小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 104 项
建仓 19
增持 35
减持 18
清仓 32
方向
标的
Δ市值
现股数(环比)
增持
ERAS
Erasca Inc
+$149.4M
11,244,246
+28%
建仓
MANE
Veradermics Inc
+$95.1M
1,505,374
清仓
—
Apellis Pharmaceuticals Inc
-$64.8M
0
-100%
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。
减持
—
Centessa Pharmaceuticals PLC
-$58.9M
1,053,464
-74%
清仓
—
Ascendis Pharma A/S
-$50.3M
0
-100%
清仓
—
RAPT Therapeutics Inc
-$46.6M
0
-100%
减持
TNGX
Tango Therapeutics Inc
+$46.0M
5,657,105
-31%
清仓
ZYME
Zymeworks Inc
-$44.2M
0
-100%
建仓
CYTK
Cytokinetics Inc
+$40.5M
613,952
增持
XENE
Xenon Pharmaceuticals Inc
+$40.2M
1,318,564
+62%
增持
ORIC
Oric Pharmaceuticals Inc
+$29.7M
2,998,192
+198%
建仓
ELVN
Enliven Therapeutics Inc
+$29.3M
746,226
减持
DYN
Dyne Therapeutics, Inc
-$28.1M
2,229,125
-36%
增持
BCAX
Bicara Therapeutics Inc
+$27.6M
5,802,970
+11%
减持
EWTX
Edgewise Therapeutics Inc
+$27.1M
4,430,263
-2%
清仓
MLYS
Mineralys Therapeutics Inc
-$25.4M
0
-100%
增持
LXRX
Lexicon Pharmaceuticals Inc
+$24.4M
44,303,518
+14%
增持
PVLA
Palvella Therapeutics Inc
+$24.2M
257,485
+243%
建仓
DMRA
Damora Therapeutics Inc
+$23.3M
900,000
建仓
ANNX
Annexon Inc
+$21.9M
3,958,646
清仓
—
IHS Holding Limited
-$17.6M
0
-100%
建仓
DFTX
Definium Therapeutics Inc
+$17.4M
919,493
建仓
AMLX
Amylyx Pharmaceuticals Inc
+$17.1M
1,230,000
建仓
—
Uniqure NV
+$16.4M
1,000,000
建仓
CTMX
CytomX Therapeutics Inc
+$16.3M
3,457,711
减持
TSHA
Taysha Gene Therapies Inc
-$16.2M
8,829,913
-13%
清仓
UPB
Upstream Bio Inc
-$16.0M
0
-100%
增持
—
Zura Bio Ltd
+$15.4M
3,734,866
+187%
减持
ONC
BeOne Medicines AG
-$13.8M
465,000
-7%
增持
GOOGL
Alphabet Inc
+$12.4M
65,703
+217%
增持
OLMA
Olema Pharmaceuticals Inc
-$11.6M
4,756,949
+44%
增持
GPCR
Structure Therapeutics Inc
-$11.0M
1,328,698
+23%
清仓
—
Mind Medicine (MindMed) Inc
-$10.7M
0
-100%
清仓
BNTC
Benitec Biopharma Inc
-$10.4M
0
-100%
建仓
RZLT
Rezolute Inc
+$10.2M
3,328,287
减持
KYMR
Kymera Therapeutics Inc
+$9.7M
3,186,830
-3%
增持
RYTM
Rhythm Pharmaceuticals Inc
+$9.6M
725,511
+45%
建仓
GENB
Generate Biomedicines Inc
+$9.2M
736,104
增持
NVDA
NVIDIA Corp
+$8.5M
89,085
+138%
增持
MSFT
Microsoft Corp
+$8.1M
41,380
+176%
增持
COGT
Cogent Biosciences Inc
+$7.9M
1,709,279
+5%
增持
TSLA
Tesla Inc
+$7.3M
21,500
+1333%
减持
TRVI
Trevi Therapeutics Inc
-$7.3M
1,786,867
-22%
清仓
LXEO
Lexeo Therapeutics Inc
-$7.2M
0
-100%
减持
BCYC
Bicycle Therapeutics PLC
-$7.0M
1,560,882
-22%
清仓
CRM
Salesforce Inc
-$6.9M
0
-100%
清仓
CMPS
Compass Pathways PLC
-$6.9M
0
-100%
清仓
BLLN
BillionToOne Inc
-$6.9M
0
-100%
减持
STOK
Stoke Therapeutics Inc
