MondegarAI
Siren, L.L.C.

Q1 2026 · 13F-HR

Siren, L.L.C.holdings as filed

Filed 2026-05-14 · accession 0002005245-26-000006

$3.61B
Reported value
100
Positions
2026-03-31
Period end
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The Brief · Siren, L.L.C. · Q1 2026

AI · grounded in 13F

Siren, L.L.C. closed its position in APLSUSD for a reduction of $64.77M. The fund established new positions in MANE for $95.06M and CYTK for $40.47M. Additionally, the fund increased its holdings in ORIC by 197.57% and XENE by 62.23%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
80706P103SRRKScholar Rock Holding Corp$532.2M14.8%10,825,013CommonSOLE
501575104KYMRKymera Therapeutics Inc$265.4M7.36%3,186,830CommonSOLE
29479A108ERASErasca Inc$181.9M5.04%11,244,246CommonSOLE
28036F105EWTXEdgewise Therapeutics Inc$139.6M3.87%4,430,263CommonSOLE
07725L102ONCBeOne Medicines AG$138.1M3.83%465,000CommonSOLE
87583X109TNGXTango Therapeutics Inc$118.3M3.28%5,657,105CommonSOLE
055477103BCAXBicara Therapeutics Inc$115.4M3.20%5,802,970CommonSOLE
76155X100RVMDRevolution Medicines Inc$108.0M3.00%1,110,980CommonSOLE
04280A100ARWRArrowhead Pharmaceuticals Inc$101.3M2.81%1,615,476CommonSOLE
922967104MANEVeradermics Inc$95.1M2.64%1,505,374CommonSOLE
98420N105XENEXenon Pharmaceuticals Inc$76.7M2.13%1,318,564CommonSOLE
68062P106OLMAOlema Pharmaceuticals Inc$70.9M1.97%4,756,949CommonSOLE
22663K107CRNXCrinetics Pharmaceuticals Inc$69.1M1.92%1,903,636CommonSOLE
528872302LXRXLexicon Pharmaceuticals Inc$69.1M1.92%44,303,518CommonSOLE
19240Q201COGTCogent Biosciences Inc$65.8M1.82%1,709,279CommonSOLE
86150R107STOKStoke Therapeutics Inc$65.0M1.80%1,995,347CommonSOLE
03969F109RCUSArcus Biosciences Inc$65.0M1.80%3,007,077CommonSOLE
86366E106GPCRStructure Therapeutics Inc$64.0M1.78%1,328,698CommonSOLE
254604101IRONDisc Medicine Inc$63.2M1.75%988,401CommonSOLE
76243J105RYTMRhythm Pharmaceuticals Inc$63.1M1.75%725,511CommonSOLE
83422E204SLDBSolid Biosciences Inc$55.4M1.53%7,690,405CommonSOLE
81734D104SEPNSepterna Inc$48.1M1.33%2,000,000CommonSOLE
152309100CNTACentessa Pharmaceuticals PLC$41.8M1.16%1,053,464CommonSOLE
00773J202SYRESpyre Therapeutics Inc$41.3M1.14%818,598CommonSOLE
23282W605CYTKCytokinetics Inc$40.5M1.12%613,952CommonSOLE
26818M108DYNDyne Therapeutics, Inc$40.4M1.12%2,229,125CommonSOLE
877619106TSHATaysha Gene Therapies Inc$39.5M1.09%8,829,913CommonSOLE
23306J309DBVTDbv Technologies SA$38.8M1.08%1,857,362CommonSOLE
68622P109ORICOric Pharmaceuticals Inc$38.0M1.05%2,998,192CommonSOLE
29286M105enGene Holdings Inc$35.8M0.99%5,253,159CommonSOLE
697947109PVLAPalvella Therapeutics Inc$32.1M0.89%257,485CommonSOLE
M8744T106TBLATaboola.com Ltd$30.9M0.86%9,969,495CommonSOLE
29337E102ELVNEnliven Therapeutics Inc$29.3M0.81%746,226CommonSOLE
24823R105DNLIDenali Therapeutics Inc$26.8M0.74%1,396,513CommonSOLE
75960P104RELYRemitly Global Inc$24.2M0.67%1,543,271CommonSOLE
36322Q206DMRADamora Therapeutics Inc$23.3M0.65%900,000CommonSOLE
G9TY5A101ZURAZura Bio Ltd$22.2M0.62%3,734,866CommonSOLE
03589W102ANNXAnnexon Inc$21.9M0.61%3,958,646CommonSOLE
89532M101TRVITrevi Therapeutics Inc$21.3M0.59%1,786,867CommonSOLE
75383L102RAPPRapport Therapeutics Inc$20.1M0.56%641,469CommonSOLE
02079K305GOOGLAlphabet Inc$18.9M0.52%65,703CommonSOLE
359616109FULCFulcrum Therapeutics Inc$18.0M0.50%2,350,000CommonSOLE
Y95308105WVEWAVE Life Sciences Ltd$17.8M0.49%2,450,000CommonSOLE
