Arkolith/Funds/AyurMaya Capital Management Company, LP

AyurMaya Capital Management Company, LP

CIK 1975990
Holdings as of Mar 31, 2026·disclosed Aug 12, 2026·~134-day 13F lag·13F-HR
Active Filer

AyurMaya Capital Management Company, LP holds a concentrated book of 1 stock worth $333.5M as of Q1 2026 (disclosed Aug 12, 2026, a ~134-day 13F lag). This quarter they opened Acelyrin Inc. Their largest long position is Alumis Inc at 100% of the equity book.

Opened
1
bought for the first time
  • Acelyrin Inc
Added to
1
already held, bought more
Trimmed
0
sold some, still holds it
no trims
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Health Care
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

No trims or exits this quarter.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1 positions
#SecurityValueShares% PortLast moveHistory
1Alumis Inc
COM
$333.5M15.14M
100.0%
~0%
Added · +1 sh
Showing all 1 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Aug 12, 20261$333.5M13F-HR
Q4 2025Dec 31, 2025Feb 13, 20261$147.8M13F-HR
Q3 2025Sep 30, 2025Nov 13, 20251$60.4M13F-HR
Q2 2025Jun 30, 2025Aug 14, 20251$45.4M13F-HR
Q1 2025Mar 31, 2025May 14, 20252$88.4M13F-HR
Q4 2024Dec 31, 2024Feb 13, 20252$113.0M13F-HR
Q3 2024Sep 30, 2024Nov 14, 20242$159.7M13F-HR
Q2 2024Jun 30, 2024Aug 14, 20242$182.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.