Siren, L.L.C.
New York NY · SEC CIK 0002005245
$36.07亿2026Q1 申报市值
100持仓数
49.8%前十大占比 · 第一大 14.8%
16 / 32新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MANE 新建仓+$9,506.44万
CYTK 新建仓+$4,046.56万
ERAS 加仓+$4,023.96万
XENE 加仓+$2,941.24万
ELVN 新建仓+$2,925.21万
2026Q1 卖出最多 按季末市值估算
Centessa Pharmac 减仓-$1.18亿
Apellis Pharmace 清仓-$6,476.93万
TNGX 减仓-$5,247.30万
ASND 清仓-$5,029.52万
RAPT Therapeutic 清仓-$4,657.12万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | Apellis Pharmaceuticals Inc | $0 | 0.00% | 0 | -2,578,396 | -100.0% | -$6,476.93万 | 清仓 |
| ASND | Ascendis Pharma A/S | $0 | 0.00% | 0 | -235,862 | -100.0% | -$5,029.52万 | 清仓 |
| — | RAPT Therapeutics Inc | $0 | 0.00% | 0 | -1,375,000 | -100.0% | -$4,657.12万 | 清仓 |
| ZYME | Zymeworks Inc | $0 | 0.00% | 0 | -1,680,121 | -100.0% | -$4,423.76万 | 清仓 |
| MLYS | Mineralys Therapeutics Inc | $0 | 0.00% | 0 | -699,999 | -100.0% | -$2,540.30万 | 清仓 |
| IHS | IHS Holding Limited | $0 | 0.00% | 0 | -2,357,520 | -100.0% | -$1,758.71万 | 清仓 |
| UPB | Upstream Bio Inc | $0 | 0.00% | 0 | -588,450 | -100.0% | -$1,597.64万 | 清仓 |
| — | Mind Medicine (MindMed) Inc | $0 | 0.00% | 0 | -800,000 | -100.0% | -$1,071.20万 | 清仓 |
| BNTC | Benitec Biopharma Inc | $0 | 0.00% | 0 | -775,000 | -100.0% | -$1,043.92万 | 清仓 |
| LXEO | Lexeo Therapeutics Inc | $0 | 0.00% | 0 | -720,622 | -100.0% | -$715.58万 | 清仓 |
| CRM | Salesforce Inc | $0 | 0.00% | 0 | -26,100 | -100.0% | -$691.42万 | 清仓 |
| CMPS | Compass Pathways PLC | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$690.00万 | 清仓 |
| BLLN | BillionToOne Inc | $0 | 0.00% | 0 | -83,833 | -100.0% | -$686.09万 | 清仓 |
| SVRA | Savara Inc | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$603.00万 | 清仓 |
| XFOR | X4 Pharmaceuticals Inc | $0 | 0.00% | 0 | -1,500,000 | -100.0% | -$600.00万 | 清仓 |
| ALMS | Alumis Inc | $0 | 0.00% | 0 | -500,000 | -100.0% | -$488.00万 | 清仓 |
| META | Meta Platforms Inc | $0 | 0.00% | 0 | -7,169 | -100.0% | -$473.22万 | 清仓 |
| — | PepGen Inc | $0 | 0.00% | 0 | -700,000 | -100.0% | -$455.70万 | 清仓 |
| SGMT | Sagimet Biosciences Inc | $0 | 0.00% | 0 | -724,771 | -100.0% | -$429.06万 | 清仓 |
| ADBE | Adobe Inc | $0 | 0.00% | 0 | -12,051 | -100.0% | -$421.77万 | 清仓 |
| EDU | New Oriental Education & Technology Group Inc | $0 | 0.00% | 0 | -62,000 | -100.0% | -$341.19万 | 清仓 |
| ZS | Zscaler Inc | $0 | 0.00% | 0 | -12,000 | -100.0% | -$269.90万 | 清仓 |
| — | Black Diamond Therapeutics Inc | $0 | 0.00% | 0 | -1,046,517 | -100.0% | -$254.30万 | 清仓 |
| QCOM | Qualcomm Inc | $0 | 0.00% | 0 | -14,000 | -100.0% | -$239.47万 | 清仓 |
| ARM | Arm Holdings PLC | $0 | 0.00% | 0 | -21,500 | -100.0% | -$235.02万 | 清仓 |
| — | Instil Bio Inc | $0 | 0.00% | 0 | -203,933 | -100.0% | -$224.33万 | 清仓 |
| PANW | Palo Alto Networks Inc | $0 | 0.00% | 0 | -11,450 | -100.0% | -$210.91万 | 清仓 |
| CRWV | CoreWeave Inc | $0 | 0.00% | 0 | -27,500 | -100.0% | -$196.93万 | 清仓 |
| VRNS | Varonis Systems Inc | $0 | 0.00% | 0 | -37,500 | -100.0% | -$123.00万 | 清仓 |
| — | Generation Bio Inc | $0 | 0.00% | 0 | -201,419 | -100.0% | -$114.41万 | 清仓 |
| — | Caribou Biosciences Inc | $0 | 0.00% | 0 | -105,347 | -100.0% | -$16.75万 | 清仓 |
| — | Cyclerion Therapeutics Inc | $0 | 0.00% | 0 | -115,603 | -100.0% | -$14.68万 | 清仓 |
| NU | Nu Holdings Ltd. | $35.92万 | 0.01% | 25,000 | 25,000 | — | $35.92万 | 新建仓 |
| PRMB | Primo Brands Corp | $94.15万 | 0.03% | 50,000 | -25,000 | -33.3% | -$47.08万 | 减仓 |
| FIG | Figma Inc | $105.70万 | 0.03% | 50,000 | 25,000 | 100.0% | $52.85万 | 加仓 |
| MDLN | Medline Inc | $111.25万 | 0.03% | 25,000 | -50,000 | -66.7% | -$222.50万 | 减仓 |
| AEVA | Aeva Technologies Inc | $144.76万 | 0.04% | 110,000 | 110,000 | — | $144.76万 | 新建仓 |
| — | Rani Therapeutics Holdings Inc | $146.96万 | 0.04% | 2,000,000 | 0 | 0.0% | — | 不变 |
| IREN | IREN Ltd | $147.75万 | 0.04% | 43,100 | 0 | 0.0% | — | 不变 |
| BEKE | KE Holdings Inc | $149.70万 | 0.04% | 100,000 | -45,000 | -31.0% | -$67.36万 | 减仓 |
| AS | Amer Sports Inc | $164.60万 | 0.05% | 50,000 | 25,000 | 100.0% | $82.30万 | 重新持有 |
| — | Gossamer Bio Inc | $171.11万 | 0.05% | 5,208,968 | 0 | 0.0% | — | 不变 |
| MNDY | monday.com Ltd | $172.78万 | 0.05% | 25,000 | 8,000 | 47.1% | $55.29万 | 加仓 |
| MU | Micron Technology Inc | $202.70万 | 0.06% | 6,000 | 6,000 | — | $202.70万 | 新建仓 |
| GTLB | GitLab Inc | $216.40万 | 0.06% | 100,000 | 1,000 | 1.0% | $2.16万 | 加仓 |
| — | Kalaris Therapeutics Inc | $251.46万 | 0.07% | 435,798 | 0 | 0.0% | — | 不变 |
| FPS | Forgent Power Solutions, Inc | $292.70万 | 0.08% | 100,000 | 100,000 | — | $292.70万 | 新建仓 |
| FHTX | Foghorn Therapeutics Inc | $344.50万 | 0.10% | 720,720 | 0 | 0.0% | — | 不变 |
| — | Agenus Inc | $355.46万 | 0.10% | 1,064,250 | 0 | 0.0% | — | 不变 |
| KRRO | Korro Bio Inc | $393.62万 | 0.11% | 347,718 | 0 | 0.0% | — | 不变 |
| — | Seer Inc | $413.06万 | 0.11% | 2,458,673 | -1,541,327 | -38.5% | -$258.94万 | 减仓 |
| CLBT | Cellebrite DI Ltd | $429.31万 | 0.12% | 311,544 | 161,544 | 107.7% | $222.61万 | 加仓 |
| AGMB | Agomab Therapeutics NV | $431.40万 | 0.12% | 411,250 | 411,250 | — | $431.40万 | 新建仓 |
| AVGO | Broadcom Inc | $464.26万 | 0.13% | 15,000 | 8,000 | 114.3% | $247.61万 | 加仓 |
| IONQ | IONQ Inc | $490.11万 | 0.14% | 170,000 | 0 | 0.0% | — | 不变 |
| — | Satellos Bioscience Inc | $502.24万 | 0.14% | 892,074 | 892,074 | — | $502.24万 | 新建仓 |
| IVVD | Invivyd Inc | $520.00万 | 0.14% | 4,000,000 | 0 | 0.0% | — | 不变 |
| ABSI | Absci Corp | $540.00万 | 0.15% | 1,800,000 | 1,800,000 | — | $540.00万 | 新建仓 |
| WK | Workiva Inc | $551.58万 | 0.15% | 92,500 | 13,377 | 16.9% | $79.77万 | 加仓 |
| DT | Dynatrace Inc | $554.70万 | 0.15% | 150,000 | 34,771 | 30.2% | $128.58万 | 加仓 |
| FROG | Jfrog Ltd | $604.53万 | 0.17% | 128,816 | 35,200 | 37.6% | $165.19万 | 加仓 |
| DDOG | Datadog Inc | $641.01万 | 0.18% | 54,300 | 17,875 | 49.1% | $211.01万 | 加仓 |
| — | vTv Therapeutics Inc | $646.46万 | 0.18% | 163,000 | 0 | 0.0% | — | 不变 |
| TENX | Tenax Therapeutics Inc | $683.00万 | 0.19% | 427,141 | 0 | 0.0% | — | 不变 |
| WHWK | Whitehawk Therapeutics Inc | $718.29万 | 0.20% | 2,082,000 | 0 | 0.0% | — | 不变 |
| BCYC | Bicycle Therapeutics PLC | $724.25万 | 0.20% | 1,560,882 | -451,870 | -22.5% | -$209.67万 | 减仓 |
| — | NovaBridge Biosciences | $738.00万 | 0.20% | 3,000,000 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Inc | $799.26万 | 0.22% | 21,500 | 20,000 | 1,333.3% | $743.50万 | 加仓 |
| PDD | PDD Holdings Inc | $852.19万 | 0.24% | 83,401 | 20,000 | 31.5% | $204.36万 | 加仓 |
| CRWD | CrowdStrike Holdings Inc | $900.68万 | 0.25% | 23,070 | 6,570 | 39.8% | $256.50万 | 加仓 |
| NOW | ServiceNow Inc | $910.53万 | 0.25% | 87,090 | 51,460 | 144.4% | $538.01万 | 加仓 |
| MPLT | MapLight Therapeutics Inc | $914.85万 | 0.25% | 450,000 | 0 | 0.0% | — | 不变 |
| GENB | Generate Biomedicines Inc | $920.13万 | 0.26% | 736,104 | 736,104 | — | $920.13万 | 新建仓 |
| AMZN | Amazon.com Inc | $971.39万 | 0.27% | 46,641 | -4,859 | -9.4% | -$101.20万 | 减仓 |
| IKT | Inhibikase Therapeutics Inc | $982.80万 | 0.27% | 5,850,000 | 0 | 0.0% | — | 不变 |
| RZLT | Rezolute Inc | $1,015.13万 | 0.28% | 3,328,287 | -1,541,713 | -31.7% | -$470.22万 | 重新持有 |
| NBIS | Nebius Group NV | $1,178.86万 | 0.33% | 113,614 | 37,396 | 49.1% | $388.02万 | 加仓 |
| SION | Sionna Therapeutics Inc | $1,202.70万 | 0.33% | 300,000 | 0 | 0.0% | — | 不变 |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | $1,426.15万 | 0.40% | 42,200 | 14,500 | 52.3% | $490.03万 | 加仓 |
| MNPR | Monopar Therapeutics Inc | $1,479.98万 | 0.41% | 270,118 | 57,820 | 27.2% | $316.80万 | 加仓 |
| MSFT | Microsoft Corp | $1,531.76万 | 0.42% | 41,380 | 26,380 | 175.9% | $976.51万 | 加仓 |
| SLN | Silence Therapeutics PLC | $1,534.33万 | 0.43% | 2,911,438 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA Corp | $1,553.64万 | 0.43% | 89,085 | 51,600 | 137.7% | $899.90万 | 加仓 |
| CTMX | CytomX Therapeutics Inc | $1,625.12万 | 0.45% | 3,457,711 | 3,457,711 | — | $1,625.12万 | 新建仓 |
| QURE | Uniqure NV | $1,635.00万 | 0.45% | 1,000,000 | 724,800 | 263.4% | $1,185.05万 | 重新持有 |
| NMRA | Neumora Therapeutics Inc | $1,657.08万 | 0.46% | 8,497,822 | 2,209,039 | 35.1% | $430.76万 | 加仓 |
| CGEM | Cullinan Therapeutics Inc | $1,695.84万 | 0.47% | 1,193,410 | 0 | 0.0% | — | 不变 |
| AMLX | Amylyx Pharmaceuticals Inc | $1,709.70万 | 0.47% | 1,230,000 | 1,230,000 | — | $1,709.70万 | 新建仓 |
| DFTX | Definium Therapeutics Inc | $1,737.84万 | 0.48% | 919,493 | 919,493 | — | $1,737.84万 | 新建仓 |
| WVE | WAVE Life Sciences Ltd | $1,776.25万 | 0.49% | 2,450,000 | 0 | 0.0% | — | 不变 |
| FULC | Fulcrum Therapeutics Inc | $1,802.45万 | 0.50% | 2,350,000 | 400,000 | 20.5% | $306.80万 | 加仓 |
| GOOGL | Alphabet Inc | $1,889.36万 | 0.52% | 65,703 | 45,000 | 217.4% | $1,294.02万 | 加仓 |
| RAPP | Rapport Therapeutics Inc | $2,007.16万 | 0.56% | 641,469 | -67,000 | -9.5% | -$209.64万 | 减仓 |
| TRVI | Trevi Therapeutics Inc | $2,131.73万 | 0.59% | 1,786,867 | -500,000 | -21.9% | -$596.50万 | 减仓 |
| ANNX | Annexon Inc | $2,193.09万 | 0.61% | 3,958,646 | 3,958,646 | — | $2,193.09万 | 新建仓 |
| ZURA | Zura Bio Ltd | $2,222.25万 | 0.62% | 3,734,866 | 2,434,866 | 187.3% | $1,448.75万 | 加仓 |
| DMRA | Damora Therapeutics Inc | $2,331.00万 | 0.65% | 900,000 | 900,000 | — | $2,331.00万 | 新建仓 |
| RELY | Remitly Global Inc | $2,418.31万 | 0.67% | 1,543,271 | -75,000 | -4.6% | -$117.53万 | 减仓 |
| DNLI | Denali Therapeutics Inc | $2,681.30万 | 0.74% | 1,396,513 | 0 | 0.0% | — | 不变 |
| ELVN | Enliven Therapeutics Inc | $2,925.21万 | 0.81% | 746,226 | 746,226 | — | $2,925.21万 | 新建仓 |