Institutional Fund
Siren, L.L.C.
New York, NYCIK 20052456 filings on record
Portfolio Value
$3.61B
Q1 2026
Holdings
100
Reported positions
New Buys
19
Opened this quarter
QoQ Change
+7.6%
from $3.35B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Scholar Rock Hldg Corp14.8%
- Kymera Therapeutics Inc7.4%
- Erasca Inc5.0%
- Edgewise Therapeutics Inc3.9%
- Beone Medicines Ltd3.8%
- Tango Therapeutics Inc3.3%
- Other61.9%
Portfolio Holdings
100 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Scholar Rock Hldg Corp | 10.83M | $532.16M | 14.8% | 0 | Held |
| 2 | Kymera Therapeutics Inc | 3.19M | $265.43M | 7.4% | −100.0K | Reduced |
| 3 | Erasca Inc | 11.24M | $181.93M | 5.0% | +2.49M | Added |
| 4 | Edgewise Therapeutics Inc | 4.43M | $139.55M | 3.9% | −99.7K | Reduced |
| 5 | Beone Medicines Ltd | 465.0K | $138.09M | 3.8% | −35.0K | Reduced |
| 6 | Tango Therapeutics Inc | 5.66M | $118.35M | 3.3% | −2.51M | Reduced |
| 7 | Bicara Therapeutics Inc | 5.80M | $115.42M | 3.2% | +586.0K | Added |
| 8 | Revolution Medicines Inc | 1.11M | $108.04M | 3.0% | −224.1K | Reduced |
| 9 | Arrowhead Pharmaceuticals In | 1.62M | $101.29M | 2.8% | +115.0K | Added |
| 10 | Veradermics Inc | 1.51M | $95.06M | 2.6% | +1.51M | New |
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