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AYURMAYA CAPITAL MANAGEMENT COMPANY, LP

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WALTHAM MA
13F Summary
Ayurmaya Capital Management Company is based out of Waltham. Their last reported 13F filing for Q4 2023 included $69,637,123 in managed 13F securities and a top 10 holdings concentration of 100.0%. Ayurmaya Capital Management Company's largest holding is Acelyrin Inc with shares held of 9,334,735. Whalewisdom has at least 3 13F filings

2023-12-31

Top Buys (13F)

Name % Change

2023-12-31

Top Sells (13F)

Name % Change

2023-12-31

13F Holdings Summary

Name $ Change
SLRN Acelyrin Inc 100%

2023-12-31

13F Activity

Market Value $69.6m, Prior: $94.9m
New Purchases 0 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 100%
Turnover %[1] 0%
Turnover Alt %[2] 0%
Time Held Top 20 2 quarters
Time Held Top 10 2 quarters
Time Held All 2 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance