Siren, L.L.C. Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Siren, L.L.C. disclosed 103 stock positions valued at approximately $4.93B as of quarter-end June 30, 2026. The largest holdings include Scholar Rock Holding Corp, Kymera Therapeutics Inc, and Erasca Inc.
- Report Period
- June 30, 2026
- No. of Stocks
- 103
- Portfolio Value
- $4.93B
Holdings by Sector
Siren, L.L.C. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Scholar Rock Holding Corp | SRRK | Healthcare | 10.69% | 9,575,013 | -1,250,000 | -11.55% | $526,625,715 |
| Kymera Therapeutics Inc | KYMR | Healthcare | 6.83% | 2,935,830 | -251,000 | -7.88% | $336,651,626 |
| Erasca Inc | ERAS | Healthcare | 4.24% | 11,397,781 | +153,535 | +1.37% | $208,807,348 |
| Tango Therapeutics Inc | TNGX | Healthcare | 3.92% | 6,179,364 | +522,259 | +9.23% | $193,166,919 |
| Revolution Medicines Inc | RVMD | Healthcare | 3.42% | 900,000 | -210,980 | -18.99% | $168,552,000 |
| Bicara Therapeutics Inc | BCAX | Other | 3.38% | 5,602,970 | -200,000 | -3.45% | $166,352,179 |
| Arrowhead Pharmaceuticals Inc | ARWR | Healthcare | 2.84% | 1,715,476 | +100,000 | +6.19% | $139,828,449 |
| BeOne Medicines AG | BGNE | Healthcare | 2.69% | 465,000 | - | - | $132,511,050 |
| Edgewise Therapeutics Inc | EWTX | Healthcare | 2.63% | 3,184,629 | -1,245,634 | -28.12% | $129,391,476 |
| Rhythm Pharmaceuticals Inc | RYTM | Healthcare | 2.56% | 1,136,275 | +410,764 | +56.62% | $126,160,613 |
| Lexicon Pharmaceuticals Inc | LXRX | Healthcare | 2.16% | 44,303,518 | - | - | $106,328,443 |
| Enliven Therapeutics Inc | ELVN | Healthcare | 1.83% | 1,774,411 | +1,028,185 | +137.78% | $90,051,358 |
| Spyre Therapeutics Inc | SYRE | Healthcare | 1.75% | 968,598 | +150,000 | +18.32% | $85,992,130 |
| Parabilis Medicines Inc | PBLS | Other | 1.66% | 2,992,259 | +2,992,259 | +100.00% | $81,898,129 |
| Xenon Pharmaceuticals Inc | XENE | Healthcare | 1.62% | 1,318,564 | - | - | $79,588,523 |
| Solid Biosciences Inc | SLDB | Healthcare | 1.56% | 7,690,405 | - | - | $76,827,146 |
| Abivax SA | ABVX | Healthcare | 1.56% | 576,000 | +576,000 | +100.00% | $76,757,760 |
| Arcus Biosciences Inc | RCUS | Healthcare | 1.51% | 2,420,430 | -586,647 | -19.51% | $74,621,857 |
| Cogent Biosciences Inc | COGT | Healthcare | 1.46% | 1,859,279 | +150,000 | +8.78% | $71,954,097 |
| Relay Therapeutics Inc | RLAY | Healthcare | 1.39% | 3,650,000 | +3,650,000 | +100.00% | $68,291,500 |
| Taysha Gene Therapies Inc | TSHA | Healthcare | 1.36% | 9,846,579 | +1,016,666 | +11.51% | $67,055,203 |
| Definium Therapeutics Inc | DFTX | Other | 1.36% | 1,419,493 | +500,000 | +54.38% | $66,772,951 |
| Stoke Therapeutics Inc | STOK | Healthcare | 1.33% | 1,995,347 | - | - | $65,287,754 |
| Disc Medicine Inc | IRON | Healthcare | 1.32% | 888,401 | -100,000 | -10.12% | $64,977,649 |
| Cytokinetics Inc | CYTK | Healthcare | 1.31% | 758,952 | +145,000 | +23.62% | $64,655,121 |
| Septerna Inc | SEPN | Other | 1.29% | 1,900,000 | -100,000 | -5.00% | $63,631,000 |
| Olema Pharmaceuticals Inc | OLMA | Healthcare | 1.23% | 4,856,949 | +100,000 | +2.10% | $60,760,432 |
| Crinetics Pharmaceuticals Inc | CRNX | Healthcare | 1.08% | 1,420,788 | -482,848 | -25.36% | $53,165,887 |
| Kailera Therapeutics Inc | KLRA | Other | 0.99% | 2,214,286 | +2,214,286 | +100.00% | $48,780,721 |
| Dyne Therapeutics, Inc | DYN | Healthcare | 0.96% | 2,129,125 | -100,000 | -4.49% | $47,287,866 |
Showing 30 of 103 holdings in the latest reporting period.
Siren, L.L.C. Options Holdings in Q2 2026