13F 机构持仓

Siren, L.L.C.

New York NY · SEC CIK 0002005245

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.7%
KYMR 6.8%
ERAS 4.2%
MANE 4.1%
TNGX 3.9%
RVMD 3.4%
BCAX 3.4%
ARWR 2.8%
ONC 2.7%
EWTX 2.6%

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
MNDY monday.com Ltd $307.66万0.06%42,500 17,50070.0% $126.68万 加仓
ZTS Zoetis Inc $251.51万0.05%35,000 35,000— $251.51万 新建仓
WK Workiva Inc $218.29万0.04%45,000 -47,500-51.4% -$230.42万 减仓
NFLX Netflix Inc $178.49万0.04%25,000 25,000— $178.49万 新建仓
— Kalaris Therapeutics Inc $177.37万0.04%435,798 00.0% — 不变
QNT Quantinuum Inc $163.48万0.03%20,000 20,000— $163.48万 新建仓
— Rani Therapeutics Holdings Inc $152.08万0.03%2,000,000 00.0% — 不变
TSLA Tesla Inc $147.21万0.03%3,500 -18,000-83.7% -$757.08万 减仓
BEKE KE Holdings Inc $145.30万0.03%100,000 00.0% — 不变
— Entera Bio Ltd $130.35万0.03%736,457 736,457— $130.35万 新建仓
MDLN Medline Inc $98.60万0.02%25,000 00.0% — 不变
LITE Lumentum Holdings Inc $90.53万0.02%1,055 1,055— $90.53万 新建仓
FIG Figma Inc $90.45万0.02%50,000 00.0% — 不变
— Gossamer Bio Inc $85.74万0.02%5,208,968 00.0% — 不变
FOXA Fox Corp $52.16万0.01%10,000 10,000— $52.16万 新建仓
T AT&T Inc $51.75万0.01%25,000 25,000— $51.75万 新建仓
NU Nu Holdings Ltd. $33.40万0.01%25,000 00.0% — 不变
— Centessa Pharmaceuticals PLC $00.00%0 -1,053,464-100.0% -$4,184.36万 清仓
— enGene Holdings Inc $00.00%0 -5,253,159-100.0% -$3,577.40万 清仓
FULC Fulcrum Therapeutics Inc $00.00%0 -2,350,000-100.0% -$1,802.45万 清仓
WVE WAVE Life Sciences Ltd $00.00%0 -2,450,000-100.0% -$1,776.25万 清仓
QURE Uniqure NV $00.00%0 -1,000,000-100.0% -$1,635.00万 清仓
BCYC Bicycle Therapeutics PLC $00.00%0 -1,560,882-100.0% -$724.25万 清仓
FPS Forgent Power Solutions, Inc $00.00%0 -100,000-100.0% -$292.70万 清仓
MU Micron Technology Inc $00.00%0 -6,000-100.0% -$202.70万 清仓
AS Amer Sports Inc $00.00%0 -50,000-100.0% -$164.60万 清仓
PRMB Primo Brands Corp $00.00%0 -50,000-100.0% -$94.15万 清仓