13F HOLDINGS REPORT
Siren, L.L.C.
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0002005245-26-000003
Total Value
$3.35B
Positions
115
Other Managers
2
Confidential Omitted
No
Holdings (115)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Scholar Rock Holding Corp | SRRK | 10,825,013 | $476.8M | 14.22% |
| 2 | Kymera Therapeutics Inc | KYMR | 3,286,830 | $255.7M | 7.63% |
| 3 | BeOne Medicines AG | BEIGF | 500,000 | $151.9M | 4.53% |
| 4 | Edgewise Therapeutics Inc | EWTX | 4,529,990 | $112.4M | 3.35% |
| 5 | Revolution Medicines Inc | RVMDW | 1,335,075 | $106.3M | 3.17% |
| 6 | Centessa Pharmaceuticals PLC | CNTA | 4,027,517 | $100.7M | 3.00% |
| 7 | Arrowhead Pharmaceuticals Inc | ARWR | 1,500,476 | $99.6M | 2.97% |
| 8 | Bicara Therapeutics Inc | BCAX | 5,216,969 | $87.8M | 2.62% |
| 9 | Olema Pharmaceuticals Inc | OLMA | 3,300,700 | $82.5M | 2.46% |
| 10 | Disc Medicine Inc | IRON | 988,401 | $78.5M | 2.34% |
| 11 | Structure Therapeutics Inc | GPCR | 1,078,698 | $75.0M | 2.24% |
| 12 | Tango Therapeutics Inc | TNGX | 8,165,374 | $72.3M | 2.16% |
| 13 | Stoke Therapeutics Inc | STOK | 2,247,347 | $71.3M | 2.13% |
| 14 | Crinetics Pharmaceuticals Inc | CRNX | 1,507,636 | $70.2M | 2.09% |
| 15 | Dyne Therapeutics Inc | DYN | 3,502,941 | $68.5M | 2.04% |
| 16 | Apellis Pharmaceuticals Inc | APLS | 2,578,396 | $64.8M | 1.93% |
| 17 | Cogent Biosciences Inc | COGT | 1,629,279 | $57.9M | 1.73% |
| 18 | Septerna Inc | SEPN | 2,000,000 | $55.8M | 1.66% |
| 19 | Taysha Gene Therapies Inc | TSHA | 10,129,913 | $55.7M | 1.66% |
| 20 | Rhythm Pharmaceuticals Inc | RYTM | 499,975 | $53.5M | 1.60% |
| 21 | Ascendis Pharma A/S | ASND | 235,862 | $50.3M | 1.50% |
| 22 | RAPT Therapeutics Inc | 75382E208 | 1,375,000 | $46.6M | 1.39% |
| 23 | Taboola.com Ltd | TBLAW | 9,969,495 | $46.0M | 1.37% |
| 24 | Lexicon Pharmaceuticals Inc | LXRX | 38,918,903 | $44.8M | 1.34% |
| 25 | Zymeworks Inc | ZYME | 1,680,121 | $44.2M | 1.32% |
| 26 | Solid Biosciences Inc | SLDB | 7,690,405 | $43.4M | 1.29% |
| 27 | WAVE Life Sciences Ltd | WVE | 2,450,000 | $41.6M | 1.24% |
| 28 | Arcus Biosciences Inc | RCUS | 1,612,077 | $38.4M | 1.15% |
| 29 | Xenon Pharmaceuticals Inc | XENE | 812,761 | $36.4M | 1.09% |
| 30 | Dbv Technologies SA | DBVTF | 1,857,362 | $35.6M | 1.06% |
| 31 | Arcus Biosciences Inc | RCUS | 1,395,000 | $33.2M | 0.99% |
| 32 | Erasca Inc | ERAS | 8,757,249 | $32.6M | 0.97% |
| 33 | enGene Holdings Inc | ENGNW | 3,336,264 | $30.1M | 0.90% |
| 34 | Trevi Therapeutics Inc | TRVI | 2,286,867 | $28.6M | 0.85% |
| 35 | Spyre Therapeutics Inc | SYRE | 818,598 | $26.8M | 0.80% |
| 36 | Mineralys Therapeutics Inc | MLYS | 699,999 | $25.4M | 0.76% |
| 37 | Denali Therapeutics Inc | DNLI | 1,396,513 | $23.1M | 0.69% |
| 38 | Fulcrum Therapeutics Inc | FULC | 1,950,000 | $22.1M | 0.66% |
| 39 | Rapport Therapeutics Inc | RAPP | 708,469 | $21.5M | 0.64% |
| 40 | Remitly Global Inc | RELY | 1,543,271 | $21.3M | 0.64% |
| 41 | Silence Therapeutics PLC | SLNCF | 2,911,438 | $17.7M | 0.53% |
| 42 | IHS Holding Limited | IHS | 2,357,520 | $17.6M | 0.52% |
| 43 | Gossamer Bio Inc | GOSS | 5,208,968 | $16.1M | 0.48% |
| 44 | Upstream Bio Inc | UPB | 588,450 | $16.0M | 0.48% |
| 45 | Bicycle Therapeutics PLC | BCYC | 2,012,752 | $14.3M | 0.43% |
| 46 | Monopar Therapeutics Inc | MNPR | 212,298 | $13.9M | 0.41% |
| 47 | Cullinan Therapeutics Inc | CGEM | 1,193,410 | $12.4M | 0.37% |
| 48 | Sionna Therapeutics Inc | SION | 300,000 | $12.3M | 0.37% |
| 49 | Inhibikase Therapeutics Inc | IKT | 5,850,000 | $12.0M | 0.36% |
| 50 | NovaBridge Biosciences | NBP | 3,000,000 | $11.9M | 0.36% |
| 51 | Amazon.com Inc | AMZN | 51,500 | $11.9M | 0.35% |
| 52 | Neumora Therapeutics Inc | NMRA | 6,288,783 | $11.3M | 0.34% |
| 53 | Mind Medicine (MindMed) Inc | 60255C885 | 800,000 | $10.7M | 0.32% |
| 54 | Benitec Biopharma Inc | BNTC | 775,000 | $10.4M | 0.31% |
| 55 | Invivyd Inc | IVVD | 4,000,000 | $9.9M | 0.29% |
| 56 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 27,700 | $8.4M | 0.25% |
| 57 | Oric Pharmaceuticals Inc | ORIC | 1,007,575 | $8.2M | 0.25% |
| 58 | MapLight Therapeutics Inc | MPLT | 450,000 | $7.9M | 0.24% |
| 59 | Palvella Therapeutics Inc | PVLA | 75,000 | $7.9M | 0.23% |
| 60 | CrowdStrike Holdings Inc | CRWD | 16,500 | $7.7M | 0.23% |
| 61 | IONQ Inc | IONQ-WT | 170,000 | $7.6M | 0.23% |
| 62 | Seer Inc | SEER | 4,000,000 | $7.3M | 0.22% |
| 63 | Microsoft Corp | MSFT | 15,000 | $7.3M | 0.22% |
| 64 | PDD Holdings Inc | PDD | 63,401 | $7.2M | 0.21% |
| 65 | Lexeo Therapeutics Inc | LXEO | 720,622 | $7.2M | 0.21% |
| 66 | NVIDIA Corp | NVDA | 37,485 | $7.0M | 0.21% |
| 67 | Salesforce Inc | CRM | 26,100 | $6.9M | 0.21% |
| 68 | Compass Pathways PLC | CMPS | 1,000,000 | $6.9M | 0.21% |
| 69 | BillionToOne Inc | BLLN | 83,833 | $6.9M | 0.20% |
| 70 | Workiva Inc | WK | 79,123 | $6.8M | 0.20% |
| 71 | Zura Bio Ltd | ZURA | 1,300,000 | $6.8M | 0.20% |
| 72 | vTv Therapeutics Inc | VTVT | 163,000 | $6.5M | 0.19% |
| 73 | Alphabet Inc | GOOG | 20,703 | $6.5M | 0.19% |
