Siren, L.L.C.

$3.6B reported 13(f) long value · latest quarter 2026-03-31 · CIK 2005245 · EDGAR ↗
sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
$3.6B
ALL retained default holdings for this (filer, period), including NULL-value ones
102
positions with no comparable holding in the prior quarter (kind new), 2026-03-31
19
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
32
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §
Period
Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key pos:12598 · issuer key iss:1082 COMTRIM+$9.7M−100,000$256M$265M3,286,8303,186,830
position key pos:11747 · issuer key iss:680 COMADD+$149M+2,486,997$32.6M$182M8,757,24911,244,246
position key pos:11808 · issuer key iss:635 COMTRIM+$27.1M−99,727$112M$140M4,529,9904,430,263
position key pos:14374 · issuer key iss:248 SPONSORED ADSTRIM−$13.8M−35,000$152M$138M500,000465,000
position key pos:11535 · issuer key iss:1757 COMTRIM+$46.0M−2,508,269$72.3M$118M8,165,3745,657,105
position key sid:sec:prov:b23dd6a0ecec2737a5c87e9c74cf430d · issuer key cusip6:055477 COMADD+$27.6M+586,001$87.8M$115M5,216,9695,802,970
position key pos:14656 · issuer key iss:1552 COMTRIM+$1.7M−224,095$106M$108M1,335,0751,110,980
position key pos:15725 · issuer key iss:172 COMADD+$1.7M+115,000$99.6M$101M1,500,4761,615,476
position key pos:14234 · issuer key iss:1897 COMMON STOCKNEW+$95.1M+1,505,374$0$95.1M—1,505,374
position key pos:12517 · issuer key iss:1997 COMADD+$40.2M+505,803$36.4M$76.7M812,7611,318,564
position key pos:13935 · issuer key iss:1355 COMADD−$11.6M+1,456,249$82.5M$70.9M3,300,7004,756,949
position key pos:14981 · issuer key iss:535 COMADD−$1.0M+396,000$70.2M$69.1M1,507,6361,903,636
position key sid:sec:prov:3de8946eed46444b94fd5342eaddeac0 · issuer key cusip6:528872 COM NEWADD+$24.4M+5,384,615$44.8M$69.1M38,918,90344,303,518
position key pos:17421 · issuer key iss:475 COMADD+$7.9M+80,000$57.9M$65.8M1,629,2791,709,279
position key sid:sec:prov:3fee4169345e05a49cf14bcc2babfc71 · issuer key cusip6:86150R COMTRIM−$6.4M−252,000$71.3M$65.0M2,247,3471,995,347
position key sid:sec:prov:862b191ccb923fc424f39385b48ce4f8 · issuer key cusip6:86366E SPONSORED ADSADD−$11.0M+250,000$75.0M$64.0M1,078,6981,328,698
position key pos:16702 · issuer key iss:1556 COMADD+$9.6M+225,536$53.5M$63.1M499,975725,511
position key pos:17964 · issuer key cusip6:152309 SPONSORED ADSTRIM−$58.9M−2,974,053$101M$41.8M4,027,5171,053,464
position key pos:12465 · issuer key iss:548 COM NEWNEW+$40.5M+613,952$0$40.5M—613,952
position key pos:13703 · issuer key iss:619 COMTRIM−$28.1M−1,273,816$68.5M$40.4M3,502,9412,229,125
position key pos:13793 · issuer key iss:1763 COM SHSTRIM−$16.2M−1,300,000$55.7M$39.5M10,129,9138,829,913
position key pos:10700 · issuer key iss:1374 COMADD+$29.7M+1,990,617$8.2M$38.0M1,007,5752,998,192
position key sid:sec:prov:c58e51841f60c26aab31f70d6e4eabc3 · issuer key cusip6:29286M COMADD+$5.6M+1,916,895$30.1M$35.8M3,336,2645,253,159
position key sid:sec:prov:306a1219dc3e80453ba2cb392e4281b0 · issuer key cusip6:697947 COMADD+$24.2M+182,485$7.9M$32.1M75,000257,485
position key sid:sec:prov:bf437640b37b30ed62d091e5e9de5808 · issuer key cusip6:29337E COMNEW+$29.3M+746,226$0$29.3M—746,226
position key pos:12323 · issuer key iss:1544 COMTRIM+$1.9M−75,000$22.3M$24.2M1,618,2711,543,271
position key pos:16214 · issuer key iss:797 COM NEWNEW+$23.3M+900,000$0$23.3M—900,000
position key sid:sec:prov:37f8d7b8f8c97e91dcf78ef12d0dd5a9 · issuer key cusip6:G9TY5A CLASS A ORD SHSADD+$15.4M+2,434,866$6.8M$22.2M1,300,0003,734,866
position key sid:sec:prov:45f58e3bf467aafd3516eb30bc85b601 · issuer key cusip6:03589W COMNEW+$21.9M+3,958,646$0$21.9M—3,958,646
position key pos:17822 · issuer key iss:1820 COMTRIM−$7.3M−500,000$28.6M$21.3M2,286,8671,786,867
position key sid:sec:prov:9fd554b76cc510ac236cd887d1f06195 · issuer key cusip6:75383L COMTRIM−$1.4M−67,000$21.5M$20.1M708,469641,469
position key pos:15142 · issuer key iss:89 CAP STK CL AADD+$12.4M+45,000$6.5M$18.9M20,70365,703
