AJU IB Investment Co., Ltd. reported 6 positions worth $30.52M for the quarter ended Mar 31, 2026, up 36.5% on the prior quarter. It opened 0 new positions, added to 0, trimmed 2 and exited 0. Its largest holding is GILEAD SCIENCES INC- CVR CONTINGENT VALUE RIGHT at 84.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ACLX GILEAD SCIENCES INC- CVR CONTINGENT VALUE RIGHT | Others | 223.5K | $25.66M | 84.07% | 0 | 0.0% | Unchanged | 0% |
| 2 | KYMR Kymera Therapeutics, Inc. | Healthcare | 19.6K | $1.64M | 5.36% | 0 | 0.0% | Unchanged | 0.02% |
| 3 | SEER Seer, Inc. | Healthcare | 816.4K | $1.54M | 5.05% | 0 | 0.0% | Unchanged | 1.48% |
| 4 | RLYB Rallybio Corp | Healthcare | 94.3K | $846.18K | 2.77% | -1 | 0.0% | Reduced | 1.66% |
| 5 | STRO Sutro Biopharma, Inc. | Healthcare | 17.5K | $435.93K | 1.43% | 0 | 0.0% | Unchanged | 0.11% |
| 6 | XLO Xilio Therapeutics, Inc. | Healthcare | 47.7K | $401.12K | 1.31% | -1 | 0.0% | Reduced | 0.29% |
Tip. Select a row to see that position’s full history at AJU IB Investment.
As of its Q1 2026 13F filing, AJU IB Investment Co., Ltd.’s five largest positions were GILEAD SCIENCES INC- CVR CONTINGENT VALUE RIGHT (ACLX) at 84.1%, Kymera Therapeutics, Inc. (KYMR) at 5.4%, Seer, Inc. (SEER) at 5.1%, Rallybio Corp (RLYB) at 2.8%, Sutro Biopharma, Inc. (STRO) at 1.4% of the reported portfolio.
AJU IB Investment Co., Ltd. reported a 13F portfolio worth $30.52M across 6 positions for Q1 2026. That is up 36.5% from the previous quarter.
Its largest sales by value were Xilio Therapeutics, Inc. ($7.21), Rallybio Corp ($6.73). It exited 0 positions entirely.
From the Form 13F-HR reports AJU IB Investment Co., Ltd. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.