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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 118 项
建仓 24
增持 28
减持 41
清仓 25
方向
标的
Δ市值
现股数(环比)
清仓
ARGX
argenx SE
-$70.8M
0
-100%
建仓
—
Blueprint Medicines Corp
+$64.3M
726,167
建仓
IRON
Disc Medicine Inc
+$53.2M
1,071,865
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。
清仓
—
SpringWorks Therapeutics Inc
-$49.8M
0
-100%
减持
NMRA
Neumora Therapeutics Inc
-$42.2M
4,358,283
-1%
清仓
MDGL
Madrigal Pharmaceuticals Inc
-$38.9M
0
-100%
增持
—
Soleno Therapeutics Inc
+$36.2M
727,337
+107%
减持
—
Apellis Pharmaceuticals Inc
-$33.5M
2,578,396
-8%
增持
KYMR
Kymera Therapeutics Inc
-$30.8M
3,240,313
+9%
增持
CRNX
Crinetics Pharmaceuticals Inc
-$25.7M
1,688,611
+5%
减持
ARWR
Arrowhead Pharmaceuticals Inc
-$20.5M
2,669,880
-8%
清仓
CYTK
Cytokinetics Inc
-$18.9M
0
-100%
增持
EWTX
Edgewise Therapeutics Inc
+$17.7M
1,696,444
+131%
减持
—
IGM Biosciences Inc
-$16.6M
3,255,826
-2%
减持
—
WAVE Life Sciences Ltd
-$16.5M
3,696,322
-1%
减持
ONC
Beigene Ltd
+$15.0M
498,689
-24%
减持
—
NewAmsterdam Pharma Company NV
-$14.7M
1,912,030
-9%
建仓
RYTM
Rhythm Pharmaceuticals Inc
+$14.7M
277,533
减持
BCAX
Bicara Therapeutics Inc
-$14.4M
3,267,083
-0%
减持
VERA
Vera Therapeutics Inc
-$14.1M
747,216
-1%
建仓
SMMT
Summit Therapeutics Inc
+$13.4M
695,000
减持
PCVX
Vaxcyte Inc
-$13.4M
295,543
-1%
增持
SLDB
Solid Biosciences Inc
+$12.4M
7,415,905
+98%
清仓
KURA
Kura Oncology Inc
-$11.7M
0
-100%
减持
APGE
Apogee Therapeutics Inc
-$11.6M
594,994
-20%
减持
SLN
Silence Therapeutics PLC
-$11.6M
2,789,833
-1%
增持
—
Merus NV
+$10.9M
1,043,467
+33%
减持
BCYC
Bicycle Therapeutics PLC
-$10.4M
1,812,752
-1%
减持
ERAS
Erasca Inc
-$10.2M
8,757,249
-1%
清仓
JANX
Janux Therapeutics Inc
-$9.4M
0
-100%
清仓
IONS
Ionis Pharmaceuticals Inc
-$8.7M
0
-100%
减持
UPB
Upstream Bio Inc
-$8.3M
788,450
-1%
清仓
IOVA
Iovance Biotherapeutics Inc
-$8.2M
0
-100%
减持
—
Centessa Pharmaceuticals PLC
-$7.8M
2,960,029
-1%
增持
STOK
Stoke Therapeutics Inc
-$7.1M
2,247,347
+12%
增持
GOOGL
Alphabet Inc
+$6.5M
50,703
+624%
减持
TRVI
Trevi Therapeutics Inc
+$6.0M
2,863,793
-1%
减持
DNLI
Denali Therapeutics Inc
-$5.8M
821,513
-2%
减持
CGEM
Cullinan Therapeutics Inc
-$5.7M
1,193,410
-1%
清仓
—
ACELYRIN Inc
-$5.4M
0
-100%
减持
RVMD
Revolution Medicines Inc
-$5.1M
563,755
-1%
减持
XENE
Xenon Pharmaceuticals Inc
-$4.6M
732,761
-1%
减持
TNGX
Tango Therapeutics Inc
-$4.5M
2,565,342
-1%
建仓
—
Metsera Inc
+$4.1M
150,000
建仓
CRM
Salesforce Inc
+$3.9M
14,600
减持
—
Ascendis Pharma A/S
+$3.9M
287,366
-3%
清仓
PHAT
Phathom Pharmaceuticals Inc
-$3.7M
0
-100%
建仓
WHWK
Whitehawk Therapeutics Inc
+$3.7M
2,082,000
减持
RCKT
Rocket Pharmaceuticals Inc
-$3.6M
591,263
-1%
减持
BA
Boeing Co
-$3.6M
5,000
-80%
增持
ADBE
Adobe Inc
+$3.5M
19,298
+119%
建仓
SION
Sionna Therapeutics Inc
+$3.4M
325,000
增持
DYN
Dyne Therapeutics Inc
-$3.3M
2,717,987
+102%
减持
RAPP
Rapport Therapeutics Inc
-$3.0M
378,469
-1%
清仓
FCX
Freeport-McMoRan Inc
-$2.9M
0
-100%
减持
RNAC
Cartesian Therapeutics Inc
-$2.8M
563,272
-2%
清仓
—
Allovir Inc
-$2.8M
0
-100%
减持
SYRE
Spyre Therapeutics Inc
-$2.8M
368,598
-1%
增持
AMZN
Amazon.com Inc
+$2.7M
56,500
+55%
清仓
OVID
Ovid Therapeutics Inc
-$2.7M
0
-100%
清仓
SE
Sea Ltd
-$2.7M
0
-100%
清仓
—
Elastic NV
-$2.5M
0
-100%
建仓
RDDT
Reddit Inc
+$2.5M
23,500
建仓
LPLA
LPL Financial Holdings Inc
+$2.5M
7,500
减持
TSHA
Taysha Gene Therapies Inc
-$2.4M
6,514,737
-1%
建仓
ELDN
Eledon Pharmaceuticals Inc
+$2.3M
690,170
建仓
TSLA
Tesla Inc
+$2.3M
9,000
建仓
KLRS
Kalaris Therapeutics Inc
+$2.3M
282,586
清仓
RGNX
Regenxbio Inc
-$2.2M
0
-100%
减持
—
ProQR Therapeutics NV
-$2.1M
1,552,183
-1%
减持
—
Generation Bio Co
-$2.0M
2,968,925
-0%
建仓
SAIL
SailPoint Inc
+$1.8M
95,000
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+$1.8M
28,500
+90%
减持
NVDA
NVIDIA Corp
-$1.8M
44,432
-9%
增持
MRVL
Marvell Technology Inc
+$1.7M
36,808
+636%
建仓
SARO
StandardAero, Inc.
+$1.5M
56,855
清仓
—
Applied Therapeutics Inc
-$1.4M
0
-100%
增持
NOW
ServiceNow Inc
+$1.3M
9,126
+63%
建仓
BILL
BILL Holdings Inc
+$1.3M
28,500
建仓
PEGA
Pegasystems Inc
+$1.1M
16,500
清仓
HCA
HCA Healthcare Inc
-$1.1M
0
-100%
增持
BEKE
Ke Holdings Inc
+$1.0M
105,000
+75%
增持
MSFT
Microsoft Corp
+$1.0M
28,500
+24%
清仓
—
Omega Therapeutics Inc
-$986.8K
0
-100%
建仓
MDB
MongoDB Inc
+$964.7K
5,500
建仓
NKE
Nike Inc
+$952.2K
15,000
建仓
—
Informatica Inc
+$872.5K
50,000
增持
PANW
Palo Alto Networks Inc
+$870.6K
11,500
+92%
清仓
—
Achilles Therapeutics PLC
-$861.1K
0
-100%
减持
PCOR
Procore Technologies Inc
-$838.4K
10,000
-50%
减持
GOSS
Gossamer Bio Inc
+$830.6K
5,208,968
-4%
减持
BIOA
BIOAGE Labs Inc
-$808.7K
382,406
-1%
建仓
AGEN
Agenus Inc
+$752.5K
500,000
增持
—
SEMrush Holdings Inc
+$750.5K
125,000
+257%
清仓
DLTR
Dollar Tree Inc
-$749.4K
0
-100%
增持
—
Jfrog Ltd
+$679.1K
131,616
+10%
增持
—
Prothena Corporation PLC
+$651.2K
1,283,555
+17%
增持
CRWD
CrowdStrike Holdings Inc
+$602.7K
25,000
+4%
增持
EDU
New Oriental Education & Technology Group Inc
-$595.4K
79,500
+16%
清仓
META
Meta Platforms Inc
-$585.5K
0
-100%
建仓
DECK
Deckers Outdoor Corp
+$559.0K
5,000
建仓
USB
US Bancorp
+$527.8K
12,500
清仓
NU
Nu Holdings Ltd
-$518.0K
0
-100%
清仓
—
Monday.Com Ltd
-$470.9K
0
-100%
增持
—
Nebius Group NV
-$368.6K
140,000
+17%
增持
DT
Dynatrace Inc
-$359.9K
87,729
+6%
增持
DDOG
Datadog Inc
+$357.6K
47,425
+56%
清仓
BZ
Kanzhun Ltd
-$345.0K
0
-100%
建仓
GDS
GDS Holdings Ltd
+$316.6K
12,500
减持
OXY
Occidental Petroleum Corp
-$247.6K
10,000
-33%
增持
WK
Workiva Inc
+$233.4K
17,500
+75%
减持
—
Ferrari NV
-$218.1K
1,500
-25%
减持
QCOM
Qualcomm Inc
-$153.8K
14,000
-7%
减持
—
Couchbase Inc
-$150.3K
49,850
-17%
增持
TIL
Instil Bio Inc
-$133.3K
203,933
+6%
减持
—
Vigil Neuroscience Inc
+$116.6K
1,967,064
-1%
增持
PYPL
PayPal Holdings Inc
+$24.8K
20,000
+33%
减持
—
Avidity Biosciences Inc
+$3.5K
1,110,610
-1%