Q1 2026 13F · SEC CIK 1710065
AJU IB Investment Co., Ltd.
Investment managerFiled 2026-05-08 for Q1 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $30.5M
- Reported positions
- 6
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 2.3 yrs
AJU IB Investment Co., Ltd. is an investment manager that reported 6 positions worth $30.5M in its Q1 2026 13F, filed 2026-05-08. Its largest holdings were Arcellx Inc (ACLX, 84.1%), Kymera Therapeutics Inc (KYMR, 5.4%), Seer Inc (SEER, 5.1%).
AJU IB Investment Co., Ltd. holdings all 6 positions.
Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| ACLXArcellx Inc | 84.1% | +0.0% | $25.7M |
| KYMRKymera Therapeutics Inc | 5.4% | +0.0% | $1.6M |
| SEERSeer Inc | 5.1% | +0.0% | $1.5M |
| RLYBRallybio Corp | 2.8% | — | $846K |
| STROSutro Biopharma Inc | 1.4% | +0.0% | $436K |
| XLOXilio Therapeutics Inc | 1.3% | — | $401K |
What AJU IB Investment Co., Ltd. bought and sold in Q1 2026, against Q4 2025.
New positions
- RLYB Rallybio Corp2.8% of 13F
- XLO Xilio Therapeutics Inc1.3% of 13F
Added to
No position grew by more than 5%.
Reduced
No position shrank by more than 5%.
Sold out
- RLYB Rallybio Corporationwas 18.2%
- XLO Xilio Therapeutics Inc.was 1.9%
- RAPT Rapt Therapeutics Incwas 1.8%
Share counts compared with the Q4 2025 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +117.2% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q1 2026 | $30.5M | 6 |
| Q4 2025 | $22.8M | 7 |
| Q3 2025 | $115.1M | 7 |
| Q2 2025 | $91.9M | 8 |
| Q1 2025 | $84.0M | 8 |
| Q4 2024 | $102.8M | 8 |
| Q3 2022 | $58.4M | 7 |
| Q2 2022 | $51.6M | 7 |
| Q1 2022 | $64.8M | 7 |
| Q4 2021 | $71.8M | 6 |
| Q3 2021 | $155.0M | 11 |
| Q2 2021 | $173.4M | 11 |
Questions about AJU IB Investment Co., Ltd.'s portfolio
What stocks does AJU IB Investment Co., Ltd. own?
AJU IB Investment Co., Ltd.'s latest 13F, for Q1 2026 and filed May 8, 2026, lists 6 positions worth $30.5M. The largest are Arcellx Inc (ACLX) at 84.1%, Kymera Therapeutics Inc (KYMR) at 5.4%, Seer Inc (SEER) at 5.1%, Rallybio Corp (RLYB) at 2.8% and Sutro Biopharma Inc (STRO) at 1.4%.
What did AJU IB Investment Co., Ltd. buy last quarter?
In Q1 2026, AJU IB Investment Co., Ltd. added a new position in Rallybio Corp (RLYB) and a new position in Xilio Therapeutics Inc (XLO), compared with its Q4 2025 filing.
What did AJU IB Investment Co., Ltd. sell last quarter?
In Q1 2026, AJU IB Investment Co., Ltd. sold all of Rallybio Corporation (RLYB), sold all of Xilio Therapeutics Inc. (XLO) and sold all of Rapt Therapeutics Inc (RAPT), compared with its Q4 2025 filing.
When is AJU IB Investment Co., Ltd.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. AJU IB Investment Co., Ltd.'s filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.