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 |
|---|---|---|---|---|---|---|---|---|
| SRRK | Scholar Rock Holding Corp | $5.27亿 | 10.66% | 9,575,013 | -1,250,000 | -11.5% | -$6,875.00万 | 减仓 |
| KYMR | Kymera Therapeutics Inc | $3.37亿 | 6.81% | 2,935,830 | -251,000 | -7.9% | -$2,878.22万 | 减仓 |
| ERAS | Erasca Inc | $2.09亿 | 4.23% | 11,397,781 | 153,535 | 1.4% | $281.28万 | 加仓 |
| MANE | Veradermics Inc | $2.04亿 | 4.12% | 1,655,374 | 150,000 | 10.0% | $1,844.10万 | 加仓 |
| TNGX | Tango Therapeutics Inc | $1.93亿 | 3.91% | 6,179,364 | 522,259 | 9.2% | $1,632.58万 | 加仓 |
| RVMD | Revolution Medicines Inc | $1.69亿 | 3.41% | 900,000 | -210,980 | -19.0% | -$3,951.23万 | 减仓 |
| BCAX | Bicara Therapeutics Inc | $1.66亿 | 3.37% | 5,602,970 | -200,000 | -3.4% | -$593.80万 | 减仓 |
| ARWR | Arrowhead Pharmaceuticals Inc | $1.40亿 | 2.83% | 1,715,476 | 100,000 | 6.2% | $815.10万 | 加仓 |
| ONC | BeOne Medicines AG | $1.33亿 | 2.68% | 465,000 | 0 | 0.0% | — | 不变 |
| EWTX | Edgewise Therapeutics Inc | $1.29亿 | 2.62% | 3,184,629 | -1,245,634 | -28.1% | -$5,061.01万 | 减仓 |
| RYTM | Rhythm Pharmaceuticals Inc | $1.26亿 | 2.55% | 1,136,275 | 410,764 | 56.6% | $4,560.71万 | 加仓 |
| LXRX | Lexicon Pharmaceuticals Inc | $1.06亿 | 2.15% | 44,303,518 | 0 | 0.0% | — | 不变 |
| ELVN | Enliven Therapeutics Inc | $9,005.14万 | 1.82% | 1,774,411 | 1,028,185 | 137.8% | $5,218.04万 | 加仓 |
| SYRE | Spyre Therapeutics Inc | $8,599.21万 | 1.74% | 968,598 | 150,000 | 18.3% | $1,331.70万 | 加仓 |
| PBLS | Parabilis Medicines Inc | $8,189.81万 | 1.66% | 2,992,259 | 2,992,259 | — | $8,189.81万 | 新建仓 |
| XENE | Xenon Pharmaceuticals Inc | $7,958.85万 | 1.61% | 1,318,564 | 0 | 0.0% | — | 不变 |
| SLDB | Solid Biosciences Inc | $7,682.71万 | 1.55% | 7,690,405 | 0 | 0.0% | — | 不变 |
| ABVX | Abivax SA | $7,675.78万 | 1.55% | 576,000 | 576,000 | — | $7,675.78万 | 新建仓 |
| COAG | Hemab Therapeutics Holdings Inc | $7,664.94万 | 1.55% | 2,086,834 | 2,086,834 | — | $7,664.94万 | 新建仓 |
| RCUS | Arcus Biosciences Inc | $7,462.19万 | 1.51% | 2,420,430 | -586,647 | -19.5% | -$1,808.63万 | 减仓 |
| COGT | Cogent Biosciences Inc | $7,195.41万 | 1.46% | 1,859,279 | 150,000 | 8.8% | $580.50万 | 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 |
| TSHA | Taysha Gene Therapies Inc | $6,705.52万 | 1.36% | 9,846,579 | 1,016,666 | 11.5% | $692.35万 | 加仓 |
| DFTX | Definium Therapeutics Inc | $6,677.30万 | 1.35% | 1,419,493 | 500,000 | 54.4% | $2,352.00万 | 加仓 |
| STOK | Stoke Therapeutics Inc | $6,528.78万 | 1.32% | 1,995,347 | 0 | 0.0% | — | 不变 |
| IRON | Disc Medicine Inc | $6,497.76万 | 1.31% | 888,401 | -100,000 | -10.1% | -$731.40万 | 减仓 |
| CYTK | Cytokinetics Inc | $6,465.51万 | 1.31% | 758,952 | 145,000 | 23.6% | $1,235.26万 | 加仓 |
| SEPN | Septerna Inc | $6,363.10万 | 1.29% | 1,900,000 | -100,000 | -5.0% | -$334.90万 | 减仓 |
| OLMA | Olema Pharmaceuticals Inc | $6,076.04万 | 1.23% | 4,856,949 | 100,000 | 2.1% | $125.10万 | 加仓 |
| — | Crinetics Pharmaceuticals Inc | $5,316.59万 | 1.08% | 1,420,788 | -482,848 | -25.4% | -$1,806.82万 | 减仓 |
| KLRA | Kailera Therapeutics Inc | $4,878.07万 | 0.99% | 2,214,286 | 2,214,286 | — | $4,878.07万 | 新建仓 |
| DYN | Dyne Therapeutics, Inc | $4,728.79万 | 0.96% | 2,129,125 | -100,000 | -4.5% | -$222.10万 | 减仓 |
| GPCR | Structure Therapeutics Inc | $4,685.21万 | 0.95% | 872,967 | -455,731 | -34.3% | -$2,445.91万 | 减仓 |
| TBLA | Taboola.com Ltd | $4,211.70万 | 0.85% | 8,423,410 | -1,546,085 | -15.5% | -$773.04万 | 减仓 |
| PVLA | Palvella Therapeutics Inc | $3,934.89万 | 0.80% | 257,485 | 0 | 0.0% | — | 不变 |
| SLN | Silence Therapeutics PLC | $3,635.96万 | 0.74% | 3,311,438 | 400,000 | 13.7% | $439.20万 | 加仓 |
| DNLI | Denali Therapeutics Inc | $3,591.83万 | 0.73% | 1,396,513 | 0 | 0.0% | — | 不变 |
| RELY | Remitly Global Inc | $3,458.47万 | 0.70% | 1,543,271 | 0 | 0.0% | — | 不变 |
| CGEM | Cullinan Therapeutics Inc | $3,447.90万 | 0.70% | 1,893,410 | 700,000 | 58.7% | $1,274.70万 | 加仓 |
| COF | Capital One Finl Corp | $3,442.94万 | 0.70% | 171,615 | 171,615 | — | $3,442.94万 | 新建仓 |
| TRVI | Trevi Therapeutics Inc | $3,332.51万 | 0.67% | 1,786,867 | 0 | 0.0% | — | 不变 |
| ORIC | Oric Pharmaceuticals Inc | $3,247.04万 | 0.66% | 2,998,192 | 0 | 0.0% | — | 不变 |
| GOOGL | Alphabet Inc | $3,216.33万 | 0.65% | 90,000 | 24,297 | 37.0% | $868.30万 | 加仓 |
| DBVT | Dbv Technologies SA | $3,046.07万 | 0.62% | 1,857,362 | 0 | 0.0% | — | 不变 |
| ABSI | Absci Corp | $2,868.25万 | 0.58% | 2,474,764 | 674,764 | 37.5% | $782.05万 | 加仓 |
| SION | Sionna Therapeutics Inc | $2,685.66万 | 0.54% | 610,515 | 310,515 | 103.5% | $1,365.96万 | 加仓 |
| RAPP | Rapport Therapeutics Inc | $2,673.00万 | 0.54% | 641,469 | 0 | 0.0% | — | 不变 |
| AMLX | Amylyx Pharmaceuticals Inc | $2,659.13万 | 0.54% | 1,480,586 | 250,586 | 20.4% | $450.05万 | 加仓 |
| ANNX | Annexon Inc | $2,545.89万 | 0.52% | 4,458,646 | 500,000 | 12.6% | $285.50万 | 加仓 |
| MNPR | Monopar Therapeutics Inc | $2,501.02万 | 0.51% | 270,118 | 0 | 0.0% | — | 不变 |
| ORKA | Oruka Therapeutics Inc | $2,379.25万 | 0.48% | 250,000 | 250,000 | — | $2,379.25万 | 新建仓 |
| SPTX | Seaport Therapeutics Inc | $2,379.03万 | 0.48% | 1,095,316 | 1,095,316 | — | $2,379.03万 | 新建仓 |
| DMRA | Damora Therapeutics Inc | $2,340.90万 | 0.47% | 900,000 | 0 | 0.0% | — | 不变 |
| TYRA | Tyra Biosciences Inc | $2,315.65万 | 0.47% | 725,000 | 725,000 | — | $2,315.65万 | 新建仓 |
| ZURA | Zura Bio Ltd | $2,203.57万 | 0.45% | 3,734,866 | 0 | 0.0% | — | 不变 |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | $2,134.74万 | 0.43% | 44,700 | 2,500 | 5.9% | $119.39万 | 加仓 |
| NVDA | NVIDIA Corp | $1,900.86万 | 0.38% | 95,000 | 5,915 | 6.6% | $118.35万 | 加仓 |
| RZLT | Rezolute Inc | $1,730.71万 | 0.35% | 3,328,287 | 0 | 0.0% | — | 不变 |
| MPLT | MapLight Therapeutics Inc | $1,612.80万 | 0.33% | 450,000 | 0 | 0.0% | — | 不变 |
| NMRA | Neumora Therapeutics Inc | $1,444.63万 | 0.29% | 8,497,822 | 0 | 0.0% | — | 不变 |
| NBIS | Nebius Group NV | $1,436.08万 | 0.29% | 52,000 | -61,614 | -54.2% | -$1,701.59万 | 减仓 |
| MSFT | Microsoft Corp | $1,398.83万 | 0.28% | 37,500 | -3,880 | -9.4% | -$144.73万 | 减仓 |
| CTMX | CytomX Therapeutics Inc | $1,296.64万 | 0.26% | 3,457,711 | 0 | 0.0% | — | 不变 |
| GENB | Generate Biomedicines Inc | $1,241.81万 | 0.25% | 736,104 | 0 | 0.0% | — | 不变 |
| IKT | Inhibikase Therapeutics Inc | $1,187.55万 | 0.24% | 5,850,000 | 0 | 0.0% | — | 不变 |
| — | Adagene Inc | $1,120.00万 | 0.23% | 2,666,666 | 2,666,666 | — | $1,120.00万 | 新建仓 |
| — | enGene Therapeutics Inc | $1,082.40万 | 0.22% | 6,256,662 | 6,256,662 | — | $1,082.40万 | 新建仓 |
| WHWK | Whitehawk Therapeutics Inc | $1,070.39万 | 0.22% | 2,337,102 | 255,102 | 12.3% | $116.84万 | 加仓 |
| DDOG | Datadog Inc | $1,041.44万 | 0.21% | 40,000 | -14,300 | -26.3% | -$372.31万 | 减仓 |
| NOW | ServiceNow Inc | $992.80万 | 0.20% | 100,000 | 12,910 | 14.8% | $128.17万 | 加仓 |
| AVGO | Broadcom Inc | $944.38万 | 0.19% | 25,000 | 10,000 | 66.7% | $377.75万 | 加仓 |
| IONQ | IONQ Inc | $905.42万 | 0.18% | 170,000 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp 看涨期权 | $895.25万 | 0.18% | 24,000 | 24,000 | — | $895.25万 | 新建仓 |
