Siren, L.L.C.
Net buyer this quarter
$4.94B
115
+$341M
44.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SRRK | $527M | 10.66% | 7.87% | -11.6% | Q3 2024 |
 KYMR | $337M | 6.81% | 3.55% | -7.9% | Q3 2024 |
 ERAS | $209M | 4.23% | 3.65% | +1.4% | Q3 2024 |
 MANE | $204M | 4.12% | 3.96% | +10.0% | Q1 2026 |
 TNGX | $193M | 3.91% | 3.67% | +9.2% | Q3 2024 |
 RVMD | $169M | 3.41% | 0.42% | -19.0% | Q3 2024 |
| BCAX | $166M | 3.37% | 8.50% | -3.5% | Q3 2024 |
 ARWR | $140M | 2.83% | 1.22% | +6.2% | Q3 2024 |
 ONC | $133M | 2.68% | 0.03% | Not reported | Q3 2024 |
 EWTX | $129M | 2.62% | 2.95% | -28.1% | Q3 2024 |
 RYTM | $126M | 2.55% | 1.65% | +56.6% | Q1 2025 |
 LXRX | $106M | 2.15% | 9.91% | Not reported | Q3 2024 |
 ELVN | $90.1M | 1.82% | 2.42% | +137.8% | Q1 2026 |
 SYRE | $86M | 1.74% | 1.10% | +18.3% | Q4 2024 |
 PBLS | $81.9M | 1.66% | 2.45% | New | Q2 2026 |
 XENE | $79.6M | 1.61% | 1.36% | Not reported | Q3 2024 |
 SLDB | $76.8M | 1.55% | 7.32% | Not reported | Q3 2024 |
 ABVX | $76.8M | 1.55% | 0.73% | New | Q2 2026 |
 COAG | $76.6M | 1.55% | 4.47% | New | Q2 2026 |
 RCUS | $74.6M | 1.51% | 1.91% | -19.5% | Q3 2024 |
 COGT | $72M | 1.46% | 1.08% | +8.8% | Q2 2025 |
 RLAY | $68.3M | 1.38% | 1.67% | New | Q2 2026 |
 TSHA | $67.1M | 1.36% | 3.03% | +11.5% | Q3 2024 |
 DFTX | $66.8M | 1.35% | 1.06% | +54.4% | Q1 2026 |
 STOK | $65.3M | 1.32% | 3.20% | Not reported | Q4 2024 |
 IRON | $65M | 1.31% | 2.32% | -10.1% | Q1 2025 |
 CYTK | $64.7M | 1.31% | 0.61% | +23.6% | Q3 2024 |
 SEPN | $63.6M | 1.29% | 4.16% | -5.0% | Q4 2024 |
 OLMA | $60.8M | 1.23% | 5.55% | +2.1% | Q4 2025 |
| CRNX | $53.2M | 1.08% | 1.34% | -25.4% | Q3 2024 |
 KLRA | $48.8M | 0.99% | 1.71% | New | Q2 2026 |
 DYN | $47.3M | 0.96% | 1.29% | -4.5% | Q3 2024 |
 GPCR | $46.9M | 0.95% | 0.41% | -34.3% | Q3 2025 |
 TBLA | $42.1M | 0.85% | 2.51% | -15.5% | Q3 2024 |
 PVLA | $39.3M | 0.80% | 1.79% | Not reported | Q4 2025 |
 SLN | $36.4M | 0.74% | 2.34% | +13.7% | Q3 2024 |
 DNLI | $35.9M | 0.73% | 0.87% | Not reported | Q3 2024 |
 RELY | $34.6M | 0.70% | 0.73% | Not reported | Q3 2024 |
 CGEM | $34.5M | 0.70% | 2.94% | +58.7% | Q3 2024 |
 COF | $34.4M | 0.70% | 0.03% | New | Q2 2026 |
 TRVI | $33.3M | 0.67% | 1.25% | Not reported | Q4 2024 |
 ORIC | $32.5M | 0.66% | 2.89% | Not reported | Q3 2024 |
 GOOGL | $32.2M | 0.65% | 0.00% | +37.0% | Q3 2024 |
 DBVT | $30.5M | 0.62% | 0.63% | Not reported | Q4 2025 |
 ABSI | $28.7M | 0.58% | 1.59% | +37.5% | Q1 2026 |
 SION | $26.9M | 0.54% | 1.35% | +103.5% | Q1 2025 |
 RAPP | $26.7M | 0.54% | 1.34% | Not reported | Q3 2024 |
 AMLX | $26.6M | 0.54% | 1.33% | +20.4% | Q1 2026 |
 ANNX | $25.5M | 0.52% | 2.99% | +12.6% | Q1 2026 |
 MNPR | $25M | 0.51% | 4.02% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| SRRK | $532M | 14.75% | 9.09% | Not reported | Q3 2024 |
| KYMR | $265M | 7.36% | 3.88% | -3.0% | Q3 2024 |
| ERAS | $182M | 5.04% | 3.62% | +28.4% | Q3 2024 |
| EWTX | $140M | 3.87% | 4.12% | -2.2% | Q3 2024 |
| ONC | $138M | 3.83% | 0.03% | -7.0% | Q3 2024 |
| TNGX | $118M | 3.28% | 3.92% | -30.7% | Q3 2024 |
| BCAX | $115M | 3.20% | 8.85% | +11.2% | Q3 2024 |
| RVMD | $108M | 3.00% | 0.56% | -16.8% | Q3 2024 |
| ARWR | $101M | 2.81% | 1.15% | +7.7% | Q3 2024 |
| MANE | $95.1M | 2.64% | 4.03% | New | Q1 2026 |
| XENE | $76.7M | 2.13% | 1.36% | +62.2% | Q3 2024 |
| OLMA | $70.9M | 1.97% | 5.45% | +44.1% | Q4 2025 |
| CRNX | $69.1M | 1.92% | 1.81% | +26.3% | Q3 2024 |
| LXRX | $69.1M | 1.92% | 10.41% | +13.8% | Q3 2024 |
| COGT | $65.8M | 1.82% | 1.00% | +4.9% | Q2 2025 |
| STOK | $65M | 1.80% | 3.21% | -11.2% | Q4 2024 |
| RCUS | $65M | 1.80% | 2.40% | Not reported | Q3 2024 |
| GPCR | $64M | 1.78% | 0.62% | +23.2% | Q3 2025 |
| IRON | $63.2M | 1.75% | 2.59% | Not reported | Q1 2025 |
| RYTM | $63.1M | 1.75% | 1.06% | +45.1% | Q1 2025 |
| SLDB | $55.4M | 1.53% | 7.82% | Not reported | Q3 2024 |
| SEPN | $48.1M | 1.33% | 4.45% | Not reported | Q4 2024 |
| CNTA | $41.8M | 1.16% | 0.68% | -73.8% | Q3 2024 |
| SYRE | $41.3M | 1.14% | 1.04% | Not reported | Q4 2024 |
| CYTK | $40.5M | 1.12% | 0.50% | Not reported | Q3 2024 |
| DYN | $40.4M | 1.12% | 1.35% | -36.4% | Q3 2024 |
| TSHA | $39.5M | 1.09% | 3.07% | -12.8% | Q3 2024 |
| DBVT | $38.8M | 1.08% | 0.63% | Not reported | Q4 2025 |
| ORIC | $38M | 1.05% | 2.90% | +197.6% | Q3 2024 |
 ENGN | $35.8M | 0.99% | 7.84% | +57.5% | Q4 2025 |
| PVLA | $32.1M | 0.89% | 1.80% | +243.3% | Q4 2025 |
| TBLA | $30.9M | 0.86% | 2.97% | Not reported | Q3 2024 |
| ELVN | $29.3M | 0.81% | 1.23% | New | Q1 2026 |
| DNLI | $26.8M | 0.74% | 0.88% | Not reported | Q3 2024 |
| RELY | $24.2M | 0.67% | 0.73% | -4.6% | Q3 2024 |
 DMRA | $23.3M | 0.65% | 1.49% | New | Q1 2026 |
 ZURA | $22.2M | 0.62% | 3.94% | +187.3% | Q4 2025 |
| ANNX | $21.9M | 0.61% | 2.65% | New | Q1 2026 |
| TRVI | $21.3M | 0.59% | 1.39% | -21.9% | Q4 2024 |
| RAPP | $20.1M | 0.56% | 1.34% | -9.5% | Q3 2024 |
| GOOGL | $18.9M | 0.52% | 0.00% | +217.4% | Q3 2024 |
 FULC | $18M | 0.50% | 3.53% | +20.5% | Q4 2025 |
 WVE | $17.8M | 0.49% | 1.27% | Not reported | Q3 2024 |
| DFTX | $17.4M | 0.48% | 0.88% | New | Q1 2026 |
| AMLX | $17.1M | 0.47% | 1.11% | New | Q1 2026 |
| CGEM | $17M | 0.47% | 1.94% | Not reported | Q3 2024 |
 NMRA | $16.6M | 0.46% | 4.67% | +35.1% | Q3 2024 |
 QURE | $16.4M | 0.45% | 1.59% | Not reported | Q3 2025 |
 CTMX | $16.3M | 0.45% | 2.03% | New | Q1 2026 |
 NVDA | $15.5M | 0.43% | 0.00% | +137.7% | Q3 2024 |
| Q4 2025 | |||||
| SRRK | $477M | 14.22% | 9.98% | +17.0% | Q3 2024 |
| KYMR | $256M | 7.63% | 4.04% | -4.1% | Q3 2024 |
| ONC | $152M | 4.53% | 0.03% | +1.4% | Q3 2024 |
| EWTX | $112M | 3.35% | 4.26% | +16.2% | Q3 2024 |
| RVMD | $106M | 3.17% | 0.68% | +27.9% | Q3 2024 |
| CNTA | $101M | 3.00% | 2.70% | +24.8% | Q3 2024 |
| ARWR | $99.6M | 2.97% | 1.09% | -43.8% | Q3 2024 |
| BCAX | $87.8M | 2.62% | 9.22% | Not reported | Q3 2024 |
| OLMA | $82.5M | 2.46% | 4.06% | New | Q4 2025 |
| IRON | $78.5M | 2.34% | 2.61% | +8.2% | Q1 2025 |
| GPCR | $75M | 2.24% | 0.51% | +5.1% | Q3 2025 |
| TNGX | $72.3M | 2.16% | 6.01% | +38.8% | Q3 2024 |
| RCUS | $71.7M | 2.14% | 2.40% | +3.3% | Q3 2024 |
| STOK | $71.3M | 2.13% | 3.81% | Not reported | Q4 2024 |
| CRNX | $70.2M | 2.09% | 1.58% | -10.7% | Q3 2024 |
| DYN | $68.5M | 2.04% | 2.12% | -25.9% | Q3 2024 |
| APLS | $64.8M | 1.93% | 2.04% | Not reported | Q3 2024 |
| COGT | $57.9M | 1.73% | 1.01% | -5.5% | Q2 2025 |
| SEPN | $55.8M | 1.66% | 4.46% | -9.2% | Q4 2024 |
| TSHA | $55.7M | 1.66% | 3.55% | -8.0% | Q3 2024 |
| RYTM | $53.5M | 1.60% | 0.74% | Not reported | Q1 2025 |
 ASND | $50.3M | 1.50% | 0.38% | Not reported | Q3 2024 |
| RAPT | $46.6M | 1.39% | 4.96% | +136.9% | Q3 2025 |
| TBLA | $46M | 1.37% | 2.97% | Not reported | Q3 2024 |
| LXRX | $44.8M | 1.34% | 10.64% | Not reported | Q3 2024 |
 ZYME | $44.2M | 1.32% | 2.25% | New | Q4 2025 |
| SLDB | $43.4M | 1.29% | 9.74% | +3.7% | Q3 2024 |
| WVE | $41.7M | 1.24% | 1.31% | -33.7% | Q3 2024 |
| XENE | $36.4M | 1.09% | 1.02% | Not reported | Q3 2024 |
| DBVT | $35.6M | 1.06% | 1.10% | New | Q4 2025 |
| ERAS | $32.6M | 0.97% | 3.08% | Not reported | Q3 2024 |
| ENGN | $30.1M | 0.90% | 4.98% | New | Q4 2025 |
| TRVI | $28.6M | 0.85% | 1.78% | -9.9% | Q4 2024 |
| SYRE | $26.8M | 0.80% | 1.05% | +122.1% | Q4 2024 |
 MLYS | $25.4M | 0.76% | 0.86% | New | Q4 2025 |
| DNLI | $23.1M | 0.69% | 0.89% | +70.0% | Q3 2024 |
| RELY | $22.3M | 0.67% | 0.77% | Not reported | Q3 2024 |
| FULC | $22.1M | 0.66% | 2.93% | New | Q4 2025 |
| RAPP | $21.5M | 0.64% | 1.48% | -32.8% | Q3 2024 |
| SLN | $17.7M | 0.53% | 2.05% | Not reported | Q3 2024 |
 IHS | $17.6M | 0.52% | 0.70% | Not reported | Q3 2024 |
 GOSS | $16.1M | 0.48% | 2.23% | Not reported | Q3 2024 |
 UPB | $16M | 0.48% | 1.08% | -25.4% | Q4 2024 |
 BCYC | $14.3M | 0.43% | 2.90% | Not reported | Q4 2024 |
| MNPR | $13.9M | 0.41% | 3.17% | New | Q4 2025 |
| CGEM | $12.4M | 0.37% | 1.98% | Not reported | Q3 2024 |
| SION | $12.3M | 0.37% | 0.67% | -7.7% | Q1 2025 |
 IKT | $12M | 0.36% | 4.44% | New | Q4 2025 |
 NBP | $11.9M | 0.36% | 1.13% | +157.3% | Q3 2025 |
 AMZN | $11.9M | 0.35% | 0.00% | -12.0% | Q3 2024 |
| Q3 2025 | |||||
| SRRK | $344M | 13.48% | 9.33% | Not reported | Q3 2024 |
| KYMR | $194M | 7.59% | 4.78% | Not reported | Q3 2024 |
| ONC | $168M | 6.57% | 0.03% | -3.3% | Q3 2024 |
| ARWR | $92.1M | 3.60% | 1.97% | Not reported | Q3 2024 |
| BCAX | $82.4M | 3.22% | 9.55% | Not reported | Q3 2024 |
| CNTA | $78.3M | 3.06% | 2.40% | -6.7% | Q3 2024 |
| CRNX | $70.3M | 2.75% | 1.79% | Not reported | Q3 2024 |
| EWTX | $63.2M | 2.47% | 3.68% | +23.3% | Q3 2024 |
| IRON | $60.4M | 2.36% | 2.61% | -16.9% | Q1 2025 |
| DYN | $59.8M | 2.34% | 3.32% | -2.2% | Q3 2024 |
| APLS | $58.3M | 2.28% | 2.04% | Not reported | Q3 2024 |
| RNAM | $56M | 2.19% | 0.88% | +15.8% | Q3 2024 |
| STOK | $52.8M | 2.07% | 4.08% | Not reported | Q4 2024 |
| LXRX | $52.5M | 2.06% | 10.64% | Not reported | Q3 2024 |
| RYTM | $50.5M | 1.98% | 0.75% | +22.0% | Q1 2025 |
| TNGX | $49.4M | 1.93% | 5.27% | +74.8% | Q3 2024 |
| RVMD | $48.7M | 1.91% | 0.55% | +11.2% | Q3 2024 |
| ASND | $46.9M | 1.83% | 0.39% | -4.1% | Q3 2024 |
 RZLT | $45.8M | 1.79% | 5.35% | New | Q3 2025 |
| SLDB | $45.8M | 1.79% | 9.52% | Not reported | Q3 2024 |
| SEPN | $41.4M | 1.62% | 4.93% | Not reported | Q4 2024 |
| RCUS | $39.6M | 1.55% | 2.72% | +80.6% | Q3 2024 |
| TSHA | $36M | 1.41% | 4.02% | Not reported | Q3 2024 |
| TBLA | $34M | 1.33% | 2.97% | Not reported | Q3 2024 |
| XENE | $32.6M | 1.28% | 1.05% | Not reported | Q3 2024 |
| SLNO | $31.6M | 1.24% | 0.87% | Not reported | Q4 2024 |
| RAPP | $31.3M | 1.22% | 2.21% | +178.4% | Q3 2024 |
| GPCR | $28.8M | 1.12% | 0.56% | New | Q3 2025 |
| WVE | $27.1M | 1.06% | 2.31% | Not reported | Q3 2024 |
| RELY | $26.4M | 1.03% | 0.77% | +214.0% | Q3 2024 |
| COGT | $24.8M | 0.97% | 1.23% | +101.8% | Q2 2025 |
| TRVI | $23.2M | 0.91% | 1.98% | -35.6% | Q4 2024 |
 NAMS | $21.8M | 0.85% | 0.68% | -35.9% | Q3 2024 |
 KRRO | $20.1M | 0.78% | 4.46% | Not reported | Q3 2024 |
| ERAS | $19.1M | 0.75% | 3.09% | Not reported | Q3 2024 |
| IHS | $16.1M | 0.63% | 0.71% | Not reported | Q3 2024 |
| QURE | $16.1M | 0.63% | 0.44% | New | Q3 2025 |
| BCYC | $15.6M | 0.61% | 2.90% | Not reported | Q4 2024 |
| SLN | $15.1M | 0.59% | 2.05% | Not reported | Q3 2024 |
| RAPT | $15M | 0.59% | 3.51% | New | Q3 2025 |
| UPB | $14.8M | 0.58% | 1.46% | Not reported | Q4 2024 |
| GOSS | $13.7M | 0.54% | 2.25% | Not reported | Q3 2024 |
 AVBP | $12.9M | 0.51% | 1.71% | Not reported | Q2 2025 |
| AMZN | $12.8M | 0.50% | 0.00% | +3.5% | Q3 2024 |
| ORIC | $12.1M | 0.47% | 1.04% | Not reported | Q3 2024 |
| DNLI | $11.9M | 0.47% | 0.56% | Not reported | Q3 2024 |
 IONQ | $10.5M | 0.41% | 0.05% | Not reported | Q3 2024 |
| SION | $9.56M | 0.37% | 0.73% | Not reported | Q1 2025 |
 CRWD | $9.07M | 0.35% | 0.01% | Not reported | Q3 2024 |
 MSFT | $8.88M | 0.35% | 0.00% | +6.2% | Q3 2024 |