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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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3

24Q4 调仓2024-09-30 → 2024-12-31 · 共 81 项建仓 22增持 22减持 22清仓 15

方向

标的

Δ市值

现股数(环比)

减持

SRRK Scholar Rock Holding Corp

+$309.6M

9,250,005 -18%

建仓

SEPN Septerna Inc

+$50.4M

2,202,514

建仓

MDGL Madrigal Pharmaceuticals Inc

+$38.9M

125,942

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

— NewAmsterdam Pharma Company NV

+$38.6M

2,095,638 +128%

建仓

APGE Apogee Therapeutics Inc

+$33.9M

747,325

减持

— Avidity Biosciences Inc

-$33.4M

1,127,295 -22%

清仓

— Longboard Pharmaceuticals Inc

-$30.1M

0 -100%

增持

— Apellis Pharmaceuticals Inc

+$27.4M

2,816,258 +30%

建仓

BCYC Bicycle Therapeutics PLC

+$25.8M

1,839,398

建仓

STOK Stoke Therapeutics Inc

+$22.1M

2,000,000

增持

BCAX Bicara Therapeutics Inc

-$21.3M

3,272,827 +7%

建仓

— Soleno Therapeutics Inc

+$15.8M

351,818

增持

CRNX Crinetics Pharmaceuticals Inc

+$15.4M

1,609,652 +23%

清仓

— Biohaven Ltd

-$14.2M

0 -100%

建仓

UPB Upstream Bio Inc

+$13.2M

800,000

增持

NMRA Neumora Therapeutics Inc

+$12.2M

4,396,100 +69%

建仓

TRVI Trevi Therapeutics Inc

+$12.0M

2,906,060

减持

— Ascendis Pharma A/S

-$11.0M

297,321 -15%

增持

RELY Remitly Global Inc

+$10.7M

490,449 +1862%

建仓

JANX Janux Therapeutics Inc

+$9.4M

175,000

减持

RVMD Revolution Medicines Inc

-$9.2M

571,548 -24%

增持

DYN Dyne Therapeutics Inc

-$9.0M

1,347,456 +19%

减持

CYTK Cytokinetics Inc

-$8.8M

402,323 -24%

增持

EWTX Edgewise Therapeutics Inc

+$8.8M

734,343 +82%

建仓

SYRE Spyre Therapeutics Inc

+$8.7M

374,000

减持

GOSS Gossamer Bio Inc

-$8.4M

5,415,968 -60%

建仓

RCKT Rocket Pharmaceuticals Inc

+$7.5M

600,000

清仓

NGNE Neurogene Inc

-$7.4M

0 -100%

减持

ARGX argenx SE

-$7.1M

115,045 -20%

增持

ARWR Arrowhead Pharmaceuticals Inc

+$6.9M

2,901,681 +18%

增持

ONC Beigene Ltd

-$5.7M

653,721 +16%

清仓

— Syros Pharmaceuticals Inc

-$5.6M

0 -100%

清仓

— Novocure Ltd

-$5.5M

0 -100%

减持

VERA Vera Therapeutics Inc

-$5.0M

758,465 -9%

清仓

ANRO Alto Neuroscience Inc

-$4.5M

0 -100%

建仓

BA Boeing Co

+$4.4M

25,000

清仓

AGEN Agenus Inc

-$4.2M

0 -100%

建仓

— ProQR Therapeutics NV

+$4.2M

1,575,000

增持

SLDB Solid Biosciences Inc

-$4.2M

3,749,041 +36%

增持

BIOA BIOAGE Labs Inc

-$4.0M

388,000 +29%

清仓

— ADC Therapeutics SA

-$3.7M

0 -100%

增持

ADBE Adobe Inc

+$3.4M

8,798 +780%

建仓

— Nebius Group NV

+$3.3M

120,000

建仓

FCX Freeport-McMoRan Inc

+$2.9M

75,000

减持

IONQ IONQ Inc

+$2.7M

170,000 -66%

清仓

V Visa Inc

-$1.9M

0 -100%

清仓

— Gritstone bio Inc

-$1.9M

0 -100%

减持

PYPL PayPal Holdings Inc

-$1.9M

15,000 -63%

减持

— Centessa Pharmaceuticals PLC

-$1.8M

3,004,677 -8%

增持

— Jfrog Ltd

+$1.8M

120,116 +97%

增持

TSHA Taysha Gene Therapies Inc

+$1.6M

6,602,475 +35%

清仓

NTRA Natera Inc

-$1.6M

0 -100%

增持

AMZN Amazon.com Inc

+$1.5M

36,500 +5%

增持

— Elastic NV

+$1.5M

25,000 +92%

增持

EDU New Oriental Education & Technology Group Inc

+$1.5M

68,500 +78%

减持

TSM Taiwan Semiconductor Manufacturing Co Ltd

-$1.4M

15,000 -40%

减持

CRWD CrowdStrike Holdings Inc

+$1.2M

24,000 -4%

建仓

HCA HCA Healthcare Inc

+$1.1M

3,750

增持

— Merus NV

-$1.1M

784,412 +15%

建仓

WK Workiva Inc

+$1.1M

10,000

减持

OXY Occidental Petroleum Corp

-$1.1M

15,000 -57%

建仓

— Couchbase Inc

+$935.4K

60,000

减持

BEKE Ke Holdings Inc

-$885.8K

60,000 -40%

减持

SE Sea Ltd

-$883.0K

25,000 -33%

建仓

— Ferrari NV

+$854.5K

2,000

清仓

— Terns Pharmaceuticals Inc

-$834.0K

0 -100%

清仓

RBRK Rubrik Inc

-$803.8K

0 -100%

减持

NOW ServiceNow Inc

-$766.0K

5,605 -25%

减持

DDOG Datadog Inc

+$559.1K

30,425 -8%

建仓

MRVL Marvell Technology Inc

+$552.3K

5,000

减持

— WAVE Life Sciences Ltd

-$520.0K

3,750,491 -34%

减持

GOOGL Alphabet Inc

-$499.0K

7,000 -36%

减持

PCOR Procore Technologies Inc

-$495.0K

20,000 -38%

建仓

— Monday.Com Ltd

+$470.9K

2,000

增持

PANW Palo Alto Networks Inc

-$446.3K

6,000 +33%

建仓

— SEMrush Holdings Inc

+$415.8K

35,000

清仓

— GlycoMimetics Inc

-$332.1K

0 -100%

增持

PDD PDD Holdings Inc

-$315.6K

52,901 +31%

减持

META Meta Platforms Inc

-$273.1K

1,000 -33%

增持

MSFT Microsoft Corp

+$231.9K

23,000 +5%

清仓

— Perception Capital Corp III

-$3.8K

0 -100%