| 74 | Nebius Group NV | NBIS | 76,218 | $6.4M | 0.19% |
| 75 | Savara Inc | SVRA | 1,000,000 | $6.0M | 0.18% |
| 76 | X4 Pharmaceuticals Inc | XFOR | 1,500,000 | $6.0M | 0.18% |
| 77 | Jfrog Ltd | FROG | 93,616 | $5.8M | 0.17% |
| 78 | ServiceNow Inc | NOW | 35,630 | $5.5M | 0.16% |
| 79 | Tenax Therapeutics Inc | TENX | 427,141 | $5.2M | 0.16% |
| 80 | Whitehawk Therapeutics Inc | WHWK | 2,082,000 | $5.0M | 0.15% |
| 81 | Dynatrace Inc | DT | 115,229 | $5.0M | 0.15% |
| 82 | Datadog Inc | DDOG | 36,425 | $5.0M | 0.15% |
| 83 | Alumis Inc | ALMS | 500,000 | $4.9M | 0.15% |
| 84 | Meta Platforms Inc | META | 7,169 | $4.7M | 0.14% |
| 85 | PepGen Inc | PEPG | 700,000 | $4.6M | 0.14% |
| 86 | Sagimet Biosciences Inc | SGMT | 724,771 | $4.3M | 0.13% |
| 87 | Adobe Inc | ADBE | 12,051 | $4.2M | 0.13% |
| 88 | Foghorn Therapeutics Inc | FHTX | 720,720 | $3.9M | 0.12% |
| 89 | GitLab Inc | GTLB | 99,000 | $3.7M | 0.11% |
| 90 | Kalaris Therapeutics Inc | KLRS | 435,798 | $3.7M | 0.11% |
| 91 | New Oriental Education & Technology Group Inc | 647581206 | 62,000 | $3.4M | 0.10% |
| 92 | Agenus Inc | AGEN | 1,064,250 | $3.3M | 0.10% |
| 93 | Medline Inc | MDLN | 75,000 | $3.1M | 0.09% |
| 94 | Korro Bio Inc | KRRO | 347,718 | $2.8M | 0.08% |
| 95 | Cellebrite DI Ltd | CLBT | 150,000 | $2.7M | 0.08% |
| 96 | Rani Therapeutics Holdings Inc | RANI | 2,000,000 | $2.7M | 0.08% |
| 97 | Zscaler Inc | ZS | 12,000 | $2.7M | 0.08% |
| 98 | Black Diamond Therapeutics Inc | BDTX | 1,046,517 | $2.5M | 0.08% |
| 99 | monday.com Ltd | MNDY | 17,000 | $2.5M | 0.07% |
| 100 | Broadcom Inc | AVGO | 7,000 | $2.4M | 0.07% |
| 101 | Qualcomm Inc | QCOM | 14,000 | $2.4M | 0.07% |
| 102 | Arm Holdings PLC | 042068205 | 21,500 | $2.4M | 0.07% |
| 103 | Ke Holdings Inc | BEKE | 145,000 | $2.3M | 0.07% |
| 104 | Instil Bio Inc | TIL | 203,933 | $2.2M | 0.07% |
| 105 | Palo Alto Networks Inc | PANW | 11,450 | $2.1M | 0.06% |
| 106 | CoreWeave Inc | CRWV | 27,500 | $2.0M | 0.06% |
| 107 | IREN Ltd | IREN | 43,100 | $1.6M | 0.05% |
| 108 | Varonis Systems Inc | VRNS | 37,500 | $1.2M | 0.04% |
| 109 | Primo Brands Corp | PRMB | 75,000 | $1.2M | 0.04% |
| 110 | Generation Bio Inc | 37148K209 | 201,419 | $1.1M | 0.03% |
| 111 | Remitly Global Inc | RELY | 75,000 | $1.0M | 0.03% |
| 112 | Figma Inc | FIG | 25,000 | $934,250 | 0.03% |
| 113 | Tesla Inc | TSLA | 1,500 | $674,580 | 0.02% |
| 114 | Caribou Biosciences Inc | CRBU | 105,347 | $167,502 | 0.00% |
| 115 | Cyclerion Therapeutics Inc | CYCN | 115,603 | $146,816 | 0.00% |