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Siren, L.L.C. Top Holdings and 13F Report (2025)

About Siren, L.L.C.

Investment Activity

  • Siren, L.L.C. has $1.93 billion in total holdings as of June 30, 2025.
  • Siren, L.L.C. owns shares of 110 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
  • Approximately 10.79% of the portfolio was purchased this quarter.
  • About 11.46% of the portfolio was sold this quarter.
  • This quarter, Siren, L.L.C. has purchased 116 new stocks and bought additional shares in 21 stocks.
  • Siren, L.L.C. sold shares of 19 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

Scholar Rock
$327,635,177
Kymera Therapeutics
$149,604,466
BeiGene
$123,453,279
Disc Medicine
$58,224,277

Largest New Holdings this Quarter

61559X104 - MoonLake Immunotherapeutics
$23,990,202 Holding
00973Y108 - Akero Therapeutics
$17,003,004 Holding
04272N102 - Arrivent Biopharma Inc
$15,239,000 Holding
19240Q201 - Cogent Biosciences
$6,134,441 Holding
695127100 - Pacira BioSciences
$5,377,500 Holding

Largest Purchases this Quarter

MoonLake Immunotherapeutics
508,267 shares (about $23.99M)
Dyne Therapeutics Inc
2,118,450 shares (about $20.17M)
Edgewise Therapeutics
1,463,854 shares (about $19.19M)
Bicara Therapeutics Inc
1,949,886 shares (about $18.11M)
Akero Therapeutics
318,647 shares (about $17.00M)

