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Portfolio (Quarterly) Guide ↗

Siren, L.L.C.

· CIK 0002005245
13F Portfolio $4.9B AUM 119 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 117 New
Page 3 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TRVI Trevi Therapeutics Inc Healthcare 1,786,867.0 $33.3M 0.67% NEW $18.65 -0.9%
42 ORIC Oric Pharmaceuticals Inc Healthcare 2,998,192.0 $32.5M 0.66% NEW $10.83 +23.5%
43 GOOGL Alphabet Inc Communication Services 90,000.0 $32.2M 0.65% NEW $357.37 -3.7%
44 Dbv Technologies SA 1,857,362.0 $30.5M 0.62% NEW $16.40
45 ABSI Absci Corp Healthcare 2,474,764.0 $28.7M 0.58% NEW $11.59 -20.3%
46 SION Sionna Therapeutics Inc Healthcare 610,515.0 $26.9M 0.54% NEW $43.99 -86.6%
47 RAPP Rapport Therapeutics Inc Healthcare 641,469.0 $26.7M 0.54% NEW $41.67 +16.2%
48 AMLX Amylyx Pharmaceuticals Inc Healthcare 1,480,586.0 $26.6M 0.54% NEW $17.96 +19.3%
49 ANNX Annexon Inc Healthcare 4,458,646.0 $25.5M 0.52% NEW $5.71 -10.2%
50 Monopar Therapeutics Inc 270,118.0 $25.0M 0.51% NEW $92.59
51 ORKA Oruka Therapeutics Inc Healthcare 250,000.0 $23.8M 0.48% NEW $95.17 +18.4%
52 Seaport Therapeutics Inc 1,095,316.0 $23.8M 0.48% NEW $21.72
53 Damora Therapeutics Inc 900,000.0 $23.4M 0.47% NEW $26.01
54 TYRA Tyra Biosciences Inc Healthcare 725,000.0 $23.2M 0.47% NEW $31.94 -17.9%
55 Zura Bio Ltd 3,734,866.0 $22.0M 0.45% NEW $5.90
56 TSM Taiwan Semiconductor Manufacturing Co Ltd Technology 44,700.0 $21.3M 0.43% NEW $477.57 -9.8%
57 NVDA NVIDIA Corp Technology 95,000.0 $19.0M 0.39% NEW $200.09 +12.5%
58 RZLT Rezolute Inc Healthcare 3,328,287.0 $17.3M 0.35% NEW $5.20 -10.0%
59 MPLT MapLight Therapeutics Inc Healthcare 450,000.0 $16.1M 0.33% NEW $35.84 -68.6%
60 NMRA Neumora Therapeutics Inc Healthcare 8,497,822.0 $14.4M 0.29% NEW $1.70 -10.6%
Page 3 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 92.4%
Technology 3.9%
Communication Services 1.8%
Financial Services 1.3%
Consumer Cyclical 0.6%
Real Estate 0.0%