SL
Siren LLC Portfolio holdings
AUM
$1.93B
1-Year Return
118.08%
This Quarter Return
-13.7%
1 Year Return
+118.08%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.77B
AUM Growth
-$491M
(-22%)
Cap. Flow
-$3.84M
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
50.37%
Holding
140
New
23
Increased
28
Reduced
41
Closed
24
Top Buys
| 1 |
BPMC
Blueprint Medicines
BPMC
|
$64.3M |
| 2 |
Disc Medicine
IRON
|
$53.2M |
| 3 |
Soleno Therapeutics
SLNO
|
$26.8M |
| 4 |
Edgewise Therapeutics
EWTX
|
$21.2M |
| 5 |
Rhythm Pharmaceuticals
RYTM
|
$14.7M |
Top Sells
| 1 |
argenx
ARGX
|
$70.8M |
| 2 |
SWTX
SpringWorks Therapeutics
SWTX
|
$49.8M |
| 3 |
ONC
BeOne Medicines Ltd. American Depositary Shares
ONC
|
$42.2M |
| 4 |
Madrigal Pharmaceuticals
MDGL
|
$38.9M |
| 5 |
Cytokinetics
CYTK
|
$18.9M |
Sector Composition
| 1 | Healthcare | 89.75% |
| 2 | Technology | 5.2% |
| 3 | Communication Services | 2.41% |
| 4 | Consumer Discretionary | 1.21% |
| 5 | Real Estate | 0.81% |
