SCHEDULE: Deep Track Capital Discloses 5.98% Stake in Alumis Inc.

Deep Track Capital, LP, Deep Track Biotechnology Master Fund, Ltd., and David Kroin have jointly filed a Schedule 13G, reporting beneficial ownership of 7,362,035 shares of Alumis Inc. common stock, representing 5.98% of the class.

Summary

• Deep Track Capital, LP, Deep Track Biotechnology Master Fund, Ltd., and David Kroin have collectively acquired beneficial ownership of 7,362,035 shares of Alumis Inc. common stock.
• This holding represents 5.98% of the total outstanding shares of Alumis Inc. common stock.
• The filing is made under Schedule 13G, indicating the reporting persons are not acting as a group with the purpose of changing or influencing control of the issuer.
• The total number of outstanding shares of Alumis Inc. common stock as of March 12, 2026, was 123,139,425, as reported by the issuer in its 10-K filing on March 19, 2026.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing. While a significant stake acquisition by an investment firm can be positive, the lack of operational or financial details prevents a more definitive assessment.

Positives

• Significant stake acquired by Deep Track Capital entities, potentially indicating confidence in Alumis Inc.'s future prospects.
• The filing is a Schedule 13G, suggesting a passive investment rather than an attempt to gain control, which can be viewed positively by the market.

Negatives

• No specific financial performance data or operational updates are provided in this filing, limiting the assessment of the company's current health.

Risks

• The filing does not detail specific risks associated with Alumis Inc.'s business operations or the investment itself.

Future Outlook

This filing does not contain forward-looking statements or guidance from Alumis Inc. It solely reports on beneficial ownership.

Industry Context

StockSavvy.ai notes that significant stake acquisitions by investment firms, as reported in Schedule 13G filings, often signal a belief in the target company's growth potential within its sector. Alumis Inc. operates in the biotechnology or pharmaceutical sector, where such investments can be driven by pipeline developments or market opportunities.

Stakeholder Impact

• Shareholders: The acquisition of a significant stake by Deep Track Capital may be interpreted as a positive signal, potentially influencing investor sentiment.
• Management of Alumis Inc.: The passive nature of the investment (as indicated by the 13G filing) suggests no immediate intent to influence control, but continued monitoring of the investor's activity is prudent.

Next Steps

• Deep Track Capital, LP, Deep Track Biotechnology Master Fund, Ltd., and David Kroin will continue to hold their shares in Alumis Inc.
• Further filings may be required if beneficial ownership changes significantly.

Key Dates

Recommendation

The filing indicates a significant passive investment by Deep Track Capital, suggesting a belief in Alumis Inc.'s long-term value. However, without operational or financial performance data from Alumis Inc. itself, a 'hold' recommendation is appropriate, pending further information on the company's business progress.

Keywords

Alumis Inc., Schedule 13G, Deep Track Capital, Beneficial Ownership, SEC Filing, Common Stock, Investment