 Portfolio in Review

Q2 2023 is the first quarter with a 13F filing on record for AyurMaya Capital Management Company, which disclosed 1 position worth $195M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is ACELYRIN: 9,334,735 shares worth $195M.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets.

  • AyurMaya Capital Management Company's largest Q2 2023 buy was ACELYRIN: 9,334,735 shares worth $195M.
  • AyurMaya Capital Management Company's ten largest holdings make up 100% of its $195M portfolio in Q2 2023.
  • AyurMaya Capital Management Company disclosed 1 position in Q2 2023, its first 13F filing on record.

Based on AyurMaya Capital Management Company's 13F filing for Q2 2023, filed 11 Aug 2023.