Siren, L.L.C. Portfolio Stock Holdings
Siren, L.L.C. disclosed 100 stock positions valued at approximately $3.6 billion in its latest SEC 13F filing. The largest holdings include Scholar Rock Holding Corp, Kymera Therapeutics Inc, and Erasca Inc. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 100
- Portfolio Value
- $3.6B
Holdings by Sector
Siren, L.L.C. Portfolio Holdings in Q1 2026
77 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Scholar Rock Holding Corp | SRRK | Healthcare | 14.75% | 10,825,013 | - | - | $532,157,639 |
| Kymera Therapeutics Inc | KYMR | Healthcare | 7.36% | 3,186,830 | -100,000 | -3.04% | $265,431,071 |
| Erasca Inc | ERAS | Healthcare | 5.04% | 11,244,246 | +2,486,997 | +28.40% | $181,931,900 |
| Edgewise Therapeutics Inc | EWTX | Healthcare | 3.87% | 4,430,263 | -99,727 | -2.20% | $139,553,285 |
| BeOne Medicines AG | BGNE | Healthcare | 3.83% | 465,000 | -35,000 | -7.00% | $138,091,050 |
| Tango Therapeutics Inc | TNGX | Healthcare | 3.28% | 5,657,105 | -2,508,269 | -30.72% | $118,346,637 |
| Revolution Medicines Inc | RVMD | Healthcare | 3.00% | 1,110,980 | -224,095 | -16.79% | $108,042,805 |
| Arrowhead Pharmaceuticals Inc | ARWR | Healthcare | 2.81% | 1,615,476 | +115,000 | +7.66% | $101,290,345 |
| Xenon Pharmaceuticals Inc | XENE | Healthcare | 2.13% | 1,318,564 | +505,803 | +62.23% | $76,674,497 |
| Olema Pharmaceuticals Inc | OLMA | Healthcare | 1.97% | 4,756,949 | +1,456,249 | +44.12% | $70,926,110 |
| Crinetics Pharmaceuticals Inc | CRNX | Healthcare | 1.92% | 1,903,636 | +396,000 | +26.27% | $69,140,060 |
| Lexicon Pharmaceuticals Inc | LXRX | Healthcare | 1.92% | 44,303,518 | +5,384,615 | +13.84% | $69,113,488 |
| Cogent Biosciences Inc | COGT | Healthcare | 1.82% | 1,709,279 | +80,000 | +4.91% | $65,790,149 |
| Stoke Therapeutics Inc | STOK | Healthcare | 1.80% | 1,995,347 | -252,000 | -11.21% | $64,968,498 |
| Arcus Biosciences Inc | RCUS | Healthcare | 1.80% | 3,007,077 | - | - | $64,952,863 |
| Structure Therapeutics Inc | GPCR | Healthcare | 1.78% | 1,328,698 | +250,000 | +23.18% | $64,043,244 |
| Disc Medicine Inc | IRON | Healthcare | 1.75% | 988,401 | - | - | $63,198,360 |
| Rhythm Pharmaceuticals Inc | RYTM | Healthcare | 1.75% | 725,511 | +225,536 | +45.11% | $63,097,692 |
| Solid Biosciences Inc | SLDB | Healthcare | 1.53% | 7,690,405 | - | - | $55,370,916 |
| Centessa Pharmaceuticals PLC | CNTA | Healthcare | 1.16% | 1,053,464 | -2,974,053 | -73.84% | $41,843,590 |
| Spyre Therapeutics Inc | SYRE | Healthcare | 1.14% | 818,598 | - | - | $41,290,083 |
| Cytokinetics Inc | CYTK | Healthcare | 1.12% | 613,952 | +613,952 | +100.00% | $40,465,576 |
| Dyne Therapeutics, Inc | DYN | Healthcare | 1.12% | 2,229,125 | -1,273,816 | -36.36% | $40,414,036 |
| Taysha Gene Therapies Inc | TSHA | Healthcare | 1.09% | 8,829,913 | -1,300,000 | -12.83% | $39,469,711 |
| Oric Pharmaceuticals Inc | ORIC | Healthcare | 1.05% | 2,998,192 | +1,990,617 | +197.57% | $37,987,092 |
| enGene Holdings Inc | ENGN | Healthcare | 0.99% | 5,253,159 | +1,916,895 | +57.46% | $35,774,013 |
| Enliven Therapeutics Inc | ELVN | Healthcare | 0.81% | 746,226 | +746,226 | +100.00% | $29,252,059 |
| Denali Therapeutics Inc | DNLI | Healthcare | 0.74% | 1,396,513 | - | - | $26,813,050 |
| Remitly Global Inc | RELY | Technology | 0.67% | 1,543,271 | -75,000 | -4.63% | $24,183,057 |
| Annexon Inc | ANNX | Healthcare | 0.61% | 3,958,646 | +3,958,646 | +100.00% | $21,930,899 |
| Trevi Therapeutics Inc | TRVI | Healthcare | 0.59% | 1,786,867 | -500,000 | -21.86% | $21,317,323 |
| Rapport Therapeutics Inc | RAPP | Healthcare | 0.56% | 641,469 | -67,000 | -9.46% | $20,071,565 |
| Alphabet Inc | GOOGL | Communication Services | 0.52% | 65,703 | +45,000 | +217.36% | $18,893,555 |
| Fulcrum Therapeutics Inc | FULC | Healthcare | 0.50% | 2,350,000 | +400,000 | +20.51% | $18,024,500 |
| Amylyx Pharmaceuticals Inc | AMLX | Healthcare | 0.47% | 1,230,000 | +1,230,000 | +100.00% | $17,097,000 |
| Cullinan Therapeutics Inc | CGEM | Healthcare | 0.47% | 1,193,410 | - | - | $16,958,356 |
| Neumora Therapeutics Inc | NMRA | Healthcare | 0.46% | 8,497,822 | +2,209,039 | +35.13% | $16,570,753 |
| CytomX Therapeutics Inc | CTMX | Healthcare | 0.45% | 3,457,711 | +3,457,711 | +100.00% | $16,251,242 |
| NVIDIA Corp | NVDA | Technology | 0.43% | 89,085 | +51,600 | +137.66% | $15,536,424 |
| Silence Therapeutics PLC | SLN | Healthcare | 0.43% | 2,911,438 | - | - | $15,343,278 |
| Microsoft Corp | MSFT | Technology | 0.42% | 41,380 | +26,380 | +175.87% | $15,317,635 |
| Taiwan Semiconductor Manufacturing Co Ltd | TSM | Technology | 0.40% | 42,200 | +14,500 | +52.35% | $14,261,490 |
| Sionna Therapeutics Inc | SION | Other | 0.33% | 300,000 | - | - | $12,027,000 |
| Nebius Group NV | NBIS | Other | 0.33% | 113,614 | +37,396 | +49.06% | $11,788,589 |
| Rezolute Inc | RZLT | Healthcare | 0.28% | 3,328,287 | +3,328,287 | +100.00% | $10,151,275 |
| Inhibikase Therapeutics Inc | IKT | Healthcare | 0.27% | 5,850,000 | - | - | $9,828,000 |
| Amazon.com Inc | AMZN | Consumer Cyclical | 0.27% | 46,641 | -4,859 | -9.43% | $9,713,921 |
| ServiceNow Inc | NOW | Technology | 0.25% | 87,090 | +51,460 | +144.43% | $9,105,260 |
| CrowdStrike Holdings Inc | CRWD | Technology | 0.25% | 23,070 | +6,570 | +39.82% | $9,006,759 |
| PDD Holdings Inc | PDD | Consumer Cyclical | 0.24% | 83,401 | +20,000 | +31.55% | $8,521,914 |
| Tesla Inc | TSLA | Consumer Cyclical | 0.22% | 21,500 | +20,000 | +1333.33% | $7,992,625 |
| NovaBridge Biosciences | IMAB | Healthcare | 0.20% | 3,000,000 | - | - | $7,380,000 |
| Bicycle Therapeutics PLC | BCYC | Healthcare | 0.20% | 1,560,882 | -451,870 | -22.45% | $7,242,492 |
| Whitehawk Therapeutics Inc | AADI | Healthcare | 0.20% | 2,082,000 | - | - | $7,182,900 |
| Tenax Therapeutics Inc | TENX | Healthcare | 0.19% | 427,141 | - | - | $6,829,985 |
| vTv Therapeutics Inc | VTVT | Healthcare | 0.18% | 163,000 | - | - | $6,464,580 |
| Datadog Inc | DDOG | Technology | 0.18% | 54,300 | +17,875 | +49.07% | $6,410,115 |
| Dynatrace Inc | DT | Technology | 0.15% | 150,000 | +34,771 | +30.18% | $5,547,000 |
| Workiva Inc | WK | Technology | 0.15% | 92,500 | +13,377 | +16.91% | $5,515,775 |
| Absci Corp | ABSI | Healthcare | 0.15% | 1,800,000 | +1,800,000 | +100.00% | $5,400,000 |
| Invivyd Inc | IVVD | Healthcare | 0.14% | 4,000,000 | - | - | $5,200,000 |
| IONQ Inc | IONQ | Technology | 0.14% | 170,000 | - | - | $4,901,100 |
| Broadcom Inc | AVGO | Technology | 0.13% | 15,000 | +8,000 | +114.29% | $4,642,650 |
| Seer Inc | SEER | Healthcare | 0.11% | 2,458,673 | -1,541,327 | -38.53% | $4,130,571 |
| Korro Bio Inc | KRRO | Healthcare | 0.11% | 347,718 | - | - | $3,936,168 |
| Agenus Inc | AGEN | Healthcare | 0.10% | 1,064,250 | - | - | $3,554,595 |
| Foghorn Therapeutics Inc | FHTX | Healthcare | 0.10% | 720,720 | - | - | $3,445,042 |
| GitLab Inc | GTLB | Technology | 0.06% | 100,000 | +1,000 | +1.01% | $2,164,000 |
| Micron Technology Inc | MU | Technology | 0.06% | 6,000 | +6,000 | +100.00% | $2,027,040 |
| monday.com Ltd | MNDY | Other | 0.05% | 25,000 | +8,000 | +47.06% | $1,727,750 |
| Gossamer Bio Inc | GOSS | Healthcare | 0.05% | 5,208,968 | - | - | $1,711,146 |
| Amer Sports Inc | AS | Other | 0.05% | 50,000 | +50,000 | +100.00% | $1,646,000 |
| KE Holdings Inc | BEKE | Real Estate | 0.04% | 100,000 | -45,000 | -31.03% | $1,497,000 |
| Rani Therapeutics Holdings Inc | RANI | Healthcare | 0.04% | 2,000,000 | - | - | $1,469,600 |
| Aeva Technologies Inc | AEVA | Technology | 0.04% | 110,000 | +110,000 | +100.00% | $1,447,600 |
| Primo Brands Corp | 741623102 | Other | 0.03% | 50,000 | -25,000 | -33.33% | $941,500 |
| Nu Holdings Ltd. | G6683N103 | Other | 0.01% | 25,000 | +25,000 | +100.00% | $359,250 |