AyurMaya Capital Management Company, LP
โขCIK: 1975990โขFiling: Q4 2025
**AyurMaya Capital Management Company, LP** manages $148M in assets, exhibiting a highly concentrated portfolio structure. The fund's current holdings are dominated by a single position in ALMS, representing approximately 99.9% of its total assets under management. This extreme concentration suggests a deep, conviction-based thesis on the underlying asset. Investors should note the near-total allocation to ALMS within the current mandate.
Total AUM
$147.8M
QoQ Performance
+144.6%
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
ALMS
ALMS100.0%
๐ Biggest Buys
No new positions or increases this quarter
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023