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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 108 项
建仓 26
增持 30
减持 24
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
SRRK
Scholar Rock Holding Corp
+$132.4M
10,825,013
+17%
建仓
OLMA
Olema Pharmaceuticals Inc
+$82.5M
3,300,700
减持
KYMR
Kymera Therapeutics Inc
+$61.7M
3,286,830
-4%
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
RVMD
Revolution Medicines Inc
+$57.6M
1,335,075
+28%
清仓
—
Avidity Biosciences Inc
-$56.0M
0
-100%
增持
EWTX
Edgewise Therapeutics Inc
+$49.2M
4,529,990
+16%
增持
GPCR
Structure Therapeutics Inc
+$46.3M
1,078,698
+5%
清仓
RZLT
Rezolute Inc
-$45.8M
0
-100%
建仓
ZYME
Zymeworks Inc
+$44.2M
1,680,121
建仓
DBVT
Dbv Technologies SA
+$35.6M
1,857,362
减持
COGT
Cogent Biosciences Inc
+$33.1M
1,629,279
-6%
增持
RCUS
Arcus Biosciences Inc
+$32.1M
3,007,077
+3%
增持
—
RAPT Therapeutics Inc
+$31.6M
1,375,000
+137%
清仓
—
Soleno Therapeutics Inc
-$31.6M
0
-100%
建仓
—
enGene Holdings Inc
+$30.1M
3,336,264
建仓
MLYS
Mineralys Therapeutics Inc
+$25.4M
699,999
增持
TNGX
Tango Therapeutics Inc
+$22.9M
8,165,374
+39%
增持
—
Centessa Pharmaceuticals PLC
+$22.5M
4,027,517
+25%
建仓
FULC
Fulcrum Therapeutics Inc
+$22.1M
1,950,000
清仓
—
NewAmsterdam Pharma Company NV
-$21.8M
0
-100%
增持
SYRE
Spyre Therapeutics Inc
+$20.6M
818,598
+122%
减持
TSHA
Taysha Gene Therapies Inc
+$19.7M
10,129,913
-8%
增持
IRON
Disc Medicine Inc
+$18.1M
988,401
+8%
减持
KRRO
Korro Bio Inc
-$17.3M
347,718
-17%
清仓
—
Uniqure NV
-$16.1M
0
-100%
增持
ONC
BeOne Medicines AG
-$16.1M
500,000
+1%
减持
—
WAVE Life Sciences Ltd
+$14.6M
2,450,000
-34%
减持
SEPN
Septerna Inc
+$14.3M
2,000,000
-9%
建仓
MNPR
Monopar Therapeutics Inc
+$13.9M
212,298
清仓
AVBP
Arrivent Biopharma Inc
-$12.9M
0
-100%
建仓
IKT
Inhibikase Therapeutics Inc
+$12.0M
5,850,000
增持
DNLI
Denali Therapeutics Inc
+$11.1M
1,396,513
+70%
建仓
—
Mind Medicine (MindMed) Inc
+$10.7M
800,000
建仓
BNTC
Benitec Biopharma Inc
+$10.4M
775,000
建仓
IVVD
Invivyd Inc
+$9.9M
4,000,000
减持
RAPP
Rapport Therapeutics Inc
-$9.8M
708,469
-33%
减持
DYN
Dyne Therapeutics Inc
+$8.7M
3,502,941
-26%
建仓
MPLT
MapLight Therapeutics Inc
+$7.9M
450,000
建仓
PVLA
Palvella Therapeutics Inc
+$7.9M
75,000
增持
NBP
NovaBridge Biosciences
+$7.5M
3,000,000
+157%
减持
ARWR
Arrowhead Pharmaceuticals Inc
+$7.5M
1,500,476
-44%
建仓
CMPS
Compass Pathways PLC
+$6.9M
1,000,000
建仓
BLLN
BillionToOne Inc
+$6.9M
83,833
建仓
—
Zura Bio Ltd
+$6.8M
1,300,000
建仓
SVRA
Savara Inc
+$6.0M
1,000,000
建仓
XFOR
X4 Pharmaceuticals Inc
+$6.0M
1,500,000
清仓
RNAC
Cartesian Therapeutics Inc
-$5.8M
0
-100%
减持
TRVI
Trevi Therapeutics Inc
+$5.4M
2,286,867
-10%
清仓
ELDN
Eledon Pharmaceuticals Inc
-$5.4M
0
-100%
建仓
ALMS
Alumis Inc
+$4.9M
500,000
建仓
META
Meta Platforms Inc
+$4.7M
7,169
增持
WK
Workiva Inc
+$4.2M
79,123
+164%
增持
NMRA
Neumora Therapeutics Inc
+$3.3M
6,288,783
+44%
清仓
—
ProQR Therapeutics NV
-$3.3M
0
-100%
建仓
MDLN
Medline Inc
+$3.1M
75,000
增持
LXEO
Lexeo Therapeutics Inc
+$3.1M
720,622
+19%
减持
SION
Sionna Therapeutics Inc
+$2.8M
300,000
-8%
建仓
RANI
Rani Therapeutics Holdings Inc
+$2.7M
2,000,000
建仓
ZS
Zscaler Inc
+$2.7M
12,000
增持
TENX
Tenax Therapeutics Inc
+$2.5M
427,141
+21%
建仓
AVGO
Broadcom Inc
+$2.4M
7,000
增持
SLDB
Solid Biosciences Inc
-$2.4M
7,690,405
+4%
建仓
ARM
Arm Holdings PLC
+$2.4M
21,500
清仓
BIOA
BIOAGE Labs Inc
-$2.2M
0
-100%
清仓
KDP
Keurig Dr Pepper Inc
-$2.0M
0
-100%
清仓
HUBS
HubSpot Inc
-$1.9M
0
-100%
清仓
CMG
Chipotle Mexican Grill Inc
-$1.9M
0
-100%
增持
KLRS
Kalaris Therapeutics Inc
+$1.8M
435,798
+37%
增持
—
Nebius Group NV
-$1.8M
76,218
+5%
减持
MSFT
Microsoft Corp
-$1.6M
15,000
-13%
清仓
—
Spotify Technology SA
-$1.5M
0
-100%
清仓
—
NIQ Global Intelligence PLC
-$1.5M
0
-100%
增持
PDD
PDD Holdings Inc
+$1.5M
63,401
+46%
减持
CRWD
CrowdStrike Holdings Inc
-$1.3M
16,500
-11%
减持
GOOGL
Alphabet Inc
+$1.3M
20,703
-2%
增持
CRWV
CoreWeave Inc
-$1.3M
27,500
+15%
建仓
VRNS
Varonis Systems Inc
+$1.2M
37,500
增持
—
monday.com Ltd
+$1.2M
17,000
+143%
减持
UPB
Upstream Bio Inc
+$1.1M
588,450
-25%
清仓
SAIL
SailPoint Inc
-$1.1M
0
-100%
增持
NOW
ServiceNow Inc
-$1.1M
35,630
+400%
减持
ADBE
Adobe Inc
-$1.1M
12,051
-20%
清仓
—
Elastic NV
-$1.1M
0
-100%
增持
—
Cellebrite DI Ltd
+$1.0M
150,000
+67%
减持
AMZN
Amazon.com Inc
-$957.6K
51,500
-12%
清仓
—
SEMrush Holdings Inc
-$885.0K
0
-100%
清仓
—
Amer Sports Inc
-$868.8K
0
-100%
增持
GTLB
GitLab Inc
+$830.4K
99,000
+55%
清仓
PINS
Pinterest Inc
-$804.3K
0
-100%
减持
—
Jfrog Ltd
+$777.5K
93,616
-13%
清仓
—
Confluent Inc
-$742.5K
0
-100%
清仓
PCOR
Procore Technologies Inc
-$729.2K
0
-100%
增持
—
IREN Ltd
+$689.8K
43,100
+116%
清仓
ALAB
Astera Labs Inc
-$685.3K
0
-100%
减持
—
Generation Bio Inc
-$672.9K
201,419
-32%
减持
PANW
Palo Alto Networks Inc
-$629.6K
11,450
-15%
减持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+$541.8K
27,700
-2%
清仓
CHYM
Chime Financial Inc
-$504.3K
0
-100%
清仓
CCC
CCC Intelligent Solutions Holdings Inc
-$455.5K
0
-100%
清仓
KVUE
Kenvue Inc
-$405.8K
0
-100%
清仓
VRT
Vertiv Holdings Co
-$301.7K
0
-100%
增持
DDOG
Datadog Inc
+$264.9K
36,425
+11%
减持
CRM
Salesforce Inc
-$219.5K
26,100
-13%
增持
FIG
Figma Inc
+$156.2K
25,000
+67%
减持
CRNX
Crinetics Pharmaceuticals Inc
-$150.2K
1,507,636
-11%
清仓
IRWD
Ironwood Pharmaceuticals Inc
-$144.8K
0
-100%
增持
DT
Dynatrace Inc
+$137.9K
115,229
+15%
减持
CYCN
Cyclerion Therapeutics Inc
-$120.3K
115,603
-0%
