Siren, L.L.C.
- SEC CIK
- 0002005245
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 115
- 較 2026 年第 1 季 +15
- 總值
- $49.3 億
- 較 2026 年第 1 季 +$13.2 億 (+36.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SRRKScholar Rock Holding Corp | COM | 9,575,013 | $5.27 億 | 10.7% | −1,250,000−11.5% | 減碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 2,935,830 | $3.37 億 | 6.8% | −251,000−7.9% | 減碼 | 歷史 |
| ERASErasca, Inc. | COM | 11,397,781 | $2.09 億 | 4.2% | +153,535+1.4% | 加碼 | 歷史 |
| MANEVeradermics, Inc | COMMON STOCK | 1,655,374 | $2.04 億 | 4.1% | +150,000+10.0% | 加碼 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 6,179,364 | $1.93 億 | 3.9% | +522,259+9.2% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 900,000 | $1.69 億 | 3.4% | −210,980−19.0% | 減碼 | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 5,602,970 | $1.66 億 | 3.4% | −200,000−3.4% | 減碼 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 1,715,476 | $1.40 億 | 2.8% | +100,000+6.2% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 465,000 | $1.33 億 | 2.7% | 00.0% | 不變 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 3,184,629 | $1.29 億 | 2.6% | −1,245,634−28.1% | 減碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 1,136,275 | $1.26 億 | 2.6% | +410,764+56.6% | 加碼 | 歷史 |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 44,303,518 | $1.06 億 | 2.2% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 1,774,411 | $9,005 萬 | 1.8% | +1,028,185+137.8% | 加碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 968,598 | $8,599 萬 | 1.7% | +150,000+18.3% | 加碼 | 歷史 |
| PBLSParabilis Medicines, Inc. | Stock | 2,992,259 | $8,190 萬 | 1.7% | +2,992,259 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,318,564 | $7,959 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 7,690,405 | $7,683 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 576,000 | $7,676 萬 | 1.6% | +576,000 | 新進 | 歷史 |
| COAGHemab Therapeutics Holdings, Inc. | COM SHS | 2,086,834 | $7,665 萬 | 1.6% | +2,086,834 | 新進 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 2,420,430 | $7,462 萬 | 1.5% | −586,647−19.5% | 減碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 1,859,279 | $7,195 萬 | 1.5% | +150,000+8.8% | 加碼 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 3,650,000 | $6,829 萬 | 1.4% | +3,650,000 | 新進 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 9,846,579 | $6,706 萬 | 1.4% | +1,016,666+11.5% | 加碼 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 1,419,493 | $6,677 萬 | 1.4% | +500,000+54.4% | 加碼 | 歷史 |
| STOKStoke Therapeutics, Inc. | COM | 1,995,347 | $6,529 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 888,401 | $6,498 萬 | 1.3% | −100,000−10.1% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 758,952 | $6,466 萬 | 1.3% | +145,000+23.6% | 加碼 | 歷史 |
| SEPNSepterna, Inc. | COM | 1,900,000 | $6,363 萬 | 1.3% | −100,000−5.0% | 減碼 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 4,856,949 | $6,076 萬 | 1.2% | +100,000+2.1% | 加碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 1,420,788 | $5,317 萬 | 1.1% | −482,848−25.4% | 減碼 | 歷史 |
| KLRAKailera Therapeutics, Inc. | COMMON STOCK | 2,214,286 | $4,878 萬 | 1.0% | +2,214,286 | 新進 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 2,129,125 | $4,729 萬 | 1.0% | −100,000−4.5% | 減碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 872,967 | $4,685 萬 | 1.0% | −455,731−34.3% | 減碼 | 歷史 |
| TBLATaboola.com Ltd. | ORD SHS | 8,423,410 | $4,212 萬 | 0.9% | −1,546,085−15.5% | 減碼 | 歷史 |
| PVLAPalvella Therapeutics, Inc. | COM | 257,485 | $3,935 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| SLNSilence Therapeutics plc | ADS | 3,311,438 | $3,636 萬 | 0.7% | +400,000+13.7% | 加碼 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 1,396,513 | $3,592 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| RELYRemitly Global, Inc. | COM | 1,543,271 | $3,458 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,893,410 | $3,448 萬 | 0.7% | +700,000+58.7% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 171,615 | $3,443 萬 | 0.7% | +171,615 | 新進 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 1,786,867 | $3,333 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 2,998,192 | $3,247 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 90,000 | $3,216 萬 | 0.7% | +24,297+37.0% | 加碼 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 1,857,362 | $3,046 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ABSIAbsci Corp | COM | 2,474,764 | $2,868 萬 | 0.6% | +674,764+37.5% | 加碼 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 610,515 | $2,686 萬 | 0.5% | +310,515+103.5% | 加碼 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 641,469 | $2,673 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 1,480,586 | $2,659 萬 | 0.5% | +250,586+20.4% | 加碼 | 歷史 |
| ANNXAnnexon, Inc. | COM | 4,458,646 | $2,546 萬 | 0.5% | +500,000+12.6% | 加碼 | 歷史 |
| MNPRMonopar Therapeutics | COM NEW | 270,118 | $2,501 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 250,000 | $2,379 萬 | 0.5% | +250,000 | 新進 | 歷史 |
| SPTXSeaport Therapeutics, Inc. | COMMON STOCK | 1,095,316 | $2,379 萬 | 0.5% | +1,095,316 | 新進 | 歷史 |
| DMRADamora Therapeutics, Inc. | COM NEW | 900,000 | $2,341 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 725,000 | $2,316 萬 | 0.5% | +725,000 | 新進 | 歷史 |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 3,734,866 | $2,204 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 44,700 | $2,135 萬 | 0.4% | +2,500+5.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 95,000 | $1,901 萬 | 0.4% | +5,915+6.6% | 加碼 | 歷史 |
| RZLTRezolute, Inc. | COM NEW | 3,328,287 | $1,731 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MPLTMapLight Therapeutics, Inc. | COM | 450,000 | $1,613 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 8,497,822 | $1,445 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NBISNebius Group N.V. | Stock | 52,000 | $1,436 萬 | 0.3% | −61,614−54.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 37,500 | $1,399 萬 | 0.3% | −3,880−9.4% | 減碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 3,457,711 | $1,297 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GENBGenerate Biomedicines, Inc. | COM SHS | 736,104 | $1,242 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IKTInhibikase Therapeutics, Inc. | COM NEW | 5,850,000 | $1,188 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADAGAdagene Inc. | ADS | 2,666,666 | $1,120 萬 | 0.2% | +2,666,666 | 新進 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 6,256,662 | $1,082 萬 | 0.2% | +1,003,503+19.1% | 加碼 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 2,337,102 | $1,070 萬 | 0.2% | +255,102+12.3% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 40,000 | $1,041 萬 | 0.2% | −14,300−26.3% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 100,000 | $992.8 萬 | 0.2% | +12,910+14.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 25,000 | $944.4 萬 | 0.2% | +10,000+66.7% | 加碼 | 歷史 |
| IONQIonQ, Inc. | COM | 170,000 | $905.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FROGJFrog Ltd | Stock | 95,500 | $867.9 萬 | 0.2% | −33,316−25.9% | 減碼 | 歷史 |
| OCSOculis Holding AG | ORDINARY SHARES | 625,000 | $866.9 萬 | 0.2% | +625,000 | 新進 | 歷史 |
| IRENIREN Ltd | ORDINARY SHARES | 175,000 | $800.3 萬 | 0.2% | +131,900+306.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 32,500 | $774.6 萬 | 0.2% | −14,141−30.3% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 10,000 | $763.1 萬 | 0.2% | −13,070−56.7% | 減碼 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 523,212 | $757.1 萬 | 0.2% | +523,212 | 新進 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 95,000 | $724.7 萬 | 0.1% | +11,599+13.9% | 加碼 | 歷史 |
| MSLESatellos Bioscience Inc. | COM | 892,074 | $693.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DTDynatrace, Inc. | Stock | 155,000 | $680.6 萬 | 0.1% | +5,000+3.3% | 加碼 | 歷史 |
| TENXTenax Therapeutics, Inc. | COM NEW | 427,141 | $621.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VTVTvTv Therapeutics Inc. | CL A NEW | 163,000 | $613.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ELOXEloxx Pharmaceuticals, Inc. | COM NEW | 400,000 | $555.2 萬 | 0.1% | +400,000 | 新進 | 歷史 |
| AGMBAgomAb Therapeutics NV | SPONSORED ADS | 411,250 | $533.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 50,000 | $479.9 萬 | 0.1% | +50,000 | 新進 | 歷史 |
| KRROKorro Bio, Inc. | COM | 347,718 | $458.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 311,544 | $454.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IVVDInvivyd, Inc. | COM | 5,000,000 | $436.2 萬 | 0.1% | +1,000,000+25.0% | 加碼 | 歷史 |
| OUSTOuster, Inc. | COM NEW | 67,500 | $422.0 萬 | 0.1% | +67,500 | 新進 | 歷史 |
| PALIPalisade Bio, Inc. | COM | 2,000,000 | $418.0 萬 | 0.1% | +2,000,000 | 新進 | 歷史 |
| AEVAAeva Technologies, Inc. | COM NEW | 145,459 | $417.8 萬 | 0.1% | +35,459+32.2% | 加碼 | 歷史 |
| SEERSeer, Inc. | COM CL A | 2,458,673 | $408.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NBPNovaBridge Biosciences | SPONSORED ADS | 2,004,739 | $390.9 萬 | 0.1% | −995,261−33.2% | 減碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 125,000 | $381.6 萬 | 0.1% | +25,000+25.0% | 加碼 | 歷史 |
| ODTXOdyssey Therapeutics, Inc. | COMMON STOCK | 200,000 | $374.2 萬 | 0.1% | +200,000 | 新進 | 歷史 |
| FHTXFoghorn Therapeutics Inc. | COM | 720,720 | $351.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AGENAgenus Inc | COM NEW | 1,064,250 | $325.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 42,500 | $307.7 萬 | 0.1% | +17,500+70.0% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 35,000 | $251.5 萬 | 0.1% | +35,000 | 新進 | 歷史 |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
2026 年第 1 季之後清倉（9 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,053,464 | $4,184 萬 | 1.2% | 歷史 |
| FULCFulcrum Therapeutics, Inc. | COM | 2,350,000 | $1,802 萬 | 0.5% | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 2,450,000 | $1,776 萬 | 0.5% | 歷史 |
| QUREuniQure N.V. | SHS | 1,000,000 | $1,635 萬 | 0.5% | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 1,560,882 | $724.2 萬 | 0.2% | 歷史 |
| FPSForgent Power Solutions, Inc. | COM SHS CL A | 100,000 | $292.7 萬 | 0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 6,000 | $202.7 萬 | 0.1% | 歷史 |
| ASAmer Sports, Inc. | COM SHS | 50,000 | $164.6 萬 | <0.1% | 歷史 |
| PRMBPrimo Brands Corp | CLASS A COM SHS | 50,000 | $94.2 萬 | <0.1% | 歷史 |