Siren, L.L.C.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Siren, L.L.C. reported 109 stock positions worth $2.0 billion. Its top holding was Kymera Therapeutics (KYMR) at 7.0% of the portfolio, followed by Beone Medicines Ltd.-ADR (ONC, 6.3%) and Scholar Rock (SRRK, 4.5%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0002005245
- Portfolio Value
- $2.0B (Q3 2024)
- SEC Filing
- 0002005245-24-000005 ↗ filed Nov 13, 2024
Holdings Value
Holdings 109 stocks · $2.0B
| KYMR Kymera Therapeutics Inc. | 7.03% | 2,969,733 | $140.6M | — |
| ONC Beone Medicines Ltd.-ADR filed as BEIGENE LTD | 6.33% | 563,314 | $126.5M | — |
| SRRK Scholar Rock Holding Corp. | 4.51% | 11,259,438 | $90.2M | — |
| BCAX Bicara Therapeutics Inc. | 3.92% | 3,072,827 | $78.3M | — |
| ARGX Argenx SE - ADR | 3.90% | 143,647 | $77.9M | — |
| CRNX Crinetics Pharmaceuticals Inc. | 3.35% | 1,309,652 | $66.9M | — |
| RNAM Avidity Biosciences Inc. | 3.31% | 1,440,736 | $66.2M | — |
| APLS Apellis Pharmaceuticals Inc. | 3.13% | 2,167,224 | $62.5M | — |
| LXRX Lexicon Pharmaceuticals Inc. | 3.06% | 38,918,903 | $61.1M | — |
| IGMS Igm Biosciences Inc. | 2.76% | 3,330,422 | $55.1M | — |
| CNTA Centessa Pharmaceuticals Ltd. | 2.61% | 3,258,677 | $52.1M | — |
| ASND Ascendis Pharma A/S | 2.60% | 347,921 | $51.9M | — |
| SLN Silence Therapeutics PLC-ADR | 2.58% | 2,831,770 | $51.5M | — |
| ARWR Arrowhead Pharmaceuticals Inc. | 2.38% | 2,458,778 | $47.6M | — |
| WVE Wave Life Sciences Ltd. | 2.35% | 5,721,172 | $46.9M | — |
| SWTX Springworks Therapeutics Inc. | 2.21% | 1,377,701 | $44.1M | — |
| DYN Dyne Therapeutics Inc. | 2.04% | 1,134,664 | $40.8M | — |
| VERA Vera Therapeutics Inc. | 1.85% | 837,928 | $37.0M | — |
| NMRA Neumora Therapeutics Inc. | 1.72% | 2,606,571 | $34.4M | — |
| PCVX Vaxcyte Inc. | 1.72% | 299,991 | $34.3M | — |
| RVMD Revolution Medicines Inc. | 1.71% | 753,601 | $34.2M | — |
| MRUS Merus NV | 1.71% | 682,201 | $34.1M | — |
| TBLA Taboola.com Ltd. | 1.68% | 9,969,495 | $33.5M | — |
| LBPH Longboard Pharmaceuticals Inc. | 1.51% | 903,227 | $30.1M | — |
| XENE Xenon Pharmaceuticals Inc. | 1.47% | 743,769 | $29.3M | — |
| CYTK Cytokinetics Inc. | 1.39% | 525,971 | $27.8M | — |
| KURA Kura Oncology Inc. | 1.31% | 1,339,942 | $26.2M | — |
| RCUS Arcus Biosciences Inc. | 1.23% | 1,612,077 | $24.6M | — |
| DNLI Denali Therapeutics Inc. | 1.22% | 834,028 | $24.3M | — |
| ERAS Erasca Inc. | 1.21% | 8,857,179 | $24.2M | — |
| CGEM Cullinan Therapeutics Inc. | 1.01% | 1,211,357 | $20.3M | — |
| TNGX Tango Therapeutics Inc. | 1.00% | 2,603,897 | $20.1M | — |
| SLDB Solid Biosciences Inc. | 0.96% | 2,749,041 | $19.2M | — |
| PRTA Prothena Corp. PLC | 0.92% | 1,099,840 | $18.4M | — |
| NAMS Newamsterdam Pharma Co. NV | 0.76% | 920,564 | $15.3M | — |
| BHVN Biohaven Ltd. | 0.71% | 283,540 | $14.2M | — |
| KRRO Korro Bio Inc. | 0.70% | 418,833 | $14.0M | — |
| APLT Applied Therapeutics Inc. | 0.69% | 1,633,768 | $13.9M | — |
| GOSS Gossamer Bio Inc. | 0.66% | 13,281,610 | $13.1M | — |
| TIL Instil Bio Inc. | 0.65% | 192,433 | $13.0M | — |
| EWTX Edgewise Therapeutics Inc. | 0.54% | 404,113 | $10.8M | — |
| IOVA Iovance Biotherapeutics Inc. | 0.52% | 1,106,040 | $10.4M | — |
| ORIC Oric Pharmaceuticals Inc. | 0.52% | 1,007,575 | $10.3M | — |
| IONS Ionis Pharmaceuticals Inc. | 0.50% | 250,000 | $10.0M | — |
| TSHA Taysha Gene Therapies Inc. | 0.49% | 4,879,875 | $9.8M | — |
| MSFT Microsoft Corp. | 0.47% | 22,000 | $9.5M | — |
| RNAC Cartesian Therapeutics Inc. | 0.46% | 572,236 | $9.2M | — |
| SLRN Acelyrin Inc. | 0.43% | 1,729,665 | $8.5M | — |
| PHAT Phathom Pharmaceuticals Inc. | 0.42% | 460,753 | $8.3M | — |
| SEER Seer Inc. | 0.39% | 4,000,000 | $7.9M | — |
| RAPP Rapport Therapeutics Inc. | 0.39% | 384,197 | $7.9M | — |
| NGNE Neurogene Inc. | 0.37% | 175,898 | $7.4M | — |
| GBIO Generation Bio Co. | 0.37% | 2,982,733 | $7.4M | — |
| IHS Ihs Holding Ltd. | 0.35% | 2,357,520 | $7.0M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.35% | 25,000 | $7.0M | — |
| VIGL Vigil Neuroscience Inc. | 0.34% | 1,991,038 | $6.8M | — |
| FHTX Foghorn Therapeutics Inc. | 0.34% | 720,720 | $6.7M | — |
| NOW ServiceNow Inc. | 0.34% | 7,500 | $6.7M | — |
| AMZN Amazon.com Inc. | 0.32% | 34,750 | $6.5M | — |
| BIOA Bioage Labs Inc. | 0.31% | 300,000 | $6.2M | — |
| NVDA Nvidia Corp. | 0.30% | 48,932 | $5.9M | — |
| SYRS Syros Pharmaceuticals Inc. | 0.28% | 2,587,372 | $5.6M | — |
| NVCR Novocure Ltd. | 0.27% | 350,884 | $5.5M | — |
| LXEO Lexeo Therapeutics Inc. | 0.27% | 603,435 | $5.5M | — |
| PDD PDD Holdings Inc. | 0.27% | 40,401 | $5.4M | — |
| ALLOVIR INC | 0.27% | 6,597,167 | $5.3M | — |
| BDTX Black Diamond Therapeutics I | 0.23% | 1,046,517 | $4.6M | — |
| ANRO Alto Neuroscience Inc. | 0.22% | 391,406 | $4.5M | — |
| DT Dynatrace Inc. | 0.22% | 82,729 | $4.4M | — |
| IONQ Ionq Inc. | 0.22% | 500,000 | $4.4M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 25,000 | $4.3M | — |
| AGEN Agenus Inc. | 0.21% | 775,000 | $4.2M | — |
| DDOG Datadog Inc. Class A | 0.19% | 32,925 | $3.8M | — |
| ADCT Adc Therapeutics SA | 0.18% | 1,163,461 | $3.7M | — |
| SE Sea Ltd.-ADR | 0.18% | 37,500 | $3.5M | — |
| OVID Ovid Therapeutics Inc. | 0.17% | 2,850,000 | $3.4M | — |
| RGNX Regenxbio Inc. | 0.15% | 284,000 | $3.0M | — |
| EDU New Oriental Educatio-SP ADR | 0.15% | 38,500 | $2.9M | — |
| QCOM Qualcomm Inc. | 0.13% | 15,000 | $2.6M | — |
| HOOK Hookipa Pharma Inc. | 0.12% | 566,640 | $2.4M | — |
| TRML Tourmaline Bio Inc. | 0.12% | 91,426 | $2.4M | — |
| SGMT Sagimet Biosciences Inc. Class A | 0.10% | 724,771 | $2.0M | — |
| PCOR Procore Technologies Inc. | 0.10% | 32,300 | $2.0M | — |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 0.10% | 100,000 | $2.0M | — |
| V Visa Inc. Class A | 0.10% | 7,000 | $1.9M | — |
| GRITSTONE BIO INC | 0.10% | 3,318,093 | $1.9M | — |
| GOOGL Alphabet Inc. Class A | 0.09% | 11,000 | $1.8M | — |
| OXY Occidental Petroleum Corp. | 0.09% | 35,000 | $1.8M | — |
| FROG Jfrog Ltd. | 0.09% | 61,000 | $1.8M | — |
| OMGAQ Omega Therapeutics Inc. | 0.08% | 1,323,530 | $1.6M | — |
| NTRA Natera Inc. | 0.08% | 12,594 | $1.6M | — |
| PANW Palo Alto Networks Inc. | 0.08% | 4,500 | $1.5M | — |
| PYPL PayPal Holdings Inc. | 0.06% | 15,000 | $1.2M | — |
| ESTC Elastic NV | 0.05% | 13,000 | $998K | — |
| INTC Intel Corp. | 0.05% | 40,000 | $938K | — |
| META Meta Platforms Inc. Class A | 0.04% | 1,500 | $859K | — |
| KRON Kronos Bio Inc. | 0.04% | 842,954 | $843K | — |
| TERN Terns Pharmaceuticals Inc. | 0.04% | 100,000 | $834K | — |
| RBRK Rubrik Inc. Class A | 0.04% | 25,000 | $804K | — |
| ACHL Achilles Therapeutics PL-ADR | 0.04% | 755,375 | $770K | — |
Options reported separately and not counted above: PYPL calls ($2.0M), GOSS calls ($204K), PERCEPTION CAPITAL CORP III calls ($4K).
Portfolio Sells Q3 2024
No earlier filing to compare with.
Portfolio Buys Q3 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 115 | $4.9B | SRRK, KYMR, ERAS, MANE, TNGX |
| Q1 2026 | 100 | $3.6B | SRRK, KYMR, ERAS, EWTX, ONC |
| Q4 2025 | 113 | $3.4B | SRRK, KYMR, ONC, EWTX, RVMD |
| Q3 2025 | 115 | $2.6B | SRRK, KYMR, ONC, ARWR, BCAX |
| Q2 2025 | 110 | $1.9B | SRRK, KYMR, ONC, IRON, CRNX |
| Q1 2025Amended | 116 | $1.8B | SRRK, ONC, KYMR, BPMC, CRNX |
| Q4 2024 | 117 | $2.3B | SRRK, ONC, KYMR, APLS, CRNX |
| Q3 2024 | 109 | $2.0B | KYMR, ONC, SRRK, BCAX, ARGX |