Siren, L.L.C.
13F Reported Value
ⓘ$3.6B
Holdings
100
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Siren, L.L.C. disclosed 100 positions worth $3.6B in its Form 13F-HR for Q1 2026, led by $SRRK (Scholar Rock Holding Corp) at 14.8% of the equity portfolio, followed by $KYMR and $ERAS. During the quarter the fund opened 19 new positions and exited 32 — including a new stake in $MANE and a full exit from $APLS. The portfolio is most concentrated in Healthcare (93.5% of disclosed assets). All figures are sourced directly from Siren, L.L.C.’s Form 13F-HR filing with the SEC under CIK 2005245.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
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Quality
$532.2M10,825,013 sh - 29.2#2,418
Quality
$265.4M3,186,830 sh - —
Quality
$181.9M11,244,246 sh - —
Quality
$139.6M4,430,263 sh - —
Quality
$138.1M465,000 sh - 26.9
Quality
$118.3M5,657,105 sh - —
Quality
$115.4M5,802,970 sh - —
Quality
$108.0M1,110,980 sh - 74.4
Quality
$101.3M1,615,476 sh - —
Quality
$95.1M1,505,374 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Scholar Rock Holding Corp$SRRK | — | $532.2M | 10,825,013 |
 Kymera Therapeutics, Inc.$KYMR | 29.2#2,418 | $265.4M | 3,186,830 |
 Erasca, Inc.$ERAS | — | $181.9M | 11,244,246 |
 Edgewise Therapeutics, Inc.$EWTX | — | $139.6M | 4,430,263 |
 BeOne Medicines Ltd.$ONC | — | $138.1M | 465,000 |
 Tango Therapeutics, Inc.$TNGX | 26.9 | $118.3M | 5,657,105 |
 Bicara Therapeutics Inc.$BCAX | — | $115.4M | 5,802,970 |
 Revolution Medicines, Inc.$RVMD | — | $108.0M | 1,110,980 |
 ARROWHEAD PHARMACEUTICALS, INC.$ARWR | 74.4 | $101.3M | 1,615,476 |
 Veradermics, Inc$MANE | — | $95.1M | 1,505,374 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Siren, L.L.C.'s 100 positions.
Showing top 10 of 100 holdings.
Sector Allocation
Healthcare
$3.4B
Technology
$176.2M
Industrials
$42.1M
Consumer Discretionary
$11.4M
Financials
$1.8M
Real Estate
$1.5M
Consumer Staples
$941,500
Full Holdings — Siren, L.L.C. (Q1 2026)
All 100 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SRRK | Scholar Rock Holding Corp | $532.2M | 14.8% | +0% | — |
| 2 | $KYMR | Kymera Therapeutics, Inc. | $265.4M | 7.4% | -3% | 29.2 |
| 3 | $ERAS | Erasca, Inc. | $181.9M | 5.0% | +28% | — |
| 4 | $EWTX | Edgewise Therapeutics, Inc. | $139.6M | 3.9% | -2% | — |
| 5 | $ONC | BeOne Medicines Ltd. | $138.1M | 3.8% | -7% | — |
| 6 | $TNGX | Tango Therapeutics, Inc. | $118.3M | 3.3% | -31% | 26.9 |
| 7 | $BCAX | Bicara Therapeutics Inc. | $115.4M | 3.2% | +11% | — |
| 8 | $RVMD | Revolution Medicines, Inc. | $108.0M | 3.0% | -17% | — |
| 9 | $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $101.3M | 2.8% | +8% | 74.4 |
| 10 | $MANE | Veradermics, Inc | $95.1M | 2.6% | NEW | — |
| 11 |  $XENE | Xenon Pharmaceuticals Inc. | $76.7M | 2.1% | +62% | 12.9 |
| 12 |  $OLMA | Olema Pharmaceuticals, Inc. | $70.9M | 2.0% | +44% | — |
| 13 |  $CRNX | Crinetics Pharmaceuticals, Inc. | $69.1M | 1.9% | +26% | 26.5 |
| 14 |  $LXRX | LEXICON PHARMACEUTICALS, INC. | $69.1M | 1.9% | +14% | 33.1 |
| 15 |  $COGT | Cogent Biosciences, Inc. | $65.8M | 1.8% | +5% | — |
| 16 |  $STOK | Stoke Therapeutics, Inc. | $65.0M | 1.8% | -11% | 53.4 |
| 17 |  $RCUS | Arcus Biosciences, Inc. | $65.0M | 1.8% | +0% | 12 |
| 18 |  $GPCR | Structure Therapeutics Inc. | $64.0M | 1.8% | +23% | — |
| 19 |  $IRON | Disc Medicine, Inc. | $63.2M | 1.8% | +0% | — |
| 20 |  $RYTM | RHYTHM PHARMACEUTICALS, INC. | $63.1M | 1.8% | +45% | 30.3 |
| 21 |  $SLDB | Solid Biosciences Inc. | $55.4M | 1.5% | +0% | — |
| 22 |  $SEPN | Septerna, Inc. | $48.1M | 1.3% | +0% | 44.6 |
| 23 |  $CNTA | Centessa Pharmaceuticals plc | $41.8M | 1.2% | -74% | — |
| 24 |  $SYRE | Spyre Therapeutics, Inc. | $41.3M | 1.1% | +0% | — |
| 25 |  $CYTK | CYTOKINETICS INC | $40.5M | 1.1% | NEW | 28 |
| 26 |  $DYN | Dyne Therapeutics, Inc. | $40.4M | 1.1% | -36% | — |
| 27 |  $TSHA | Taysha Gene Therapies, Inc. | $39.5M | 1.1% | -13% | 4.1 |
| 28 |  $DBVT | DBV Technologies S.A. | $38.8M | 1.1% | +0% | 6.1 |
| 29 |  $ORIC | Oric Pharmaceuticals, Inc. | $38.0M | 1.1% | +198% | — |
| 30 |  $ENGN | enGene Therapeutics Inc. | $35.8M | 1.0% | +57% | — |
| 31 |  $PVLA | PALVELLA THERAPEUTICS, INC. | $32.1M | 0.9% | +243% | — |
| 32 |  $TBLA | Taboola.com Ltd. | $30.9M | 0.9% | +0% | — |
| 33 |  $ELVN | Enliven Therapeutics, Inc. | $29.3M | 0.8% | NEW | — |
| 34 |  $DNLI | Denali Therapeutics Inc. | $26.8M | 0.7% | +0% | — |
| 35 |  $RELY | Remitly Global, Inc. | $24.2M | 0.7% | -5% | 66 |
| 36 |  $DMRA | Damora Therapeutics, Inc. | $23.3M | 0.7% | NEW | — |
| 37 |  $ZURA | Zura Bio Ltd | $22.2M | 0.6% | +187% | — |
| 38 |  $ANNX | Annexon, Inc. | $21.9M | 0.6% | NEW | — |
| 39 |  $TRVI | Trevi Therapeutics, Inc. | $21.3M | 0.6% | -22% | — |
| 40 |  $RAPP | Rapport Therapeutics, Inc. | $20.1M | 0.6% | -9% | — |
| 41 |  $GOOG | Alphabet Inc. | $18.9M | 0.5% | +217% | 80.2 |
| 42 |  $FULC | Fulcrum Therapeutics, Inc. | $18.0M | 0.5% | +21% | — |
| 43 |  $WVE | Wave Life Sciences Ltd. | $17.8M | 0.5% | +0% | — |
| 44 |  $DFTX | Definium Therapeutics, Inc. | $17.4M | 0.5% | NEW | — |
| 45 |  $AMLX | Amylyx Pharmaceuticals, Inc. | $17.1M | 0.5% | NEW | — |
| 46 |  $CGEM | Cullinan Therapeutics, Inc. | $17.0M | 0.5% | +0% | — |
| 47 |  $NMRA | Neumora Therapeutics, Inc. | $16.6M | 0.5% | +35% | — |
| 48 |  $QURE | uniQure N.V. | $16.4M | 0.5% | NEW | — |
| 49 |  $CTMX | CytomX Therapeutics, Inc. | $16.3M | 0.5% | NEW | 19.1 |
| 50 |  $NVDA | NVIDIA CORP | $15.5M | 0.4% | +138% | 90.2 |
| 51 |  $SLN | Silence Therapeutics plc | $15.3M | 0.4% | +0% | — |
| 52 |  $MSFT | MICROSOFT CORP | $15.3M | 0.4% | +176% | 83.7 |
| 53 |  $MNPR | Monopar Therapeutics | $14.8M | 0.4% | +27% | — |
| 54 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $14.3M | 0.4% | +52% | — |
| 55 |  $SION | Sionna Therapeutics, Inc. | $12.0M | 0.3% | +0% | — |
| 56 |  $NBIS | Nebius Group N.V. | $11.8M | 0.3% | +49% | — |
| 57 |  $RZLT | Rezolute, Inc. | $10.2M | 0.3% | NEW | — |
| 58 |  $IKT | Inhibikase Therapeutics, Inc. | $9.8M | 0.3% | +0% | — |
| 59 |  $AMZN | AMAZON COM INC | $9.7M | 0.3% | -9% | 74.6 |
| 60 |  $GENB | Generate Biomedicines, Inc. | $9.2M | 0.3% | NEW | — |
| 61 |  $MPLT | MapLight Therapeutics, Inc. | $9.1M | 0.3% | +0% | — |
| 62 |  $NOW | ServiceNow, Inc. | $9.1M | 0.3% | +144% | 76 |
| 63 |  $CRWD | CrowdStrike Holdings, Inc. | $9.0M | 0.3% | +40% | 55 |
| 64 |  $PDD | PDD Holdings Inc. | $8.5M | 0.2% | +32% | — |
| 65 |  $TSLA | Tesla, Inc. | $8.0M | 0.2% | +1333% | 50.1 |
| 66 |  $NBP | NovaBridge Biosciences | $7.4M | 0.2% | +0% | — |
| 67 |  $BCYC | BICYCLE THERAPEUTICS PLC | $7.2M | 0.2% | -22% | — |
| 68 |  $WHWK | Whitehawk Therapeutics, Inc. | $7.2M | 0.2% | +0% | 9.6 |
| 69 |  $TENX | TENAX THERAPEUTICS, INC. | $6.8M | 0.2% | +0% | — |
| 70 |  $VTVT | vTv Therapeutics Inc. | $6.5M | 0.2% | +0% | — |
| 71 |  $DDOG | Datadog, Inc. | $6.4M | 0.2% | +49% | 62.9 |
| 72 |  $FROG | JFrog Ltd | $6.0M | 0.2% | +38% | — |
| 73 |  $DT | Dynatrace, Inc. | $5.5M | 0.1% | +30% | 77.6 |
| 74 |  $WK | WORKIVA INC | $5.5M | 0.1% | +17% | 52.8 |
| 75 |  $ABSI | Absci Corp | $5.4M | 0.1% | NEW | 4.4 |
| 76 |  $IVVD | Invivyd, Inc. | $5.2M | 0.1% | +0% | 25.7 |
| 77 |  $MSLE | Satellos Bioscience Inc. | $5.0M | 0.1% | NEW | — |
| 78 |  $IONQ | IonQ, Inc. | $4.9M | 0.1% | +0% | 32.8 |
| 79 |  $AVGO | Broadcom Inc. | $4.6M | 0.1% | +114% | 86.4 |
| 80 |  $AGMB | Agomab Therapeutics NV | $4.3M | 0.1% | NEW | — |
| 81 |  $CLBT | Cellebrite DI Ltd. | $4.3M | 0.1% | +108% | — |
| 82 |  $SEER | Seer, Inc. | $4.1M | 0.1% | -39% | 11.8 |
| 83 |  $KRRO | Korro Bio, Inc. | $3.9M | 0.1% | +0% | 5.8 |
| 84 |  $AGEN | AGENUS INC | $3.6M | 0.1% | +0% | 51.2 |
| 85 |  $FHTX | Foghorn Therapeutics Inc. | $3.4M | 0.1% | +0% | 11.2 |
| 86 |  $FPS | Forgent Power Solutions, Inc. | $2.9M | 0.1% | NEW | — |
| 87 |  $KLRS | Kalaris Therapeutics, Inc. | $2.5M | 0.1% | +0% | — |
| 88 |  $GTLB | Gitlab Inc. | $2.2M | 0.1% | +1% | 54.1 |
| 89 |  $MU | MICRON TECHNOLOGY INC | $2.0M | 0.1% | NEW | 88.4 |
| 90 |  $MNDY | monday.com Ltd. | $1.7M | 0.1% | +47% | — |
| 91 |  $GOSS | Gossamer Bio, Inc. | $1.7M | 0.1% | +0% | 27.1 |
| 92 |  $AS | Amer Sports, Inc. | $1.6M | 0.1% | NEW | 71 |
| 93 |  $BEKE | KE Holdings Inc. | $1.5M | 0.0% | -31% | — |
| 94 |  $IREN | IREN Ltd | $1.5M | 0.0% | +0% | — |
| 95 |  $RANI | Rani Therapeutics Holdings, Inc. | $1.5M | 0.0% | +0% | — |
| 96 |  $AEVA | Aeva Technologies, Inc. | $1.4M | 0.0% | NEW | 22.8 |
| 97 |  $MDLN | Medline Inc. | $1.1M | 0.0% | -67% | — |
| 98 |  $FIG | Figma, Inc. | $1.1M | 0.0% | +100% | 45.2 |
| 99 |  $PRMB | Primo Brands Corp | $941,500 | 0.0% | -33% | 46.5 |
| 100 |  $NU | Nu Holdings Ltd. | $359,250 | 0.0% | NEW | — |
New Positions (19)
$MANE Veradermics, Inc$95.1M$CYTK CYTOKINETICS INC$40.5M$ELVN Enliven Therapeutics, Inc.$29.3M$DMRA Damora Therapeutics, Inc.$23.3M$ANNX Annexon, Inc.$21.9M$DFTX Definium Therapeutics, Inc.$17.4M$AMLX Amylyx Pharmaceuticals, Inc.$17.1M$QURE uniQure N.V.$16.4M$CTMX CytomX Therapeutics, Inc.$16.3M$RZLT Rezolute, Inc.$10.2M$GENB Generate Biomedicines, Inc.$9.2M$ABSI Absci Corp$5.4M$MSLE Satellos Bioscience Inc.$5.0M$AGMB Agomab Therapeutics NV$4.3M$FPS Forgent Power Solutions, Inc.$2.9MExited Positions (32)
$APLS Apellis Pharmaceuticals, Inc.
$ASND Ascendis Pharma A/S
$RAPT RAPT Therapeutics, Inc.
$ZYME Zymeworks Inc.
$MLYS Mineralys Therapeutics, Inc.
$IHS IHS Holding Ltd
$UPB Upstream Bio, Inc.
$BNTC Benitec Biopharma Inc.
$LXEO Lexeo Therapeutics, Inc.
$CRM Salesforce, Inc.
$CMPS COMPASS Pathways plc
$BLLN BillionToOne, Inc.
$SVRA Savara Inc
$XFOR X4 Pharmaceuticals, IncBrowse Top Institutional Investors
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