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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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 76 项建仓 15增持 21减持 19清仓 21

方向

标的

Δ市值

现股数(环比)

清仓

— Blueprint Medicines Corp

-$64.3M

0 -100%

增持

KYMR Kymera Therapeutics Inc

+$60.9M

3,428,150 +6%

建仓

MLTX MoonLake Immunotherapeutics

+$24.0M

508,267

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

DYN Dyne Therapeutics Inc

+$17.6M

4,836,437 +78%

减持

— NewAmsterdam Pharma Company NV

-$17.5M

1,194,240 -38%

建仓

— Akero Therapeutics Inc

+$17.0M

318,647

增持

TSHA Taysha Gene Therapies Inc

+$16.4M

11,014,737 +69%

清仓

— Prothena Corporation PLC

-$15.9M

0 -100%

建仓

AVBP Arrivent Biopharma Inc

+$15.2M

700,000

增持

RVMD Revolution Medicines Inc

+$14.6M

938,755 +67%

增持

TNGX Tango Therapeutics Inc

+$13.7M

3,364,814 +31%

清仓

SMMT Summit Therapeutics Inc

-$13.4M

0 -100%

减持

— Soleno Therapeutics Inc

-$12.8M

467,342 -36%

增持

ONC BeOne Medicines AG

-$12.3M

509,990 +2%

减持

VERA Vera Therapeutics Inc

-$12.1M

247,216 -67%

增持

RYTM Rhythm Pharmaceuticals Inc

+$11.2M

409,742 +48%

增持

SLN Silence Therapeutics PLC

+$9.0M

2,911,438 +4%

建仓

COGT Cogent Biosciences Inc

+$6.1M

854,379

增持

BCAX Bicara Therapeutics Inc

+$5.9M

5,216,969 +60%

建仓

PCRX Pacira Biosciences Inc

+$5.4M

225,000

增持

IRON Disc Medicine Inc

+$5.0M

1,099,401 +3%

增持

AGEN Agenus Inc

+$4.1M

1,064,250 +113%

增持

EWTX Edgewise Therapeutics Inc

+$4.1M

3,160,298 +86%

清仓

— Metsera Inc

-$4.1M

0 -100%

增持

TRVI Trevi Therapeutics Inc

+$3.5M

3,938,793 +38%

增持

NVDA NVIDIA Corp

+$3.1M

49,985 +12%

增持

— Centessa Pharmaceuticals PLC

+$2.9M

3,460,029 +17%

减持

MSFT Microsoft Corp

-$2.7M

16,150 -43%

清仓

LPLA LPL Financial Holdings Inc

-$2.5M

0 -100%

减持

— Ascendis Pharma A/S

-$2.3M

245,943 -14%

清仓

MRVL Marvell Technology Inc

-$2.3M

0 -100%

增持

CRM Salesforce Inc

+$2.2M

22,600 +55%

增持

TSM Taiwan Semiconductor Manufacturing Co Ltd

+$2.2M

30,500 +7%

减持

RDDT Reddit Inc

-$2.2M

2,000 -91%

减持

NOW ServiceNow Inc

-$2.0M

5,126 -44%

建仓

HUBS HubSpot Inc

+$1.7M

3,000

建仓

UNH UnitedHealth Group Inc

+$1.6M

5,076

建仓

GTLB GitLab Inc

+$1.6M

35,000

减持

ADBE Adobe Inc

-$1.6M

15,051 -22%

清仓

SARO StandardAero, Inc.

-$1.5M

0 -100%

增持

BCYC Bicycle Therapeutics PLC

-$1.4M

2,012,752 +11%

清仓

BILL BILL Holdings Inc

-$1.3M

0 -100%

清仓

PYPL PayPal Holdings Inc

-$1.3M

0 -100%

建仓

— Birkenstock Holding PLC

+$1.2M

25,000

清仓

PEGA Pegasystems Inc

-$1.1M

0 -100%

建仓

PRMB Primo Brands Corp

+$1.1M

37,500

减持

TSLA Tesla Inc

-$1.1M

4,000 -56%

减持

— Merus NV

+$972.8K

853,467 -18%

清仓

MDB MongoDB Inc

-$964.7K

0 -100%

建仓

— Cellebrite DI Ltd

+$960.0K

60,000

清仓

NKE Nike Inc

-$952.2K

0 -100%

清仓

INTC Intel Corp

-$908.4K

0 -100%

清仓

— Informatica Inc

-$872.5K

0 -100%

增持

XENE Xenon Pharmaceuticals Inc

+$855.3K

812,761 +11%

清仓

BA Boeing Co

-$852.8K

0 -100%

清仓

— Couchbase Inc

-$785.1K

0 -100%

建仓

TEAM Atlassian Corp

+$710.8K

3,500

清仓

— Kronos Bio Inc

-$695.4K

0 -100%

减持

SAIL SailPoint Inc

-$638.3K

50,000 -47%

清仓

— Ferrari NV

-$636.4K

0 -100%

减持

CRWD CrowdStrike Holdings Inc

+$607.7K

18,500 -26%

增持

WK Workiva Inc

+$588.2K

28,000 +60%

清仓

USB US Bancorp

-$527.8K

0 -100%

增持

RELY Remitly Global Inc

-$526.4K

515,449 +5%

清仓

OXY Occidental Petroleum Corp

-$493.6K

0 -100%

减持

— Jfrog Ltd

+$488.5K

107,116 -19%

建仓

CCC CCC Intelligent Solutions Holdings Inc

+$470.5K

50,000

减持

DDOG Datadog Inc

+$456.6K

38,425 -19%

减持

DECK Deckers Outdoor Corp

-$352.9K

2,000 -60%

建仓

PCG PG&E Corp

+$348.5K

25,000

清仓

GDS GDS Holdings Ltd

-$316.6K

0 -100%

建仓

VRT Vertiv Holdings Co

+$256.8K

2,000

减持

— Vigil Neuroscience Inc

-$232.4K

411,191 -79%

减持

— Nebius Group NV

-$133.6K

51,000 -64%

减持

EDU New Oriental Education & Technology Group Inc

+$83.5K

72,000 -9%

减持

DT Dynatrace Inc

+$17.0K

75,229 -14%