13F HOLDINGS REPORT (Amended)
Siren, L.L.C.
Quarter ended Q1 2025 · Filed May 23, 2025 · Accession 0002005245-25-000008
Total Value
$1.77B
Positions
117
Other Managers
2
Confidential Omitted
No
Holdings (117)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Scholar Rock Holding Corp | SRRK | 9,250,005 | $297.4M | 16.78% |
| 2 | Beigene Ltd | BEIGF | 498,689 | $135.7M | 7.66% |
| 3 | Kymera Therapeutics Inc | KYMR | 3,240,313 | $88.7M | 5.00% |
| 4 | Blueprint Medicines Corp | 09627Y109 | 726,167 | $64.3M | 3.63% |
| 5 | Crinetics Pharmaceuticals Inc | CRNX | 1,688,611 | $56.6M | 3.19% |
| 6 | Apellis Pharmaceuticals Inc | APLS | 2,578,396 | $56.4M | 3.18% |
| 7 | Disc Medicine Inc | IRON | 1,071,865 | $53.2M | 3.00% |
| 8 | Soleno Therapeutics Inc | SLNO | 727,337 | $52.0M | 2.93% |
| 9 | Ascendis Pharma A/S | ASND | 287,366 | $44.8M | 2.53% |
| 10 | Merus NV | N5749R100 | 1,043,467 | $43.9M | 2.48% |
| 11 | Bicara Therapeutics Inc | BCAX | 3,267,083 | $42.6M | 2.40% |
| 12 | Centessa Pharmaceuticals PLC | CNTA | 2,960,029 | $42.6M | 2.40% |
| 13 | NewAmsterdam Pharma Company NV | NAMSW | 1,912,030 | $39.1M | 2.21% |
| 14 | Edgewise Therapeutics Inc | EWTX | 1,696,444 | $37.3M | 2.11% |
| 15 | Arrowhead Pharmaceuticals Inc | ARWR | 2,669,880 | $34.0M | 1.92% |
| 16 | Avidity Biosciences Inc | 05370A108 | 1,110,610 | $32.8M | 1.85% |
| 17 | WAVE Life Sciences Ltd | WVE | 3,696,322 | $29.9M | 1.68% |
| 18 | Taboola.com Ltd | TBLAW | 9,969,495 | $29.4M | 1.66% |
| 19 | Dyne Therapeutics Inc | DYN | 2,717,987 | $28.4M | 1.60% |
| 20 | Solid Biosciences Inc | SLDB | 7,415,905 | $27.4M | 1.55% |
| 21 | Xenon Pharmaceuticals Inc | XENE | 732,761 | $24.6M | 1.39% |
| 22 | Apogee Therapeutics Inc | APGE | 594,994 | $22.2M | 1.25% |
| 23 | Revolution Medicines Inc | RVMDW | 563,755 | $19.9M | 1.12% |
| 24 | Trevi Therapeutics Inc | TRVI | 2,863,793 | $18.0M | 1.02% |
| 25 | Vera Therapeutics Inc | VERA | 747,216 | $17.9M | 1.01% |
| 26 | Lexicon Pharmaceuticals Inc | LXRX | 38,918,903 | $17.9M | 1.01% |
| 27 | Prothena Corporation PLC | PRTA | 1,283,555 | $15.9M | 0.90% |
| 28 | Bicycle Therapeutics PLC | BCYC | 1,812,752 | $15.4M | 0.87% |
| 29 | Stoke Therapeutics Inc | STOK | 2,247,347 | $14.9M | 0.84% |
| 30 | Rhythm Pharmaceuticals Inc | RYTM | 277,533 | $14.7M | 0.83% |
| 31 | Summit Therapeutics Inc | SMMT | 695,000 | $13.4M | 0.76% |
| 32 | Septerna Inc | SEPN | 2,202,514 | $12.8M | 0.72% |
| 33 | Arcus Biosciences Inc | RCUS | 1,612,077 | $12.7M | 0.71% |
| 34 | IHS Holding Limited | IHS | 2,357,520 | $12.3M | 0.69% |
