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Siren, L.L.C. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Siren, L.L.C.

报告期 2026-03-31 · CIK 0002005245

持仓数

100

前50大市值合计

$3.31B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SRRK Scholar Rock Holding Corp

COM

$532.2M

10,825,013

16.1%

KYMR Kymera Therapeutics Inc

COM

$265.4M

3,186,830

8.0%

ERAS Erasca Inc

COM

$181.9M

11,244,246

5.5%

EWTX Edgewise Therapeutics Inc

COM

$139.6M

4,430,263

4.2%

ONC BeOne Medicines AG

SPONSORED ADS

$138.1M

465,000

4.2%

TNGX Tango Therapeutics Inc

COM

$118.3M

5,657,105

3.6%

BCAX Bicara Therapeutics Inc

COM

$115.4M

5,802,970

3.5%

RVMD Revolution Medicines Inc

COM

$108.0M

1,110,980

3.3%

ARWR Arrowhead Pharmaceuticals Inc

COM

$101.3M

1,615,476

3.1%

MANE Veradermics Inc

COMMON STOCK

$95.1M

1,505,374

2.9%

XENE Xenon Pharmaceuticals Inc

COM

$76.7M

1,318,564

2.3%

OLMA Olema Pharmaceuticals Inc

COM

$70.9M

4,756,949

2.1%

CRNX Crinetics Pharmaceuticals Inc

COM

$69.1M

1,903,636

2.1%

LXRX Lexicon Pharmaceuticals Inc

COM NEW

$69.1M

44,303,518

2.1%

COGT Cogent Biosciences Inc

COM

$65.8M

1,709,279

2.0%

STOK Stoke Therapeutics Inc

COM

$65.0M

1,995,347

2.0%

RCUS Arcus Biosciences Inc

COM

$65.0M

3,007,077

2.0%

GPCR Structure Therapeutics Inc

SPONSORED ADS

$64.0M

1,328,698

1.9%

IRON Disc Medicine Inc

COM

$63.2M

988,401

1.9%

RYTM Rhythm Pharmaceuticals Inc

COM

$63.1M

725,511

1.9%

SLDB Solid Biosciences Inc

COM NEW

$55.4M

7,690,405

1.7%

SEPN Septerna Inc

COM

$48.1M

2,000,000

1.5%

— Centessa Pharmaceuticals PLC

SPONSORED ADS

$41.8M

1,053,464

1.3%

SYRE Spyre Therapeutics Inc

COM NEW

$41.3M

818,598

1.2%

CYTK Cytokinetics Inc

COM NEW

$40.5M

613,952

1.2%

DYN Dyne Therapeutics, Inc

COM

$40.4M

2,229,125

1.2%

TSHA Taysha Gene Therapies Inc

COM SHS

$39.5M

8,829,913

1.2%

DBVT Dbv Technologies SA

SPONSORED ADS

$38.8M

1,857,362

1.2%

ORIC Oric Pharmaceuticals Inc

COM

$38.0M

2,998,192

1.1%

— enGene Holdings Inc

COM

$35.8M

5,253,159

1.1%

PVLA Palvella Therapeutics Inc

COM

$32.1M

257,485

1.0%

— Taboola.com Ltd

ORD SHS

$30.9M

9,969,495

0.9%

ELVN Enliven Therapeutics Inc

COM

$29.3M

746,226

0.9%

DNLI Denali Therapeutics Inc

COM

$26.8M

1,396,513

0.8%

RELY Remitly Global Inc

COM

$24.2M

1,543,271

0.7%

DMRA Damora Therapeutics Inc

COM NEW

$23.3M

900,000

0.7%

— Zura Bio Ltd

CLASS A ORD SHS

$22.2M

3,734,866

0.7%

ANNX Annexon Inc

COM

$21.9M

3,958,646

0.7%

TRVI Trevi Therapeutics Inc

COM

$21.3M

1,786,867

0.6%

RAPP Rapport Therapeutics Inc

COM

$20.1M

641,469

0.6%

GOOGL Alphabet Inc

CAP STK CL A

$18.9M

65,703

0.6%

FULC Fulcrum Therapeutics Inc

COM

$18.0M

2,350,000

0.5%

— WAVE Life Sciences Ltd

SHS

$17.8M

2,450,000

0.5%

DFTX Definium Therapeutics Inc

COM SHS

$17.4M

919,493

0.5%

AMLX Amylyx Pharmaceuticals Inc

COM

$17.1M

1,230,000

0.5%

CGEM Cullinan Therapeutics Inc

COM

$17.0M

1,193,410

0.5%

NMRA Neumora Therapeutics Inc

COM

$16.6M

8,497,822

0.5%

— Uniqure NV

SHS

$16.4M

1,000,000

0.5%

CTMX CytomX Therapeutics Inc

COM

$16.3M

3,457,711

0.5%

NVDA NVIDIA Corp

COM

$15.5M

89,085

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

42%前 6 大占比

SRRK16.1%KYMR8.0%ERAS5.5%EWTX4.2%ONC4.2%TNGX3.6%