Largest Sales this Quarter

Soleno Therapeutics
259,995 shares (about $21.78M)
NewAmsterdam Pharma
717,790 shares (about $13.00M)
Vigil Neuroscience
1,555,873 shares (about $12.37M)
Vera Therapeutics
500,000 shares (about $11.78M)
Merus
190,000 shares (about $9.99M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSiren, L.L.C.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Scholar Rock Holding Corporation stock logo
SRRK
Scholar Rock
$327,635,1770.0%9,250,00517.0%Medical
Kymera Therapeutics, Inc. stock logo
KYMR
Kymera Therapeutics
$149,604,466$8,197,207 5.8%3,428,1507.7%Medical
BeiGene, Ltd. stock logo
BGNE
BeiGene
$123,453,279$2,735,633 2.3%509,9906.4%Medical
Disc Medicine, Inc. stock logo
IRON
Disc Medicine
$58,224,277$1,458,307 2.6%1,099,4013.0%Medical
Crinetics Pharmaceuticals, Inc. stock logo
CRNX
Crinetics Pharmaceuticals
$48,564,4520.0%1,688,6112.5%Medical
Bicara Therapeutics Inc
$48,465,642$18,114,441 59.7%5,216,9692.5%COM
Dyne Therapeutics Inc
$46,042,880$20,167,644 77.9%4,836,4372.4%COM
Centessa Pharmaceuticals PLC Sponsored ADR stock logo
CNTA
Centessa Pharmaceuticals
$45,464,781$6,570,000 16.9%3,460,0292.4%Medical
Merus N.V. stock logo
MRUS
Merus
$44,892,364$9,994,000 -18.2%853,4672.3%Medical
Apellis Pharmaceuticals, Inc. stock logo
APLS
Apellis Pharmaceuticals
$44,632,0350.0%2,578,3962.3%Medical
Ascendis Pharma A/S stock logo
ASND
Ascendis Pharma A/S
$42,449,762$7,149,610 -14.4%245,9432.2%Medical
Arrowhead Pharmaceuticals, Inc. stock logo
ARWR
Arrowhead Pharmaceuticals
$42,184,1040.0%2,669,8802.2%Medical
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$41,431,507$19,191,126 86.3%3,160,2982.1%Medical
Soleno Therapeutics, Inc. stock logo
SLNO
Soleno Therapeutics
$39,153,913$21,782,381 -35.7%467,3422.0%Medical
Lexicon Pharmaceuticals, Inc. stock logo
LXRX
Lexicon Pharmaceuticals
$36,805,6070.0%38,918,9031.9%Medical
Taboola.com Ltd. stock logo
TBLA
Taboola.com
$36,488,3520.0%9,969,4951.9%Computer and Technology
Solid Biosciences Inc. stock logo
SLDB
Solid Biosciences
$36,115,4570.0%7,415,9051.9%Medical
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$34,536,796$13,796,250 66.5%938,7551.8%Medical
Avidity Biosciences, Inc. stock logo
RNA
Avidity Biosciences
$31,541,3240.0%1,110,6101.6%Medical
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$25,891,597$8,354,287 47.6%409,7421.3%Medical
Apogee Therapeutics Inc
$25,840,5890.0%594,9941.3%COM
Stoke Therapeutics, Inc. stock logo
STOK
Stoke Therapeutics
$25,507,3880.0%2,247,3471.3%Medical
Taysha Gene Therapies, Inc. stock logo
TSHA
Taysha Gene Therapies
$25,444,042$10,395,000 69.1%11,014,7371.3%Medical
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$25,439,419$2,504,000 10.9%812,7611.3%Medical
WAVE Life Sciences Ltd. stock logo
WVE
WAVE Life Sciences
$24,026,0930.0%3,696,3221.2%Medical
MoonLake Immunotherapeutics stock logo
MLTX
MoonLake Immunotherapeutics
$23,990,202$23,990,202 New Holding508,2671.2%Medical
Septerna Inc
$23,280,5730.0%2,202,5141.2%COM
NewAmsterdam Pharma Company N.V. stock logo
NAMS
NewAmsterdam Pharma
$21,627,686$12,999,177 -37.5%1,194,2401.1%Medical
Trevi Therapeutics, Inc. stock logo
TRVI
Trevi Therapeutics
$21,545,198$5,880,250 37.5%3,938,7931.1%Medical
Tango Therapeutics, Inc. stock logo
TNGX
Tango Therapeutics
$17,227,848$4,093,297 31.2%3,364,8140.9%Medical
Akero Therapeutics, Inc. stock logo
AKRO
Akero Therapeutics
$17,003,004$17,003,004 New Holding318,6470.9%Medical
Silence Therapeutics PLC Sponsored ADR stock logo
SLN
Silence Therapeutics
$16,886,340$705,309 4.4%2,911,4380.9%Medical
Arrivent Biopharma Inc
$15,239,000$15,239,000 New Holding700,0000.8%COM
Bicycle Therapeutics PLC Sponsored ADR stock logo
BCYC
Bicycle Therapeutics
$13,988,626$1,390,000 11.0%2,012,7520.7%Medical
Arcus Biosciences, Inc. stock logo
RCUS
Arcus Biosciences
$13,122,3070.0%1,612,0770.7%Medical
IHS Holding Limited stock logo
IHS
IHS
$13,107,8110.0%2,357,5200.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$12,395,5350.0%56,5000.6%Retail/Wholesale
Denali Therapeutics Inc. stock logo
DNLI
Denali Therapeutics
$11,492,9670.0%821,5130.6%Medical
Erasca, Inc. stock logo
ERAS
Erasca
$11,121,7060.0%8,757,2490.6%Medical
Oric Pharmaceuticals, Inc. stock logo
ORIC
Oric Pharmaceuticals
$10,226,8860.0%1,007,5750.5%Medical
Remitly Global Inc
$9,674,978$469,250 5.1%515,4490.5%COM
Vaxcyte, Inc. stock logo
PCVX
Vaxcyte
$9,608,1030.0%295,5430.5%Medical
CrowdStrike stock logo
CRWD
CrowdStrike
$9,422,235$3,310,515 -26.0%18,5000.5%Computer and Technology
Cullinan Therapeutics, Inc. stock logo
CGEM
Cullinan Therapeutics
$8,986,3770.0%1,193,4100.5%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$8,933,8690.0%50,7030.5%Computer and Technology
