Octagon Capital Advisors LP: ALUMIS INC (ALMS): Quarterly 13F Position History
As of Q1 2026, Octagon Capital Advisors LP reported 2,830,700 shares of ALUMIS INC (ALMS), worth $62.4M and representing 6.9% of its 13F equity book. Quarter-over-quarter share count change: + 300,000 (+11.9%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 2,830,700Shares Held (Latest Filing)
- $62.4MReported Market Value (Latest Filing)
- 6.9%Portfolio Weight (% of 13F Equity Book)
- +300,000Quarter-over-Quarter Share Change
- +$37.7MQuarter-over-Quarter Value Change
- 2,830,700Peak Reported Shares (Historical)
Recent initiation: Octagon Capital Advisors LP first reported ALMS on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,830,700 | +300,000 | +11.9% | $62.4M | 6.9% | $22.0 |
| Q4 2025 | 2,530,700 | — | — | $24.7M | 3.1% | $9.8 |
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 Octagon Capital Advisors LP first disclose a ALMS position in 13F-HR filings?
Octagon Capital Advisors LP first reported ALUMIS INC (ALMS) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Octagon Capital Advisors LP's most recent quarter-over-quarter share-count change in ALMS?
Between Q4 2025 and Q1 2026, Octagon Capital Advisors LP added 300,000 shares of ALMS (+11.9%), bringing the total reported position to 2,830,700 shares at a market value of $62.4M.
Does the implied price-per-share represent Octagon Capital Advisors LP'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.