position key sid:sec:prov:b66dc0816f9158ee3c706ae6f74ba1a4 · issuer key cusip6:359616 COMADD−$4.0M+400,000$22.1M$18.0M1,950,0002,350,000
position key pos:16675 · issuer key iss:563 COM SHSNEW+$17.4M+919,493$0$17.4M—919,493
position key sid:sec:prov:6456a8a739b1b376bb8de72f440b1279 · issuer key cusip6:03237H COMNEW+$17.1M+1,230,000$0$17.1M—1,230,000
position key sid:sec:prov:87e5cb91aeaa35f0c2f2443d9f9aa785 · issuer key cusip6:640979 COMADD+$5.3M+2,209,039$11.3M$16.6M6,288,7838,497,822
position key pos:11075 · issuer key iss:2299 SHSNEW+$16.4M+1,000,000$0$16.4M—1,000,000
position key sid:sec:prov:16b2967c1b0bb76b6346bfde109e0bb6 · issuer key cusip6:23284F COMNEW+$16.3M+3,457,711$0$16.3M—3,457,711
position key pos:15642 · issuer key iss:1334 COMADD+$8.5M+51,600$7.0M$15.5M37,48589,085
position key pos:11825 · issuer key iss:1225 COMADD+$8.1M+26,380$7.3M$15.3M15,00041,380
position key sid:sec:prov:8416c67ffd3651f6a5f8d9788c0f2e31 · issuer key cusip6:61023L COM NEWADD+$937K+57,820$13.9M$14.8M212,298270,118
position key pos:17467 · issuer key iss:1751 SPONSORED ADSADD+$5.8M+14,500$8.4M$14.3M27,70042,200
position key pos:11841 · issuer key iss:2300 SHS CLASS AADD+$5.4M+37,396$6.4M$11.8M76,218113,614
position key sid:sec:prov:cb2ee571f458a0a64c1c152656def847 · issuer key cusip6:76200L COM NEWNEW+$10.2M+3,328,287$0$10.2M—3,328,287
position key pos:14175 · issuer key iss:95 COMTRIM−$2.2M−4,859$11.9M$9.7M51,50046,641
position key sid:sec:prov:4a591541501e3e997ba3c8d31dd91fde · issuer key cusip6:370920 COM SHSNEW+$9.2M+736,104$0$9.2M—736,104
position key pos:13683 · issuer key iss:1648 COMADD+$3.6M+51,460$5.5M$9.1M35,63087,090
position key pos:14712 · issuer key iss:537 CL AADD+$1.3M+6,570$7.7M$9.0M16,50023,070
position key pos:14305 · issuer key iss:1452 SPONSORED ADSADD+$1.3M+20,000$7.2M$8.5M63,40183,401
position key pos:10357 · issuer key iss:1786 COMADD+$7.3M+20,000$675K$8.0M1,50021,500
position key pos:16739 · issuer key iss:260 SPONSORED ADSTRIM−$7.0M−451,870$14.3M$7.2M2,012,7521,560,882
position key pos:16528 · issuer key iss:559 CL A COMADD+$1.5M+17,875$5.0M$6.4M36,42554,300
position key pos:12290 · issuer key iss:2277 ORD SHSADD+$198K+35,200$5.8M$6.0M93,616128,816
position key pos:16156 · issuer key iss:617 COM NEWADD+$553K+34,771$5.0M$5.5M115,229150,000
position key sid:sec:prov:04db8e230f7d6fd2ef9baff81e023a68 · issuer key cusip6:98139A COM CL AADD−$1.3M+13,377$6.8M$5.5M79,12392,500
position key sid:sec:prov:f3f8f36b088f3feb965b6e5cad32a6e3 · issuer key cusip6:00091E COMNEW+$5.4M+1,800,000$0$5.4M—1,800,000
position key sid:sec:prov:c560957b5581c9f7aa7d0a8046845dcb · issuer key cusip6:80401L COMNEW+$5.0M+892,074$0$5.0M—892,074
position key pos:12827 · issuer key iss:323 COMADD+$2.2M+8,000$2.4M$4.6M7,00015,000
position key sid:sec:prov:fb9ea7ee3bb27d4ceeeb748915397758 · issuer key cusip6:00860C SPONSORED ADSNEW+$4.3M+411,250$0$4.3M—411,250
position key sid:sec:prov:86621fbc3e124677946412054c6ab829 · issuer key cusip6:M2197Q ORDINARY SHARESADD+$1.6M+161,544$2.7M$4.3M150,000311,544
position key sid:sec:prov:decc631ca767fff8810ea64bf0108cb4 · issuer key cusip6:81578P COM CL ATRIM−$3.2M−1,541,327$7.3M$4.1M4,000,0002,458,673
position key pos:16477 · issuer key iss:760 COM SHS CL ANEW+$2.9M+100,000$0$2.9M—100,000
position key sid:sec:prov:431d99b61e91bc00d72171223c54fba0 · issuer key cusip6:37637K CLASS A COMADD−$1.6M+1,000$3.7M$2.2M99,000100,000
position key pos:15221 · issuer key iss:1228 COMNEW+$2.0M+6,000$0$2.0M—6,000
position key sid:sec:prov:329f9ca8856a4994587a14e5811018e8 · issuer key cusip6:M7S64H SHSADD−$781K+8,000$2.5M$1.7M17,00025,000
position key pos:14816 · issuer key iss:2028 COM SHSNEW+$1.6M+50,000$0$1.6M—50,000
position key sid:sec:prov:de1e3b0f18c7c31000f29081a3c41234 · issuer key cusip6:482497 SPONSORED ADSTRIM−$788K−45,000$2.3M$1.5M145,000100,000
position key pos:15546 · issuer key cusip6:00835Q COM NEWNEW+$1.4M+110,000$0$1.4M—110,000
position key pos:15409 · issuer key iss:1212 COM CL ATRIM−$2.0M−50,000$3.2M$1.1M75,00025,000
position key pos:12312 · issuer key iss:735 CLASS A COM STKADD+$123K+25,000$934K$1.1M25,00050,000
position key pos:12709 · issuer key iss:1480 CLASS A COM SHSTRIM−$285K−25,000$1.2M$942K75,00050,000
position key pos:15764 · issuer key iss:2177 ORD SHS CL ANEW+$359K+25,000$0$359K—25,000
pos:10449EXIT‡e−$2.7M−12,000$2.7M$012,000—
pos:10513EXIT‡e−$2.4M−21,500$2.4M$021,500—
pos:11390EXIT‡e−$4.7M−7,169$4.7M$07,169—
pos:12386EXIT‡e−$10.4M−775,000$10.4M$0775,000—
pos:12568EXIT‡e−$2.5M−1,046,517$2.5M$01,046,517—
pos:12725EXIT‡e−$6.9M−26,100$6.9M$026,100—
pos:13865EXIT‡e−$2.0M−27,500$2.0M$027,500—
pos:14782EXIT‡e−$2.1M−11,450$2.1M$011,450—
pos:14877EXIT‡e−$4.6M−700,000$4.6M$0700,000—
pos:15965EXIT‡e−$50.3M−235,862$50.3M$0235,862—
pos:16159EXIT‡e−$4.9M−500,000$4.9M$0500,000—
pos:17290EXIT‡e−$4.2M−12,051$4.2M$012,051—
pos:17533EXIT‡e−$2.4M−14,000$2.4M$014,000—
pos:18210EXIT‡e−$6.9M−83,833$6.9M$083,833—
sid:sec:prov:0983c227d7f489fadce1abda0a417532EXIT‡e−$46.6M−1,375,000$46.6M$01,375,000—
sid:sec:prov:19b9675407eb505d5af586b26c66f53aEXIT‡e−$6.0M−1,500,000$6.0M$01,500,000—
sid:sec:prov:1e348df3cde91ba41d5ebeef0c53e107EXIT‡e−$16.0M−588,450$16.0M$0588,450—
sid:sec:prov:233302be8852a126d4f3dc726082a4c4EXIT‡e−$64.8M−2,578,396$64.8M$02,578,396—
sid:sec:prov:2bc6a25d40cf07124e3a03bdecf4a4dfEXIT‡e−$6.0M−1,000,000$6.0M$01,000,000—
sid:sec:prov:3044f98940a2897deb445091c04637d0EXIT‡e−$10.7M−800,000$10.7M$0800,000—
sid:sec:prov:5e2abdcbdb056fb4d049308ad37d5f46EXIT‡e−$4.3M−724,771$4.3M$0724,771—
sid:sec:prov:75fda3ed23c32f13e4e79ddd14f8d627EXIT‡e−$3.4M−62,000$3.4M$062,000—
sid:sec:prov:82e63d4ea25eec81be9e092c63a97283EXIT‡e−$168K−105,347$168K$0105,347—
sid:sec:prov:8451bca5642cd3382c05a2c067b2be4eEXIT‡e−$147K−115,603$147K$0115,603—
sid:sec:prov:88f799da4526ad1ae0a440740a6e9c1bEXIT‡e−$6.9M−1,000,000$6.9M$01,000,000—
sid:sec:prov:900b6c288410f358bba42974626cb202EXIT‡e−$2.2M−203,933$2.2M$0203,933—
sid:sec:prov:b8667259508845b4ec41b6089d900b40EXIT‡e−$1.1M−201,419$1.1M$0201,419—
sid:sec:prov:bd4b862f6cf27f7bbb6f4d26443faacaEXIT‡e−$7.2M−720,622$7.2M$0720,622—

Flags: no row carries a flag.

1–20 of the 100 changes on this page

1–100 of 104 changes
Mark-to-market only (no share change) · 28

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key pos:17712 · issuer key iss:1630 COMNO CHANGE+$55.3M0$477M$532M10,825,01310,825,013
position key sid:sec:prov:3c51cfeec4a5be695bdb08ebfaa41e00 · issuer key cusip6:03969F COMNO CHANGE−$6.7M0$71.7M$65.0M3,007,0773,007,077
position key pos:12161 · issuer key iss:587 COMNO CHANGE−$15.3M0$78.5M$63.2M988,401988,401
position key pos:11739 · issuer key iss:1687 COM NEWNO CHANGE+$12.0M0$43.4M$55.4M7,690,4057,690,405
position key sid:sec:prov:c07b19289bd1953ef889bf232426771d · issuer key cusip6:81734D COMNO CHANGE−$7.7M0$55.8M$48.1M2,000,0002,000,000
position key pos:13625 · issuer key iss:45 COM NEWNO CHANGE+$14.5M0$26.8M$41.3M818,598818,598
position key sid:sec:prov:097fe4205cdb81b5acf642533490216f · issuer key cusip6:23306J SPONSORED ADSNO CHANGE+$3.2M0$35.6M$38.8M1,857,3621,857,362
position key pos:10692 · issuer key iss:2279 ORD SHSNO CHANGE−$15.1M0$46.0M$30.9M9,969,4959,969,495
position key sid:sec:prov:8948595df4e56c28a2e8dffed59ee810 · issuer key cusip6:24823R COMNO CHANGE+$3.8M0$23.1M$26.8M1,396,5131,396,513
position key pos:14281 · issuer key iss:2313 SHSNO CHANGE−$23.9M0$41.7M$17.8M2,450,0002,450,000
position key pos:12625 · issuer key iss:544 COMNO CHANGE+$4.6M0$12.4M$17.0M1,193,4101,193,410
position key sid:sec:prov:5c7f5b7b9166fb5eb65582ad9f6aefb9 · issuer key cusip6:82686Q ADSNO CHANGE−$2.4M0$17.7M$15.3M2,911,4382,911,438
position key pos:10212 · issuer key iss:1665 COMNO CHANGE−$315K0$12.3M$12.0M300,000300,000
position key sid:sec:prov:8cb65945c1d745d32abfa3ce25a4d2e9 · issuer key cusip6:45719W COM NEWNO CHANGE−$2.2M0$12.0M$9.8M5,850,0005,850,000
position key sid:sec:prov:25db868bd92949401541405f5298734d · issuer key cusip6:56565P COMNO CHANGE+$1.2M0$7.9M$9.1M450,000450,000
position key sid:sec:prov:35327bac9fdc9ba8e57fb291c13e050b · issuer key cusip6:44975P SPONSORED ADSNO CHANGE−$4.6M0$11.9M$7.4M3,000,0003,000,000
position key pos:10682 · issuer key cusip6:00032Q COMNO CHANGE+$2.1M0$5.0M$7.2M2,082,0002,082,000
position key sid:sec:prov:9e958f4e10d0d474cc9e75d42ea33a9a · issuer key cusip6:88032L COM NEWNO CHANGE+$1.6M0$5.2M$6.8M427,141427,141
position key sid:sec:prov:d870181e4209250aa4f0822ee5192029 · issuer key cusip6:918385 CL A NEWNO CHANGE−$53.8K0$6.5M$6.5M163,000163,000
position key sid:sec:prov:de0907d604dc0fc94b1a3f8dd009ab9f · issuer key cusip6:00534A COMNO CHANGE−$4.7M0$9.9M$5.2M4,000,0004,000,000
position key pos:10533 · issuer key iss:1004 COMNO CHANGE−$2.7M0$7.6M$4.9M170,000170,000
position key sid:sec:prov:32df3091b0447927d2680841e51efc1f · issuer key cusip6:500946 COMNO CHANGE+$1.2M0$2.8M$3.9M347,718347,718
position key sid:sec:prov:94240aadfa3d78ad689ccae76767f0be · issuer key cusip6:00847G COM NEWNO CHANGE+$213K0$3.3M$3.6M1,064,2501,064,250
position key sid:sec:prov:d7ce1f7304a65bd9fa8becb1437c7f71 · issuer key cusip6:344174 COMNO CHANGE−$447K0$3.9M$3.4M720,720720,720
position key pos:11729 · issuer key cusip6:482929 COMNO CHANGE−$1.2M0$3.7M$2.5M435,798435,798
position key sid:sec:prov:cc23b1894e5c241f95346c4deeb13983 · issuer key cusip6:38341P COMNO CHANGE−$14.4M0$16.1M$1.7M5,208,9685,208,968
position key pos:17880 · issuer key iss:2302 ORDINARY SHARESNO CHANGE−$150K0$1.6M$1.5M43,10043,100
position key sid:sec:prov:1266daf28de201038d46cc25c3965279 · issuer key cusip6:753018 COM CL ANO CHANGE−$1.2M0$2.7M$1.5M2,000,0002,000,000

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 100 issuers · $3.6B disclosed value over 102 rows · 0 undisclosed-value rows
View
This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Positions Siren, L.L.C. reported for the quarter ended 2026-03-31, as that filer reported them
This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filingShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0SharesWt
—Scholar Rock Holding Corp · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$532M10,825,01314.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Kymera Therapeutics Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$265M3,186,8307.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Erasca Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$182M11,244,2465.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Edgewise Therapeutics Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$140M4,430,2633.9%
—BeOne Medicines AG · SPONSORED ADS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$138M465,0003.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Tango Therapeutics Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$118M5,657,1053.3%
—Bicara Therapeutics Inc · COM CUSIP 055477103
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$115M5,802,9703.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Revolution Medicines Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$108M1,110,9803.0%
—Arrowhead Pharmaceuticals Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$101M1,615,4762.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Veradermics Inc · COMMON STOCK CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$95.1M1,505,3742.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Xenon Pharmaceuticals Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$76.7M1,318,5642.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Olema Pharmaceuticals Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$70.9M4,756,9492.0%
—Crinetics Pharmaceuticals Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$69.1M1,903,6361.9%
—Lexicon Pharmaceuticals Inc · COM NEW CUSIP 528872302
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$69.1M44,303,5181.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Cogent Biosciences Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$65.8M1,709,2791.8%
—Stoke Therapeutics Inc · COM CUSIP 86150R107
