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

About Siren, L.L.C.

Investment Activity

Siren, L.L.C. has $3.61 billion in total holdings as of June 30, 2025.
Siren, L.L.C. owns shares of 100 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 17.82% of the portfolio was purchased this quarter.
About 17.76% of the portfolio was sold this quarter.
This quarter, Siren, L.L.C. has purchased 113 new stocks and bought additional shares in 35 stocks.
Siren, L.L.C. sold shares of 18 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

Scholar Rock: $532,157,639
Kymera Therapeutics: $265,431,071
Erasca: $181,931,900
Edgewise Therapeutics: $139,553,285
BeOne Medicines AG: $138,091,050

Largest New Holdings this Quarter

922967104 - Veradermics Inc: $95,064,368 Holding
23282W605 - Cytokinetics: $40,465,576 Holding
29337E102 - Enliven Therapeutics: $29,252,059 Holding
36322Q206 - Damora Therapeutics Inc: $23,310,000 Holding
03589W102 - Annexon: $21,930,899 Holding

Largest Purchases this Quarter

Veradermics Inc: 1,505,374 shares (about $95.06M)
Cytokinetics: 613,952 shares (about $40.47M)
Erasca: 2,486,997 shares (about $40.24M)
Xenon Pharmaceuticals: 505,803 shares (about $29.41M)
Enliven Therapeutics: 746,226 shares (about $29.25M)

