SL
Siren LLC Portfolio holdings
AUM
$2.56B
1-Year Est. Return
159.09%
1 Year Est. Return
+159.09%
AUM
$1.93B
AUM Growth
+$160M
(+9%)
Holding
131
Top Buys
| 1 | +$24M | |
| 2 | +$20.2M | |
| 3 | +$19.2M | |
| 4 |
BCAX
Bicara Therapeutics
BCAX
|
+$18.1M |
| 5 |
Akero Therapeutics
AKRO
|
+$17M |
Top Sells
| 1 | +$64.3M | |
| 2 | +$21.8M | |
| 3 | +$15.9M | |
| 4 |
Summit Therapeutics
SMMT
|
+$13.4M |
| 5 |
NewAmsterdam Pharma
NAMS
|
+$13M |
Sector Composition
| 1 | Healthcare | 90.42% |
| 2 | Technology | 4.93% |
| 3 | Communication Services | 2.51% |
| 4 | Consumer Discretionary | 1.07% |
| 5 | Real Estate | 0.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Informatica
INFA
$7.64B
| – | – |
-50,000
|
|
||
127
GDS Holdings
GDS
$5.86B
| – | – |
-12,500
|
|
||
|
BPMC
128
DELISTED
Blueprint Medicines
BPMC
| – | – |
-726,167
|
|
||
129
BILL Holdings
BILL
$5.02B
| – | – |
-28,500
|
|
||
|
BASE
130
DELISTED
Couchbase
BASE
| – | – |
-49,850
|
|
||
131
Boeing
BA
$148B
| – | – |
-5,000
|
|