Upstream Bio Inc
$8,657,1810.0%788,4500.4%COM
Seer, Inc. stock logo
SEER
Seer
$8,560,0000.0%4,000,0000.4%Medical
Microsoft Corporation stock logo
MSFT
Microsoft
$8,033,172$6,143,014 -43.3%16,1500.4%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$7,897,130$877,318 12.5%49,9850.4%Computer and Technology
IonQ, Inc. stock logo
IONQ
IonQ
$7,304,9000.0%170,0000.4%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$6,907,945$452,980 7.0%30,5000.4%Computer and Technology
Gossamer Bio, Inc. stock logo
GOSS
Gossamer Bio
$6,407,0310.0%5,208,9680.3%Medical
Salesforce Inc. stock logo
CRM
Salesforce
$6,162,794$2,181,520 54.8%22,6000.3%Computer and Technology
Cogent Biosciences, Inc. stock logo
COGT
Cogent Biosciences
$6,134,441$6,134,441 New Holding854,3790.3%Medical
Cartesian Therapeutics Inc
$5,852,3960.0%563,2720.3%COM NEW
Vera Therapeutics, Inc. stock logo
VERA
Vera Therapeutics
$5,824,409$11,780,000 -66.9%247,2160.3%Medical
Adobe Inc. stock logo
ADBE
Adobe
$5,822,931$1,643,079 -22.0%15,0510.3%Computer and Technology
Sionna Therapeutics Inc
$5,638,7500.0%325,0000.3%COM
PDD Holdings Inc. Sponsored ADR stock logo
PDD
PDD
$5,536,6190.0%52,9010.3%Retail/Wholesale
Sagimet Biosciences Inc
$5,522,7550.0%724,7710.3%COM SER A
Spyre Therapeutics Inc
$5,517,9120.0%368,5980.3%COM NEW
Pacira BioSciences, Inc. stock logo
PCRX
Pacira BioSciences
$5,377,500$5,377,500 New Holding225,0000.3%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$5,269,938$4,112,320 -43.8%5,1260.3%Computer and Technology
Korro Bio Inc
$5,231,2240.0%418,8330.3%COM
Datadog, Inc. stock logo
DDOG
Datadog
$5,161,630$1,208,970 -19.0%38,4250.3%Computer and Technology
Agenus Inc
$4,863,623$2,578,623 112.9%1,064,2500.3%COM NEW
JFrog Ltd. stock logo
FROG
JFrog
$4,700,250$1,075,060 -18.6%107,1160.2%Computer and Technology
Rapport Therapeutics Inc
$4,303,1930.0%378,4690.2%COM
Instil Bio Inc
$4,247,9240.0%203,9330.2%COM NEW
Dynatrace, Inc. stock logo
DT
Dynatrace
$4,153,393$690,125 -14.2%75,2290.2%Computer and Technology
Aadi Bioscience, Inc. stock logo
AADI
Aadi Bioscience
$3,893,3400.0%2,082,0000.2%Medical
New Oriental Education & Technology Group, Inc. stock logo
EDU
New Oriental Education & Technology Group
$3,884,400$404,625 -9.4%72,0000.2%Consumer Discretionary
IGM Biosciences, Inc. stock logo
IGMS
IGM Biosciences
$3,646,5250.0%3,255,8260.2%Medical
Foghorn Therapeutics Inc. stock logo
FHTX
Foghorn Therapeutics
$3,387,3840.0%720,7200.2%Medical
Vigil Neuroscience, Inc. stock logo
VIGL
Vigil Neuroscience
$3,268,968$12,369,189 -79.1%411,1910.2%Medical
Neumora Therapeutics Inc
$3,195,9290.0%4,358,2830.2%COM
ProQR Therapeutics N.V. stock logo
PRQR
ProQR Therapeutics
$3,166,4530.0%1,552,1830.2%Medical
Yandex stock logo
YNDX
Yandex
$2,821,830$4,924,370 -63.6%51,0000.1%Computer and Technology
Black Diamond Therapeutics, Inc. stock logo
BDTX
Black Diamond Therapeutics
$2,595,3620.0%1,046,5170.1%Medical
Lexeo Therapeutics Inc
$2,425,8090.0%603,4350.1%COM
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,353,3600.0%11,5000.1%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$2,229,6400.0%14,0000.1%Computer and Technology
Workiva Inc. stock logo
WK
Workiva
$1,916,600$718,725 60.0%28,0000.1%Computer and Technology
Eledon Pharmaceuticals, Inc. stock logo
ELDN
Eledon Pharmaceuticals
$1,870,3610.0%690,1700.1%Medical
KE Holdings Inc. Sponsored ADR stock logo
BEKE
KE
$1,862,7000.0%105,0000.1%Computer and Technology
HubSpot, Inc. stock logo
HUBS
HubSpot
$1,669,890$1,669,890 New Holding3,0000.1%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,583,560$1,583,560 New Holding5,0760.1%Medical
BIOAGE Labs Inc
$1,579,3370.0%382,4060.1%COM
GitLab Inc. stock logo
GTLB
GitLab
$1,578,850$1,578,850 New Holding35,0000.1%Computer and Technology
Tourmaline Bio Inc
$1,461,9020.0%91,4260.1%COM
Rocket Pharmaceuticals, Inc. stock logo
RCKT
Rocket Pharmaceuticals
$1,448,5940.0%591,2630.1%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$1,270,640$1,588,300 -55.6%4,0000.1%Auto/Tires/Trucks
Birkenstock Holding PLC
$1,229,500$1,229,500 New Holding25,0000.1%COM SHS
SailPoint Inc
$1,143,000$1,028,700 -47.4%50,0000.1%COM
Semrush Holdings, Inc. stock logo
SEMR
Semrush
$1,131,2500.0%125,0000.1%Computer and Technology
Primo Brands Corp
$1,110,750$1,110,750 New Holding37,5000.1%CLASS A COM SHS
Cellebrite DI Ltd. stock logo
CLBT
Cellebrite DI
$960,000$960,000 New Holding60,0000.0%Computer and Technology
Generation Bio Co. stock logo
GBIO
Generation Bio
$950,3530.0%2,968,9250.0%Medical
Kalaris Therapeutics Inc
$754,5050.0%282,5860.0%COM
HOOKIPA Pharma Inc
$711,1330.0%566,6400.0%COM NEW

Showing largest 100 holdings. View all holdings.
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