Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Siren, L.L.C. (CIK 2005245) reported $3.61B across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SRRK ($532.2M, 14.75%), KYMR ($265.4M, 7.36%), ERAS ($181.9M, 5.04%), EWTX ($139.6M, 3.87%), ONC ($138.1M, 3.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SRRK | Scholar Rock Holding Corp | $532.2M | 14.75% | 10.8M | Hold |
| 2 | KYMR | Kymera Therapeutics Inc | $265.4M | 7.36% | 3.2M | Trimmed |
| 3 | ERAS | Erasca Inc | $181.9M | 5.04% | 11.2M | Added |
| 4 | EWTX | Edgewise Therapeutics Inc | $139.6M | 3.87% | 4.4M | Trimmed |
| 5 | ONC | BeOne Medicines AG | $138.1M | 3.83% | 465,000 | Trimmed |
| 6 | TNGX | Tango Therapeutics Inc | $118.3M | 3.28% | 5.7M | Trimmed |
| 7 | BCAX | Bicara Therapeutics Inc | $115.4M | 3.20% | 5.8M | Added |
| 8 | RVMD | Revolution Medicines Inc | $108.0M | 3.00% | 1.1M | Trimmed |
| 9 | ARWR | Arrowhead Pharmaceuticals Inc | $101.3M | 2.81% | 1.6M | Added |
| 10 | Veradermics Inc | $95.1M | 2.64% | 1.5M | New | |
| 11 | XENE | Xenon Pharmaceuticals Inc | $76.7M | 2.13% | 1.3M | Added |
| 12 | OLMA | Olema Pharmaceuticals Inc | $70.9M | 1.97% | 4.8M | Added |
| 13 | LXRX | Lexicon Pharmaceuticals Inc | $69.1M | 1.92% | 44.3M | Added |
| 14 | CRNX | Crinetics Pharmaceuticals Inc | $69.1M | 1.92% | 1.9M | Added |
| 15 | COGT | Cogent Biosciences Inc | $65.8M | 1.82% | 1.7M | Added |
| 16 | STOK | Stoke Therapeutics Inc | $65.0M | 1.80% | 2.0M | Trimmed |
| 17 | RCUS | Arcus Biosciences Inc | $65.0M | 1.80% | 3.0M | Hold |
| 18 | GPCR | Structure Therapeutics Inc | $64.0M | 1.78% | 1.3M | Added |
| 19 | IRON | Disc Medicine Inc | $63.2M | 1.75% | 988,401 | Hold |
| 20 | RYTM | Rhythm Pharmaceuticals Inc | $63.1M | 1.75% | 725,511 | Added |
| 21 | SLDB | Solid Biosciences Inc | $55.4M | 1.53% | 7.7M | Hold |
| 22 | SEPN | Septerna Inc | $48.1M | 1.33% | 2.0M | Hold |
| 23 | CNTA | Centessa Pharmaceuticals PLC | $41.8M | 1.16% | 1.1M | Trimmed |
| 24 | SYRE | Spyre Therapeutics Inc | $41.3M | 1.14% | 818,598 | Hold |
| 25 | CYTK | Cytokinetics Inc | $40.5M | 1.12% | 613,952 | New |
Source: SEC Form 13F filings · as of 2026-03-31