2026 Q1 Portfolio Activity
In 2026 Q1, AJU IB Investment Co., Ltd. maintained a portfolio of 9 distinct positions. The most significant new addition was RALLYBIO CORP, now representing 2.77% of the total fund value. Conversely, AJU IB Investment Co., Ltd. completely exited their position in RALLYBIO CORP.
Position History
hover any row below to update
Loading…
Total Positions
9
Quarter
2026 Q1
Top Holding
ACLX (84.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-9 of 9
AJU IB Investment Co., Ltd. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ACLX
ARCELLX INC
|
Healthcare | 84.07% | 63.94% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
223,486 | $25,660,663 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
KYMR
KYMERA THERAPEU...
|
Healthcare | 5.36% | 6.71% |
#2
1
Prev: #3
|
4.6 |
—
|
no change | no change |
P
S
|
19,648 | $1,636,482 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SEER
SEER INC
|
Healthcare | 5.05% | 6.56% |
#3
1
Prev: #4
|
4.0 |
—
|
no change | no change |
P
S
|
816,375 | $1,542,949 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
N/A
RALLYBIO CORP
|
|
Unknown | 2.77% | — |
#4
Prev: #—
|
5.1 |
—
|
94,334 | — |
NEW
|
94,334 | $846,176 | — | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
STRO
SUTRO BIOPHARMA...
|
Healthcare | 1.43% | 0.89% |
#5
2
Prev: #7
|
2.1 |
—
|
no change | no change |
P
S
|
17,500 | $435,925 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
N/A
XILIO THERAPEUT...
|
|
Unknown | 1.31% | — |
#6
Prev: #—
|
4.0 |
—
|
47,695 | — |
NEW
|
47,695 | $401,115 | — | 13F Filing | 2026-03-31 | 2026-05-08 | ||
|
RAPT
RAPT THERAPEUTI...
|
Healthcare | 0.00% | 1.85% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-12,437 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
XLO
XILIO THERAPEUT...
|
Healthcare | 0.00% | 1.88% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-667,742 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
RLYB
RALLYBIO CORP
|
Healthcare | 0.00% | 18.18% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-754,678 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-9 of 9 holdings