StockDriftsStockDriftsTop 50 Siren L L C Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SRRK | Scholar Rock Holding Corp | 10.69% | 9.58M | $526.6M | -11.55%(-1.25M) | $12.90(+319.00%) | 2026-06-30 | |
| KYMR | Kymera Therapeutics Inc | 6.83% | 2.94M | $336.7M | -7.88%(-251.00K) | $38.10(+195.24%) | 2026-06-30 | |
| ERAS | Erasca Inc | 4.24% | 11.40M | $208.8M | +1.37%(+153.53K) | $4.35(+327.08%) | 2026-06-30 | |
| MANE | Veradermics Inc | 4.13% | 1.66M | $203.5M | +9.96%(+150.00K) | $65.75(+64.13%) | 2026-06-30 | |
| TNGX | Tango Therapeutics Inc | 3.92% | 6.18M | $193.2M | +9.23%(+522.26K) | $8.89(+187.86%) | 2026-06-30 | |
| RVMD | Revolution Medicines Inc | 3.42% | 900.0K | $168.6M | -18.99%(-210.98K) | $45.25(+353.61%) | 2026-06-30 | |
| BCAX | Bicara Therapeutics Inc | 3.38% | 5.60M | $166.4M | -3.45%(-200.00K) | $19.87(+23.27%) | 2026-06-30 | |
| ARWR | Arrowhead Pharmaceuticals Inc | 2.84% | 1.72M | $139.8M | +6.19%(+100.00K) | $27.74(+214.52%) | 2026-06-30 | |
| ONC | BeOne Medicines AG | 2.69% | 465.0K | $132.5M | +0.00%(+0) | $189.89(+88.33%) | 2026-06-30 | |
| EWTX | Edgewise Therapeutics Inc | 2.63% | 3.18M | $129.4M | -28.12%(-1.25M) | $20.24(+114.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +107.86% |
| Top 20 Holdings Unweighted | — | — | — | — | +88.70% |
Siren L L C reports $4.94B in US-listed equity holdings across 115 positions in its most recent 13F filing. Its largest disclosed positions are SRRK (10.7%), KYMR (6.8%) and ERAS (4.2%). The top 20 holdings account for 62.17% of reported assets. Its disclosed equity book has returned +107.86% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Siren L L C’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2005245). View Siren L L C’s 13F filings on SEC