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Siren, L.L.C.
hedge fundUpdated 28 days agoManaged by Siren, L.L.C. • Latest filing Q2 2026
Portfolio value
$4.9B
Q2 2026
Filings
8
Quarterly 13F history
Top-10 concentration
99.7%
Weight of largest holdings
Annualized return
64.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 8 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2024 | $2B |
| Q4 2024 | $2.3B |
| Q1 2025 | $1.8B |
| Q2 2025 | $1.9B |
| Q3 2025 | $2.6B |
| Q4 2025 | $3.4B |
| Q1 2026 | $3.6B |
| Q2 2026 | $4.9B |
Top holdings
119 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SRRK Scholar Rock Holding Corp | $526.6M | 9.58M | 10.66% | — |
| 2 | K KYMR Kymera Therapeutics Inc | $336.7M | 2.94M | 6.81% | — |
| 3 | E EQR Erasca Inc | $208.8M | 11.40M | 4.23% | — |
| 4 | M MANE Veradermics Inc | $203.5M | 1.66M | 4.12% | — |
| 5 | T TNGX Tango Therapeutics Inc | $193.2M | 6.18M | 3.91% | — |
| 6 | R RVMDW Revolution Medicines Inc | $168.6M | 900.0K | 3.41% | — |
| 7 | B BCAX Bicara Therapeutics Inc | $166.4M | 5.60M | 3.37% | — |
| 8 | A ARWR Arrowhead Pharmaceuticals Inc | $139.8M | 1.72M | 2.83% | — |
| 9 | B BEIGF BeOne Medicines AG | $132.5M | 465.0K | 2.68% | — |
| 10 | E EWTX Edgewise Therapeutics Inc | $129.4M | 3.18M | 2.62% | — |
| 11 | R RYTM Rhythm Pharmaceuticals Inc | $126.2M | 1.14M | 2.55% | — |
| 12 | L LXRX Lexicon Pharmaceuticals Inc | $106.3M | 44.30M | 2.15% | — |
| 13 | E ELVN Enliven Therapeutics Inc | $90.1M | 1.77M | 1.82% | — |
| 14 | S SYRE Spyre Therapeutics Inc | $86M | 968.6K | 1.74% | — |
| 15 | P PBLS Parabilis Medicines Inc | $81.9M | 2.99M | 1.66% | — |
| 16 | X XENE Xenon Pharmaceuticals Inc | $79.6M | 1.32M | 1.61% | — |
| 17 | S SLDB Solid Biosciences Inc | $76.8M | 7.69M | 1.55% | — |
| 18 | A AAVXF Abivax SA | $76.8M | 576.0K | 1.55% | — |
| 19 | C COAG Hemab Therapeutics Holdings Inc | $76.6M | 2.09M | 1.55% | — |
| 20 | C COGT Cogent Biosciences Inc | $72M | 1.86M | 1.46% | — |