ALMS
Alumis Inc. · Healthcare · Biotechnology
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones +29.9% ·
nuevas posiciones netas +20.0%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 75 | 0 | 42.53M | $1.19B | +6 | −6 |
| Q1 2026 | 78 | +19 | 38.58M | $847.29M | +25 | −6 |
| Q4 2025 | 58 | +2 | 18.95M | $184.97M | +2 | — |
| Q3 2025 | 15 | +2 | 13.24M | $52.83M | +2 | — |
| Q2 2025 | 10 | +3 | 10.75M | $32.25M | +5 | −2 |
| Q1 2025 | 4 | -1 | 688.93K | $4.23M | +1 | −2 |
| Q4 2024 | 5 | +1 | 715.32K | $5.62M | +1 | — |
| Q3 2024 | 3 | -1 | 573.51K | $6.13M | +1 | −2 |
| Q2 2024 | 4 | — | 543.74K | $7.23M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 4.18M | — | $12.53M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 4.18M | — | $12.53M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 4.18M | — | $12.53M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 4.18M | — | $12.53M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 4.18M | — | $12.53M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 4.18M | — | $12.53M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 4.18M | — | $12.53M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 4.18M | — | $12.53M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | The Vanguard Group ✦ (pasivo) | 3.40M | — | $10.21M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | The Vanguard Group ✦ (pasivo) | 3.40M | — | $10.21M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | The Vanguard Group ✦ (pasivo) | 3.40M | — | $10.21M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Geode Capital Management ✦ (pasivo) | 1.17M | +163.2% | $3.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Geode Capital Management ✦ (pasivo) | 1.17M | +163.2% | $3.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (pasivo) | 1.11M | +414.6% | $3.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Millennium Management ✦ | 501.08K | Nuevo | $1.50M | 0.0% | New | 1 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 226.81K | Nuevo | $680,445 | 0.0% | New | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 107.08K | Nuevo | $321,225 | 0.0% | New | 1 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 107.08K | Nuevo | $321,225 | 0.0% | New | 1 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 28.27K | Nuevo | $85,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 26.11K | Nuevo | $78,341 | 0.0% | New | 1 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 26.11K | Nuevo | $78,341 | 0.0% | New | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 26.11K | Nuevo | $78,341 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 4.84K | — | $14,520 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 4.84K | — | $14,520 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Millennium Management | $1.50M | 0.0% |
| Renaissance Technologies | $680,445 | 0.0% |
| Citadel Advisors | $321,225 | 0.0% |
| Citadel Advisors | $321,225 | 0.0% |
| T. Rowe Price | $85,000 | 0.0% |
| AQR Capital Management | $78,341 | 0.0% |
| AQR Capital Management | $78,341 | 0.0% |
| AQR Capital Management | $78,341 | 0.0% |
Posición cerrada
| Marshall Wace | $116,660 | era 0.0% |
| Two Sigma Investments | $65,698 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 194 tenedores, 98.56M acciones, $2.09B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.