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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
-7.81%
1 Year Est. Return
+24.4%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$183M
AUM Growth
+$120M
Cap. Flow
+$142M
Cap. Flow %
77.47%
Top 10 Hldgs %
100%
Holding
2
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
ALMS
Alumis Inc
ALMS
+$142M

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
ALMS
1
Alumis Inc
ALMS
$3.54B
$142M 77.48%
+10,645,965
New +$142M
SLRN
2
DELISTED
ACELYRIN
SLRN
$41.2M 22.53%
9,334,735
– –

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AyurMaya Capital Management Company's Q2 2024 Portfolio in Review

As of Q2 2024, AyurMaya Capital Management Company held 2 positions worth $183M, up 190% from $63M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

AyurMaya Capital Management Company deployed $142M of net new capital in Q2 2024, opening 1 new position. Its largest new stake was Alumis Inc: 10,645,965 shares worth $142M.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.

  • AyurMaya Capital Management Company's largest Q2 2024 buy was Alumis Inc: 10,645,965 shares worth $142M.
  • AyurMaya Capital Management Company's ten largest holdings make up 100% of its $183M portfolio in Q2 2024.
  • AyurMaya Capital Management Company opened 1 new position and closed 0 in Q2 2024.
  • AyurMaya Capital Management Company's portfolio value rose 190% quarter-over-quarter to $183M.

Based on AyurMaya Capital Management Company's 13F filing for Q2 2024, filed 14 Aug 2024.