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 |
|---|---|---|---|---|---|---|---|---|
| TBLA | Taboola.com Ltd | $3,090.54万 | 0.86% | 9,969,495 | 0 | 0.0% | — | 不变 |
| PVLA | Palvella Therapeutics Inc | $3,209.55万 | 0.89% | 257,485 | 182,485 | 243.3% | $2,274.68万 | 加仓 |
| — | enGene Holdings Inc | $3,577.40万 | 0.99% | 5,253,159 | 1,916,895 | 57.5% | $1,305.41万 | 加仓 |
| ORIC | Oric Pharmaceuticals Inc | $3,798.71万 | 1.05% | 2,998,192 | 1,990,617 | 197.6% | $2,522.11万 | 加仓 |
| DBVT | Dbv Technologies SA | $3,880.03万 | 1.08% | 1,857,362 | 0 | 0.0% | — | 不变 |
| TSHA | Taysha Gene Therapies Inc | $3,946.97万 | 1.09% | 8,829,913 | -1,300,000 | -12.8% | -$581.10万 | 减仓 |
| DYN | Dyne Therapeutics, Inc | $4,041.40万 | 1.12% | 2,229,125 | -1,273,816 | -36.4% | -$2,309.43万 | 减仓 |
| CYTK | Cytokinetics Inc | $4,046.56万 | 1.12% | 613,952 | 613,952 | — | $4,046.56万 | 新建仓 |
| SYRE | Spyre Therapeutics Inc | $4,129.01万 | 1.14% | 818,598 | 0 | 0.0% | — | 不变 |
| — | Centessa Pharmaceuticals PLC | $4,184.36万 | 1.16% | 1,053,464 | -2,974,053 | -73.8% | -$1.18亿 | 减仓 |
| SEPN | Septerna Inc | $4,806.00万 | 1.33% | 2,000,000 | 0 | 0.0% | — | 不变 |
| SLDB | Solid Biosciences Inc | $5,537.09万 | 1.53% | 7,690,405 | 0 | 0.0% | — | 不变 |
| RYTM | Rhythm Pharmaceuticals Inc | $6,309.77万 | 1.75% | 725,511 | 225,536 | 45.1% | $1,961.49万 | 加仓 |
| IRON | Disc Medicine Inc | $6,319.84万 | 1.75% | 988,401 | 0 | 0.0% | — | 不变 |
| GPCR | Structure Therapeutics Inc | $6,404.32万 | 1.78% | 1,328,698 | 250,000 | 23.2% | $1,205.00万 | 加仓 |
| RCUS | Arcus Biosciences Inc | $6,495.29万 | 1.80% | 3,007,077 | 0 | 0.0% | — | 不变 |
| STOK | Stoke Therapeutics Inc | $6,496.85万 | 1.80% | 1,995,347 | -252,000 | -11.2% | -$820.51万 | 减仓 |
| COGT | Cogent Biosciences Inc | $6,579.01万 | 1.82% | 1,709,279 | 80,000 | 4.9% | $307.92万 | 加仓 |
| LXRX | Lexicon Pharmaceuticals Inc | $6,911.35万 | 1.92% | 44,303,518 | 5,384,615 | 13.8% | $840.00万 | 加仓 |
| — | Crinetics Pharmaceuticals Inc | $6,914.01万 | 1.92% | 1,903,636 | 396,000 | 26.3% | $1,438.27万 | 加仓 |
| OLMA | Olema Pharmaceuticals Inc | $7,092.61万 | 1.97% | 4,756,949 | 1,456,249 | 44.1% | $2,171.27万 | 加仓 |
| XENE | Xenon Pharmaceuticals Inc | $7,667.45万 | 2.13% | 1,318,564 | 505,803 | 62.2% | $2,941.24万 | 加仓 |
| MANE | Veradermics Inc | $9,506.44万 | 2.64% | 1,505,374 | 1,505,374 | — | $9,506.44万 | 新建仓 |
| ARWR | Arrowhead Pharmaceuticals Inc | $1.01亿 | 2.81% | 1,615,476 | 115,000 | 7.7% | $721.05万 | 加仓 |
| RVMD | Revolution Medicines Inc | $1.08亿 | 3.00% | 1,110,980 | -224,095 | -16.8% | -$2,179.32万 | 减仓 |
| BCAX | Bicara Therapeutics Inc | $1.15亿 | 3.20% | 5,802,970 | 586,001 | 11.2% | $1,165.56万 | 加仓 |
| TNGX | Tango Therapeutics Inc | $1.18亿 | 3.28% | 5,657,105 | -2,508,269 | -30.7% | -$5,247.30万 | 减仓 |
| ONC | BeOne Medicines AG | $1.38亿 | 3.83% | 465,000 | -35,000 | -7.0% | -$1,039.39万 | 减仓 |
| EWTX | Edgewise Therapeutics Inc | $1.40亿 | 3.87% | 4,430,263 | -99,727 | -2.2% | -$314.14万 | 减仓 |
| ERAS | Erasca Inc | $1.82亿 | 5.04% | 11,244,246 | 2,486,997 | 28.4% | $4,023.96万 | 加仓 |
| KYMR | Kymera Therapeutics Inc | $2.65亿 | 7.36% | 3,186,830 | -100,000 | -3.0% | -$832.90万 | 减仓 |
| SRRK | Scholar Rock Holding Corp | $5.32亿 | 14.75% | 10,825,013 | 0 | 0.0% | — | 不变 |