13F Portfolios

Exome Asset Management LLC: ALUMIS INC (ALMS): Quarterly 13F Position History

As of Q2 2026, Exome Asset Management LLC reported 204,418 shares of ALUMIS INC (ALMS), worth $5.8M and representing 3.5% of its 13F equity book. Quarter-over-quarter share count change: 74,758 (-26.8%) . The position first appeared in Q3 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 204,418 74,758 -26.8% $5.8M 3.5% $28.1
Q1 2026 279,176 13,074 -4.5% $6.2M 3.6% $22.0
Q4 2025 292,250 520 -0.2% $2.9M 1.4% $9.8
Q3 2025 292,770 $1.2M 0.8% $4.0

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did Exome Asset Management LLC first disclose a ALMS position in 13F-HR filings?

Exome Asset Management LLC first reported ALUMIS INC (ALMS) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.

What was Exome Asset Management LLC's most recent quarter-over-quarter share-count change in ALMS?

Between Q1 2026 and Q2 2026, Exome Asset Management LLC reduced its ALMS position by 74,758 shares (-26.8%), leaving 204,418 shares at a market value of $5.8M.

Does the implied price-per-share represent Exome Asset Management LLC's cost basis in ALMS?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.