13F 机构持仓

Siren, L.L.C.

New York NY · SEC CIK 0002005245

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$49.41亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SRRK 14.8%
KYMR 7.4%
ERAS 5.0%
EWTX 3.9%
ONC 3.8%
TNGX 3.3%
BCAX 3.2%
RVMD 3.0%
ARWR 2.8%
MANE 2.6%

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 $00.00%0 -2,578,396-100.0% -$6,476.93万 清仓
ASND Ascendis Pharma A/S $00.00%0 -235,862-100.0% -$5,029.52万 清仓
— RAPT Therapeutics Inc $00.00%0 -1,375,000-100.0% -$4,657.12万 清仓
ZYME Zymeworks Inc $00.00%0 -1,680,121-100.0% -$4,423.76万 清仓
MLYS Mineralys Therapeutics Inc $00.00%0 -699,999-100.0% -$2,540.30万 清仓
IHS IHS Holding Limited $00.00%0 -2,357,520-100.0% -$1,758.71万 清仓
UPB Upstream Bio Inc $00.00%0 -588,450-100.0% -$1,597.64万 清仓
— Mind Medicine (MindMed) Inc $00.00%0 -800,000-100.0% -$1,071.20万 清仓
BNTC Benitec Biopharma Inc $00.00%0 -775,000-100.0% -$1,043.92万 清仓
LXEO Lexeo Therapeutics Inc $00.00%0 -720,622-100.0% -$715.58万 清仓
CRM Salesforce Inc $00.00%0 -26,100-100.0% -$691.42万 清仓
CMPS Compass Pathways PLC $00.00%0 -1,000,000-100.0% -$690.00万 清仓
BLLN BillionToOne Inc $00.00%0 -83,833-100.0% -$686.09万 清仓
SVRA Savara Inc $00.00%0 -1,000,000-100.0% -$603.00万 清仓
XFOR X4 Pharmaceuticals Inc $00.00%0 -1,500,000-100.0% -$600.00万 清仓
ALMS Alumis Inc $00.00%0 -500,000-100.0% -$488.00万 清仓
META Meta Platforms Inc $00.00%0 -7,169-100.0% -$473.22万 清仓
— PepGen Inc $00.00%0 -700,000-100.0% -$455.70万 清仓
SGMT Sagimet Biosciences Inc $00.00%0 -724,771-100.0% -$429.06万 清仓
ADBE Adobe Inc $00.00%0 -12,051-100.0% -$421.77万 清仓
EDU New Oriental Education & Technology Group Inc $00.00%0 -62,000-100.0% -$341.19万 清仓
ZS Zscaler Inc $00.00%0 -12,000-100.0% -$269.90万 清仓
— Black Diamond Therapeutics Inc $00.00%0 -1,046,517-100.0% -$254.30万 清仓
QCOM Qualcomm Inc $00.00%0 -14,000-100.0% -$239.47万 清仓
ARM Arm Holdings PLC $00.00%0 -21,500-100.0% -$235.02万 清仓
— Instil Bio Inc $00.00%0 -203,933-100.0% -$224.33万 清仓
PANW Palo Alto Networks Inc $00.00%0 -11,450-100.0% -$210.91万 清仓
CRWV CoreWeave Inc $00.00%0 -27,500-100.0% -$196.93万 清仓
VRNS Varonis Systems Inc $00.00%0 -37,500-100.0% -$123.00万 清仓
— Generation Bio Inc $00.00%0 -201,419-100.0% -$114.41万 清仓
— Caribou Biosciences Inc $00.00%0 -105,347-100.0% -$16.75万 清仓
— Cyclerion Therapeutics Inc $00.00%0 -115,603-100.0% -$14.68万 清仓