13F Portfolios

Saturn V Capital Management LP: ALUMIS INC (ALMS): Quarterly 13F Position History

As of Q2 2026, Saturn V Capital Management LP reported 2,915,443 shares of ALUMIS INC (ALMS), worth $82.0M and representing 11.8% of its 13F equity book. Quarter-over-quarter share count change: 286,632 (-9.0%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.

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
Q2 2026 2,915,443 286,632 -9.0% $82.0M 11.8% $28.1
Q1 2026 3,202,075 +66,122 +2.1% $70.5M 12.8% $22.0
Q4 2025 3,135,953 $30.6M 5.6% $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 rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did Saturn V Capital Management LP first disclose a ALMS position in 13F-HR filings?

Saturn V Capital Management 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 3 reported quarters within Pactolio's tracked window.

What was Saturn V Capital Management LP's most recent quarter-over-quarter share-count change in ALMS?

Between Q1 2026 and Q2 2026, Saturn V Capital Management LP reduced its ALMS position by 286,632 shares (-9.0%), leaving 2,915,443 shares at a market value of $82.0M.

Does the implied price-per-share represent Saturn V Capital Management 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.