Filed: 8/13/2026ACC: 0002005245-26-000008
📋 What this filing means
SIREN, L.L.C. filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $4.94B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
116
Positions
$4.94B
Total AUM (reported)
244.54M
Total Shares
Allocation by class
COM$3.43B69.4%
COM NEW$441.63M8.9%
SPONSORED ADS$330.67M6.7%
COMMON STOCK$279.82M5.7%
COM SHS$222.90M4.5%
ORD SHS$50.80M1.0%
ADS$47.56M1.0%
Portfolio Concentration
Top 3$1.07B21.7%
4–10$1.13B22.9%
11–25$1.21B24.6%
Rest$1.52B30.8%
Top 3 weight
21.7%
Top 10 weight
44.6%
Voting Authority Distribution
Total shares with voting rights: 244.54M
Sole
Full voting authority
244.54M
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
Other116
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings116
Rows:
Scholar Rock Holding Corp
DFNDShares9.58M
TypeSH
Market value$526.63M
10.66%
Sole
9.58M
Shared
0.00
None
0.00
Kymera Therapeutics Inc
DFNDShares2.94M
TypeSH
Market value$336.65M
6.81%
Sole
2.94M
Shared
0.00
None
0.00
Erasca Inc
DFNDShares11.40M
TypeSH
Market value$208.81M
4.23%
Sole
11.40M
Shared
0.00
None
0.00
Veradermics Inc
DFNDShares1.66M
TypeSH
Market value$203.51M
4.12%
Sole
1.66M
Shared
0.00
None
0.00
Tango Therapeutics Inc
DFNDShares6.18M
TypeSH
Market value$193.17M
3.91%
Sole
6.18M
Shared
0.00
None
0.00
Revolution Medicines Inc
DFNDShares900K
TypeSH
Market value$168.55M
3.41%
Sole
900K
Shared
0.00
None
0.00
Bicara Therapeutics Inc
DFNDShares5.60M
TypeSH
Market value$166.35M
3.37%
Sole
5.60M
Shared
0.00
None
0.00
Arrowhead Pharmaceuticals Inc
DFNDShares1.72M
TypeSH
Market value$139.83M
2.83%
Sole
1.72M
Shared
0.00
None
0.00
BeOne Medicines AG
DFNDShares465K
TypeSH
Market value$132.51M
2.68%
Sole
465K
Shared
0.00
None
0.00
Edgewise Therapeutics Inc
DFNDShares3.18M
TypeSH
Market value$129.39M
2.62%
Sole
3.18M
Shared
0.00
None
0.00
Rhythm Pharmaceuticals Inc
DFNDShares1.14M
TypeSH
Market value$126.16M
2.55%
Sole
1.14M
Shared
0.00
None
0.00
Lexicon Pharmaceuticals Inc
DFNDShares44.30M
TypeSH
Market value$106.33M
2.15%
Sole
44.30M
Shared
0.00
None
0.00
Enliven Therapeutics Inc
DFNDShares1.77M
TypeSH
Market value$90.05M
1.82%
Sole
1.77M
Shared
0.00
None
0.00
Spyre Therapeutics Inc
DFNDShares968.60K
TypeSH
Market value$85.99M
1.74%
Sole
968.60K
Shared
0.00
None
0.00
Parabilis Medicines Inc
DFNDShares2.99M
TypeSH
Market value$81.90M
1.66%
Sole
2.99M
Shared
0.00
None
0.00
Xenon Pharmaceuticals Inc
DFNDShares1.32M
TypeSH
Market value$79.59M
1.61%
Sole
1.32M
Shared
0.00
None
0.00
Solid Biosciences Inc
DFNDShares7.69M
TypeSH
Market value$76.83M
1.55%
Sole
7.69M
Shared
0.00
None
0.00
Abivax SA
DFNDShares576K
TypeSH
Market value$76.76M
1.55%
Sole
576K
Shared
0.00
None
0.00
Hemab Therapeutics Holdings Inc
DFNDShares2.09M
TypeSH
Market value$76.65M
1.55%
Sole
2.09M
Shared
0.00
None
0.00
Arcus Biosciences Inc
DFNDShares2.42M
TypeSH
