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SIREN, L.L.C. 13F portfolio summary

SIREN, L.L.C. of SIREN, L.L.C. has 117 current stock holdings with a reported portfolio value of $4.94B. The portfolio 1 year return is +115.33%. Top holdings include SRRK (10.66%), KYMR (6.81%), ERAS (4.23%), MANE (4.12%), TNGX (3.91%).

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SIREN, L.L.C.

SIREN, L.L.C.
Latest filing: 2026-06-30

SIREN, L.L.C. runs SIREN, L.L.C. and currently holds 117 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $4.94B. Their top holdings are SRRK, KYMR, ERAS, MANE, TNGX. The top five represent 29.7% of reported portfolio weight. SIREN, L.L.C. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SIREN, L.L.C. initiated 17 new positions. They added to 25 existing positions. They trimmed 18 positions. Their current best-performing preview position is ABSI with returns of +286.33%.

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Top 5 Holdings
SRRK10.7%
KYMR6.8%
ERAS4.2%
MANE4.1%
TNGX3.9%
Top 5: 29.7%
Portfolio Returns
1 Year
+115.33%
#0/1000
3 Year
+99.64%
#0/1000
5 Year
+99.64%
#0/1000

Portfolio Value

$4.94B

Alpha Score

95.5

#0 of 1000

Holdings

117

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117 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
SRRK
Scholar Rock Holding Corp
10.66%$13.25$56.50+326.42%
Trimmed
-11.55%
KYMR
Kymera Therapeutics Inc
6.81%$45.55$119.80+163.01%
Trimmed
-7.88%
ERAS
Erasca Inc
4.23%$5.87$17.63+200.34%
Added
+1.37%
MANE
Veradermics Inc
4.12%$68.57$102.97+50.16%
Added
+9.96%
TNGX
Tango Therapeutics Inc
3.91%$9.95$23.88+140.00%
Added
+9.23%
RVMD
Revolution Medicines Inc
3.41%$50.54$209.46+314.44%
Trimmed
-18.99%
BCAX
Bicara Therapeutics Inc
3.37%$19.19$23.90+24.54%
Trimmed
-3.45%
ARWR
Arrowhead Pharmaceuticals Inc
2.83%$25.82$87.11+237.37%
Added
+6.19%
ONC
BeOne Medicines AG
2.68%$220.70$374.47+69.67%
Held
EWTX
Edgewise Therapeutics Inc
2.62%$19.34$44.18+128.44%
Trimmed
-28.12%

Showing 1-10 of 117