Siren, L.L.C. Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$3.4T
Holdings
113
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (113 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SRRKScholar Rock Holding Corp | 10,825,013 | $476.8B | 14.22% | |
| 2 | KYMRKymera Therapeutics Inc | 3,286,830 | $255.7B | 7.63% | |
| 3 | ONCBeOne Medicines AG | 500,000 | $151.9B | 4.53% | |
| 4 | EWTXEdgewise Therapeutics Inc | 4,529,990 | $112.4B | 3.35% | |
| 5 | RVMDRevolution Medicines Inc | 1,335,075 | $106.3B | 3.17% | |
| 6 | CNTACentessa Pharmaceuticals PLC | 4,027,517 | $100.7B | 3.00% | |
| 7 | ARWRArrowhead Pharmaceuticals Inc | 1,500,476 | $99.6B | 2.97% | |
| 8 | BCAXBicara Therapeutics Inc | 5,216,969 | $87.8B | 2.62% | |
| 9 | OLMAOlema Pharmaceuticals Inc | 3,300,700 | $82.5B | 2.46% | |
| 10 | IRONDisc Medicine Inc | 988,401 | $78.5B | 2.34% | |
| 11 | GPCRStructure Therapeutics Inc | 1,078,698 | $75.0B | 2.24% | |
| 12 | TNGXTango Therapeutics Inc | 8,165,374 | $72.3B | 2.16% | |
| 13 | RCUSArcus Biosciences Inc | 3,007,077 | $71.7B | 2.14% | |
| 14 | STOKStoke Therapeutics Inc | 2,247,347 | $71.3B | 2.13% | |
| 15 | CRNXCrinetics Pharmaceuticals Inc | 1,507,636 | $70.2B | 2.09% | |
| 16 | DYNDyne Therapeutics Inc | 3,502,941 | $68.5B | 2.04% | |
| 17 | APLSApellis Pharmaceuticals Inc | 2,578,396 | $64.8B | 1.93% | |
| 18 | COGTCogent Biosciences Inc | 1,629,279 | $57.9B | 1.73% | |
| 19 | SEPNSepterna Inc | 2,000,000 | $55.8B | 1.66% | |
| 20 | TSHATaysha Gene Therapies Inc | 10,129,913 | $55.7B | 1.66% | |
| 21 | RYTMRhythm Pharmaceuticals Inc | 499,975 | $53.5B | 1.60% | |
| 22 | ASNDAscendis Pharma A/S | 235,862 | $50.3B | 1.50% | |
| 23 | RAPTRAPT Therapeutics Inc | 1,375,000 | $46.6B | 1.39% | |
| 24 | TBLATaboola.com Ltd | 9,969,495 | $46.0B | 1.37% | |
| 25 | LXRXLexicon Pharmaceuticals Inc | 38,918,903 | $44.8B | 1.34% | |
| 26 | ZYMEZymeworks Inc | 1,680,121 | $44.2B | 1.32% | |
| 27 | SLDBSolid Biosciences Inc | 7,690,405 | $43.4B | 1.29% | |
| 28 | WVEWAVE Life Sciences Ltd | 2,450,000 | $41.6B | 1.24% | |
| 29 | XENEXenon Pharmaceuticals Inc | 812,761 | $36.4B | 1.09% | |
| 30 | DBVTDbv Technologies SA | 1,857,362 | $35.6B | 1.06% | |
| 31 | ERASErasca Inc | 8,757,249 | $32.6B | 0.97% | |
| 32 | ENGNenGene Holdings Inc | 3,336,264 | $30.1B | 0.90% | |
| 33 | TRVITrevi Therapeutics Inc | 2,286,867 | $28.6B | 0.85% | |
| 34 | SYRESpyre Therapeutics Inc | 818,598 | $26.8B | 0.80% | |
| 35 | MLYSMineralys Therapeutics Inc | 699,999 | $25.4B | 0.76% | |
| 36 | DNLIDenali Therapeutics Inc | 1,396,513 | $23.1B | 0.69% | |
| 37 | RELYRemitly Global Inc | 1,618,271 | $22.3B | 0.67% | |
| 38 | FULCFulcrum Therapeutics Inc | 1,950,000 | $22.1B | 0.66% | |
| 39 | RAPPRapport Therapeutics Inc | 708,469 | $21.5B | 0.64% | |
| 40 | SLNSilence Therapeutics PLC | 2,911,438 | $17.7B | 0.53% | |
| 41 | IHSIHS Holding Limited | 2,357,520 | $17.6B | 0.52% | |
| 42 | GOSSGossamer Bio Inc | 5,208,968 | $16.1B | 0.48% | |
| 43 | UPBUpstream Bio Inc | 588,450 | $16.0B | 0.48% | |
| 44 | BCYCBicycle Therapeutics PLC | 2,012,752 | $14.3B | 0.43% | |
| 45 | MNPRMonopar Therapeutics Inc | 212,298 | $13.9B | 0.41% | |
| 46 | CGEMCullinan Therapeutics Inc | 1,193,410 | $12.4B | 0.37% | |
| 47 | SIONSionna Therapeutics Inc | 300,000 | $12.3B | 0.37% | |
| 48 | IKTInhibikase Therapeutics Inc | 5,850,000 | $12.0B | 0.36% | |
| 49 | NBPNovaBridge Biosciences | 3,000,000 | $11.9B | 0.36% | |
| 50 | AMZNAmazon.com Inc | 51,500 | $11.9B | 0.35% | |
| 51 | NMRANeumora Therapeutics Inc | 6,288,783 | $11.3B | 0.34% | |
| 52 | BRD1EURMind Medicine (MindMed) Inc | 800,000 | $10.7B | 0.32% | |
| 53 | BNTCBenitec Biopharma Inc | 775,000 | $10.4B | 0.31% | |
| 54 | IVVDInvivyd Inc | 4,000,000 | $9.9B | 0.29% | |
| 55 | TSMTaiwan Semiconductor Manufacturing Co Ltd | 27,700 | $8.4B | 0.25% | |
| 56 | ORICOric Pharmaceuticals Inc | 1,007,575 | $8.2B | 0.25% | |
| 57 | MPLTMapLight Therapeutics Inc | 450,000 | $7.9B | 0.24% | |
| 58 | PVLAPalvella Therapeutics Inc | 75,000 | $7.8B | 0.23% | |
| 59 | CRWDCrowdStrike Holdings Inc | 16,500 | $7.7B | 0.23% | |
| 60 | IONQIONQ Inc | 170,000 | $7.6B | 0.23% | |
| 61 | SEERSeer Inc | 4,000,000 | $7.3B | 0.22% | |
| 62 | MSFTMicrosoft Corp | 15,000 | $7.3B | 0.22% | |
| 63 | PDDPDD Holdings Inc | 63,401 | $7.2B | 0.21% | |
| 64 | LXEOLexeo Therapeutics Inc | 720,622 | $7.2B | 0.21% | |
| 65 | NVDANVIDIA Corp | 37,485 | $7.0B | 0.21% | |
| 66 | CRMSalesforce Inc | 26,100 | $6.9B | 0.21% | |
| 67 | CMPSCompass Pathways PLC | 1,000,000 | $6.9B | 0.21% | |
| 68 | BLLNBillionToOne Inc | 83,833 | $6.9B | 0.20% | |
| 69 | WKWorkiva Inc | 79,123 | $6.8B | 0.20% | |
| 70 | ZURAZura Bio Ltd | 1,300,000 | $6.8B | 0.20% | |
| 71 | VTVTvTv Therapeutics Inc | 163,000 | $6.5B | 0.19% | |
| 72 | GOOGLAlphabet Inc | 20,703 | $6.5B | 0.19% | |
| 73 | NBISNebius Group NV | 76,218 | $6.4B | 0.19% | |
| 74 | YB4PSavara Inc | 1,000,000 | $6.0B | 0.18% | |
| 75 | XFORX4 Pharmaceuticals Inc | 1,500,000 | $6.0B | 0.18% | |
| 76 | FROGJfrog Ltd | 93,616 | $5.8B | 0.17% | |
| 77 | NOWServiceNow Inc | 35,630 | $5.5B | 0.16% | |
| 78 | TENXTenax Therapeutics Inc | 427,141 | $5.2B | 0.16% | |
| 79 | WHWKWhitehawk Therapeutics Inc | 2,082,000 | $5.0B | 0.15% | |
| 80 | DTDynatrace Inc | 115,229 | $5.0B | 0.15% | |
| 81 | DDOGDatadog Inc | 36,425 | $5.0B | 0.15% | |
| 82 | ALMSAlumis Inc | 500,000 | $4.9B | 0.15% | |
| 83 | METAMeta Platforms Inc | 7,169 | $4.7B | 0.14% | |
| 84 | PEPGPepGen Inc | 700,000 | $4.6B | 0.14% | |
| 85 | SGMTSagimet Biosciences Inc | 724,771 | $4.3B | 0.13% | |
| 86 | ADBEAdobe Inc | 12,051 | $4.2B | 0.13% | |
| 87 | FHTXFoghorn Therapeutics Inc | 720,720 | $3.9B | 0.12% | |
| 88 | GTLBGitLab Inc | 99,000 | $3.7B | 0.11% | |
| 89 | KLRSKalaris Therapeutics Inc | 435,798 | $3.7B | 0.11% | |
| 90 | N1UANew Oriental Education & Technology Group Inc | 62,000 | $3.4B | 0.10% | |
| 91 | AGENAgenus Inc | 1,064,250 | $3.3B | 0.10% | |
| 92 | MDLNMedline Inc | 75,000 | $3.1B | 0.09% | |
| 93 | KRROKorro Bio Inc | 347,718 | $2.8B | 0.08% | |
| 94 | CLBTCellebrite DI Ltd | 150,000 | $2.7B | 0.08% | |
| 95 | RANIRani Therapeutics Holdings Inc | 2,000,000 | $2.7B | 0.08% | |
| 96 | ZSZscaler Inc | 12,000 | $2.7B | 0.08% | |
| 97 | BDTXBlack Diamond Therapeutics Inc | 1,046,517 | $2.5B | 0.08% | |
| 98 | MNDYmonday.com Ltd | 17,000 | $2.5B | 0.07% | |
| 99 | AVGOBroadcom Inc | 7,000 | $2.4B | 0.07% | |
| 100 | QCOMQualcomm Inc | 14,000 | $2.4B | 0.07% |
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