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 |
|---|---|---|---|---|---|---|---|---|
| SRRK | Scholar Rock Holding Corp | $5.32亿 | 14.75% | 10,825,013 | 0 | 0.0% | — | 不变 |
| KYMR | Kymera Therapeutics Inc | $2.65亿 | 7.36% | 3,186,830 | -100,000 | -3.0% | -$832.90万 | 减仓 |
| ERAS | Erasca Inc | $1.82亿 | 5.04% | 11,244,246 | 2,486,997 | 28.4% | $4,023.96万 | 加仓 |
| EWTX | Edgewise Therapeutics Inc | $1.40亿 | 3.87% | 4,430,263 | -99,727 | -2.2% | -$314.14万 | 减仓 |
| ONC | BeOne Medicines AG | $1.38亿 | 3.83% | 465,000 | -35,000 | -7.0% | -$1,039.39万 | 减仓 |
| TNGX | Tango Therapeutics Inc | $1.18亿 | 3.28% | 5,657,105 | -2,508,269 | -30.7% | -$5,247.30万 | 减仓 |
| BCAX | Bicara Therapeutics Inc | $1.15亿 | 3.20% | 5,802,970 | 586,001 | 11.2% | $1,165.56万 | 加仓 |
| RVMD | Revolution Medicines Inc | $1.08亿 | 3.00% | 1,110,980 | -224,095 | -16.8% | -$2,179.32万 | 减仓 |
| ARWR | Arrowhead Pharmaceuticals Inc | $1.01亿 | 2.81% | 1,615,476 | 115,000 | 7.7% | $721.05万 | 加仓 |
| MANE | Veradermics Inc | $9,506.44万 | 2.64% | 1,505,374 | 1,505,374 | — | $9,506.44万 | 新建仓 |
| XENE | Xenon Pharmaceuticals Inc | $7,667.45万 | 2.13% | 1,318,564 | 505,803 | 62.2% | $2,941.24万 | 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 |
| — | Crinetics Pharmaceuticals Inc | $6,914.01万 | 1.92% | 1,903,636 | 396,000 | 26.3% | $1,438.27万 | 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 |
| COGT | Cogent Biosciences Inc | $6,579.01万 | 1.82% | 1,709,279 | 80,000 | 4.9% | $307.92万 | 加仓 |
| STOK | Stoke Therapeutics Inc | $6,496.85万 | 1.80% | 1,995,347 | -252,000 | -11.2% | -$820.51万 | 减仓 |
| RCUS | Arcus Biosciences Inc | $6,495.29万 | 1.80% | 3,007,077 | 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 |
| IRON | Disc Medicine Inc | $6,319.84万 | 1.75% | 988,401 | 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 |
| SLDB | Solid Biosciences Inc | $5,537.09万 | 1.53% | 7,690,405 | 0 | 0.0% | — | 不变 |
| SEPN | Septerna Inc | $4,806.00万 | 1.33% | 2,000,000 | 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 |
| SYRE | Spyre Therapeutics Inc | $4,129.01万 | 1.14% | 818,598 | 0 | 0.0% | — | 不变 |
| CYTK | Cytokinetics Inc | $4,046.56万 | 1.12% | 613,952 | 613,952 | — | $4,046.56万 | 新建仓 |
| DYN | Dyne Therapeutics, Inc | $4,041.40万 | 1.12% | 2,229,125 | -1,273,816 | -36.4% | -$2,309.43万 | 减仓 |
| TSHA | Taysha Gene Therapies Inc | $3,946.97万 | 1.09% | 8,829,913 | -1,300,000 | -12.8% | -$581.10万 | 减仓 |
| DBVT | Dbv Technologies SA | $3,880.03万 | 1.08% | 1,857,362 | 0 | 0.0% | — | 不变 |
| ORIC | Oric Pharmaceuticals Inc | $3,798.71万 | 1.05% | 2,998,192 | 1,990,617 | 197.6% | $2,522.11万 | 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 |
| PVLA | Palvella Therapeutics Inc | $3,209.55万 | 0.89% | 257,485 | 182,485 | 243.3% | $2,274.68万 | 加仓 |
| TBLA | Taboola.com Ltd | $3,090.54万 | 0.86% | 9,969,495 | 0 | 0.0% | — | 不变 |
| ELVN | Enliven Therapeutics Inc | $2,925.21万 | 0.81% | 746,226 | 746,226 | — | $2,925.21万 | 新建仓 |
| DNLI | Denali Therapeutics Inc | $2,681.30万 | 0.74% | 1,396,513 | 0 | 0.0% | — | 不变 |
| RELY | Remitly Global Inc | $2,418.31万 | 0.67% | 1,543,271 | -75,000 | -4.6% | -$117.53万 | 减仓 |
| DMRA | Damora Therapeutics Inc | $2,331.00万 | 0.65% | 900,000 | 900,000 | — | $2,331.00万 | 新建仓 |
| ZURA | Zura Bio Ltd | $2,222.25万 | 0.62% | 3,734,866 | 2,434,866 | 187.3% | $1,448.75万 | 加仓 |
| ANNX | Annexon Inc | $2,193.09万 | 0.61% | 3,958,646 | 3,958,646 | — | $2,193.09万 | 新建仓 |
| TRVI | Trevi Therapeutics Inc | $2,131.73万 | 0.59% | 1,786,867 | -500,000 | -21.9% | -$596.50万 | 减仓 |
| RAPP | Rapport Therapeutics Inc | $2,007.16万 | 0.56% | 641,469 | -67,000 | -9.5% | -$209.64万 | 减仓 |
| GOOGL | Alphabet Inc | $1,889.36万 | 0.52% | 65,703 | 45,000 | 217.4% | $1,294.02万 | 加仓 |
| FULC | Fulcrum Therapeutics Inc | $1,802.45万 | 0.50% | 2,350,000 | 400,000 | 20.5% | $306.80万 | 加仓 |
| WVE | WAVE Life Sciences Ltd | $1,776.25万 | 0.49% | 2,450,000 | 0 | 0.0% | — | 不变 |
| DFTX | Definium Therapeutics Inc | $1,737.84万 | 0.48% | 919,493 | 919,493 | — | $1,737.84万 | 新建仓 |
| AMLX | Amylyx Pharmaceuticals Inc | $1,709.70万 | 0.47% | 1,230,000 | 1,230,000 | — | $1,709.70万 | 新建仓 |
| CGEM | Cullinan Therapeutics Inc | $1,695.84万 | 0.47% | 1,193,410 | 0 | 0.0% | — | 不变 |
| NMRA | Neumora Therapeutics Inc | $1,657.08万 | 0.46% | 8,497,822 | 2,209,039 | 35.1% | $430.76万 | 加仓 |
| QURE | Uniqure NV | $1,635.00万 | 0.45% | 1,000,000 | 724,800 | 263.4% | $1,185.05万 | 重新持有 |
| CTMX | CytomX Therapeutics Inc | $1,625.12万 | 0.45% | 3,457,711 | 3,457,711 | — | $1,625.12万 | 新建仓 |
| NVDA | NVIDIA Corp | $1,553.64万 | 0.43% | 89,085 | 51,600 | 137.7% | $899.90万 | 加仓 |
| SLN | Silence Therapeutics PLC | $1,534.33万 | 0.43% | 2,911,438 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp | $1,531.76万 | 0.42% | 41,380 | 26,380 | 175.9% | $976.51万 | 加仓 |
| MNPR | Monopar Therapeutics Inc | $1,479.98万 | 0.41% | 270,118 | 57,820 | 27.2% | $316.80万 | 加仓 |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | $1,426.15万 | 0.40% | 42,200 | 14,500 | 52.3% | $490.03万 | 加仓 |
| SION | Sionna Therapeutics Inc | $1,202.70万 | 0.33% | 300,000 | 0 | 0.0% | — | 不变 |
| NBIS | Nebius Group NV | $1,178.86万 | 0.33% | 113,614 | 37,396 | 49.1% | $388.02万 | 加仓 |
| RZLT | Rezolute Inc | $1,015.13万 | 0.28% | 3,328,287 | -1,541,713 | -31.7% | -$470.22万 | 重新持有 |
| IKT | Inhibikase Therapeutics Inc | $982.80万 | 0.27% | 5,850,000 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon.com Inc | $971.39万 | 0.27% | 46,641 | -4,859 | -9.4% | -$101.20万 | 减仓 |
| GENB | Generate Biomedicines Inc | $920.13万 | 0.26% | 736,104 | 736,104 | — | $920.13万 | 新建仓 |
| MPLT | MapLight Therapeutics Inc | $914.85万 | 0.25% | 450,000 | 0 | 0.0% | — | 不变 |
| NOW | ServiceNow Inc | $910.53万 | 0.25% | 87,090 | 51,460 | 144.4% | $538.01万 | 加仓 |
| CRWD | CrowdStrike Holdings Inc | $900.68万 | 0.25% | 23,070 | 6,570 | 39.8% | $256.50万 | 加仓 |
| PDD | PDD Holdings Inc | $852.19万 | 0.24% | 83,401 | 20,000 | 31.5% | $204.36万 | 加仓 |
| TSLA | Tesla Inc | $799.26万 | 0.22% | 21,500 | 20,000 | 1,333.3% | $743.50万 | 加仓 |
| — | NovaBridge Biosciences | $738.00万 | 0.20% | 3,000,000 | 0 | 0.0% | — | 不变 |
| BCYC | Bicycle Therapeutics PLC | $724.25万 | 0.20% | 1,560,882 | -451,870 | -22.5% | -$209.67万 | 减仓 |
| WHWK | Whitehawk Therapeutics Inc | $718.29万 | 0.20% | 2,082,000 | 0 | 0.0% | — | 不变 |
| TENX | Tenax Therapeutics Inc | $683.00万 | 0.19% | 427,141 | 0 | 0.0% | — | 不变 |
| — | vTv Therapeutics Inc | $646.46万 | 0.18% | 163,000 | 0 | 0.0% | — | 不变 |
| DDOG | Datadog Inc | $641.01万 | 0.18% | 54,300 | 17,875 | 49.1% | $211.01万 | 加仓 |
| FROG | Jfrog Ltd | $604.53万 | 0.17% | 128,816 | 35,200 | 37.6% | $165.19万 | 加仓 |
| DT | Dynatrace Inc | $554.70万 | 0.15% | 150,000 | 34,771 | 30.2% | $128.58万 | 加仓 |
| WK | Workiva Inc | $551.58万 | 0.15% | 92,500 | 13,377 | 16.9% | $79.77万 | 加仓 |
| ABSI | Absci Corp | $540.00万 | 0.15% | 1,800,000 | 1,800,000 | — | $540.00万 | 新建仓 |
| IVVD | Invivyd Inc | $520.00万 | 0.14% | 4,000,000 | 0 | 0.0% | — | 不变 |
| — | Satellos Bioscience Inc | $502.24万 | 0.14% | 892,074 | 892,074 | — | $502.24万 | 新建仓 |
| IONQ | IONQ Inc | $490.11万 | 0.14% | 170,000 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Inc | $464.26万 | 0.13% | 15,000 | 8,000 | 114.3% | $247.61万 | 加仓 |
| AGMB | Agomab Therapeutics NV | $431.40万 | 0.12% | 411,250 | 411,250 | — | $431.40万 | 新建仓 |
| CLBT | Cellebrite DI Ltd | $429.31万 | 0.12% | 311,544 | 161,544 | 107.7% | $222.61万 | 加仓 |
| — | Seer Inc | $413.06万 | 0.11% | 2,458,673 | -1,541,327 | -38.5% | -$258.94万 | 减仓 |
| KRRO | Korro Bio Inc | $393.62万 | 0.11% | 347,718 | 0 | 0.0% | — | 不变 |
| — | Agenus Inc | $355.46万 | 0.10% | 1,064,250 | 0 | 0.0% | — | 不变 |
| FHTX | Foghorn Therapeutics Inc | $344.50万 | 0.10% | 720,720 | 0 | 0.0% | — | 不变 |
| FPS | Forgent Power Solutions, Inc | $292.70万 | 0.08% | 100,000 | 100,000 | — | $292.70万 | 新建仓 |
| — | Kalaris Therapeutics Inc | $251.46万 | 0.07% | 435,798 | 0 | 0.0% | — | 不变 |
| GTLB | GitLab Inc | $216.40万 | 0.06% | 100,000 | 1,000 | 1.0% | $2.16万 | 加仓 |
| MU | Micron Technology Inc | $202.70万 | 0.06% | 6,000 | 6,000 | — | $202.70万 | 新建仓 |
| MNDY | monday.com Ltd | $172.78万 | 0.05% | 25,000 | 8,000 | 47.1% | $55.29万 | 加仓 |
| — | Gossamer Bio Inc | $171.11万 | 0.05% | 5,208,968 | 0 | 0.0% | — | 不变 |
| AS | Amer Sports Inc | $164.60万 | 0.05% | 50,000 | 25,000 | 100.0% | $82.30万 | 重新持有 |
| BEKE | KE Holdings Inc | $149.70万 | 0.04% | 100,000 | -45,000 | -31.0% | -$67.36万 | 减仓 |
| IREN | IREN Ltd | $147.75万 | 0.04% | 43,100 | 0 | 0.0% | — | 不变 |
| — | Rani Therapeutics Holdings Inc | $146.96万 | 0.04% | 2,000,000 | 0 | 0.0% | — | 不变 |
| AEVA | Aeva Technologies Inc | $144.76万 | 0.04% | 110,000 | 110,000 | — | $144.76万 | 新建仓 |
| MDLN | Medline Inc | $111.25万 | 0.03% | 25,000 | -50,000 | -66.7% | -$222.50万 | 减仓 |
| FIG | Figma Inc | $105.70万 | 0.03% | 50,000 | 25,000 | 100.0% | $52.85万 | 加仓 |
| PRMB | Primo Brands Corp | $94.15万 | 0.03% | 50,000 | -25,000 | -33.3% | -$47.08万 | 减仓 |
| NU | Nu Holdings Ltd. | $35.92万 | 0.01% | 25,000 | 25,000 | — | $35.92万 | 新建仓 |