Siren, L.L.C. 13F 持仓 · 2026年Q2
Siren 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 115 只证券，申报市值合计 49.41 亿美元。前几大持仓：SRRK（10.66%）、KYMR（6.81%）、ERAS（4.23%）。本季前 25 大持仓中：新建仓 4 只、增持 10 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SRRK | Scholar Rock Holding Corp | $526.6M | 10.66% | 9.6M | 减持 |
| 2 | KYMR | Kymera Therapeutics Inc | $336.7M | 6.81% | 2.9M | 减持 |
| 3 | ERAS | Erasca Inc | $208.8M | 4.23% | 11.4M | 增持 |
| 4 | MANE | Veradermics Inc | $203.5M | 4.12% | 1.7M | 增持 |
| 5 | TNGX | Tango Therapeutics Inc | $193.2M | 3.91% | 6.2M | 增持 |
| 6 | RVMD | Revolution Medicines Inc | $168.6M | 3.41% | 900,000 | 减持 |
| 7 | BCAX | Bicara Therapeutics Inc | $166.4M | 3.37% | 5.6M | 减持 |
| 8 | ARWR | Arrowhead Pharmaceuticals Inc | $139.8M | 2.83% | 1.7M | 增持 |
| 9 | ONC | BeOne Medicines AG | $132.5M | 2.68% | 465,000 | 持平 |
| 10 | EWTX | Edgewise Therapeutics Inc | $129.4M | 2.62% | 3.2M | 减持 |
| 11 | RYTM | Rhythm Pharmaceuticals Inc | $126.2M | 2.55% | 1.1M | 增持 |
| 12 | LXRX | Lexicon Pharmaceuticals Inc | $106.3M | 2.15% | 44.3M | 持平 |
| 13 | ELVN | Enliven Therapeutics Inc | $90.1M | 1.82% | 1.8M | 增持 |
| 14 | SYRE | Spyre Therapeutics Inc | $86.0M | 1.74% | 968,598 | 增持 |
| 15 | PBLS | Parabilis Medicines Inc | $81.9M | 1.66% | 3.0M | 新建仓 |
| 16 | XENE | Xenon Pharmaceuticals Inc | $79.6M | 1.61% | 1.3M | 持平 |
| 17 | ABVX | Abivax SA | $76.8M | 1.55% | 576,000 | 新建仓 |
| 18 | COAG | Hemab Therapeutics Holdings Inc | $76.6M | 1.55% | 2.1M | 新建仓 |
| 19 | SLDB | Solid Biosciences Inc | $76.8M | 1.55% | 7.7M | 持平 |
| 20 | RCUS | Arcus Biosciences Inc | $74.6M | 1.51% | 2.4M | 减持 |
| 21 | COGT | Cogent Biosciences Inc | $72.0M | 1.46% | 1.9M | 增持 |
| 22 | RLAY | Relay Therapeutics Inc | $68.3M | 1.38% | 3.6M | 新建仓 |
| 23 | TSHA | Taysha Gene Therapies Inc | $67.1M | 1.36% | 9.8M | 增持 |
| 24 | DFTX | Definium Therapeutics Inc | $66.8M | 1.35% | 1.4M | 增持 |
| 25 | STOK | Stoke Therapeutics Inc | $65.3M | 1.32% | 2.0M | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR