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CIK: 0002005245
Total reported value
$4.9B
$4.9B
113 檔
22.3%
According to the latest 13F quarterly dataset, Siren, L.L.C. managed an equity portfolio of $4.9B at the end of Q4 2025, spanning 113 distinct U.S. exchange-listed positions.
Siren, L.L.C. executed strategic sector rebalancing during Q4 2025, establishing 26 new positions while fully exiting 28 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRRK | Scholar Rock Holding CORP | Stock-Other | 14.22% | -4.09% | +17.03% | |
| 2 | KYMR | Kymera Therapeutics Inc | Stock-Other | 7.63% | -0.55% | -4.12% | |
| 3 | ONC | Beone Medicines Ltd-adr | Stock-Other | 4.53% | -1.15% | +1.42% | |
| 4 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 3.35% | -1.25% | +16.24% | |
| 5 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 3.17% | +0.41% | +27.92% | |
| 6 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 3.00% | -1.16% | EXIT | |
| 7 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 2.97% | +0.02% | -43.80% | |
| 8 | BCAX | Bicara Therapeutics Inc | Stock-Other | 2.62% | +0.17% | — | |
| 9 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 2.46% | -0.74% | — | |
| 10 | IRON | Disc Medicine Inc | Stock-Other | 2.34% | -0.43% | +8.21% | |
| 11 | GPCR | Structure Therapeutics Inc | Stock-Other | 2.24% | -0.83% | +5.05% | |
| 12 | TNGX | Tango Therapeutics Inc | Stock-Other | 2.16% | +0.63% | +38.79% | |
| 13 | RCUS | Arcus Biosciences Inc | Stock-Other | 2.14% | -0.29% | +3.26% | |
| 14 | STOK | Stoke Therapeutics Inc | Stock-Other | 2.13% | -0.48% | — | |
| 15 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 2.09% | -0.84% | -10.72% | |
| 16 | DYN | Dyne Therapeutics Inc | Stock-Other | 2.04% | -0.16% | -25.93% | |
| 17 | APLSUSD | Apellis Pharmaceuticals Inc | Stock-Other | 1.93% | — | — | |
| 18 | COGT | Cogent Biosciences Inc | Stock-Other | 1.73% | -0.36% | -5.51% | |
| 19 | SEPN | Septerna Inc | Stock-Other | 1.66% | -0.04% | -9.19% | |
| 20 | TSHA | Taysha Gene Therapies Inc | Stock-Other | 1.66% | +0.27% | -8.03% | |
| 21 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 1.60% | +0.80% | — | |
| 22 | ASND | Ascendis Pharma A/S | Stock-Other | 1.50% | — | — | |
| 23 | RAPT | Rapt Therapeutics Inc | Stock-Other | 1.39% | — | +136.88% | |
| 24 | TBLA | Taboola.com Ltd. | Stock-Other | 1.37% | -0.01% | — | |
| 25 | LXRX | Lexicon Pharmaceuticals Inc | Stock-Other | 1.34% | +0.23% | — | |
| 26 | ZYME | Zymeworks Inc | Stock-Other | 1.32% | — | — | |
| 27 | SLDB | Solid Biosciences Inc | Stock-Other | 1.29% | +0.02% | +3.70% | |
| 28 | WVE | Wave Life Sciences Ltd. | Stock-Other | 1.24% | -0.49% | EXIT | |
| 29 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 1.09% | -0.52% | — | |
| 30 | DBVT | Dbv Technologies Sa-spon Adr | Stock-Other | 1.06% | -0.46% | — | |
| 31 | ERAS | Erasca Inc | Stock-Other | 0.97% | -0.81% | — | |
| 32 | ✓ | Engene Holdings Inc | Stock-Other | 0.90% | -0.99% | EXIT | |
| 33 | TRVI | Trevi Therapeutics Inc | Stock-Other | 0.85% | +0.08% | -9.85% | |
| 34 | SYRE | Spyre Therapeutics Inc | Stock-Other | 0.80% | +0.60% | +122.08% | |
| 35 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 0.76% | — | — | |
| 36 | DNLI | Denali Therapeutics Inc | Stock-Other | 0.69% | -0.01% | +69.99% | |
| 37 | RELY | Remitly Global Inc | Stock-Other | 0.67% | +0.03% | — | |
| 38 | FULC | Fulcrum Therapeutics Inc | Stock-Other | 0.66% | -0.50% | EXIT | |
| 39 | RAPP | Rapport Therapeutics Inc | Stock-Other | 0.64% | -0.02% | -32.75% | |
| 40 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 0.53% | +0.31% | — | |
| 41 | IHS | IHS Holding Limited | Stock-Other | 0.52% | — | — | |
| 42 | GOSS | Gossamer Bio Inc | Stock-Other | 0.48% | -0.03% | — | |
| 43 | UPB | Upstream Bio Inc | Stock-Other | 0.48% | — | -25.37% | |
| 44 | BCYC | Bicycle Therapeutics Plc-adr | Stock-Other | 0.43% | -0.20% | EXIT | |
| 45 | MNPR | Monopar Therapeutics Inc | Stock-Other | 0.41% | +0.10% | — | |
| 46 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 0.37% | +0.23% | — | |
