VA
ALMS

Verdad Advisers’s Alumis Inc ALMS Stock Holding History

Verdad Advisers’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 		$343K Buy
12,187
+3,014
+33% +$70.1K 0.33% 106
2026
Q1 		$202K Buy
+9,173
New +$229K 0.23% 136

Other funds holding ALMS

ACMC
AyurMaya Capital Management Company Portsmouth, New Hampshire $426M AUM 838% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
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
SB
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VP
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Verdad Advisers's ALMS Position: Q2 2026 in Review

Verdad Advisers increased its Alumis Inc (ALMS) stake by 33% in Q2 2026, buying an estimated $70.1K and bringing the position to 12,187 shares worth $343K. The position accounts for 0.33% of the portfolio, ranked #106.

Verdad Advisers first reported a position in ALMS in Q1 2026 and has held it in 2 quarters since. 199 funds tracked by Wall St. Rank hold ALMS as of Q2 2026.

  • Verdad Advisers held 12,187 shares of Alumis Inc worth $343K as of Q2 2026.
  • Verdad Advisers bought 3,014 Alumis Inc shares in Q2 2026, an estimated $70.1K.
  • Alumis Inc made up 0.33% of Verdad Advisers's portfolio in Q2 2026, its #106 holding.
  • Verdad Advisers first reported a position in Alumis Inc in Q1 2026 and has held it in 2 quarters since.
  • 199 funds tracked by Wall St. Rank held Alumis Inc as of Q2 2026.

Based on Verdad Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.