Largest Sales this Quarter

Centessa Pharmaceuticals: 2,974,053 shares (about $118.13M)
Tango Therapeutics: 2,508,269 shares (about $52.47M)
Dyne Therapeutics, Inc: 1,273,816 shares (about $23.09M)
Revolution Medicines: 224,095 shares (about $21.79M)
BeOne Medicines AG: 35,000 shares (about $10.39M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SRRK Scholar Rock	$532,157,639		0.0%	10,825,013	14.8%	Medical
KYMR Kymera Therapeutics	$265,431,071	$8,329,000 â–¼	-3.0%	3,186,830	7.4%	Medical
ERAS Erasca	$181,931,900	$40,239,611 â–²	28.4%	11,244,246	5.0%	Medical
EWTX Edgewise Therapeutics	$139,553,285	$3,141,401 â–¼	-2.2%	4,430,263	3.9%	Medical
BeOne Medicines AG	$138,091,050	$10,393,950 â–¼	-7.0%	465,000	3.8%	SPONSORED ADS
TNGX Tango Therapeutics	$118,346,637	$52,472,988 â–¼	-30.7%	5,657,105	3.3%	Medical
Bicara Therapeutics Inc	$115,421,073	$11,655,560 â–²	11.2%	5,802,970	3.2%	COM
RVMD Revolution Medicines	$108,042,805	$21,793,239 â–¼	-16.8%	1,110,980	3.0%	Medical
ARWR Arrowhead Pharmaceuticals	$101,290,345	$7,210,500 â–²	7.7%	1,615,476	2.8%	Medical
Veradermics Inc	$95,064,368	$95,064,368 â–²	New Holding	1,505,374	2.6%	COMMON STOCK
XENE Xenon Pharmaceuticals	$76,674,497	$29,412,445 â–²	62.2%	1,318,564	2.1%	Medical
OLMA Olema Pharmaceuticals	$70,926,110	$21,712,673 â–²	44.1%	4,756,949	2.0%	Medical
CRNX Crinetics Pharmaceuticals	$69,140,060	$14,382,720 â–²	26.3%	1,903,636	1.9%	Medical
LXRX Lexicon Pharmaceuticals	$69,113,488	$8,399,999 â–²	13.8%	44,303,518	1.9%	Medical
COGT Cogent Biosciences	$65,790,149	$3,079,200 â–²	4.9%	1,709,279	1.8%	Medical
STOK Stoke Therapeutics	$64,968,498	$8,205,120 â–¼	-11.2%	1,995,347	1.8%	Medical
RCUS Arcus Biosciences	$64,952,863		0.0%	3,007,077	1.8%	Medical
GPCR Structure Therapeutics	$64,043,244	$12,050,000 â–²	23.2%	1,328,698	1.8%	Medical
IRON Disc Medicine	$63,198,360		0.0%	988,401	1.8%	Medical
RYTM Rhythm Pharmaceuticals	$63,097,692	$19,614,866 â–²	45.1%	725,511	1.7%	Medical
SLDB Solid Biosciences	$55,370,916		0.0%	7,690,405	1.5%	Medical
Septerna Inc	$48,060,000		0.0%	2,000,000	1.3%	COM
CNTA Centessa Pharmaceuticals	$41,843,590	$118,129,385 â–¼	-73.8%	1,053,464	1.2%	Medical
Spyre Therapeutics Inc	$41,290,083		0.0%	818,598	1.1%	COM NEW
CYTK Cytokinetics	$40,465,576	$40,465,576 â–²	New Holding	613,952	1.1%	Medical
Dyne Therapeutics, Inc	$40,414,036	$23,094,284 â–¼	-36.4%	2,229,125	1.1%	COM
TSHA Taysha Gene Therapies	$39,469,711	$5,811,000 â–¼	-12.8%	8,829,913	1.1%	Medical
Dbv Technologies SA	$38,800,292		0.0%	1,857,362	1.1%	SPONSORED ADS
ORIC Oric Pharmaceuticals	$37,987,092	$25,221,117 â–²	197.6%	2,998,192	1.1%	Medical
enGene Holdings Inc	$35,774,013	$13,054,055 â–²	57.5%	5,253,159	1.0%	COM
Palvella Therapeutics Inc	$32,095,505	$22,746,755 â–²	243.3%	257,485	0.9%	COM
TBLA Taboola.com	$30,905,435		0.0%	9,969,495	0.9%	Computer and Technology
ELVN Enliven Therapeutics	$29,252,059	$29,252,059 â–²	New Holding	746,226	0.8%	Medical
DNLI Denali Therapeutics	$26,813,050		0.0%	1,396,513	0.7%	Medical
Remitly Global Inc	$24,183,057	$1,175,250 â–¼	-4.6%	1,543,271	0.7%	COM
Damora Therapeutics Inc	$23,310,000	$23,310,000 â–²	New Holding	900,000	0.6%	COM NEW
ZURA Zura Bio	$22,222,453	$14,487,453 â–²	187.3%	3,734,866	0.6%	Medical
ANNX Annexon	$21,930,899	$21,930,899 â–²	New Holding	3,958,646	0.6%	Medical
TRVI Trevi Therapeutics	$21,317,323	$5,965,000 â–¼	-21.9%	1,786,867	0.6%	Medical
Rapport Therapeutics Inc	$20,071,565	$2,096,430 â–¼	-9.5%	641,469	0.6%	COM
GOOGL Alphabet	$18,893,555	$12,940,200 â–²	217.4%	65,703	0.5%	Computer and Technology
FULC Fulcrum Therapeutics	$18,024,500	$3,068,000 â–²	20.5%	2,350,000	0.5%	Medical
WVE WAVE Life Sciences	$17,762,500		0.0%	2,450,000	0.5%	Medical
Definium Therapeutics Inc	$17,378,418	$17,378,418 â–²	New Holding	919,493	0.5%	COM SHS
AMLX Amylyx Pharmaceuticals	$17,097,000	$17,097,000 â–²	New Holding	1,230,000	0.5%	Medical
CGEM Cullinan Therapeutics	$16,958,356		0.0%	1,193,410	0.5%	Medical
Neumora Therapeutics Inc	$16,570,753	$4,307,626 â–²	35.1%	8,497,822	0.5%	COM
QURE uniQure	$16,350,000	$16,350,000 â–²	New Holding	1,000,000	0.5%	Medical
CTMX CytomX Therapeutics	$16,251,242	$16,251,242 â–²	New Holding	3,457,711	0.5%	Medical
