Funds › Siren, LLC
Siren, LLC
13F for Q3 2026, filed Nov 12, 2026. 110 positions worth $4.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$4.2B
−$709.7M (14.4%) vs Q2 2026
Positions
110
115 in Q2 2026
Top 10 share
47.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | SRRK Scholar Rock Holding Corporation | 9.38M | $453.0M | 10.7% | -2.1% | 13F ↗ |
| 2 | KYMR Kymera Therapeutics, Inc. | 2.78M | $311.3M | 7.4% | -5.1% | 13F ↗ |
| 3 | ERAS Erasca, Inc. | 13.20M | $193.5M | 4.6% | +15.8% | 13F ↗ |
| 4 | RVMD Revolution Medicines, Inc. | 850,000 | $174.5M | 4.1% | -5.6% | 13F ↗ |
| 5 | ONC BeOne Medicines Ltd. · ADR | 465,000 | $170.2M | 4.0% | Unchanged | 13F ↗ |
| 6 | TNGX Tango Therapeutics, Inc. | 6.78M | $169.3M | 4.0% | +9.8% | 13F ↗ |
| 7 | MANE Veradermics, Incorporated | 1.32M | $160.5M | 3.8% | -20.0% | 13F ↗ |
| 8 | ARWR Arrowhead Pharmaceuticals, Inc. | 2.29M | $149.9M | 3.5% | +33.5% | 13F ↗ |
| 9 | EWTX Edgewise Therapeutics, Inc. | 2.80M | $113.8M | 2.7% | -11.9% | 13F ↗ |
| 10 | RYTM Rhythm Pharmaceuticals, Inc. | 1.09M | $103.4M | 2.4% | -4.4% | 13F ↗ |
| 11 | BCAX Bicara Therapeutics Inc. | 5.50M | $102.4M | 2.4% | -1.8% | 13F ↗ |
| 12 | PBLS Parabilis Medicines, Inc. | 2.99M | $96.6M | 2.3% | Unchanged | 13F ↗ |
| 13 | LXRX Lexicon Pharmaceuticals, Inc. | 44.30M | $83.3M | 2.0% | Unchanged | 13F ↗ |
| 14 | SYRE Spyre Therapeutics, Inc. | 868,598 | $77.3M | 1.8% | -10.3% | 13F ↗ |
| 15 | TYRA Tyra Biosciences, Inc. | 3.40M | $74.3M | 1.8% | +368% | 13F ↗ |
| 16 | COAG Hemab Therapeutics Holdings, Inc. | 2.37M | $73.0M | 1.7% | +13.4% | 13F ↗ |
| 17 | AMLX Amylyx Pharmaceuticals, Inc. | 2.48M | $72.2M | 1.7% | +67.5% | 13F ↗ |
| 18 | ELVN Enliven Therapeutics, Inc. | 1.48M | $67.6M | 1.6% | -16.9% | 13F ↗ |
| 19 | SEPN Septerna, Inc. | 1.70M | $66.5M | 1.6% | -10.5% | 13F ↗ |
| 20 | RCUS Arcus Biosciences, Inc. | 2.42M | $62.5M | 1.5% | Unchanged | 13F ↗ |
| 21 | RLAY Relay Therapeutics, Inc. | 3.26M | $58.9M | 1.4% | -10.6% | 13F ↗ |
| 22 | IRON Disc Medicine, Inc. | 888,401 | $58.2M | 1.4% | Unchanged | 13F ↗ |
| 23 | SLDB Solid Biosciences Inc. | 7.69M | $55.6M | 1.3% | Unchanged | 13F ↗ |
| 24 | STOK Stoke Therapeutics, Inc. | 2.00M | $51.9M | 1.2% | Unchanged | 13F ↗ |
| 25 | COGT Cogent Biosciences, Inc. | 1.61M | $51.5M | 1.2% | -13.4% | 13F ↗ |
| 26 | TSHA Taysha Gene Therapies, Inc. | 9.85M | $48.0M | 1.1% | Unchanged | 13F ↗ |
| 27 | CYTK Cytokinetics, Incorporated | 708,952 | $46.7M | 1.1% | -6.6% | 13F ↗ |
| 28 | ORIC Oric Pharmaceuticals, Inc. | 3.36M | $45.2M | 1.1% | +12.0% | 13F ↗ |
| 29 | OLMA Olema Oncology, Inc. | 4.86M | $42.0M | 1.0% | Unchanged | 13F ↗ |
| 30 | DYN Dyne Therapeutics, Inc. | 2.43M | $39.1M | 0.9% | +14.1% | 13F ↗ |
| 31 | ADRX ADARx Pharmaceuticals, Inc. | 1.93M | $38.4M | 0.9% | New | 13F ↗ |
| 32 | RELY Remitly Global, Inc. | 1.54M | $32.9M | 0.8% | Unchanged | 13F ↗ |
| 33 | SLN Silence Therapeutics Plc · ADR | 2.89M | $31.6M | 0.7% | -12.8% | 13F ↗ |
| 34 | ASND Ascendis Pharma A/S | 130,000 | $29.6M | 0.7% | New | 13F ↗ |
| 35 | DNLI Denali Therapeutics Inc. | 1.40M | $28.9M | 0.7% | Unchanged | 13F ↗ |
| 36 | PVLA Palvella Therapeutics, Inc. | 207,485 | $28.6M | 0.7% | -19.4% | 13F ↗ |
| 37 | DBVT DBV Technologies S.A. · ADR | 2.36M | $27.7M | 0.7% | +26.9% | 13F ↗ |
| 38 | CGEM Cullinan Therapeutics, Inc. | 1.79M | $27.5M | 0.7% | -5.3% | 13F ↗ |
| 39 | GOOGL Alphabet Inc. Class A | 80,000 | $27.5M | 0.7% | -11.1% | 13F ↗ |
| 40 | GPCR Structure Therapeutics Inc. | 872,967 | $27.3M | 0.6% | Unchanged | 13F ↗ |
| 41 | XENE Xenon Pharmaceuticals Inc. | 718,306 | $26.7M | 0.6% | -45.5% | 13F ↗ |
| 42 | KLRA Kailera Therapeutics, Inc. | 2.21M | $25.3M | 0.6% | Unchanged | 13F ↗ |
| 43 | AGEN Agenus Inc. | 2.42M | $24.0M | 0.6% | +127% | 13F ↗ |
| 44 | NVDA NVIDIA Corporation | 97,500 | $22.3M | 0.5% | +2.6% | 13F ↗ |
| 45 | SPTX Seaport Therapeutics, Inc. | 1.10M | $22.1M | 0.5% | Unchanged | 13F ↗ |
| 46 | TRVI Trevi Therapeutics, Inc. | 1.52M | $21.8M | 0.5% | -14.7% | 13F ↗ |
| 47 | RAPP Rapport Therapeutics, Inc. | 641,469 | $21.6M | 0.5% | Unchanged | 13F ↗ |
| 48 | MNPR Monopar Therapeutics Inc. | 270,118 | $21.5M | 0.5% | Unchanged | 13F ↗ |
| 49 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 45,000 | $20.5M | 0.5% | +0.7% | 13F ↗ |
| 50 | DMRA Damora Therapeutics, Inc. · Comm Stk | 900,000 | $19.2M | 0.5% | New | 13F ↗ |
Showing the top 50 of 110 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
18 new, 17 added to, 37 trimmed, 23 exited, 38 unchanged. By estimated dollars.
New positions (18)
| ADRX ADARx Pharmaceuticals, Inc. | 1.93M | New | $38.4M |
| ASND Ascendis Pharma A/S | 130,000 | New | $29.6M |
| DMRA Damora Therapeutics, Inc. · Comm Stk | 900,000 | New | $19.2M |
| YARW Yarrow Bioscience, Inc. | 675,000 | New | $15.2M |
| SKHY SK hynix Inc. · American Deposit | 80,000 | New | $14.7M |
| GHRS GH Research PLC | 600,000 | New | $14.1M |
| ACRS Aclaris Therapeutics, Inc. | 2.02M | New | $10.7M |
| CBIO Crescent Biopharma, Inc. | 400,000 | New | $5.8M |
| JMKE Jersey Mike's Subs Inc. | 250,000 | New | $4.2M |
| WSE Wise Group plc | 350,906 | New | $4.0M |
Added to (17)
| TYRA Tyra Biosciences, Inc. | 3.40M | +368% | $58.4M |
| ARWR Arrowhead Pharmaceuticals, Inc. | 2.29M | +33.5% | $37.6M |
| AMLX Amylyx Pharmaceuticals, Inc. | 2.48M | +67.5% | $29.1M |
| ERAS Erasca, Inc. | 13.20M | +15.8% | $26.4M |
| ENTX Entera Bio Ltd. | 6.00M | +715% | $15.3M |
| TNGX Tango Therapeutics, Inc. | 6.78M | +9.8% | $15.1M |
| AGEN Agenus Inc. | 2.42M | +127% | $13.5M |
| COAG Hemab Therapeutics Holdings, Inc. | 2.37M | +13.4% | $8.6M |
| DBVT DBV Technologies S.A. · ADR | 2.36M | +26.9% | $5.9M |
| ORIC Oric Pharmaceuticals, Inc. | 3.36M | +12.0% | $4.8M |
Trimmed (37)
| MANE Veradermics, Incorporated | 1.32M | -20.0% | -$40.1M |
| ABVX Abivax SA · ADR | 188,000 | -67.4% | -$38.4M |
| XENE Xenon Pharmaceuticals Inc. | 718,306 | -45.5% | -$22.3M |
| KYMR Kymera Therapeutics, Inc. | 2.78M | -5.1% | -$16.9M |
| EWTX Edgewise Therapeutics, Inc. | 2.80M | -11.9% | -$15.4M |
| TBLA Taboola.com Ltd. | 4.26M | -49.4% | -$14.0M |
| ELVN Enliven Therapeutics, Inc. | 1.48M | -16.9% | -$13.7M |
| ABSI Absci Corporation | 1.37M | -44.4% | -$11.8M |
| RVMD Revolution Medicines, Inc. | 850,000 | -5.6% | -$10.3M |
| SRRK Scholar Rock Holding Corporation | 9.38M | -2.1% | -$9.7M |
Exited (23)
| DFTX Definium Therapeutics, Inc. | 1.42M | Exited | -$66.8M |
| Crinetics Pharmaceuticals In | 1.42M | Exited | -$53.2M |
| COF Capital One Financial Corporation | 171,615 | Exited | -$34.4M |
| SION Sionna Therapeutics, Inc. | 610,515 | Exited | -$26.9M |
| ORKA Oruka Therapeutics, Inc. | 250,000 | Exited | -$23.8M |
| Damora Therapeutics Inc | 900,000 | Exited | -$23.4M |
| MPLT MapLight Therapeutics, Inc. | 450,000 | Exited | -$16.1M |
| PDD PDD Holdings Inc. · ADR | 95,000 | Exited | -$7.2M |
| TENX Tenax Therapeutics, Inc. | 427,141 | Exited | -$6.2M |
| BABA Alibaba Group Holding Limited · ADR | 50,000 | Exited | -$4.8M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 111 | $4.2B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 117 | $4.9B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 100 | $3.6B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 113 | $3.4B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 115 | $2.6B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 110 | $1.9B | Current | SEC ↗ |
| Q1 2025 | May 23, 2025 | 13F-HR/A (restatement) | 116 | $1.8B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 116 | $1.8B | Replaced | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer