AJU IB Investment Co., Ltd.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), AJU IB Investment Co., Ltd. reported 7 stock positions worth $115.1 million. Its top holding was Arcellx (ACLX) at 74.7% of the portfolio, followed by Kymera Therapeutics (KYMR, 22.5%) and Seer (SEER, 1.6%). Compared with Q2 2025, it sold out of 1. The biggest sale was an exit from Carisma Therapeutics (CARM).
- Most Recent 13F
- Q2 2026
- Location
- Seoul, M5
- CIK
- 0001710065
- Portfolio Value
- $115.1M (Q3 2025)
- SEC Filing
- 0001140361-25-040613 ↗ filed Nov 6, 2025
Holdings Value
Holdings 7 stocks · $115.1M
| ACLX Arcellx Inc. | 74.71% | 1,047,557 | $86.0M | No change |
| KYMR Kymera Therapeutics Inc. | 22.47% | 457,059 | $25.9M | No change |
| SEER Seer Inc. | 1.57% | 816,375 | $1.8M | No change |
| XLO Xilio Therapeutics Inc. | 0.52% | 667,742 | $596K | No change |
| RLYB Rallybio Corp. | 0.33% | 754,678 | $377K | No change |
| RAPT THERAPEUTICS INC | 0.28% | 12,437 | $321K | No change |
| STRO Sutro Biopharma Inc. Com SHS | 0.13% | 175,000 | $153K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| CARM Carisma Therapeutics Inc. | Sold out | 0.00% | −0.31 |
Portfolio Buys Q2 2025 → Q3 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 |