Institutional Manager · CIK 0001710065
AJU IB Investment Co., Ltd.
Seoul, M5 · File #028-21185
Latest AUM
$22.8M
Positions
7
Top-10 Concentration
100.0%
Filings
5
Portfolio Value Over Time
2025-03
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | ARCELLX INC | ACLX | -824,071 | -$53.7M | -$17.7M |
| REDUCE | KYMERA THERAPEUTICS INC | KYMR | -437,411 | -$34.0M | +$9.7M |
| REDUCE | SUTRO BIOPHARMA INC | STRO | -157,500 | -$1.8M | +$1.9M |
| REDUCE | RAPT THERAPEUTICS INC | 75382E109 | 0 | $0 | +$100,491 |
| REDUCE | RALLYBIO CORP | RLYB | 0 | $0 | +$3.8M |
| REDUCE | SEER INC | SEER | 0 | $0 | -$310,223 |
| REDUCE | XILIO THERAPEUTICS INC | XLO | 0 | $0 | -$168,071 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20257 pos · $22.8M
- 13F HOLDINGS REPORTQ/E Sep 20257 pos · $115.1M
- 13F HOLDINGS REPORTQ/E Jun 20258 pos · $91.9M
- 13F HOLDINGS REPORTQ/E Mar 20258 pos · $102.8M
- 13F HOLDINGS REPORTQ/E Mar 20258 pos · $84.0M
Top 7 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ARCELLX INC | ACLX | 223,486 | $14.6M | 63.94% |
| 2 | RALLYBIO CORP | RLYB | 754,678 | $4.1M | 18.18% |
| 3 | KYMERA THERAPEUTICS INC | KYMR | 19,648 | $1.5M | 6.71% |
| 4 | SEER INC | SEER | 816,375 | $1.5M | 6.56% |
| 5 | XILIO THERAPEUTICS INC | XLO | 667,742 | $427,488 | 1.88% |
| 6 | RAPT THERAPEUTICS INC | 75382E109 | 12,437 | $421,241 | 1.85% |
| 7 | SUTRO BIOPHARMA INC | STRO | 17,500 | $202,475 | 0.89% |