| FROG | Jfrog Ltd | $867.90万 | 0.18% | 95,500 | -33,316 | -25.9% | -$302.78万 | 减仓 |
| OCS | Oculis Holding AG | $866.88万 | 0.18% | 625,000 | 625,000 | — | $866.88万 | 新建仓 |
| IREN | IREN Ltd | $800.27万 | 0.16% | 175,000 | 131,900 | 306.0% | $603.18万 | 加仓 |
| AMZN | Amazon.com Inc | $774.61万 | 0.16% | 32,500 | -14,141 | -30.3% | -$337.04万 | 减仓 |
| CRWD | CrowdStrike Holdings Inc | $763.14万 | 0.15% | 10,000 | -13,070 | -56.7% | -$997.42万 | 减仓 |
| DSGN | Design Therapeutics Inc | $757.09万 | 0.15% | 523,212 | 523,212 | — | $757.09万 | 新建仓 |
| PDD | PDD Holdings Inc | $724.66万 | 0.15% | 95,000 | 11,599 | 13.9% | $88.48万 | 加仓 |
| — | Satellos Bioscience Inc | $693.59万 | 0.14% | 892,074 | 0 | 0.0% | — | 不变 |
| DT | Dynatrace, Inc | $680.61万 | 0.14% | 155,000 | 5,000 | 3.3% | $21.95万 | 加仓 |
| AAPL | Apple Inc 看涨期权 | $665.53万 | 0.13% | 23,000 | 23,000 | — | $665.53万 | 新建仓 |
| TENX | Tenax Therapeutics Inc | $621.49万 | 0.13% | 427,141 | 0 | 0.0% | — | 不变 |
| — | vTv Therapeutics Inc | $613.70万 | 0.12% | 163,000 | 0 | 0.0% | — | 不变 |
| — | Eloxx Pharmaceuticals Inc | $555.20万 | 0.11% | 400,000 | 400,000 | — | $555.20万 | 新建仓 |
| AGMB | Agomab Therapeutics NV | $533.80万 | 0.11% | 411,250 | 0 | 0.0% | — | 不变 |
| BABA | Alibaba Group Holding Ltd | $479.90万 | 0.10% | 50,000 | 50,000 | — | $479.90万 | 新建仓 |
| KRRO | Korro Bio Inc | $458.29万 | 0.09% | 347,718 | 0 | 0.0% | — | 不变 |
| CLBT | Cellebrite DI Ltd | $454.85万 | 0.09% | 311,544 | 0 | 0.0% | — | 不变 |
| IVVD | Invivyd Inc | $436.20万 | 0.09% | 5,000,000 | 1,000,000 | 25.0% | $87.24万 | 加仓 |
| OUST | Ouster Inc | $422.01万 | 0.09% | 67,500 | 67,500 | — | $422.01万 | 新建仓 |
| PALI | Palisade Bio Inc | $418.00万 | 0.08% | 2,000,000 | 2,000,000 | — | $418.00万 | 新建仓 |
| AEVA | Aeva Technologies Inc | $417.76万 | 0.08% | 145,459 | 35,459 | 32.2% | $101.84万 | 加仓 |
| — | Seer Inc | $408.14万 | 0.08% | 2,458,673 | 0 | 0.0% | — | 不变 |
| — | NovaBridge Biosciences | $390.92万 | 0.08% | 2,004,739 | -995,261 | -33.2% | -$194.08万 | 减仓 |
| GTLB | GitLab Inc | $381.62万 | 0.08% | 125,000 | 25,000 | 25.0% | $76.33万 | 加仓 |
| ODTX | Odyssey Therapeutics Inc | $374.20万 | 0.08% | 200,000 | 200,000 | — | $374.20万 | 新建仓 |
| FHTX | Foghorn Therapeutics Inc | $351.71万 | 0.07% | 720,720 | 0 | 0.0% | — | 不变 |
| — | Agenus Inc | $325.66万 | 0.07% | 1,064,250 | 0 | 0.0% | — | 不变 |