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Written by Jonathan Ponciano for The Motley Fool->
ACT Capital Management acquired 174,250 ALMS shares in the first quarter, with an estimated trade value of $4.36 million based on average first-quarter pricing.
The quarter-end position value was $3.84 million, reflecting the value of the newly established position.
The transaction represented a 3.42% change relative to ACT Capital Management’s 13F reportable assets.
On May 8, 2026, ACT Capital Management disclosed a new position in Alumis (NASDAQ:ALMS), acquiring 174,250 shares in a trade estimated at $4.36 million based on quarterly average pricing.
According to a Securities and Exchange Commission (SEC) filing dated May 8, 2026, ACT Capital Management opened a new position in Alumis by purchasing 174,250 shares. The estimated value of this acquisition is $4.36 million, based on the average unadjusted closing price during the quarter. The quarter-end valuation of the position stood at $3.84 million, reflecting both share count and market price changes.
Alumis is a clinical-stage biotechnology company specializing in the development of innovative therapies for autoimmune and neuroinflammatory diseases. The company leverages allosteric TYK2 inhibition technology to address unmet medical needs in chronic immune disorders. With a focused pipeline and a strategy centered on differentiated drug candidates, Alumis aims to establish a competitive position in the biopharmaceutical sector.
Alumis shares have already surged roughly 350% over the past year, but ACT Capital still initiated a position that immediately became more than 3% of assets under management. That suggests conviction around upcoming drug catalysts and the broader commercial potential of the company’s TYK2 pipeline.In March, Alumis reported positive Phase 3 data for envudeucitinib in moderate-to-severe plaque psoriasis, with roughly 65% of patients achieving PASI 90 skin clearance and more than 40% achieving PASI 100 at Week 24. The company plans to submit an NDA in the second half of 2026 and expects potentially pivotal Phase 2b lupus data in the third quarter.Alumis also strengthened its balance sheet in January with a $345 million stock offering and finished 2025 with $308.5 million in cash and marketable securities, which coincided with a massive stock surge.For long-term investors, the opportunity here is obvious, but so is the risk. Alumis has promising data and multiple near-term catalysts, though the company still posted a $243 million net loss last year as research spending accelerated. Upcoming results will ultimately determine the stock’s trajectory.
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Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Chevron and Krystal Biotech. The Motley Fool recommends TG Therapeutics. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
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