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CIK: 0002005245
Total reported value
$4.9B
$4.9B
100 檔
25.4%
As reported in its official Q1 2026 Form 13F filing, Siren, L.L.C.'s tracked investment portfolio stood at $4.9B with 100 total positions.
Siren, L.L.C. executed strategic sector rebalancing during Q1 2026, establishing 19 new positions while fully exiting 32 holdings and trimming 18 positions.
In terms of portfolio concentration, the top 5 core holdings (including SRRK, KYMR, ERAS) accounted for 25.4% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRRK | Scholar Rock Holding CORP | Stock-Other | 14.75% | -4.09% | — | |
| 2 | KYMR | Kymera Therapeutics Inc | Stock-Other | 7.36% | -0.55% | -3.04% | |
| 3 | ERAS | Erasca Inc | Stock-Other | 5.04% | -0.81% | +28.40% | |
| 4 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 3.87% | -1.25% | -2.20% | |
| 5 | ONC | Beone Medicines Ltd-adr | Stock-Other | 3.83% | -1.15% | -7.00% | |
| 6 | TNGX | Tango Therapeutics Inc | Stock-Other | 3.28% | +0.63% | -30.72% | |
| 7 | BCAX | Bicara Therapeutics Inc | Stock-Other | 3.20% | +0.17% | +11.23% | |
| 8 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 3.00% | +0.41% | -16.79% | |
| 9 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 2.81% | +0.02% | +7.66% | |
| 10 | MANE | Veradermics Inc | Stock-Other | 2.64% | +1.48% | — | |
| 11 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 2.13% | -0.52% | +62.23% | |
| 12 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 1.97% | -0.74% | +44.12% | |
| 13 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 1.92% | -0.84% | +26.27% | |
| 14 | LXRX | Lexicon Pharmaceuticals Inc | Stock-Other | 1.92% | +0.23% | +13.84% | |
| 15 | COGT | Cogent Biosciences Inc | Stock-Other | 1.82% | -0.36% | +4.91% | |
| 16 | STOK | Stoke Therapeutics Inc | Stock-Other | 1.80% | -0.48% | -11.21% | |
| 17 | RCUS | Arcus Biosciences Inc | Stock-Other | 1.80% | -0.29% | — | |
| 18 | GPCR | Structure Therapeutics Inc | Stock-Other | 1.78% | -0.83% | +23.18% | |
| 19 | IRON | Disc Medicine Inc | Stock-Other | 1.75% | -0.43% | — | |
| 20 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 1.75% | +0.80% | +45.11% | |
| 21 | SLDB | Solid Biosciences Inc | Stock-Other | 1.53% | +0.02% | — | |
| 22 | SEPN | Septerna Inc | Stock-Other | 1.33% | -0.04% | — | |
| 23 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 1.16% | -1.16% | EXIT | |
| 24 | SYRE | Spyre Therapeutics Inc | Stock-Other | 1.14% | +0.60% | — | |
| 25 | CYTK | Cytokinetics Inc | Stock-Healthcare | 1.12% | +0.19% | — | |
| 26 | DYN | Dyne Therapeutics Inc | Stock-Other | 1.12% | -0.16% | -36.36% | |
| 27 | TSHA | Taysha Gene Therapies Inc | Stock-Other | 1.09% | +0.27% | -12.83% | |
| 28 | DBVT | Dbv Technologies Sa-spon Adr | Stock-Other | 1.08% | -0.46% | — | |
| 29 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 1.05% | -0.39% | +197.57% | |
| 30 | ✓ | Engene Holdings Inc | Stock-Other | 0.99% | -0.99% | EXIT | |
| 31 | PVLA | Palvella Therapeutics Inc | Stock-Other | 0.89% | -0.09% | +243.31% | |
| 32 | TBLA | Taboola.com Ltd. | Stock-Other | 0.86% | -0.01% | — | |
| 33 | ELVN | Enliven Therapeutics Inc | Stock-Other | 0.81% | +1.01% | — | |
| 34 | DNLI | Denali Therapeutics Inc | Stock-Other | 0.74% | -0.01% | — | |
| 35 | RELY | Remitly Global Inc | Stock-Other | 0.67% | +0.03% | -4.63% | |
| 36 | DMRA | Damora Therapeutics Inc | Stock-Other | 0.65% | -0.18% | — | |
| 37 | ✓ | Zura Bio LTD | Stock-Other | 0.62% | -0.17% | +187.30% | |
| 38 | ANNX | Annexon Inc | Stock-Other | 0.61% | -0.09% | — | |
| 39 | TRVI | Trevi Therapeutics Inc | Stock-Other | 0.59% | +0.08% | -21.86% | |
| 40 | RAPP | Rapport Therapeutics Inc | Stock-Other | 0.56% | -0.02% | -9.46% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.13% | +217.36% | |
| 42 | FULC | Fulcrum Therapeutics Inc | Stock-Other | 0.50% | -0.50% | EXIT | |
| 43 | WVE | Wave Life Sciences Ltd. | Stock-Other | 0.49% | -0.49% | EXIT | |
| 44 | DFTX | Definium Therapeutics Inc | Stock-Other | 0.48% | +0.87% | — | |
| 45 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 0.47% | +0.07% | — | |
