AJU IB Investment Co., Ltd.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), AJU IB Investment Co., Ltd. reported 8 stock positions worth $84.0 million. Its top holding was Arcellx (ACLX) at 81.8% of the portfolio, followed by Kymera Therapeutics (KYMR, 14.9%) and Seer (SEER, 1.6%). Its holdings were unchanged from Q4 2024.

Most Recent 13F
Q2 2026
Location
Seoul, M5
CIK
0001710065
Portfolio Value
$84.0M (Q1 2025)
SEC Filing
0001140361-25-012676 ↗ filed Apr 8, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q4 2024: $102.8M Q4 2024 Q1 2025: $84.0M $84.0M Q1 2025 Q2 2025: $91.9M Q2 2025 Q3 2025: $115.1M Q3 2025 Q4 2025: $22.8M Q4 2025 Q1 2026: $30.5M Q1 2026 Q2 2026: $0 Q2 2026

Holdings 8 stocks · $84.0M

ACLX Arcellx Inc. 81.77% 1,047,557 $68.7M No change
KYMR Kymera Therapeutics Inc. 14.88% 457,059 $12.5M No change
SEER Seer Inc. 1.64% 816,375 $1.4M No change
RLYB Rallybio Corp. 0.59% 754,678 $494K No change
XLO Xilio Therapeutics Inc. 0.58% 667,742 $484K No change
CARM Carisma Therapeutics Inc. 0.27% 718,332 $223K No change
RAPT THERAPEUTICS INC 0.14% 99,503 $121K No change
STRO Sutro Biopharma Inc. Com SHS 0.14% 175,000 $114K No change

Portfolio Sells Q4 2024 → Q1 2025

None this quarter.

Portfolio Buys Q4 2024 → Q1 2025

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 0$0
Q1 2026 6$30.5MACLX, KYMR, SEER, RLYB, STRO
Q4 2025 7$22.8MACLX, RLYB, KYMR, SEER, XLO
Q3 2025 7$115.1MACLX, KYMR, SEER, XLO, RLYB
Q2 2025 8$91.9MACLX, KYMR, SEER, XLO, CARM
Q1 2025 8$84.0MACLX, KYMR, SEER, RLYB, XLO
Q4 2024 8$102.8MACLX, KYMR, SEER, RLYB, XLO