NVDA NVIDIA	$15,536,424	$8,999,040 â–²	137.7%	89,085	0.4%	Computer and Technology
SLN Silence Therapeutics	$15,343,278		0.0%	2,911,438	0.4%	Medical
MSFT Microsoft	$15,317,635	$9,765,085 â–²	175.9%	41,380	0.4%	Computer and Technology
Monopar Therapeutics Inc	$14,799,765	$3,167,958 â–²	27.2%	270,118	0.4%	COM NEW
TSM Taiwan Semiconductor Manufacturing	$14,261,490	$4,900,275 â–²	52.3%	42,200	0.4%	Computer and Technology
Sionna Therapeutics Inc	$12,027,000		0.0%	300,000	0.3%	COM
YNDX Yandex	$11,788,589	$3,880,209 â–²	49.1%	113,614	0.3%	Computer and Technology
RZLT Rezolute	$10,151,275	$10,151,275 â–²	New Holding	3,328,287	0.3%	Medical
Inhibikase Therapeutics Inc	$9,828,000		0.0%	5,850,000	0.3%	COM NEW
AMZN Amazon.com	$9,713,921	$1,011,984 â–¼	-9.4%	46,641	0.3%	Retail/Wholesale
Generate Biomedicines Inc	$9,201,300	$9,201,300 â–²	New Holding	736,104	0.3%	COM SHS
MapLight Therapeutics Inc	$9,148,500		0.0%	450,000	0.3%	COM
NOW ServiceNow	$9,105,260	$5,380,143 â–²	144.4%	87,090	0.3%	Computer and Technology
CRWD CrowdStrike	$9,006,759	$2,564,994 â–²	39.8%	23,070	0.2%	Computer and Technology
PDD PDD	$8,521,914	$2,043,600 â–²	31.5%	83,401	0.2%	Retail/Wholesale
TSLA Tesla	$7,992,625	$7,435,000 â–²	1,333.3%	21,500	0.2%	Auto/Tires/Trucks
IMAB I-Mab	$7,380,000		0.0%	3,000,000	0.2%	Medical
BCYC Bicycle Therapeutics	$7,242,492	$2,096,677 â–¼	-22.5%	1,560,882	0.2%	Medical
AADI Aadi Bioscience	$7,182,900		0.0%	2,082,000	0.2%	Medical
Tenax Therapeutics Inc	$6,829,985		0.0%	427,141	0.2%	COM NEW
vTv Therapeutics Inc	$6,464,580		0.0%	163,000	0.2%	CL A NEW
DDOG Datadog	$6,410,115	$2,110,144 â–²	49.1%	54,300	0.2%	Computer and Technology
FROG JFrog	$6,045,335	$1,651,936 â–²	37.6%	128,816	0.2%	Computer and Technology
DT Dynatrace	$5,547,000	$1,285,832 â–²	30.2%	150,000	0.2%	Computer and Technology
WK Workiva	$5,515,775	$797,671 â–²	16.9%	92,500	0.2%	Computer and Technology
ABSI Absci	$5,400,000	$5,400,000 â–²	New Holding	1,800,000	0.1%	Medical
IVVD Invivyd	$5,200,000		0.0%	4,000,000	0.1%	Medical
Satellos Bioscience Inc	$5,022,377	$5,022,377 â–²	New Holding	892,074	0.1%	COM
IONQ IonQ	$4,901,100		0.0%	170,000	0.1%	Computer and Technology
AVGO Broadcom	$4,642,650	$2,476,080 â–²	114.3%	15,000	0.1%	Computer and Technology
Agomab Therapeutics NV	$4,314,013	$4,314,013 â–²	New Holding	411,250	0.1%	SPONSORED ADS
CLBT Cellebrite DI	$4,293,076	$2,226,076 â–²	107.7%	311,544	0.1%	Computer and Technology
SEER Seer	$4,130,571	$2,589,430 â–¼	-38.5%	2,458,673	0.1%	Medical
Korro Bio Inc	$3,936,168		0.0%	347,718	0.1%	COM
Agenus Inc	$3,554,595		0.0%	1,064,250	0.1%	COM NEW
FHTX Foghorn Therapeutics	$3,445,042		0.0%	720,720	0.1%	Medical
Forgent Power Solutions, Inc	$2,927,000	$2,927,000 â–²	New Holding	100,000	0.1%	COM SHS CL A
Kalaris Therapeutics Inc	$2,514,554		0.0%	435,798	0.1%	COM
GTLB GitLab	$2,164,000	$21,640 â–²	1.0%	100,000	0.1%	Computer and Technology
MU Micron Technology	$2,027,040	$2,027,040 â–²	New Holding	6,000	0.1%	Computer and Technology
MNDY monday.com	$1,727,750	$552,880 â–²	47.1%	25,000	0.0%	Computer and Technology
GOSS Gossamer Bio	$1,711,146		0.0%	5,208,968	0.0%	Medical
Amer Sports Inc	$1,646,000	$1,646,000 â–²	New Holding	50,000	0.0%	COM SHS
BEKE KE	$1,497,000	$673,650 â–¼	-31.0%	100,000	0.0%	Computer and Technology
IREN IREN	$1,477,468		0.0%	43,100	0.0%	Finance
RANI Rani Therapeutics	$1,469,600		0.0%	2,000,000	0.0%	Medical
Aeva Technologies Inc	$1,447,600	$1,447,600 â–²	New Holding	110,000	0.0%	COM NEW
Medline Inc	$1,112,500	$2,225,000 â–¼	-66.7%	25,000	0.0%	COM CL A
Figma Inc	$1,057,000	$528,500 â–²	100.0%	50,000	0.0%	CLASS A COM STK
Primo Brands Corp	$941,500	$470,750 â–¼	-33.3%	50,000	0.0%	CLASS A COM SHS
NU NU	$359,250	$359,250 â–²	New Holding	25,000	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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

About Siren, L.L.C.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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

About Siren, L.L.C.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

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

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools