Filed: 5/14/2026ACC: 0002005245-26-000006
📋 What this filing means
SIREN, L.L.C. filed this quarterly 13F‑HR report disclosing 100 equity positions with a total reported market value of $3.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
100
Positions
$3.61B
Total AUM (reported)
229.90M
Total Shares
Allocation by class
COM$2.65B73.4%
SPONSORED ADS$326.00M9.0%
COM NEW$281.71M7.8%
COMMON STOCK$95.06M2.6%
COM SHS$67.70M1.9%
ORD SHS$36.95M1.0%
SHS$35.84M1.0%
Portfolio Concentration
Top 3$979.52M27.2%
4–10$815.81M22.6%
11–25$898.94M24.9%
Rest$913.11M25.3%
Top 3 weight
27.2%
Top 10 weight
49.8%
Voting Authority Distribution
Total shares with voting rights: 229.90M
Sole
Full voting authority
229.90M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other100
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings100
Rows:
Scholar Rock Holding Corp
DFNDShares10.83M
TypeSH
Market value$532.16M
14.75%
Sole
10.83M
Shared
0.00
None
0.00
Kymera Therapeutics Inc
DFNDShares3.19M
TypeSH
Market value$265.43M
7.36%
Sole
3.19M
Shared
0.00
None
0.00
Erasca Inc
DFNDShares11.24M
TypeSH
Market value$181.93M
5.04%
Sole
11.24M
Shared
0.00
None
0.00
Edgewise Therapeutics Inc
DFNDShares4.43M
TypeSH
Market value$139.55M
3.87%
Sole
4.43M
Shared
0.00
None
0.00
BeOne Medicines AG
DFNDShares465K
TypeSH
Market value$138.09M
3.83%
Sole
465K
Shared
0.00
None
0.00
Tango Therapeutics Inc
DFNDShares5.66M
TypeSH
Market value$118.35M
3.28%
Sole
5.66M
Shared
0.00
None
0.00
Bicara Therapeutics Inc
DFNDShares5.80M
TypeSH
Market value$115.42M
3.20%
Sole
5.80M
Shared
0.00
None
0.00
Revolution Medicines Inc
DFNDShares1.11M
TypeSH
Market value$108.04M
3.00%
Sole
1.11M
Shared
0.00
None
0.00
Arrowhead Pharmaceuticals Inc
DFNDShares1.62M
TypeSH
Market value$101.29M
2.81%
Sole
1.62M
Shared
0.00
None
0.00
Veradermics Inc
DFNDShares1.51M
TypeSH
Market value$95.06M
2.64%
Sole
1.51M
Shared
0.00
None
0.00
Xenon Pharmaceuticals Inc
DFNDShares1.32M
TypeSH
Market value$76.67M
2.13%
Sole
1.32M
Shared
0.00
None
0.00
Olema Pharmaceuticals Inc
DFNDShares4.76M
TypeSH
Market value$70.93M
1.97%
Sole
4.76M
Shared
0.00
None
0.00
Crinetics Pharmaceuticals Inc
DFNDShares1.90M
TypeSH
Market value$69.14M
1.92%
Sole
1.90M
Shared
0.00
None
0.00
Lexicon Pharmaceuticals Inc
DFNDShares44.30M
TypeSH
Market value$69.11M
1.92%
Sole
44.30M
Shared
0.00
None
0.00
Cogent Biosciences Inc
DFNDShares1.71M
TypeSH
Market value$65.79M
1.82%
Sole
1.71M
Shared
0.00
None
0.00
Stoke Therapeutics Inc
DFNDShares2M
TypeSH
Market value$64.97M
1.80%
Sole
2M
Shared
0.00
None
0.00
Arcus Biosciences Inc
DFNDShares3.01M
TypeSH
Market value$64.95M
1.80%
Sole
3.01M
Shared
0.00
None
0.00
Structure Therapeutics Inc
DFNDShares1.33M
TypeSH
Market value$64.04M
1.78%
Sole
1.33M
Shared
0.00
None
0.00
Disc Medicine Inc
DFNDShares988.40K
TypeSH
Market value$63.20M
1.75%
Sole
988.40K
Shared
0.00
None
0.00
Rhythm Pharmaceuticals Inc
DFNDShares725.51K
TypeSH
Market value$63.10M
1.75%
Sole
725.51K
Shared
0.00
None
0.00
Solid Biosciences Inc
DFNDShares7.69M
TypeSH
Market value$55.37M
1.53%
Sole
7.69M
Shared
0.00
None
0.00
Septerna Inc
DFNDShares2M
TypeSH
Market value$48.06M
1.33%
Sole
2M
Shared
0.00
None
0.00
Centessa Pharmaceuticals PLC
DFNDShares1.05M
TypeSH
Market value$41.84M
1.16%
Sole
1.05M
Shared
0.00
None
0.00
Spyre Therapeutics Inc
DFNDShares818.60K
TypeSH
Market value$41.29M
1.14%
Sole
818.60K
Shared
0.00
None
0.00
Cytokinetics Inc
DFNDShares613.95K
TypeSH
Market value$40.47M
1.12%
Sole
613.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Scholar Rock Holding CorpDFND | COM | 10.83M | SH | $532.16M 14.75% | 10.83M | 0.00 | 0.00 |
Kymera Therapeutics IncDFND | COM | 3.19M | SH | $265.43M 7.36% | 3.19M | 0.00 | 0.00 |
Erasca IncDFND | COM | 11.24M | SH | $181.93M 5.04% | 11.24M | 0.00 | 0.00 |
Edgewise Therapeutics IncDFND | COM | 4.43M | SH | $139.55M 3.87% | 4.43M | 0.00 | 0.00 |
BeOne Medicines AGDFND | SPONSORED ADS | 465K | SH | $138.09M 3.83% | 465K | 0.00 | 0.00 |
Tango Therapeutics IncDFND | COM | 5.66M | SH | $118.35M 3.28% | 5.66M | 0.00 | 0.00 |
Bicara Therapeutics IncDFND | COM | 5.80M | SH | $115.42M 3.20% | 5.80M | 0.00 | 0.00 |
Revolution Medicines IncDFND | COM | 1.11M | SH | $108.04M 3.00% | 1.11M | 0.00 | 0.00 |
Arrowhead Pharmaceuticals IncDFND | COM | 1.62M | SH | $101.29M 2.81% | 1.62M | 0.00 | 0.00 |
Veradermics IncDFND | COMMON STOCK | 1.51M | SH | $95.06M 2.64% | 1.51M | 0.00 | 0.00 |
Xenon Pharmaceuticals IncDFND | COM | 1.32M | SH | $76.67M 2.13% | 1.32M | 0.00 | 0.00 |
Olema Pharmaceuticals IncDFND | COM | 4.76M | SH | $70.93M 1.97% | 4.76M | 0.00 | 0.00 |
Crinetics Pharmaceuticals IncDFND | COM | 1.90M | SH | $69.14M 1.92% | 1.90M | 0.00 | 0.00 |
Lexicon Pharmaceuticals IncDFND | COM NEW | 44.30M | SH | $69.11M 1.92% | 44.30M | 0.00 | 0.00 |
Cogent Biosciences IncDFND | COM | 1.71M | SH | $65.79M 1.82% | 1.71M | 0.00 | 0.00 |
Stoke Therapeutics IncDFND | COM | 2M | SH | $64.97M 1.80% | 2M | 0.00 | 0.00 |
Arcus Biosciences IncDFND | COM | 3.01M | SH | $64.95M 1.80% | 3.01M | 0.00 | 0.00 |
Structure Therapeutics IncDFND | SPONSORED ADS | 1.33M | SH | $64.04M 1.78% | 1.33M | 0.00 | 0.00 |
Disc Medicine IncDFND | COM | 988.40K | SH | $63.20M 1.75% | 988.40K | 0.00 | 0.00 |
Rhythm Pharmaceuticals IncDFND | COM | 725.51K | SH | $63.10M 1.75% | 725.51K | 0.00 | 0.00 |
Solid Biosciences IncDFND | COM NEW | 7.69M | SH | $55.37M 1.53% | 7.69M | 0.00 | 0.00 |
Septerna IncDFND | COM | 2M | SH | $48.06M 1.33% | 2M | 0.00 | 0.00 |
Centessa Pharmaceuticals PLCDFND | SPONSORED ADS | 1.05M | SH | $41.84M 1.16% | 1.05M | 0.00 | 0.00 |
Spyre Therapeutics IncDFND | COM NEW | 818.60K | SH | $41.29M 1.14% | 818.60K | 0.00 | 0.00 |
Cytokinetics IncDFND | COM NEW | 613.95K | SH | $40.47M 1.12% | 613.95K | 0.00 | 0.00 |
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