| 47 | SION | Sionna Therapeutics Inc | Stock-Other | 0.37% | +0.21% | -7.69% | |
| 48 | IKT | Inhibikase Therapeutics Inc | Stock-Other | 0.36% | -0.03% | — | |
| 49 | NBP | Novabridge Biosciences | Stock-Other | 0.36% | -0.12% | +157.30% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | -0.11% | -11.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | +1.3% | +27.92% | Add |
| 2 | GPCR | Structure Therapeutics Inc | +1.1% | +5.05% | Add |
| 3 | EWTX | Edgewise Therapeutics Inc | +0.9% | +16.24% | Add |
| 4 | RAPT | Rapt Therapeutics Inc | +0.8% | +136.88% | Add |
| 5 | COGT | Cogent Biosciences Inc | +0.8% | -5.51% | Trim |
| 6 | SRRK | Scholar Rock Holding CORP | +0.7% | +17.03% | Add |
| 7 | RCUS | Arcus Biosciences Inc | +0.6% | +3.26% | Add |
| 8 | SYRE | Spyre Therapeutics Inc | +0.6% | +122.08% | Add |
| 9 | TSHA | Taysha Gene Therapies Inc | +0.3% | -8.03% | Trim |
| 10 | TNGX | Tango Therapeutics Inc | +0.2% | +38.79% | Add |
| 11 | ERAS | Erasca Inc | +0.2% | — | Unchanged |
| 12 | DNLI | Denali Therapeutics Inc | +0.2% | +69.99% | Add |
| 13 | NBP | Novabridge Biosciences | +0.2% | +157.30% | Add |
| 14 | WVE | Wave Life Sciences Ltd. | +0.2% | -33.72% | Trim |
| 15 | WK | Workiva Inc | +0.1% | +163.74% | Add |
| 16 | CGEM | Cullinan Therapeutics Inc | +0.1% | — | Unchanged |
| 17 | STOK | Stoke Therapeutics Inc | +0.1% | — | Unchanged |
| 18 | TENX | Tenax Therapeutics Inc | +0.1% | +21.20% | Add |
| 19 | LXEO | Lexeo Therapeutics Inc | +0.1% | +19.42% | Add |
| 20 | KYMR | Kymera Therapeutics Inc | 0% | -4.12% | Trim |
| 21 | SEPN | Septerna Inc | 0% | -9.19% | Trim |
| 22 | TBLA | Taboola.com Ltd. | 0% | — | Unchanged |
| 23 | VTVT | Vtv Therapeutics Inc- Cl A | 0% | — | Unchanged |
| 24 | KLRS | Kalaris Therapeutics Inc | 0% | +36.93% | Add |
| 25 | NMRA | Neumora Therapeutics Inc | 0% | +44.30% | Add |
| 26 | MNDY | monday.com Ltd. | 0% | +142.86% | Add |
| 27 | PEPG | Pepgen Inc | 0% | — | Unchanged |
| 28 | CLBT | Cellebrite DI Ltd. | 0% | +66.67% | Add |
| 29 | IREN | IREN Limited | 0% | +115.50% | Add |
| 30 | SION | Sionna Therapeutics Inc | — | -7.69% | Trim |
| 31 | WHWK | Whitehawk Therapeutics Inc | — | — | Unchanged |
| 32 | GTLB | Gitlab Inc-cl A | — | +54.69% | Add |
| 33 | FIG | Figma Inc-cl A | — | +66.67% | Add |
| 34 | PDD | Pdd Holdings Inc | 0% | +46.08% | Add |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | -2.36% | Trim |
| 36 | CYCN | Cyclerion Therapeutics Inc | 0% | -0.48% | Trim |
| 37 | CRBU | Caribou Biosciences Inc | 0% | — | Unchanged |
| 38 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 39 | IRON | Disc Medicine Inc | 0% | +8.21% | Add |
| 40 | PRMB | Primo Brands CORP | 0% | — | Unchanged |
| 41 | FHTX | Foghorn Therapeutics Inc | 0% | — | Unchanged |
| 42 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 43 | FROG | JFrog Ltd. | 0% | -12.60% | Trim |
| 44 | DDOG | Datadog Inc - Class A | 0% | +10.63% | Add |
| 45 | EDU | New Oriental Educatio-sp Adr | 0% | — | Unchanged |
| 46 | ✓ | 0% | -32.16% | Trim | |
| 47 | BEKE | Ke Holdings Inc-adr | 0% | — | Unchanged |
| 48 | DT | Dynatrace Inc | 0% | +14.97% | Add |
| 49 | PANW | Palo Alto Networks Inc | -0.1% | -14.87% | Trim |
| 50 | 260 | Centessa Pharmaceuticals-adr | -0.1% | +24.79% | Add |
According to official SEC Form 13F filings, Siren, L.L.C. reported a total U.S. public equity portfolio value of $4.9B across 113 disclosed positions in Q4 2025.
During Q4 2025, Siren, L.L.C.'s top holdings by market value included SRRK (14.2%)、KYMR (7.6%)、ONC (4.5%). The largest single position, SRRK, represented 14.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SRRK, KYMR, ONC) accounted for 22.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
OLMA
市值: $82.5M
Top Position Liquidated / Trimmed
RNAGBP
前期市值: $56.0M
In Q4 2025, Siren, L.L.C. made 108 total portfolio adjustments, initiating 26 new buys, adding to 30 positions, trimming 24 holdings, and fully liquidating 28 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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