Siren, L.L.C.
CIK: 0002005245SEC EDGAR →
Portfolio Value
$3.4B
Holdings
113
As of
Q4 2025
New Positions
115
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Scholar Rock Holding Corp | 10,825,013 | $476.8M | 14.22% |
| 2 | Kymera Therapeutics Inc | 3,286,830 | $255.7M | 7.63% |
| 3 | BeOne Medicines AG | 500,000 | $151.9M | 4.53% |
| 4 | Edgewise Therapeutics Inc | 4,529,990 | $112.4M | 3.35% |
| 5 | Revolution Medicines Inc | 1,335,075 | $106.3M | 3.17% |
| 6 | Centessa Pharmaceuticals PLC | 4,027,517 | $100.7M | 3.00% |
| 7 | Arrowhead Pharmaceuticals Inc | 1,500,476 | $99.6M | 2.97% |
| 8 | Bicara Therapeutics Inc | 5,216,969 | $87.8M | 2.62% |
| 9 | Olema Pharmaceuticals Inc | 3,300,700 | $82.5M | 2.46% |
| 10 | Disc Medicine Inc | 988,401 | $78.5M | 2.34% |
Quarterly Changes
Top Buys
New Positions (26)
$82.5M · 3.3M shares
$44.2M · 1.7M shares
$35.6M · 1.9M shares
$30.1M · 3.3M shares
$25.4M · 700K shares
$22.1M · 1.9M shares
$13.9M · 212K shares
$12.0M · 5.8M shares
$10.7M · 800K shares
$10.4M · 775K shares
$9.9M · 4.0M shares
$7.9M · 450K shares
$7.8M · 75K shares
$6.9M · 1.0M shares
$6.9M · 84K shares
$6.8M · 1.3M shares
$6.0M · 1.0M shares
$6.0M · 1.5M shares
$4.9M · 500K shares
$4.7M · 7K shares
$3.1M · 75K shares
$2.7M · 2.0M shares
$2.7M · 12K shares
$2.4M · 7K shares
$2.4M · 22K shares
$1.2M · 38K shares
Closed Positions (28)
$56.0M · 1.3M shares
$45.8M · 4.9M shares
$31.6M · 467K shares
$21.8M · 766K shares
$16.1M · 275K shares
$12.9M · 700K shares
$5.8M · 563K shares
$5.4M · 2.1M shares
$3.3M · 1.6M shares
$2.2M · 382K shares
$2.0M · 77K shares
$1.9M · 4K shares
$1.9M · 48K shares
$1.5M · 2K shares
$1.5M · 95K shares
$1.1M · 50K shares
$1.1M · 13K shares
$885K · 125K shares
$869K · 25K shares
$804K · 25K shares
$743K · 38K shares
$729K · 10K shares
$685K · 4K shares
$504K · 25K shares
$456K · 50K shares
$406K · 25K shares
$302K · 2K shares
$145K · 111K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 75 | $3.1B | 92.5% |
| Technology | 24 | $124.6M | 3.7% |
| Communication Services | 5 | $81.1M | 2.4% |
| Unknown | 3 | $20.2M | 0.6% |
| Consumer Cyclical | 3 | $19.8M | 0.6% |
| Real Estate | 1 | $2.3M | 0.1% |
| Financial Services | 1 | $1.6M | 0.0% |
| Consumer Defensive | 1 | $1.2M | 0.0% |