John Overdeck’s Alumis Inc ALMS Stock Holding History

John Overdeck’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	$10.6M	Sell	376,119 -281,996	-43%	-$6.56M	0.01%	1483
2026 Q1	$14.5M	Buy	658,115 +359,896	+121%	+$9M	0.01%	1163
2025 Q4	$2.91M	Buy	298,219 +212,135	+246%	+$1.48M	﹤0.01%	2164
2025 Q3	$343K	Buy	+86,084	New	+$355K	﹤0.01%	3160
2025 Q2	–	Sell	-10,700	Closed	-$65.7K	–	3618
2025 Q1	$65.7K	Buy	+10,700	New	+$62.3K	﹤0.01%	3013
2024 Q3	–	Sell	-19,000	Closed	-$253K	–	3388
2024 Q2	$253K	Buy	+19,000	New	+$253K	﹤0.01%	2658

Other funds holding ALMS

ACMC

AyurMaya Capital Management Company Portsmouth, New Hampshire $426M AUM 838% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

FCMV

Foresite Capital Management V Larkspur, California $362M AUM 386.37% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

venBio Partners San Francisco, California $519M AUM 339.42% 1-Year Est. Return

FCMV

Foresite Capital Management VI Larkspur, California $643M AUM 343.43% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

John Overdeck's ALMS Position: Q2 2026 in Review

John Overdeck reduced its Alumis Inc (ALMS) stake by 43% in Q2 2026, selling an estimated $6.56M and leaving 376,119 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #1483.

John Overdeck first reported a position in ALMS in Q2 2024 and has held it in 6 quarters since. The position peaked at $14.5M in Q1 2026. 196 funds tracked by Wall St. Rank hold ALMS as of Q2 2026.

John Overdeck held 376,119 shares of Alumis Inc worth $10.6M as of Q2 2026.
John Overdeck sold 281,996 Alumis Inc shares in Q2 2026, an estimated $6.56M.
Alumis Inc made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1483 holding.
John Overdeck first reported a position in Alumis Inc in Q2 2024 and has held it in 6 quarters since.
John Overdeck's Alumis Inc position peaked at $14.5M in Q1 2026.
196 funds tracked by Wall St. Rank held Alumis Inc as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.