24477V105DFTXDefinium Therapeutics Inc$17.4M0.48%919,493CommonSOLE
03237H101AMLXAmylyx Pharmaceuticals Inc$17.1M0.47%1,230,000CommonSOLE
230031106CGEMCullinan Therapeutics Inc$17.0M0.47%1,193,410CommonSOLE
640979100NMRANeumora Therapeutics Inc$16.6M0.46%8,497,822CommonSOLE
N90064101QUREUniqure NV$16.4M0.45%1,000,000CommonSOLE
23284F105CTMXCytomX Therapeutics Inc$16.3M0.45%3,457,711CommonSOLE
67066G104NVDANVIDIA Corp$15.5M0.43%89,085CommonSOLE
82686Q101SLNSilence Therapeutics PLC$15.3M0.43%2,911,438CommonSOLE
594918104MSFTMicrosoft Corp$15.3M0.42%41,380CommonSOLE
61023L207MNPRMonopar Therapeutics Inc$14.8M0.41%270,118CommonSOLE
874039100TSMTaiwan Semiconductor Manufacturing Co Ltd$14.3M0.40%42,200CommonSOLE
829401108SIONSionna Therapeutics Inc$12.0M0.33%300,000CommonSOLE
N97284108NBISNebius Group NV$11.8M0.33%113,614CommonSOLE
76200L309RZLTRezolute Inc$10.2M0.28%3,328,287CommonSOLE
45719W205IKTInhibikase Therapeutics Inc$9.8M0.27%5,850,000CommonSOLE
023135106AMZNAmazon.com Inc$9.7M0.27%46,641CommonSOLE
370920100GENBGenerate Biomedicines Inc$9.2M0.26%736,104CommonSOLE
56565P103MPLTMapLight Therapeutics Inc$9.1M0.25%450,000CommonSOLE
81762P102NOWServiceNow Inc$9.1M0.25%87,090CommonSOLE
22788C105CRWDCrowdStrike Holdings Inc$9.0M0.25%23,070CommonSOLE
722304102PDDPDD Holdings Inc$8.5M0.24%83,401CommonSOLE
88160R101TSLATesla Inc$8.0M0.22%21,500CommonSOLE
44975P103NBPNovaBridge Biosciences$7.4M0.20%3,000,000CommonSOLE
088786108BCYCBicycle Therapeutics PLC$7.2M0.20%1,560,882CommonSOLE
00032Q104WHWKWhitehawk Therapeutics Inc$7.2M0.20%2,082,000CommonSOLE
88032L605TENXTenax Therapeutics Inc$6.8M0.19%427,141CommonSOLE
918385204VTVTvTv Therapeutics Inc$6.5M0.18%163,000CommonSOLE
23804L103DDOGDatadog Inc$6.4M0.18%54,300CommonSOLE
M6191J100FROGJfrog Ltd$6.0M0.17%128,816CommonSOLE
268150109DTDynatrace Inc$5.5M0.15%150,000CommonSOLE
98139A105WKWorkiva Inc$5.5M0.15%92,500CommonSOLE
00091E109ABSIAbsci Corp$5.4M0.15%1,800,000CommonSOLE
00534A102IVVDInvivyd Inc$5.2M0.14%4,000,000CommonSOLE
80401L803MSLESatellos Bioscience Inc$5.0M0.14%892,074CommonSOLE
46222L108IONQIONQ Inc$4.9M0.14%170,000CommonSOLE
11135F101AVGOBroadcom Inc$4.6M0.13%15,000CommonSOLE
00860C102AGMBAgomab Therapeutics NV$4.3M0.12%411,250CommonSOLE
M2197Q107CLBTCellebrite DI Ltd$4.3M0.12%311,544CommonSOLE
81578P106SEERSeer Inc$4.1M0.11%2,458,673CommonSOLE
500946108KRROKorro Bio Inc$3.9M0.11%347,718CommonSOLE
00847G804AGENAgenus Inc$3.6M0.10%1,064,250CommonSOLE
344174107FHTXFoghorn Therapeutics Inc$3.4M0.10%720,720CommonSOLE
34631F102FPSForgent Power Solutions, Inc$2.9M0.08%100,000CommonSOLE
482929106KLRSKalaris Therapeutics Inc$2.5M0.07%435,798CommonSOLE
37637K108GTLBGitLab Inc$2.2M0.06%100,000CommonSOLE
595112103MUMicron Technology Inc$2.0M0.06%6,000CommonSOLE
M7S64H106MNDYmonday.com Ltd$1.7M0.05%25,000CommonSOLE
38341P102GOSSGossamer Bio Inc$1.7M0.05%5,208,968CommonSOLE
G0260P102ASAmer Sports Inc$1.6M0.05%50,000CommonSOLE
482497104BEKEKE Holdings Inc$1.5M0.04%100,000CommonSOLE
Q4982L109IRENIREN Ltd$1.5M0.04%43,100CommonSOLE
753018100RANIRani Therapeutics Holdings Inc$1.5M0.04%2,000,000CommonSOLE
00835Q202AEVAAeva Technologies Inc$1.4M0.04%110,000CommonSOLE
58507V107MDLNMedline Inc$1.1M0.03%25,000CommonSOLE
316841105FIGFigma Inc$1.1M0.03%50,000CommonSOLE
741623102PRMBPrimo Brands Corp$941,5000.03%50,000CommonSOLE
G6683N103NUNu Holdings Ltd.$359,2500.01%25,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.