Yu Fan’s Alumis Inc ALMS Stock Holding History

Yu Fan’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	$7.11M	Sell	252,672 -524,173	-67%	-$12.2M	6.59%	3
2026 Q1	$17.1M	Sell	776,845 -12,773	-2%	-$319K	17.64%	2
2025 Q4	$7.71M	Hold	789,618	–	–	8.35%	3
2025 Q3	$3.15M	Hold	789,618	–	–	4.1%	4
2025 Q2	$2.37M	Hold	789,618	–	–	3.24%	5
2025 Q1	$4.85M	Hold	789,618	–	–	4.98%	3
2024 Q4	$6.21M	Hold	789,618	–	–	11.66%	3
2024 Q3	$8.43M	Hold	789,618	–	–	25.96%	2
2024 Q2	$10.5M	Buy	+789,618	New	+$10.5M	13.72%	3

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

Yu Fan's ALMS Position: Q2 2026 in Review

Yu Fan reduced its Alumis Inc (ALMS) stake by 67% in Q2 2026, selling an estimated $12.2M and leaving 252,672 shares worth $7.11M. The position accounts for 6.59% of the portfolio, ranked #3.

Yu Fan first reported a position in ALMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.1M in Q1 2026. 198 funds tracked by Wall St. Rank hold ALMS as of Q2 2026.

Yu Fan held 252,672 shares of Alumis Inc worth $7.11M as of Q2 2026.
Yu Fan sold 524,173 Alumis Inc shares in Q2 2026, an estimated $12.2M.
Alumis Inc made up 6.59% of Yu Fan's portfolio in Q2 2026, its #3 holding.
Yu Fan first reported a position in Alumis Inc in Q2 2024 and has held it in 9 quarters since.
Yu Fan's Alumis Inc position peaked at $17.1M in Q1 2026.
198 funds tracked by Wall St. Rank held Alumis Inc as of Q2 2026.

Based on Yu Fan's 13F filing for Q2 2026, filed 14 Aug 2026.