Market value$74.62M
1.51%
Sole
2.42M
Shared
0.00
None
0.00
Cogent Biosciences Inc
DFNDShares1.86M
TypeSH
Market value$71.95M
1.46%
Sole
1.86M
Shared
0.00
None
0.00
Relay Therapeutics Inc
DFNDShares3.65M
TypeSH
Market value$68.29M
1.38%
Sole
3.65M
Shared
0.00
None
0.00
Taysha Gene Therapies Inc
DFNDShares9.85M
TypeSH
Market value$67.06M
1.36%
Sole
9.85M
Shared
0.00
None
0.00
Definium Therapeutics Inc
DFNDShares1.42M
TypeSH
Market value$66.77M
1.35%
Sole
1.42M
Shared
0.00
None
0.00
Stoke Therapeutics Inc
DFNDShares2M
TypeSH
Market value$65.29M
1.32%
Sole
2M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Scholar Rock Holding CorpDFND | COM | 9.58M | SH | $526.63M 10.66% | 9.58M | 0.00 | 0.00 |
Kymera Therapeutics IncDFND | COM | 2.94M | SH | $336.65M 6.81% | 2.94M | 0.00 | 0.00 |
Erasca IncDFND | COM | 11.40M | SH | $208.81M 4.23% | 11.40M | 0.00 | 0.00 |
Veradermics IncDFND | COMMON STOCK | 1.66M | SH | $203.51M 4.12% | 1.66M | 0.00 | 0.00 |
Tango Therapeutics IncDFND | COM | 6.18M | SH | $193.17M 3.91% | 6.18M | 0.00 | 0.00 |
Revolution Medicines IncDFND | COM | 900K | SH | $168.55M 3.41% | 900K | 0.00 | 0.00 |
Bicara Therapeutics IncDFND | COM | 5.60M | SH | $166.35M 3.37% | 5.60M | 0.00 | 0.00 |
Arrowhead Pharmaceuticals IncDFND | COM | 1.72M | SH | $139.83M 2.83% | 1.72M | 0.00 | 0.00 |
BeOne Medicines AGDFND | SPONSORED ADS | 465K | SH | $132.51M 2.68% | 465K | 0.00 | 0.00 |
Edgewise Therapeutics IncDFND | COM | 3.18M | SH | $129.39M 2.62% | 3.18M | 0.00 | 0.00 |
Rhythm Pharmaceuticals IncDFND | COM | 1.14M | SH | $126.16M 2.55% | 1.14M | 0.00 | 0.00 |
Lexicon Pharmaceuticals IncDFND | COM NEW | 44.30M | SH | $106.33M 2.15% | 44.30M | 0.00 | 0.00 |
Enliven Therapeutics IncDFND | COM | 1.77M | SH | $90.05M 1.82% | 1.77M | 0.00 | 0.00 |
Spyre Therapeutics IncDFND | COM NEW | 968.60K | SH | $85.99M 1.74% | 968.60K | 0.00 | 0.00 |
Parabilis Medicines IncDFND | COM | 2.99M | SH | $81.90M 1.66% | 2.99M | 0.00 | 0.00 |
Xenon Pharmaceuticals IncDFND | COM | 1.32M | SH | $79.59M 1.61% | 1.32M | 0.00 | 0.00 |
Solid Biosciences IncDFND | COM NEW | 7.69M | SH | $76.83M 1.55% | 7.69M | 0.00 | 0.00 |
Abivax SADFND | SPONSORED ADS | 576K | SH | $76.76M 1.55% | 576K | 0.00 | 0.00 |
Hemab Therapeutics Holdings IncDFND | COM SHS | 2.09M | SH | $76.65M 1.55% | 2.09M | 0.00 | 0.00 |
Arcus Biosciences IncDFND | COM | 2.42M | SH | $74.62M 1.51% | 2.42M | 0.00 | 0.00 |
Cogent Biosciences IncDFND | COM | 1.86M | SH | $71.95M 1.46% | 1.86M | 0.00 | 0.00 |
Relay Therapeutics IncDFND | COM | 3.65M | SH | $68.29M 1.38% | 3.65M | 0.00 | 0.00 |
Taysha Gene Therapies IncDFND | COM SHS | 9.85M | SH | $67.06M 1.36% | 9.85M | 0.00 | 0.00 |
Definium Therapeutics IncDFND | COM SHS | 1.42M | SH | $66.77M 1.35% | 1.42M | 0.00 | 0.00 |
Stoke Therapeutics IncDFND | COM | 2M | SH | $65.29M 1.32% | 2M | 0.00 | 0.00 |
Page 1 of 5
…