-$6.4M
1,995,347
-11%
清仓
SVRA
Savara Inc
-$6.0M
0
-100%
清仓
XFOR
X4 Pharmaceuticals Inc
-$6.0M
0
-100%
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+$5.8M
42,200
+52%
增持
—
enGene Holdings Inc
+$5.6M
5,253,159
+57%
增持
—
Nebius Group NV
+$5.4M
113,614
+49%
建仓
ABSI
Absci Corp
+$5.4M
1,800,000
增持
NMRA
Neumora Therapeutics Inc
+$5.3M
8,497,822
+35%
建仓
MSLE
Satellos Bioscience Inc
+$5.0M
892,074
清仓
ALMS
Alumis Inc
-$4.9M
0
-100%
清仓
META
Meta Platforms Inc
-$4.7M
0
-100%
清仓
PEPG
PepGen Inc
-$4.6M
0
-100%
建仓
AGMB
Agomab Therapeutics NV
+$4.3M
411,250
清仓
SGMT
Sagimet Biosciences Inc
-$4.3M
0
-100%
清仓
ADBE
Adobe Inc
-$4.2M
0
-100%
增持
FULC
Fulcrum Therapeutics Inc
-$4.0M
2,350,000
+21%
增持
NOW
ServiceNow Inc
+$3.6M
87,090
+144%
清仓
EDU
New Oriental Education & Technology Group Inc
-$3.4M
0
-100%
减持
SEER
Seer Inc
-$3.2M
2,458,673
-39%
建仓
FPS
Forgent Power Solutions, Inc
+$2.9M
100,000
清仓
ZS
Zscaler Inc
-$2.7M
0
-100%
清仓
BDTX
Black Diamond Therapeutics Inc
-$2.5M
0
-100%
清仓
QCOM
Qualcomm Inc
-$2.4M
0
-100%
清仓
ARM
Arm Holdings PLC
-$2.4M
0
-100%
清仓
TIL
Instil Bio Inc
-$2.2M
0
-100%
增持
AVGO
Broadcom Inc
+$2.2M
15,000
+114%
减持
AMZN
Amazon.com Inc
-$2.2M
46,641
-9%
清仓
PANW
Palo Alto Networks Inc
-$2.1M
0
-100%
减持
MDLN
Medline Inc
-$2.0M
25,000
-67%
建仓
MU
Micron Technology Inc
+$2.0M
6,000
清仓
CRWV
CoreWeave Inc
-$2.0M
0
-100%
减持
RELY
Remitly Global Inc
+$1.9M
1,543,271
-5%
减持
RVMD
Revolution Medicines Inc
+$1.7M
1,110,980
-17%
增持
ARWR
Arrowhead Pharmaceuticals Inc
+$1.7M
1,615,476
+8%
建仓
—
Amer Sports Inc
+$1.6M
50,000
增持
—
Cellebrite DI Ltd
+$1.6M
311,544
+108%
增持
GTLB
GitLab Inc
-$1.6M
100,000
+1%
增持
DDOG
Datadog Inc
+$1.5M
54,300
+49%
建仓
AEVA
Aeva Technologies Inc
+$1.4M
110,000
减持
RAPP
Rapport Therapeutics Inc
-$1.4M
641,469
-9%
增持
PDD
PDD Holdings Inc
+$1.3M
83,401
+32%
增持
WK
Workiva Inc
-$1.3M
92,500
+17%
增持
CRWD
CrowdStrike Holdings Inc
+$1.3M
23,070
+40%
清仓
VRNS
Varonis Systems Inc
-$1.2M
0
-100%
清仓
—
Generation Bio Inc
-$1.1M
0
-100%
增持
CRNX
Crinetics Pharmaceuticals Inc
-$1.0M
1,903,636
+26%
增持
MNPR
Monopar Therapeutics Inc
+$936.7K
270,118
+27%
减持
BEKE
KE Holdings Inc
-$788.2K
100,000
-31%
增持
—
monday.com Ltd
-$780.8K
25,000
+47%
增持
DT
Dynatrace Inc
+$553.0K
150,000
+30%
建仓
NU
Nu Holdings Ltd.
+$359.3K
25,000
减持
PRMB
Primo Brands Corp
-$284.8K
50,000
-33%
增持
—
Jfrog Ltd
+$198.1K
128,816
+38%
清仓
CRBU
Caribou Biosciences Inc
-$167.5K
0
-100%
清仓
CYCN
Cyclerion Therapeutics Inc
-$146.8K
0
-100%
增持
FIG
Figma Inc
+$122.8K
50,000
+100%