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13F holdings · Q2 2026

Siren, L.L.C.

New York, NY · files as Siren, L.L.C.
Holdings as of Jun 30, 2026Filed Aug 13, 2026Next filing due Nov 16, 2026CIK 2005245

Siren, L.L.C. reported 115 stocks worth $4.9B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SRRK (10.7%), KYMR (6.8%) and ERAS (4.2%). Compared with Q1 2026, the fund opened new positions in PBLS, ABVX and COAG, added to ERAS, MANE and TNGX, trimmed SRRK, KYMR and RVMD and sold out of FULC, WVE and QURE.

Reported value$4.9B+36.5% vs last quarter
Stocks held11525 new · 10 sold out
Top 5 weight29.8%spread out
Turnover26%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
SRRK
Scholar Rock Hldg Corp
$527M10.7%9.6M−1.3M (−12%)8 of 8
2
KYMR
Kymera Therapeutics Inc
$337M6.8%2.9M−251K (−8%)8 of 8
3
ERAS
Erasca Inc
$209M4.2%11.4M+154K (+1%)8 of 8
4
MANE
Veradermics Inc
$204M4.1%1.7M+150K (+10%)2 of 8
5
TNGX
Tango Therapeutics Inc
$193M3.9%6.2M+522K (+9%)8 of 8
6
RVMD
Revolution Medicines Inc
$169M3.4%900K−211K (−19%)8 of 8
7
BCAX
Bicara Therapeutics Inc
$166M3.4%5.6M−200K (−3%)8 of 8
8
ARWR
Arrowhead Pharmaceuticals in
$140M2.8%1.7M+100K (+6%)8 of 8
9
ONC
Beone Medicines Ltd
$133M2.7%465KNo change8 of 8
10
EWTX
Edgewise Therapeutics Inc
$129M2.6%3.2M−1.2M (−28%)8 of 8
🔒 105 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
CENTESSA PHARMACEUTICALS PLC
$41.8M1.1M
ENGENE HOLDINGS INC
$35.8M5.3M
FULC
Fulcrum Therapeutics Inc
$18M2.4M
WVE
Wave Life Sciences Ltd
$17.8M2.5M
QURE
Uniqure NV
$16.4M1M

🔒 Free account: see all 10.

Options

valued at the underlying shares
StockTypeValueSharesChange
MSFT
Microsoft Corp
Call$9M24K+24,000
AAPL
Apple Inc
Call$6.7M23K+23,000

Reported value

last 8 quarters
$2BQ3 '24
$2.3BQ4 '24
$1.8BQ1 '25
$1.9BQ2 '25
$2.6BQ3 '25
$3.4BQ4 '25
$3.6BQ1 '26
$4.9BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 13, 202613F-HRQ2 2026SEC filing ↗

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Siren, L.L.C. 13F FAQ

What does Siren, L.L.C. own?

Siren, L.L.C. reported 115 stocks worth $4.9B in its 13F filing for Q2 2026, filed Aug 13, 2026. The table above lists every position in the filing (the top 10 without an account).

What did Siren, L.L.C. buy and sell in Q2 2026?

Compared with Q1 2026: 25 new positions, 31 added to, 21 trimmed and 10 sold out. New positions include PBLS, ABVX and COAG. It sold all of FULC, WVE and QURE.

When will Siren, L.L.C. file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Siren, L.L.C.'s portfolio worth?

The Q2 2026 filing reports $4.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.