AJU IB Investment Co., Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), AJU IB Investment Co., Ltd. reported 6 stock positions worth $30.5 million. Its top holding was Arcellx (ACLX) at 84.1% of the portfolio, followed by Kymera Therapeutics (KYMR, 5.4%) and Seer (SEER, 5.1%). Compared with Q4 2025, it sold out of 1. The biggest sale was an exit from Rapt Therapeutics.
- Most Recent 13F
- Q2 2026
- Location
- Seoul, M5
- CIK
- 0001710065
- Portfolio Value
- $30.5M (Q1 2026)
- SEC Filing
- 0001140361-26-019665 ↗ filed May 8, 2026
Holdings Value
Holdings 6 stocks · $30.5M
| ACLX Arcellx Inc. | 84.07% | 223,486 | $25.7M | No change |
| KYMR Kymera Therapeutics Inc. | 5.36% | 19,648 | $1.6M | No change |
| SEER Seer Inc. | 5.05% | 816,375 | $1.5M | No change |
| RLYB Rallybio Corp. | 2.77% | 94,334 | $846K | No change |
| STRO Sutro Biopharma Inc. Com SHS | 1.43% | 17,500 | $436K | No change |
| XLO Xilio Therapeutics Inc. | 1.31% | 47,695 | $401K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| RAPT THERAPEUTICS INC | Sold out | 0.00% | −1.85 |
Portfolio Buys Q4 2025 → Q1 2026
| 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 |