| 35 | Erasca Inc | ERAS | 8,757,249 | $12.0M | 0.68% |
| 36 | Denali Therapeutics Inc | DNLI | 821,513 | $11.2M | 0.63% |
| 37 | Vaxcyte Inc | PCVX | 295,543 | $11.2M | 0.63% |
| 38 | Amazon.com Inc | AMZN | 56,500 | $10.7M | 0.61% |
| 39 | Microsoft Corp | MSFT | 28,500 | $10.7M | 0.60% |
| 40 | Remitly Global Inc | RELY | 465,449 | $9.7M | 0.55% |
| 41 | Taysha Gene Therapies Inc | TSHA | 6,514,737 | $9.1M | 0.51% |
| 42 | Cullinan Therapeutics Inc | CGEM | 1,193,410 | $9.0M | 0.51% |
| 43 | CrowdStrike Holdings Inc | CRWD | 25,000 | $8.8M | 0.50% |
| 44 | Silence Therapeutics PLC | SLNCF | 2,789,833 | $7.9M | 0.44% |
| 45 | Alphabet Inc | GOOG | 50,703 | $7.8M | 0.44% |
| 46 | Cartesian Therapeutics Inc | RNAC | 563,272 | $7.4M | 0.42% |
| 47 | Adobe Inc | ADBE | 19,298 | $7.4M | 0.42% |
| 48 | Korro Bio Inc | KRRO | 418,833 | $7.3M | 0.41% |
| 49 | ServiceNow Inc | NOW | 9,126 | $7.3M | 0.41% |
| 50 | Seer Inc | SEER | 4,000,000 | $6.8M | 0.38% |
| 51 | PDD Holdings Inc | PDD | 52,901 | $6.3M | 0.35% |
| 52 | Spyre Therapeutics Inc | SYRE | 368,598 | $5.9M | 0.34% |
| 53 | Gossamer Bio Inc | GOSS | 5,208,968 | $5.7M | 0.32% |
| 54 | Oric Pharmaceuticals Inc | ORIC | 1,007,575 | $5.6M | 0.32% |
| 55 | Upstream Bio Inc | UPB | 788,450 | $4.8M | 0.27% |
| 56 | NVIDIA Corp | NVDA | 44,432 | $4.8M | 0.27% |
| 57 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 28,500 | $4.7M | 0.27% |
| 58 | Datadog Inc | DDOG | 47,425 | $4.7M | 0.27% |
| 59 | Neumora Therapeutics Inc | NMRA | 4,358,283 | $4.4M | 0.25% |
| 60 | Jfrog Ltd | FROG | 131,616 | $4.2M | 0.24% |
| 61 | Dynatrace Inc | DT | 87,729 | $4.1M | 0.23% |
| 62 | Metsera Inc | 59267L107 | 150,000 | $4.1M | 0.23% |
| 63 | Rocket Pharmaceuticals Inc | RCKTW | 591,263 | $3.9M | 0.22% |
| 64 | Salesforce Inc | CRM | 14,600 | $3.9M | 0.22% |
| 65 | New Oriental Education & Technology Group Inc | 647581206 | 79,500 | $3.8M | 0.21% |
| 66 | Rapport Therapeutics Inc | RAPP | 378,469 | $3.8M | 0.21% |
| 67 | IONQ Inc | IONQ-WT | 170,000 | $3.8M | 0.21% |
| 68 | IGM Biosciences Inc | 449585108 | 3,255,826 | $3.7M | 0.21% |
| 69 | Whitehawk Therapeutics Inc | WHWK | 2,082,000 | $3.7M | 0.21% |
| 70 | Instil Bio Inc | TIL | 203,933 | $3.5M | 0.20% |
| 71 | Tango Therapeutics Inc | TNGX | 2,565,342 | $3.5M | 0.20% |
| 72 | Vigil Neuroscience Inc | 92673K108 | 1,967,064 | $3.5M | 0.20% |
| 73 | Sionna Therapeutics Inc | SION | 325,000 | $3.4M | 0.19% |
| 74 | Nebius Group NV | NBIS | 140,000 | $3.0M | 0.17% |
| 75 | Foghorn Therapeutics Inc. | FHTX | 720,720 | $2.6M | 0.15% |
| 76 | Reddit Inc | RDDT | 23,500 | $2.5M | 0.14% |
| 77 | LPL Financial Holdings Inc | 50212V100 | 7,500 | $2.5M | 0.14% |
| 78 | Sagimet Biosciences Inc | SGMT | 724,771 | $2.4M | 0.13% |
| 79 | Eledon Pharmaceuticals Inc | ELDN | 690,170 | $2.3M | 0.13% |
| 80 | Tesla Inc | TSLA | 9,000 | $2.3M | 0.13% |
| 81 | Kalaris Therapeutics Inc | KLRS | 282,586 | $2.3M | 0.13% |
| 82 | Marvell Technology Inc | MRVL | 36,808 | $2.3M | 0.13% |
| 83 | Qualcomm Inc | QCOM | 14,000 | $2.2M | 0.12% |
| 84 | Ke Holdings Inc | BEKE | 105,000 | $2.1M | 0.12% |
| 85 | Lexeo Therapeutics Inc | LXEO | 603,435 | $2.1M | 0.12% |
| 86 | ProQR Therapeutics NV | N71542109 | 1,552,183 | $2.1M | 0.12% |
| 87 | Palo Alto Networks Inc | PANW | 11,500 | $2.0M | 0.11% |
| 88 | SailPoint Inc | SAIL | 95,000 | $1.8M | 0.10% |
| 89 | Black Diamond Therapeutics Inc | BDTX | 1,046,517 | $1.6M | 0.09% |
| 90 | StandardAero, Inc. | SARO | 56,855 | $1.5M | 0.09% |
| 91 | BIOAGE Labs Inc | BIOA | 382,406 | $1.4M | 0.08% |
| 92 | Tourmaline Bio Inc | 89157D105 | 91,426 | $1.4M | 0.08% |
| 93 | Workiva Inc | WK | 17,500 | $1.3M | 0.07% |
| 94 | BILL Holdings Inc | BILL | 28,500 | $1.3M | 0.07% |
| 95 | PayPal Holdings Inc | PYPL | 20,000 | $1.3M | 0.07% |
| 96 | Generation Bio Co | 37148K100 | 2,968,925 | $1.2M | 0.07% |
| 97 | SEMrush Holdings Inc | SEMR | 125,000 | $1.2M | 0.07% |
| 98 | Pegasystems Inc | PEGA | 16,500 | $1.1M | 0.06% |
| 99 | MongoDB Inc | MDB | 5,500 | $964,700 | 0.05% |
| 100 | Nike Inc | NKE | 15,000 | $952,200 | 0.05% |
| 101 | Intel Corp | INTC | 40,000 | $908,400 | 0.05% |
| 102 | Informatica Inc | 45674M101 | 50,000 | $872,500 | 0.05% |
| 103 | Boeing Co | BA-PA | 5,000 | $852,750 | 0.05% |
| 104 | Couchbase Inc | 22207T101 | 49,850 | $785,138 | 0.04% |
| 105 | Agenus Inc | AGEN | 500,000 | $752,500 | 0.04% |
| 106 | Kronos Bio Inc | 50107A104 | 842,954 | $695,437 | 0.04% |
| 107 | Procore Technologies Inc | PCOR | 10,000 | $660,200 | 0.04% |
| 108 | Ferrari NV | RACE | 1,500 | $636,364 | 0.04% |
| 109 | HOOKIPA Pharma Inc | HOOK | 566,640 | $611,971 | 0.03% |
| 110 | Deckers Outdoor Corp | DECK | 5,000 | $559,050 | 0.03% |
| 111 | US Bancorp | USB-PS | 12,500 | $527,750 | 0.03% |
| 112 | Remitly Global Inc | RELY | 25,000 | $520,000 | 0.03% |
| 113 | Occidental Petroleum Corp | 674599105 | 10,000 | $493,600 | 0.03% |
| 114 | GDS Holdings Ltd | GDHLF | 12,500 | $316,625 | 0.02% |
| 115 | Cyclerion Therapeutics Inc | CYCN | 116,155 | $290,388 | 0.02% |
| 116 | Ironwood Pharmaceuticals Inc | IRWD | 110,532 | $162,482 | 0.01% |
| 117 | Caribou Biosciences Inc | CRBU | 105,347 | $96,192 | 0.01% |