2026 Q2 Portfolio Activity
In 2026 Q2, AJU IB Investment Co., Ltd. maintained a portfolio of 6 distinct positions. They heavily accumulated shares in RALLYBIO CORP, increasing the position by 97.8%. The fund also reduced its exposure to RALLYBIO CORP by 49.4%.
Position History
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Total Positions
6
Quarter
2026 Q2
Top Holding
ACLX (84.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
AJU IB Investment Co., Ltd. Full Holdings List — 2026 Q2
| 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% | 84.07% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
223,486 | $25,660,663 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
KYMR
KYMERA THERAPEU...
|
Healthcare | 5.36% | 5.36% |
#2
Prev: #2
|
4.6 |
—
|
no change | no change |
P
S
|
19,648 | $1,636,482 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SEER
SEER INC
|
Healthcare | 5.05% | 5.05% |
#3
Prev: #3
|
4.0 |
—
|
no change | no change |
P
S
|
816,375 | $1,542,949 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
N/A
RALLYBIO CORP
|
|
Unknown | 2.77% | 2.77% |
#4
Prev: #4
|
2.6 |
—
|
no change | no change |
P
S
|
94,334 | $846,176 | — | 13F Filing | 2026-06-30 | 2026-07-16 | ||
|
STRO
SUTRO BIOPHARMA...
|
Healthcare | 1.43% | 1.43% |
#5
Prev: #5
|
2.1 |
—
|
no change | no change |
P
S
|
17,500 | $435,925 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
N/A
XILIO THERAPEUT...
|
|
Unknown | 1.31% | 1.31% |
#6
Prev: #6
|
1.5 |
—
|
no change | no change |
P
S
|
47,695 | $401,115 | — | 13F Filing | 2026-06-30 | 2026-07-16 |
Showing 1-6 of 6 holdings