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ALUMIS · 13F 机构持仓分析
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ALUMIS

ALUMIS INCALMS
持有机构数
203
机构合计市值 (Q2 2026)
$143.25亿
机构合计股数 (Q2 2026)
1.19亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3,190.1万股
105 · 31 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,323.8万股
91 · 25 清仓 · ≈
⚖️ 净额
+1,866.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$143.25亿
持有机构数
203
新买入
31
加仓
74
减仓
66
清仓
25
持股不变
32
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Trium Capital LLP
6.76%2.97%#8$109.82亿39.0万股$421.6万19.1万股+19.9万股+103.91%加仓
AyurMaya Capital Management Company, LP
100%#1$4.26亿1,514.0万股$00股+1,514.0万股新买入
贝莱德BlackRock, Inc.
<0.01%<0.01%#85$2.31亿821.8万股$1.58亿717.1万股+104.7万股+14.60%加仓
富达投资FMR LLC
0.01%<0.01%#63$1.90亿676.9万股$2,145.2万97.4万股+579.5万股+595.14%加仓
深轨资本Deep Track Capital, LP
2.6%2.44%#19$1.79亿634.9万股$1.49亿677.3万股-42.4万股-6.26%减仓
Samsara BioCapital, LLC
14.67%13.58%#5$1.79亿634.5万股$1.40亿634.5万股00.00%持仓不变
Foresite Capital Management V, LLC
45.81%47.94%#2$1.66亿589.7万股$1.30亿589.7万股00.00%持仓不变
普信集团PRICE T ROWE ASSOCIATES INC /MD/
0.01%0.01%#58$1.46亿520.0万股$7,240.8万328.7万股+191.3万股+58.21%加仓
venBio Partners LLC
24.53%35.56%#3$1.27亿452.8万股$9,976.1万452.8万股00.00%持仓不变
Foresite Capital Management VI LLC
18.6%20.33%#4$1.20亿424.8万股$9,357.6万424.8万股00.00%持仓不变
先锋领航VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#99$1.19亿421.6万股$8,883.1万403.2万股+18.3万股+4.55%加仓
Nextech Invest Ltd.
4.75%5.49%#11$9,964.4万354.1万股$7,800.8万354.1万股00.00%持仓不变
Cormorant Asset Management, LP
4.69%4.37%#12$9,245.7万328.6万股$8,700.2万394.9万股-66.4万股-16.80%减仓
Saturn V Capital Management LP
11.76%12.77%#6$8,204.1万291.5万股$7,054.2万320.2万股-28.7万股-8.95%减仓
Octagon Capital Advisors LP
7.16%6.9%#7$7,965.6万283.1万股$6,236.0万283.1万股00.00%持仓不变
木星资产管理Jupiter Topco LLC
0.03%#49$6,623.8万235.5万股$00股+235.5万股新买入
道富集团STATE STREET CORP
<0.01%<0.01%#113$6,155.0万218.7万股$3,969.4万180.2万股+38.5万股+21.39%加仓
Geode资本管理GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#89$6,103.4万216.9万股$4,227.4万191.8万股+25.0万股+13.04%加仓
MPM BioImpact LLC
3.46%4.06%#18$5,681.5万201.9万股$5,257.5万238.7万股-36.8万股-15.40%减仓
贝克兄弟顾问BAKER BROS. ADVISORS LP
0.28%0.25%#34$5,663.2万201.3万股$4,433.5万201.3万股00.00%持仓不变
SR ONE CAPITAL MANAGEMENT, LP
5.31%4.72%#10$5,515.1万196.0万股$4,317.7万196.0万股00.00%持仓不变
Ikarian Capital, LLC
3.66%2.64%#15$3,452.4万122.7万股$3,256.4万147.8万股-25.1万股-17.00%减仓
景顺Invesco Ltd.
<0.01%<0.01%#96$3,302.3万117.4万股$3,329.9万151.2万股-33.8万股-22.36%减仓
Novo Holdings A/S
1.8%#22$3,095.4万110.0万股$00股+110.0万股新买入
信安金融集团PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#57$3,005.5万106.8万股$2,330.9万105.8万股+1.0万股+0.95%加仓
D.E.肖D. E. Shaw & Co., Inc.
0.01%0.01%#60$2,724.6万96.8万股$1,260.4万57.2万股+39.6万股+69.23%加仓
瑞银集团UBS Group AG
<0.01%0.01%#86$2,678.4万95.2万股$6,729.9万305.5万股-210.3万股-68.84%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#122$2,640.7万97.0万股$1,741.2万86.2万股+10.8万股+12.54%加仓
先锋领航组合管理VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#129$2,592.3万92.1万股$1,569.9万71.3万股+20.9万股+29.27%加仓
GREAT POINT PARTNERS LLC
4.55%4.33%#13$2,409.0万85.6万股$1,885.9万85.6万股00.00%持仓不变
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#111$2,341.0万83.2万股$1,581.8万71.8万股+11.4万股+15.86%加仓
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#103$2,036.9万72.4万股$1,241.4万56.4万股+16.0万股+28.45%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#95$1,970.2万70.0万股$1,399.8万63.5万股+6.5万股+10.19%加仓
Integral Health 资产管理Integral Health Asset Management, LLC
0.78%0.84%#28$1,969.8万70.0万股$1,762.4万80.0万股-10.0万股-12.50%减仓
千禧管理MILLENNIUM MANAGEMENT LLC
0.01%0.01%#67$1,857.6万66.0万股$1,335.6万60.6万股+5.4万股+8.88%加仓
先锋信托VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#82$1,722.2万61.2万股$1,161.7万52.7万股+8.5万股+16.06%加仓
Opaleye Management Inc.
1.4%1.6%#24$1,547.7万55.0万股$1,211.7万55.0万股00.00%持仓不变
奥比梅德顾问ORBIMED ADVISORS LLC
0.29%0.24%#33$1,542.5万54.8万股$1,207.6万54.8万股00.00%持仓不变
Royce联营ROYCE & ASSOCIATES LP
0.12%0.1%#36$1,478.2万52.5万股$1,049.5万47.6万股+4.9万股+10.27%加仓
Woodline合伙人Woodline Partners LP
0.04%#45$1,367.8万48.6万股$00股+48.6万股新买入
Spruce Street Capital LP
2.17%2.08%#20$1,104.7万39.3万股$864.8万39.3万股00.00%持仓不变
花旗集团CITIGROUP INC
<0.01%<0.01%#84$1,084.5万38.5万股$217.9万9.9万股+28.6万股+289.59%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.01%0.01%#65$1,058.4万37.6万股$1,449.8万65.8万股-28.2万股-42.85%减仓
马歇尔·韦斯MARSHALL WACE, LLP
0.01%0.03%#64$1,035.6万36.8万股$2,583.6万117.3万股-80.5万股-68.62%减仓
布斯湾基金管理BOOTHBAY FUND MANAGEMENT, LLC
0.13%0.12%#35$976.8万34.7万股$932.4万42.3万股-7.6万股-17.98%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#156$903.8万32.1万股$132.6万33.2万股-1.1万股-3.38%减仓
Voloridge投资管理VOLORIDGE INVESTMENT MANAGEMENT, LLC
0.04%0.07%#46$902.9万32.1万股$1,650.3万74.9万股-42.8万股-57.17%减仓
韦斯资产管理Weiss Asset Management LP
0.09%0.41%#40$876.2万31.1万股$2,417.6万109.7万股-78.6万股-71.63%减仓
Artia Global Partners LP
1.45%1.43%#23$783.8万27.9万股$716.1万32.5万股-4.7万股-14.31%减仓
巴克莱BARCLAYS PLC
<0.01%<0.01%#121$770.2万27.4万股$490.5万22.3万股+5.1万股+22.93%加仓

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