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

About Siren, L.L.C.

Investment Activity

Siren, L.L.C. has $4.94 billion in total holdings as of June 30, 2025.
Siren, L.L.C. owns shares of 116 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 16.65% of the portfolio was purchased this quarter.
About 9.48% of the portfolio was sold this quarter.
This quarter, Siren, L.L.C. has purchased 100 new stocks and bought additional shares in 32 stocks.
Siren, L.L.C. sold shares of 20 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Scholar Rock: $526,625,715
Kymera Therapeutics: $336,651,626
Erasca: $208,807,348
Veradermics Inc: $203,511,680
Tango Therapeutics: $193,166,919

Largest New Holdings this Quarter

698955101 - Parabilis Medicines Inc: $81,898,129 Holding
00370M103 - Abivax SA: $76,757,760 Holding
423494103 - Hemab Therapeutics Holdings Inc: $76,649,413 Holding
75943R102 - Relay Therapeutics: $68,291,500 Holding
482931102 - Kailera Therapeutics Inc: $48,780,721 Holding

Largest Purchases this Quarter

Parabilis Medicines Inc: 2,992,259 shares (about $81.90M)
Abivax SA: 576,000 shares (about $76.76M)
Hemab Therapeutics Holdings Inc: 2,086,834 shares (about $76.65M)
Relay Therapeutics: 3,650,000 shares (about $68.29M)
Enliven Therapeutics: 1,028,185 shares (about $52.18M)

Largest Sales this Quarter

Scholar Rock: 1,250,000 shares (about $68.75M)
Edgewise Therapeutics: 1,245,634 shares (about $50.61M)
Revolution Medicines: 210,980 shares (about $39.51M)
Kymera Therapeutics: 251,000 shares (about $28.78M)
Structure Therapeutics: 455,731 shares (about $24.46M)

