StockDriftsStockDriftsTop 5 AJU IB Investment Co., Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACLX | ARCELLX INC | 84.07% | 223.5K | $25.7M | +0.00%(+0) | $80.10(+43.66%) | 2026-03-31 | |
| KYMR | KYMERA THERAPEUTICS INC | 5.36% | 19.6K | $1.6M | +0.00%(+0) | $43.78(+159.27%) | 2026-03-31 | |
| SEER | SEER INC | 5.05% | 816.4K | $1.5M | +0.00%(+0) | $2.14(-24.30%) | 2026-03-31 | |
| RLYB | RALLYBIO CORP | 2.77% | 94.3K | $846K | -87.50%(-660.34K) | $8.52(+85.62%) | 2026-03-31 | |
| STRO | SUTRO BIOPHARMA INC | 1.43% | 17.5K | $436K | +0.00%(+0) | $26.50(+14.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | -18.39% | -45.65% | — | — | -45.16% |
| Top 20 Holdings Unweighted | -18.46% | -45.78% | — | — | -45.23% |
AJU IB Investment Co., Ltd. reports $30.52M in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are ACLX (84.1%), KYMR (5.4%) and SEER (5.0%). The top 20 holdings account for 98.68% of reported assets. Its disclosed equity book has returned -45.65% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track AJU IB Investment Co., Ltd., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from AJU IB Investment Co., Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1710065). View AJU IB Investment Co., Ltd.’s 13F filings on SEC