SIREN L L C
Q2 2026 Form 13-F
GREENWICH, DELAWARE
CIK 0002005245
· Institutional investment manager
Consolidated report · includes
2 managers
since Q3 2024
$4.9B Reported Value Total
Reported value
$4.9B
Quarter over quarter
+28.3%
Holdings
115
Top-10 concentration
44.6%
Filing Structure
Reports holdings for
- Invus Financial Advisors LLC · File #028-19938 · since Q3 2024
- Invus Group, LLC (not a 13F filer in our records) · File #028-24462 · since Q3 2024
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Raymond Debbane
President
Filing Navigation
13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 13, 2026 |
| Form | 13F-HR |
| Reported value | $4.9B |
| Positions | 115 |
| Change in reported value | +37.0% |
| New positions | 25 |
| Exited positions | 10 |
| Position turnover | 28.0% |
| Top-10 concentration | 44.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 13, 2026
|
115 | $4.9B |
|
Q1 2026 13F
Filed May 14, 2026
|
100 | $3.6B |
|
Q4 2025 13F
Filed Feb 13, 2026
|
113 | $3.4B |
|
Q3 2025 13F
Filed Nov 13, 2025
|
115 | $2.6B |
|
Q2 2025 13F
Filed Aug 13, 2025
|
110 | $1.9B |
|
Q1 2025 13F
Filed May 14, 2025
|
116 | $1.8B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
117 | $2.3B |
|
Q3 2024 13F
Filed Nov 13, 2024
|
109 | $2.0B |
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SRRK Scholar Rock Holding Corp | $526.6M | 10.66% |
| 2 | KYMR Kymera Therapeutics Inc | $336.7M | 6.81% |
| 3 | ERAS Erasca Inc | $208.8M | 4.23% |
| 4 | MANE Veradermics Inc | $203.5M | 4.12% |
| 5 | TNGX Tango Therapeutics Inc | $193.2M | 3.91% |
| 6 | RVMD Revolution Medicines Inc | $168.6M | 3.41% |
| 7 | BCAX Bicara Therapeutics Inc | $166.4M | 3.37% |
| 8 | ARWR Arrowhead Pharmaceuticals Inc | $139.8M | 2.83% |
| 9 | ONC BeOne Medicines AG | $132.5M | 2.68% |
| 10 | EWTX Edgewise Therapeutics Inc | $129.4M | 2.62% |
| 11 | RYTM Rhythm Pharmaceuticals Inc | $126.2M | 2.55% |
| 12 | LXRX Lexicon Pharmaceuticals Inc | $106.3M | 2.15% |
| 13 | ELVN Enliven Therapeutics Inc | $90.1M | 1.82% |
| 14 | SYRE Spyre Therapeutics Inc | $86.0M | 1.74% |
| 15 | PBLS Parabilis Medicines Inc | $81.9M | 1.66% |
| 16 | XENE Xenon Pharmaceuticals Inc | $79.6M | 1.61% |
| 17 | SLDB Solid Biosciences Inc | $76.8M | 1.55% |
| 18 | ABVX Abivax SA | $76.8M | 1.55% |
| 19 | COAG Hemab Therapeutics Holdings Inc | $76.6M | 1.55% |
| 20 | RCUS Arcus Biosciences Inc | $74.6M | 1.51% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.