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$65.0M1,995,3471.8%
—Arcus Biosciences Inc
1 position · 2 reported rows
Rows Siren, L.L.C. reported for Arcus Biosciences Inc, as it reported them
Arcus Biosciences Inc · COM CUSIP 03969F109 $34.8M1,612,077
Arcus Biosciences Inc · COM CUSIP 03969F109 $30.1M1,395,000
ticker not yet mapped
$65.0M3,007,0771.8%
—Structure Therapeutics Inc · SPONSORED ADS CUSIP 86366E106
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$64.0M1,328,6981.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Disc Medicine Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$63.2M988,4011.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Rhythm Pharmaceuticals Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$63.1M725,5111.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Solid Biosciences Inc · COM NEW CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$55.4M7,690,4051.5%
—Septerna Inc · COM CUSIP 81734D104
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$48.1M2,000,0001.3%
—Centessa Pharmaceuticals PLC · SPONSORED ADS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$41.8M1,053,4641.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Spyre Therapeutics Inc · COM NEW CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$41.3M818,5981.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Cytokinetics Inc · COM NEW CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$40.5M613,9521.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Dyne Therapeutics, Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$40.4M2,229,1251.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Taysha Gene Therapies Inc · COM SHS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$39.5M8,829,9131.1%
—Dbv Technologies SA · SPONSORED ADS CUSIP 23306J309
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$38.8M1,857,3621.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Oric Pharmaceuticals Inc
1 position · 2 reported rows
Rows Siren, L.L.C. reported for Oric Pharmaceuticals Inc, as it reported them
Oric Pharmaceuticals Inc · COM CUSIP — $25.2M1,990,617
Oric Pharmaceuticals Inc · COM CUSIP — $12.8M1,007,575
$38.0M2,998,1921.1%
—enGene Holdings Inc · COM CUSIP 29286M105
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$35.8M5,253,1591.0%
—Palvella Therapeutics Inc · COM CUSIP 697947109
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$32.1M257,4850.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Taboola.com Ltd · ORD SHS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$30.9M9,969,4950.9%
—Enliven Therapeutics Inc · COM CUSIP 29337E102
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$29.3M746,2260.8%
—Denali Therapeutics Inc · COM CUSIP 24823R105
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$26.8M1,396,5130.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Remitly Global Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$24.2M1,543,2710.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Damora Therapeutics Inc · COM NEW CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$23.3M900,0000.6%
—Zura Bio Ltd · CLASS A ORD SHS CUSIP G9TY5A101
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$22.2M3,734,8660.6%
—Annexon Inc · COM CUSIP 03589W102
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$21.9M3,958,6460.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Trevi Therapeutics Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$21.3M1,786,8670.6%
—Rapport Therapeutics Inc · COM CUSIP 75383L102
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$20.1M641,4690.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Alphabet Inc · CAP STK CL A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$18.9M65,7030.5%
—Fulcrum Therapeutics Inc · COM CUSIP 359616109
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$18.0M2,350,0000.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)WAVE Life Sciences Ltd · SHS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$17.8M2,450,0000.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Definium Therapeutics Inc · COM SHS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$17.4M919,4930.5%
