13F Portfolios

Exome Asset Management LLC — ALUMIS INC. ALMS: Quarterly 13F Position History

Exome Asset Management LLC has reported ALUMIS INC. (ALMS) on 3 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2025. As of Q1 2026, the position is sized at 279,176 shares ($6.2M market value, 3.62% of the equity book). Quarter-over-quarter share count change: 13,074 (-4.5%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 279,176 13,074 -4.5% $6.2M 3.62% $22.03
Q4 2025 292,250 520 -0.2% $2.9M 1.41% $9.76
Q3 2025 292,770 $1.2M 0.77% $3.99

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, not 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 3 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 Q4 2025 and Q1 2026, Exome Asset Management LLC reduced its ALMS position by 13,074 shares (-4.5%), leaving 279,176 shares at a market value of $6.2M.

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.