Ayurmaya Capital Management Company, LP
AYURMAYA CAPITAL MANAGEMENT COMPANY, LP is an investment firm headquartered in Waltham, Massachusetts. It serves as the manager for the AyurMaya Fund, a closed-end investment vehicle. The firm is solely owned and controlled by David E. Goel and primarily focuses on technology and life sciences sector investments. AyurMaya manages portfolios for institutional and high-net-worth clients. Founded by David Goel, the firm operates out of the Bay Colony Corporate Center and is affiliated with Matrix Capital Management Company LP.
Investment Strategy
AyurMaya Capital Management Company, LP invests primarily in the technology and life sciences sectors through a closed-end fund structure. Their approach centers on concentrated positions in innovative companies, mainly public equities, with a focus on intensive research and long-term value creation. The firm appears to select high conviction holdings and applies rigorous analysis to identify opportunities in disruptive areas of tech and biotech.
Top Holdings
Equity Positions (1)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ALMS | ALUMIS INC | 100.00% | $45.4M | 15,139,707 | $9.71 | $3.00 | -$19.9M |