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	$526,625,715	$68,750,000 â–¼	-11.5%	9,575,013	10.7%	Healthcare
KYMR Kymera Therapeutics	$336,651,626	$28,782,170 â–¼	-7.9%	2,935,830	6.8%	Healthcare
ERAS Erasca	$208,807,348	$2,812,761 â–²	1.4%	11,397,781	4.2%	Healthcare
Veradermics Inc	$203,511,680	$18,441,000 â–²	10.0%	1,655,374	4.1%	COMMON STOCK
TNGX Tango Therapeutics	$193,166,919	$16,325,816 â–²	9.2%	6,179,364	3.9%	Healthcare
RVMD Revolution Medicines	$168,552,000	$39,512,334 â–¼	-19.0%	900,000	3.4%	Healthcare
Bicara Therapeutics Inc	$166,352,179	$5,938,000 â–¼	-3.4%	5,602,970	3.4%	COM
ARWR Arrowhead Pharmaceuticals	$139,828,449	$8,151,000 â–²	6.2%	1,715,476	2.8%	Healthcare
BeOne Medicines AG	$132,511,050		0.0%	465,000	2.7%	SPONSORED ADS
EWTX Edgewise Therapeutics	$129,391,476	$50,610,109 â–¼	-28.1%	3,184,629	2.6%	Healthcare
RYTM Rhythm Pharmaceuticals	$126,160,613	$45,607,127 â–²	56.6%	1,136,275	2.6%	Healthcare
LXRX Lexicon Pharmaceuticals	$106,328,443		0.0%	44,303,518	2.2%	Healthcare
ELVN Enliven Therapeutics	$90,051,358	$52,180,389 â–²	137.8%	1,774,411	1.8%	Healthcare
Spyre Therapeutics Inc	$85,992,130	$13,317,000 â–²	18.3%	968,598	1.7%	COM NEW
Parabilis Medicines Inc	$81,898,129	$81,898,129 â–²	New Holding	2,992,259	1.7%	COM
XENE Xenon Pharmaceuticals	$79,588,523		0.0%	1,318,564	1.6%	Healthcare
SLDB Solid Biosciences	$76,827,146		0.0%	7,690,405	1.6%	Healthcare
Abivax SA	$76,757,760	$76,757,760 â–²	New Holding	576,000	1.6%	SPONSORED ADS
Hemab Therapeutics Holdings Inc	$76,649,413	$76,649,413 â–²	New Holding	2,086,834	1.6%	COM SHS
RCUS Arcus Biosciences	$74,621,857	$18,086,327 â–¼	-19.5%	2,420,430	1.5%	Healthcare
COGT Cogent Biosciences	$71,954,097	$5,805,000 â–²	8.8%	1,859,279	1.5%	Healthcare
RLAY Relay Therapeutics	$68,291,500	$68,291,500 â–²	New Holding	3,650,000	1.4%	Healthcare
TSHA Taysha Gene Therapies	$67,055,203	$6,923,495 â–²	11.5%	9,846,579	1.4%	Healthcare
Definium Therapeutics Inc	$66,772,951	$23,520,000 â–²	54.4%	1,419,493	1.4%	COM SHS
STOK Stoke Therapeutics	$65,287,754		0.0%	1,995,347	1.3%	Healthcare
IRON Disc Medicine	$64,977,649	$7,314,000 â–¼	-10.1%	888,401	1.3%	Healthcare
CYTK Cytokinetics	$64,655,121	$12,352,550 â–²	23.6%	758,952	1.3%	Healthcare
Septerna Inc	$63,631,000	$3,349,000 â–¼	-5.0%	1,900,000	1.3%	COM
OLMA Olema Pharmaceuticals	$60,760,432	$1,251,000 â–²	2.1%	4,856,949	1.2%	Healthcare
CRNX Crinetics Pharmaceuticals	$53,165,887	$18,068,172 â–¼	-25.4%	1,420,788	1.1%	Healthcare
Kailera Therapeutics Inc	$48,780,721	$48,780,721 â–²	New Holding	2,214,286	1.0%	COMMON STOCK
Dyne Therapeutics, Inc	$47,287,866	$2,221,000 â–¼	-4.5%	2,129,125	1.0%	COM
GPCR Structure Therapeutics	$46,852,139	$24,459,083 â–¼	-34.3%	872,967	0.9%	Healthcare
TBLA Taboola.com	$42,117,050	$7,730,425 â–¼	-15.5%	8,423,410	0.9%	Communication Services
Palvella Therapeutics Inc	$39,348,858		0.0%	257,485	0.8%	COM
SLN Silence Therapeutics	$36,359,589	$4,392,000 â–²	13.7%	3,311,438	0.7%	Healthcare
DNLI Denali Therapeutics	$35,918,314		0.0%	1,396,513	0.7%	Healthcare
Remitly Global Inc	$34,584,703		0.0%	1,543,271	0.7%	COM
CGEM Cullinan Therapeutics	$34,478,996	$12,747,000 â–²	58.7%	1,893,410	0.7%	Healthcare
COF Capital One Financial	$34,429,401	$34,429,401 â–²	New Holding	171,615	0.7%	Finance
TRVI Trevi Therapeutics	$33,325,070		0.0%	1,786,867	0.7%	Healthcare
ORIC Oric Pharmaceuticals	$32,470,419		0.0%	2,998,192	0.7%	Healthcare
GOOGL Alphabet	$32,163,300	$8,683,019 â–²	37.0%	90,000	0.7%	Communication Services
Dbv Technologies SA	$30,460,737		0.0%	1,857,362	0.6%	SPONSORED ADS
ABSI Absci	$28,682,515	$7,820,515 â–²	37.5%	2,474,764	0.6%	Healthcare
Sionna Therapeutics Inc	$26,856,555	$13,659,555 â–²	103.5%	610,515	0.5%	COM
Rapport Therapeutics Inc	$26,730,013		0.0%	641,469	0.5%	COM
AMLX Amylyx Pharmaceuticals	$26,591,325	$4,500,525 â–²	20.4%	1,480,586	0.5%	Healthcare
ANNX Annexon	$25,458,869	$2,855,000 â–²	12.6%	4,458,646	0.5%	Healthcare
Monopar Therapeutics Inc	$25,010,226		0.0%	270,118	0.5%	COM NEW
Oruka Therapeutics Inc	$23,792,500	$23,792,500 â–²	New Holding	250,000	0.5%	COM
Seaport Therapeutics Inc	$23,790,264	$23,790,264 â–²	New Holding	1,095,316	0.5%	COMMON STOCK
Damora Therapeutics Inc	$23,409,000		0.0%	900,000	0.5%	COM NEW
TYRA Tyra Biosciences	$23,156,500	$23,156,500 â–²	New Holding	725,000	0.5%	Healthcare
MSFT Microsoft	$22,940,730	$7,505,162 â–²	48.6%	61,500	0.5%	Technology
ZURA Zura Bio	$22,035,709		0.0%	3,734,866	0.4%	Healthcare
TSM Taiwan Semiconductor Manufacturing	$21,347,379	$1,193,925 â–²	5.9%	44,700	0.4%	Technology
NVDA NVIDIA	$19,008,550	$1,183,532 â–²	6.6%	95,000	0.4%	Technology
RZLT Rezolute	$17,307,092		0.0%	3,328,287	0.4%	Healthcare
MapLight Therapeutics Inc	$16,128,000		0.0%	450,000	0.3%	COM
Neumora Therapeutics Inc	$14,446,297		0.0%	8,497,822	0.3%	COM
YNDX Yandex	$14,360,840	$17,015,938 â–¼	-54.2%	52,000	0.3%	Technology
CTMX CytomX Therapeutics	$12,966,416		0.0%	3,457,711	0.3%	Healthcare
Generate Biomedicines Inc	$12,418,075		0.0%	736,104	0.3%	COM SHS
Inhibikase Therapeutics Inc	$11,875,500		0.0%	5,850,000	0.2%	COM NEW
ADAG Adagene	$11,199,997	$11,199,997 â–²	New Holding	2,666,666	0.2%	Healthcare
enGene Therapeutics Inc	$10,824,025	$10,824,025 â–²	New Holding	6,256,662	0.2%	COM
AADI Aadi Bioscience	$10,703,927	$1,168,367 â–²	12.3%	2,337,102	0.2%	Healthcare
DDOG Datadog	$10,414,400	$3,723,148 â–¼	-26.3%	40,000	0.2%	Technology
NOW ServiceNow	$9,928,000	$1,281,705 â–²	14.8%	100,000	0.2%	Technology
AVGO Broadcom	$9,443,750	$3,777,500 â–²	66.7%	25,000	0.2%	Technology
IONQ IonQ	$9,054,200		0.0%	170,000	0.2%	Technology
FROG JFrog	$8,679,040	$3,027,758 â–¼	-25.9%	95,500	0.2%	Technology
OCS Oculis	$8,668,750	$8,668,750 â–²	New Holding	625,000	0.2%	Healthcare
IREN IREN	$8,002,750	$6,031,787 â–²	306.0%	175,000	0.2%	Technology
AMZN Amazon.com	$7,746,050	$3,370,366 â–¼	-30.3%	32,500	0.2%	Consumer Discretionary
CRWD CrowdStrike	$7,631,400	$9,974,240 â–¼	-56.7%	10,000	0.2%	Technology
DSGN Design Therapeutics	$7,570,878	$7,570,878 â–²	New Holding	523,212	0.2%	Healthcare
PDD PDD	$7,246,600	$884,772 â–²	13.9%	95,000	0.1%	Consumer Discretionary
Satellos Bioscience Inc	$6,935,875		0.0%	892,074	0.1%	COM
DT Dynatrace	$6,806,050	$219,550 â–²	3.3%	155,000	0.1%	Technology
AAPL Apple	$6,655,280	$6,655,280 â–²	New Holding	23,000	0.1%	Technology
Tenax Therapeutics Inc	$6,214,902		0.0%	427,141	0.1%	COM NEW
vTv Therapeutics Inc	$6,136,950		0.0%	163,000	0.1%	CL A NEW
Eloxx Pharmaceuticals Inc	$5,552,000	$5,552,000 â–²	New Holding	400,000	0.1%	COM NEW
Agomab Therapeutics NV	$5,338,025		0.0%	411,250	0.1%	SPONSORED ADS
BABA Alibaba Group	$4,799,000	$4,799,000 â–²	New Holding	50,000	0.1%	Consumer Discretionary
Korro Bio Inc	$4,582,923		0.0%	347,718	0.1%	COM
CLBT Cellebrite DI	$4,548,542		0.0%	311,544	0.1%	Technology
IVVD Invivyd	$4,362,000	$872,400 â–²	25.0%	5,000,000	0.1%	Healthcare
Ouster Inc	$4,220,100	$4,220,100 â–²	New Holding	67,500	0.1%	COM NEW
Palisade Bio Inc	$4,180,000	$4,180,000 â–²	New Holding	2,000,000	0.1%	COM
Aeva Technologies Inc	$4,177,582	$1,018,382 â–²	32.2%	145,459	0.1%	COM NEW
SEER Seer	$4,081,397		0.0%	2,458,673	0.1%	Healthcare
IMAB I-Mab	$3,909,241	$1,940,759 â–¼	-33.2%	2,004,739	0.1%	Healthcare
GTLB GitLab	$3,816,250	$763,250 â–²	25.0%	125,000	0.1%	Technology
Odyssey Therapeutics Inc	$3,742,000	$3,742,000 â–²	New Holding	200,000	0.1%	COMMON STOCK
FHTX Foghorn Therapeutics	$3,517,114		0.0%	720,720	0.1%	Healthcare
Agenus Inc	$3,256,605		0.0%	1,064,250	0.1%	COM NEW
MNDY monday.com	$3,076,575	$1,266,825 â–²	70.0%	42,500	0.1%	Technology

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

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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