AJU IB Investment Co., Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), AJU IB Investment Co., Ltd. reported 8 stock positions worth $91.9 million. Its top holding was Arcellx (ACLX) at 75.1% of the portfolio, followed by Kymera Therapeutics (KYMR, 21.7%) and Seer (SEER, 1.9%). Compared with Q1 2025, it reduced 1. The biggest sale was Rapt Therapeutics (shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- Seoul, M5
- CIK
- 0001710065
- Portfolio Value
- $91.9M (Q2 2025)
- SEC Filing
- 0001140361-25-025427 ↗ filed Jul 10, 2025
Holdings Value
Holdings 8 stocks · $91.9M
| ACLX Arcellx Inc. | 75.07% | 1,047,557 | $69.0M | No change |
| KYMR Kymera Therapeutics Inc. | 21.71% | 457,059 | $19.9M | No change |
| SEER Seer Inc. | 1.90% | 816,375 | $1.7M | No change |
| XLO Xilio Therapeutics Inc. | 0.49% | 667,742 | $454K | No change |
| CARM Carisma Therapeutics Inc. | 0.31% | 718,332 | $281K | No change |
| RLYB Rallybio Corp. | 0.28% | 754,678 | $255K | No change |
| STRO Sutro Biopharma Inc. Com SHS | 0.14% | 175,000 | $125K | No change |
| RAPT THERAPEUTICS INC | 0.11% | 12,437 | $99K | Reduce -87.5% |
Portfolio Sells Q1 2025 → Q2 2025
| RAPT THERAPEUTICS INC | Reduce -87.5% | 0.11% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 0 | $0 | |
| Q1 2026 | 6 | $30.5M | ACLX, KYMR, SEER, RLYB, STRO |
| Q4 2025 | 7 | $22.8M | ACLX, RLYB, KYMR, SEER, XLO |
| Q3 2025 | 7 | $115.1M | ACLX, KYMR, SEER, XLO, RLYB |
| Q2 2025 | 8 | $91.9M | ACLX, KYMR, SEER, XLO, CARM |
| Q1 2025 | 8 | $84.0M | ACLX, KYMR, SEER, RLYB, XLO |
| Q4 2024 | 8 | $102.8M | ACLX, KYMR, SEER, RLYB, XLO |