—Amylyx Pharmaceuticals Inc · COM CUSIP 03237H101
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$17.1M1,230,0000.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Cullinan Therapeutics Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$17.0M1,193,4100.5%
—Neumora Therapeutics Inc · COM CUSIP 640979100
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$16.6M8,497,8220.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Uniqure NV · SHS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$16.4M1,000,0000.5%
—CytomX Therapeutics Inc · COM CUSIP 23284F105
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$16.3M3,457,7110.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NVIDIA Corp · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$15.5M89,0850.4%
—Silence Therapeutics PLC · ADS CUSIP 82686Q101
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$15.3M2,911,4380.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Microsoft Corp · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$15.3M41,3800.4%
—Monopar Therapeutics Inc · COM NEW CUSIP 61023L207
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$14.8M270,1180.4%
—Taiwan Semiconductor Manufacturing Co Ltd · SPONSORED ADS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$14.3M42,2000.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Sionna Therapeutics Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$12.0M300,0000.3%
—Nebius Group NV · SHS CLASS A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$11.8M113,6140.3%
—Rezolute Inc · COM NEW CUSIP 76200L309
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$10.2M3,328,2870.3%
—Inhibikase Therapeutics Inc · COM NEW CUSIP 45719W205
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$9.8M5,850,0000.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Amazon.com Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$9.7M46,6410.3%
—Generate Biomedicines Inc · COM SHS CUSIP 370920100
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$9.2M736,1040.3%
—MapLight Therapeutics Inc · COM CUSIP 56565P103
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$9.1M450,0000.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ServiceNow Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$9.1M87,0900.3%
—CrowdStrike Holdings Inc · CL A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$9.0M23,0700.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)PDD Holdings Inc · SPONSORED ADS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$8.5M83,4010.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Tesla Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$8.0M21,5000.2%
—NovaBridge Biosciences · SPONSORED ADS CUSIP 44975P103
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$7.4M3,000,0000.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Bicycle Therapeutics PLC · SPONSORED ADS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$7.2M1,560,8820.2%
—Whitehawk Therapeutics Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$7.2M2,082,0000.2%
—Tenax Therapeutics Inc · COM NEW CUSIP 88032L605
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$6.8M427,1410.2%
—vTv Therapeutics Inc · CL A NEW CUSIP 918385204
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$6.5M163,0000.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Datadog Inc · CL A COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$6.4M54,3000.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Jfrog Ltd · ORD SHS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$6.0M128,8160.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Dynatrace Inc · COM NEW CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$5.5M150,0000.2%
—Workiva Inc · COM CL A CUSIP 98139A105
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$5.5M92,5000.2%
