13F HOLDINGS REPORT
Siren, L.L.C.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0002005245-25-000002
Total Value
$2.26B
Positions
119
Other Managers
2
Confidential Omitted
No
Holdings (119)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Scholar Rock Holding Corp | SRRK | 9,250,005 | $399.8M | 17.66% |
| 2 | Beigene Ltd | BEIGF | 653,721 | $120.7M | 5.33% |
| 3 | Kymera Therapeutics Inc | KYMR | 2,969,733 | $119.5M | 5.28% |
| 4 | Apellis Pharmaceuticals Inc | APLS | 2,816,258 | $89.9M | 3.97% |
| 5 | Crinetics Pharmaceuticals Inc | CRNX | 1,609,652 | $82.3M | 3.64% |
| 6 | argenx SE | ARGX | 115,045 | $70.8M | 3.13% |
| 7 | Bicara Therapeutics Inc | BCAX | 3,272,827 | $57.0M | 2.52% |
| 8 | Arrowhead Pharmaceuticals Inc | ARWR | 2,901,681 | $54.6M | 2.41% |
| 9 | NewAmsterdam Pharma Company NV | NAMSW | 2,095,638 | $53.9M | 2.38% |
| 10 | Septerna Inc | SEPN | 2,202,514 | $50.4M | 2.23% |
| 11 | Centessa Pharmaceuticals PLC | CNTA | 3,004,677 | $50.3M | 2.22% |
| 12 | SpringWorks Therapeutics Inc | 85205L107 | 1,377,701 | $49.8M | 2.20% |
| 13 | Neumora Therapeutics Inc | NMRA | 4,396,100 | $46.6M | 2.06% |
| 14 | WAVE Life Sciences Ltd | WVE | 3,750,491 | $46.4M | 2.05% |
| 15 | Ascendis Pharma A/S | ASND | 297,321 | $40.9M | 1.81% |
| 16 | Madrigal Pharmaceuticals Inc | MDGL | 125,942 | $38.9M | 1.72% |
| 17 | Taboola.com Ltd | TBLAW | 9,969,495 | $36.4M | 1.61% |
| 18 | Apogee Therapeutics Inc | APGE | 747,325 | $33.9M | 1.50% |
| 19 | Merus NV | N5749R100 | 784,412 | $33.0M | 1.46% |
| 20 | Avidity Biosciences Inc | 05370A108 | 1,127,295 | $32.8M | 1.45% |
| 21 | Vera Therapeutics Inc | VERA | 758,465 | $32.1M | 1.42% |
| 22 | Dyne Therapeutics Inc | DYN | 1,347,456 | $31.7M | 1.40% |
| 23 | Xenon Pharmaceuticals Inc | XENE | 743,769 | $29.2M | 1.29% |
| 24 | Lexicon Pharmaceuticals Inc | LXRX | 38,918,903 | $28.8M | 1.27% |
| 25 | Bicycle Therapeutics PLC | BCYC | 1,839,398 | $25.8M | 1.14% |
| 26 | Revolution Medicines Inc | RVMDW | 571,548 | $25.0M | 1.10% |
| 27 | Vaxcyte Inc | PCVX | 299,991 | $24.6M | 1.08% |
| 28 | Arcus Biosciences Inc | RCUS | 1,612,077 | $24.0M | 1.06% |
| 29 | Erasca Inc | ERAS | 8,857,179 | $22.2M | 0.98% |
| 30 | Stoke Therapeutics Inc | STOK | 2,000,000 | $22.1M | 0.97% |
| 31 | IGM Biosciences Inc | 449585108 | 3,330,422 | $20.3M | 0.90% |
| 32 | Edgewise Therapeutics Inc | EWTX | 734,343 | $19.6M | 0.87% |
| 33 | Silence Therapeutics PLC | SLNCF | 2,831,770 | $19.5M | 0.86% |
| 34 | Cytokinetics Inc | CYTK | 402,323 | $18.9M | 0.84% |
| 35 | Denali Therapeutics Inc | DNLI | 834,028 | $17.0M | 0.75% |
| 36 | Korro Bio Inc | KRRO | 418,833 | $15.9M | 0.70% |
| 37 | Soleno Therapeutics Inc | SLNO | 351,818 | $15.8M | 0.70% |
| 38 | Prothena Corporation PLC | PRTA | 1,099,840 | $15.2M | 0.67% |
| 39 | Solid Biosciences Inc | SLDB | 3,749,041 | $15.0M | 0.66% |
| 40 | Cullinan Therapeutics Inc | CGEM | 1,211,357 | $14.8M | 0.65% |
| 41 | Upstream Bio Inc | UPB | 800,000 | $13.2M | 0.58% |
| 42 | Trevi Therapeutics Inc | TRVI | 2,906,060 | $12.0M | 0.53% |
| 43 | Kura Oncology Inc | KURA | 1,339,942 | $11.7M | 0.52% |
| 44 | Taysha Gene Therapies Inc | TSHA | 6,602,475 | $11.4M | 0.50% |
| 45 | Remitly Global Inc | RELY | 465,449 | $10.5M | 0.46% |
| 46 | Cartesian Therapeutics Inc | RNAC | 572,236 | $10.2M | 0.45% |
| 47 | Microsoft Corp | MSFT | 23,000 | $9.7M | 0.43% |
| 48 | Janux Therapeutics Inc | JANX | 175,000 | $9.4M | 0.41% |
| 49 | Seer Inc | SEER | 4,000,000 | $9.2M | 0.41% |
| 50 | Ionis Pharmaceuticals Inc | IONS | 250,000 | $8.7M | 0.39% |
| 51 | Spyre Therapeutics Inc | SYRE | 374,000 | $8.7M | 0.38% |
| 52 | CrowdStrike Holdings Inc | CRWD | 24,000 | $8.2M | 0.36% |
| 53 | Iovance Biotherapeutics Inc | IOVA | 1,106,040 | $8.2M | 0.36% |
| 54 | Oric Pharmaceuticals Inc | ORIC | 1,007,575 | $8.1M | 0.36% |
| 55 | Tango Therapeutics Inc | TNGX | 2,603,897 | $8.0M | 0.36% |
| 56 | Amazon.com Inc | AMZN | 36,500 | $8.0M | 0.35% |
| 57 | Rocket Pharmaceuticals Inc | RCKTW | 600,000 | $7.5M | 0.33% |
| 58 | IONQ Inc | IONQ-WT | 170,000 | $7.1M | 0.31% |
| 59 | IHS Holding Limited | IHS | 2,357,520 | $6.9M | 0.30% |
| 60 | Rapport Therapeutics Inc | RAPP | 384,197 | $6.8M | 0.30% |
| 61 | NVIDIA Corp | NVDA | 48,932 | $6.6M | 0.29% |
| 62 | ServiceNow Inc | NOW | 5,605 | $5.9M | 0.26% |
| 63 | ACELYRIN Inc | 00445A100 | 1,729,665 | $5.4M | 0.24% |
| 64 | PDD Holdings Inc | PDD | 52,901 | $5.1M | 0.23% |
| 65 | Gossamer Bio Inc | GOSS | 5,208,968 | $4.7M | 0.21% |
| 66 | Dynatrace Inc | DT | 82,729 | $4.5M | 0.20% |
| 67 | Boeing Co | BA-PA | 25,000 | $4.4M | 0.20% |
| 68 | New Oriental Education & Technology Group Inc | 647581206 | 68,500 | $4.4M | 0.19% |
| 69 | Datadog Inc | DDOG | 30,425 | $4.3M | 0.19% |
| 70 | ProQR Therapeutics NV | N71542109 | 1,575,000 | $4.2M | 0.18% |
| 71 | Lexeo Therapeutics Inc | LXEO | 603,435 | $4.0M | 0.18% |
| 72 | Adobe Inc | ADBE | 8,798 | $3.9M | 0.17% |
| 73 | Phathom Pharmaceuticals Inc | PHAT | 460,753 | $3.7M | 0.17% |
| 74 | Instil Bio Inc | TIL | 192,433 | $3.7M | 0.16% |
| 75 | Jfrog Ltd | FROG | 120,116 | $3.5M | 0.16% |
| 76 | Foghorn Therapeutics Inc. | FHTX | 720,720 | $3.4M | 0.15% |
| 77 | Vigil Neuroscience Inc | 92673K108 | 1,991,038 | $3.4M | 0.15% |
| 78 | Nebius Group NV | NBIS | 120,000 | $3.3M | 0.15% |
| 79 | Sagimet Biosciences Inc | SGMT | 724,771 | $3.3M | 0.14% |
| 80 | Generation Bio Co | 37148K100 | 2,982,733 | $3.2M | 0.14% |
| 81 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 15,000 | $3.0M | 0.13% |
| 82 | Freeport-McMoRan Inc | FCX | 75,000 | $2.9M | 0.13% |
| 83 | Allovir Inc | 019818103 | 6,597,167 | $2.8M | 0.12% |
| 84 | Ovid Therapeutics Inc | OVID | 2,850,000 | $2.7M | 0.12% |
| 85 | Sea Ltd | SE | 25,000 | $2.7M | 0.12% |
| 86 | Elastic NV | ESTC | 25,000 | $2.5M | 0.11% |
| 87 | Qualcomm Inc | QCOM | 15,000 | $2.3M | 0.10% |
| 88 | BIOAGE Labs Inc | BIOA | 388,000 | $2.2M | 0.10% |
| 89 | Black Diamond Therapeutics Inc | BDTX | 1,046,517 | $2.2M | 0.10% |
| 90 | Regenxbio Inc | RGNX | 284,000 | $2.2M | 0.10% |
| 91 | Tourmaline Bio Inc | 89157D105 | 91,426 | $1.9M | 0.08% |
| 92 | Procore Technologies Inc | PCOR | 20,000 | $1.5M | 0.07% |
| 93 | Applied Therapeutics Inc | 03828A101 | 1,633,768 | $1.4M | 0.06% |
| 94 | Alphabet Inc | GOOG | 7,000 | $1.3M | 0.06% |
| 95 | PayPal Holdings Inc | PYPL | 15,000 | $1.3M | 0.06% |
| 96 | HOOKIPA Pharma Inc | HOOK | 566,640 | $1.1M | 0.05% |
| 97 | HCA Healthcare Inc | HCA | 3,750 | $1.1M | 0.05% |
| 98 | Ke Holdings Inc | BEKE | 60,000 | $1.1M | 0.05% |
| 99 | Workiva Inc | WK | 10,000 | $1.1M | 0.05% |
| 100 | Palo Alto Networks Inc | PANW | 6,000 | $1.1M | 0.05% |
| 101 | Omega Therapeutics Inc | 68217N105 | 1,323,530 | $986,824 | 0.04% |
| 102 | Couchbase Inc | 22207T101 | 60,000 | $935,400 | 0.04% |
| 103 | Achilles Therapeutics PLC | 00449L102 | 755,375 | $861,128 | 0.04% |
| 104 | Ferrari NV | RACE | 2,000 | $854,493 | 0.04% |
| 105 | Intel Corp | INTC | 40,000 | $802,000 | 0.04% |
| 106 | Kronos Bio Inc | 50107A104 | 842,954 | $800,806 | 0.04% |
| 107 | Dollar Tree Inc | DLTR | 10,000 | $749,400 | 0.03% |
| 108 | Occidental Petroleum Corp | 674599105 | 15,000 | $741,150 | 0.03% |
| 109 | Meta Platforms Inc | META | 1,000 | $585,510 | 0.03% |
| 110 | Remitly Global Inc | RELY | 25,000 | $564,250 | 0.02% |
| 111 | Marvell Technology Inc | MRVL | 5,000 | $552,250 | 0.02% |
| 112 | Nu Holdings Ltd | NU | 50,000 | $518,000 | 0.02% |
| 113 | Ironwood Pharmaceuticals Inc | IRWD | 110,532 | $489,657 | 0.02% |
| 114 | Monday.Com Ltd | MNDY | 2,000 | $470,880 | 0.02% |
| 115 | SEMrush Holdings Inc | SEMR | 35,000 | $415,800 | 0.02% |
| 116 | Cyclerion Therapeutics Inc | CYCN | 116,155 | $374,019 | 0.02% |
| 117 | Kanzhun Ltd | BZ | 25,000 | $345,000 | 0.02% |
| 118 | Gossamer Bio Inc | GOSS | 207,000 | $187,252 | 0.01% |
| 119 | Caribou Biosciences Inc | CRBU | 105,347 | $167,502 | 0.01% |