SIREN, L.L.C. 13F Portfolio
SIREN, L.L.C. runs SIREN, L.L.C. and currently holds 117 stock positions, which is fewer than the average of 231 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%.
Portfolio Value
$4.94B
Alpha Score
95.5
#0 of 1000
Holdings
117
SIREN, L.L.C. Current 13F Holdings
Reported holdings from SIREN, L.L.C.'s latest SEC 13F filing, ranked by portfolio weight.
117 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SRRK Scholar Rock Holding Corp | 10.66% | $13.25 | $42.19 | +218.42% | Trimmed -11.55% |
 KYMR Kymera Therapeutics Inc | 6.81% | $45.55 | $112.40 | +146.76% | Trimmed -7.88% |
 ERAS Erasca Inc | 4.23% | $5.87 | $16.03 | +173.08% | Added +1.37% |
 MANE Veradermics Inc | 4.12% | $68.57 | $130.65 | +90.54% | Added +9.96% |
 TNGX Tango Therapeutics Inc | 3.91% | $9.95 | $23.81 | +139.30% | Added +9.23% |
 RVMD Revolution Medicines Inc | 3.41% | $50.54 | $189.76 | +275.46% | Trimmed -18.99% |
 BCAX Bicara Therapeutics Inc | 3.37% | $19.19 | $17.50 | -8.81% | Trimmed -3.45% |
 ARWR Arrowhead Pharmaceuticals Inc | 2.83% | $25.82 | $62.75 | +143.03% | Added +6.19% |
 ONC BeOne Medicines AG | 2.68% | $220.70 | $354.47 | +60.61% | Held |
 EWTX Edgewise Therapeutics Inc | 2.62% | $19.34 | $39.06 | +101.96% | Trimmed -28.12% |
Showing 1-10 of 117