Siren, L.L.C.
New York NY · SEC CIK 0002005245
$49.41亿2026Q2 申报市值
117持仓数
44.6%前十大占比 · 第一大 10.7%
27 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PBLS 新建仓+$8,189.81万
ABVX 新建仓+$7,675.78万
COAG 新建仓+$7,664.94万
RLAY 新建仓+$6,829.15万
ELVN 加仓+$5,218.04万
2026Q2 卖出最多 按季末市值估算
SRRK 减仓-$6,875.00万
EWTX 减仓-$5,061.01万
Centessa Pharmac 清仓-$4,184.36万
RVMD 减仓-$3,951.23万
enGene Holdings 清仓-$3,577.40万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CYTK | Cytokinetics Inc | $6,465.51万 | 1.31% | 758,952 | 145,000 | 23.6% | $1,235.26万 | 加仓 |
| IRON | Disc Medicine Inc | $6,497.76万 | 1.31% | 888,401 | -100,000 | -10.1% | -$731.40万 | 减仓 |
| STOK | Stoke Therapeutics Inc | $6,528.78万 | 1.32% | 1,995,347 | 0 | 0.0% | — | 不变 |
| DFTX | Definium Therapeutics Inc | $6,677.30万 | 1.35% | 1,419,493 | 500,000 | 54.4% | $2,352.00万 | 加仓 |
| TSHA | Taysha Gene Therapies Inc | $6,705.52万 | 1.36% | 9,846,579 | 1,016,666 | 11.5% | $692.35万 | 加仓 |
| RLAY | Relay Therapeutics Inc | $6,829.15万 | 1.38% | 3,650,000 | 3,650,000 | — | $6,829.15万 | 新建仓 |
| COGT | Cogent Biosciences Inc | $7,195.41万 | 1.46% | 1,859,279 | 150,000 | 8.8% | $580.50万 | 加仓 |
| RCUS | Arcus Biosciences Inc | $7,462.19万 | 1.51% | 2,420,430 | -586,647 | -19.5% | -$1,808.63万 | 减仓 |
| COAG | Hemab Therapeutics Holdings Inc | $7,664.94万 | 1.55% | 2,086,834 | 2,086,834 | — | $7,664.94万 | 新建仓 |
| ABVX | Abivax SA | $7,675.78万 | 1.55% | 576,000 | 576,000 | — | $7,675.78万 | 新建仓 |
| SLDB | Solid Biosciences Inc | $7,682.71万 | 1.55% | 7,690,405 | 0 | 0.0% | — | 不变 |
| XENE | Xenon Pharmaceuticals Inc | $7,958.85万 | 1.61% | 1,318,564 | 0 | 0.0% | — | 不变 |
| PBLS | Parabilis Medicines Inc | $8,189.81万 | 1.66% | 2,992,259 | 2,992,259 | — | $8,189.81万 | 新建仓 |
| SYRE | Spyre Therapeutics Inc | $8,599.21万 | 1.74% | 968,598 | 150,000 | 18.3% | $1,331.70万 | 加仓 |
| ELVN | Enliven Therapeutics Inc | $9,005.14万 | 1.82% | 1,774,411 | 1,028,185 | 137.8% | $5,218.04万 | 加仓 |
| LXRX | Lexicon Pharmaceuticals Inc | $1.06亿 | 2.15% | 44,303,518 | 0 | 0.0% | — | 不变 |
| RYTM | Rhythm Pharmaceuticals Inc | $1.26亿 | 2.55% | 1,136,275 | 410,764 | 56.6% | $4,560.71万 | 加仓 |
| EWTX | Edgewise Therapeutics Inc | $1.29亿 | 2.62% | 3,184,629 | -1,245,634 | -28.1% | -$5,061.01万 | 减仓 |
| ONC | BeOne Medicines AG | $1.33亿 | 2.68% | 465,000 | 0 | 0.0% | — | 不变 |
| ARWR | Arrowhead Pharmaceuticals Inc | $1.40亿 | 2.83% | 1,715,476 | 100,000 | 6.2% | $815.10万 | 加仓 |
| BCAX | Bicara Therapeutics Inc | $1.66亿 | 3.37% | 5,602,970 | -200,000 | -3.4% | -$593.80万 | 减仓 |
| RVMD | Revolution Medicines Inc | $1.69亿 | 3.41% | 900,000 | -210,980 | -19.0% | -$3,951.23万 | 减仓 |
| TNGX | Tango Therapeutics Inc | $1.93亿 | 3.91% | 6,179,364 | 522,259 | 9.2% | $1,632.58万 | 加仓 |
| MANE | Veradermics Inc | $2.04亿 | 4.12% | 1,655,374 | 150,000 | 10.0% | $1,844.10万 | 加仓 |
| ERAS | Erasca Inc | $2.09亿 | 4.23% | 11,397,781 | 153,535 | 1.4% | $281.28万 | 加仓 |
| KYMR | Kymera Therapeutics Inc | $3.37亿 | 6.81% | 2,935,830 | -251,000 | -7.9% | -$2,878.22万 | 减仓 |
| SRRK | Scholar Rock Holding Corp | $5.27亿 | 10.66% | 9,575,013 | -1,250,000 | -11.5% | -$6,875.00万 | 减仓 |