—Absci Corp · COM CUSIP 00091E109
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$5.4M1,800,0000.1%
—Invivyd Inc · COM CUSIP 00534A102
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$5.2M4,000,0000.1%
—Satellos Bioscience Inc · COM CUSIP 80401L803
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$5.0M892,0740.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)IONQ Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$4.9M170,0000.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Broadcom Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$4.6M15,0000.1%
—Agomab Therapeutics NV · SPONSORED ADS CUSIP 00860C102
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$4.3M411,2500.1%
—Cellebrite DI Ltd · ORDINARY SHARES CUSIP M2197Q107
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$4.3M311,5440.1%
—Seer Inc · COM CL A CUSIP 81578P106
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$4.1M2,458,6730.1%
—Korro Bio Inc · COM CUSIP 500946108
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$3.9M347,7180.1%
—Agenus Inc · COM NEW CUSIP 00847G804
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$3.6M1,064,2500.1%
—Foghorn Therapeutics Inc · COM CUSIP 344174107
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$3.4M720,7200.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Forgent Power Solutions, Inc · COM SHS CL A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$2.9M100,0000.1%
—Kalaris Therapeutics Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$2.5M435,7980.1%
—GitLab Inc · CLASS A COM CUSIP 37637K108
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$2.2M100,0000.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Micron Technology Inc · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$2.0M6,0000.1%
—monday.com Ltd · SHS CUSIP M7S64H106
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$1.7M25,0000.0%
—Gossamer Bio Inc · COM CUSIP 38341P102
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$1.7M5,208,9680.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Amer Sports Inc · COM SHS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$1.6M50,0000.0%
—KE Holdings Inc · SPONSORED ADS CUSIP 482497104
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$1.5M100,0000.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)IREN Ltd · ORDINARY SHARES CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$1.5M43,1000.0%
—Rani Therapeutics Holdings Inc · COM CL A CUSIP 753018100
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$1.5M2,000,0000.0%
—Aeva Technologies Inc · COM NEW CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
ticker not yet mapped
$1.4M110,0000.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Medline Inc · COM CL A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$1.1M25,0000.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Figma Inc · CLASS A COM STK CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$1.1M50,0000.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Primo Brands Corp · CLASS A COM SHS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$942K50,0000.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)Nu Holdings Ltd. · ORD SHS CL A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-14 +44d
$359K25,0000.0%

1–20 of 100 issuers

Change kind and share change are in Position changes above; Congress overlap is planned.

1–100 of 100 issuers · page 1 of 1
One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median
Top-25 concentration
74.7%below median 80.0%
Concentration index
429 bpsbelow median 446 bps
Positions with value
102 / 102median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 74.7% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 429 · QoQ moves: 132

Filing history

AVAILABLE QUARTERS
Available filing periods
PeriodSource
2026-03-31EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Siren, L.L.C.'s 13F filings on SEC EDGAR ↗
Notes on this data

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).