| 46 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 0.47% | +0.23% | — | |
| 47 | NMRA | Neumora Therapeutics Inc | Stock-Other | 0.46% | -0.17% | +35.13% | |
| 48 | QURE | uniQure N.V. | Stock-Other | 0.45% | -0.45% | EXIT | |
| 49 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 0.45% | -0.19% | — | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | -0.05% | +137.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ERAS | Erasca Inc | +4.1% | +28.40% | Add |
| 2 | TNGX | Tango Therapeutics Inc | +1.1% | -30.72% | Trim |
| 3 | XENE | Xenon Pharmaceuticals Inc | +1% | +62.23% | Add |
| 4 | ORIC | Oric Pharmaceuticals Inc | +0.8% | +197.57% | Add |
| 5 | PVLA | Palvella Therapeutics Inc | +0.7% | +243.31% | Add |
| 6 | BCAX | Bicara Therapeutics Inc | +0.6% | +11.23% | Add |
| 7 | LXRX | Lexicon Pharmaceuticals Inc | +0.6% | +13.84% | Add |
| 8 | SRRK | Scholar Rock Holding CORP | +0.5% | — | Unchanged |
| 9 | EWTX | Edgewise Therapeutics Inc | +0.5% | -2.20% | Trim |
| 10 | ✓ | Zura Bio LTD | +0.4% | +187.30% | Add |
| 11 | SYRE | Spyre Therapeutics Inc | +0.3% | — | Unchanged |
| 12 | GOOGL | Alphabet Inc-cl A | +0.3% | +217.36% | Add |
| 13 | SLDB | Solid Biosciences Inc | +0.2% | — | Unchanged |
| 14 | NVDA | Nvidia CORP | +0.2% | +137.66% | Add |
| 15 | MSFT | Microsoft CORP | +0.2% | +175.87% | Add |
| 16 | TSLA | Tesla Inc | +0.2% | +1333.33% | Add |
| 17 | RYTM | Rhythm Pharmaceuticals Inc | +0.2% | +45.11% | Add |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +52.35% | Add |
| 19 | NBIS | Nebius Group N.V. | +0.1% | +49.06% | Add |
| 20 | NMRA | Neumora Therapeutics Inc | +0.1% | +35.13% | Add |
| 21 | CGEM | Cullinan Therapeutics Inc | +0.1% | — | Unchanged |
| 22 | COGT | Cogent Biosciences Inc | +0.1% | +4.91% | Add |
| 23 | ✓ | Engene Holdings Inc | +0.1% | +57.46% | Add |
| 24 | NOW | Servicenow Inc | +0.1% | +144.43% | Add |
| 25 | AVGO | Broadcom Inc | +0.1% | +114.29% | Add |
| 26 | DNLI | Denali Therapeutics Inc | +0.1% | — | Unchanged |
| 27 | WHWK | Whitehawk Therapeutics Inc | +0.1% | — | Unchanged |
| 28 | CLBT | Cellebrite DI Ltd. | 0% | +107.70% | Add |
| 29 | TENX | Tenax Therapeutics Inc | 0% | — | Unchanged |
| 30 | DDOG | Datadog Inc - Class A | 0% | +49.07% | Add |
| 31 | PDD | Pdd Holdings Inc | 0% | +31.55% | Add |
| 32 | KRRO | Korro Bio Inc | 0% | — | Unchanged |
| 33 | DBVT | Dbv Technologies Sa-spon Adr | 0% | — | Unchanged |
| 34 | CRWD | Crowdstrike Holdings Inc - A | 0% | +39.82% | Add |
| 35 | MPLT | Maplight Therapeutics Inc | 0% | — | Unchanged |
| 36 | RELY | Remitly Global Inc | — | -4.63% | Trim |
| 37 | MNPR | Monopar Therapeutics Inc | — | +27.24% | Add |
| 38 | DT | Dynatrace Inc | — | +30.18% | Add |
| 39 | AGEN | Agenus Inc | — | — | Unchanged |
| 40 | FROG | JFrog Ltd. | — | +37.60% | Add |
| 41 | FIG | Figma Inc-cl A | — | +100.00% | Add |
| 42 | PRMB | Primo Brands CORP | 0% | -33.33% | Trim |
| 43 | IREN | IREN Limited | 0% | — | Unchanged |
| 44 | VTVT | Vtv Therapeutics Inc- Cl A | 0% | — | Unchanged |
| 45 | MNDY | monday.com Ltd. | 0% | +47.06% | Add |
| 46 | FHTX | Foghorn Therapeutics Inc | 0% | — | Unchanged |
| 47 | BEKE | Ke Holdings Inc-adr | 0% | -31.03% | Trim |
| 48 | RANI | Rani Therapeutics Holdings-a | 0% | — | Unchanged |
| 49 | KLRS | Kalaris Therapeutics Inc | 0% | — | Unchanged |
| 50 | SION | Sionna Therapeutics Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Siren, L.L.C. reported a total U.S. public equity portfolio value of $4.9B across 100 disclosed positions in Q1 2026.
During Q1 2026, Siren, L.L.C.'s top holdings by market value included SRRK (14.8%)、KYMR (7.4%)、ERAS (5.0%). The largest single position, SRRK, represented 14.8% of total portfolio value.
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Top New Position Initiated
MANE
市值: $95.1M
Top Position Liquidated / Trimmed
APLSUSD
前期市值: $64.8M
In Q1 2026, Siren, L.L.C. made 104 total portfolio adjustments, initiating 19 new buys, adding to 35 positions, trimming 18 holdings, and fully liquidating 32 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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