AJU IB Investment Co., Ltd.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), AJU IB Investment Co., Ltd. reported 7 stock positions worth $22.8 million. Its top holding was Arcellx (ACLX) at 63.9% of the portfolio, followed by Rallybio (RLYB, 18.2%) and Kymera Therapeutics (KYMR, 6.7%). Compared with Q3 2025, it reduced 2. The biggest sale was Kymera Therapeutics (KYMR, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- Seoul, M5
- CIK
- 0001710065
- Portfolio Value
- $22.8M (Q4 2025)
- SEC Filing
- 0001140361-26-004468 ↗ filed Feb 10, 2026
Holdings Value
Holdings 7 stocks · $22.8M
| ACLX Arcellx Inc. | 63.94% | 223,486 | $14.6M | Reduce -78.7% |
| RLYB Rallybio Corp. | 18.18% | 754,678 | $4.1M | No change |
| KYMR Kymera Therapeutics Inc. | 6.71% | 19,648 | $1.5M | Reduce -95.7% |
| SEER Seer Inc. | 6.56% | 816,375 | $1.5M | No change |
| XLO Xilio Therapeutics Inc. | 1.88% | 667,742 | $427K | No change |
| RAPT THERAPEUTICS INC | 1.85% | 12,437 | $421K | No change |
| STRO Sutro Biopharma Inc. Com SHS | 0.89% | 17,500 | $202K | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |