DOSSIER · 13F-HR · Q1 2026

AJU IB Investment Co., Ltd.

$31M in tracked AUM across 6 positions as of Q1 2026.

AI
CIK 0001710065 · last filed Mar 31, 2026
Total AUM
$31M
as of Q1 2026
Holdings
6
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

AJU IB Investment Co., Ltd. presents a textbook example of a high-conviction, concentrated investment strategy with minimal diversification. As of the reporting period ending September 30, 2025, the firm manages a total portfolio value of approximately $88.78 million, spread across only four holdings. This extreme concentration indicates that the firm does not adhere to traditional risk management through broad diversification but instead relies heavily on specific stock ...

Key Holdings

The portfolio is overwhelmingly dominated by a single position: ARCELLX INC (ACLX). This holding constitutes a staggering 96.87% of the total portfolio value, amounting to $86.00 million or 1.05 million shares. This level of concentration suggests that AJU IB Investment Co., Ltd. views ARCELLX not just as a holding, but as the primary driver of the fund's performance. The firm is effectively "all-in" on this specific healthcare entity.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ACLX
ARCELLX INC
$26M223K84.1%
02
KYMR
KYMERA THERAPEUTICS INC
$2M20K5.4%
03
SEER
SEER INC
$2M816K5.1%
04
RLYB
RALLYBIO CORP
$846K94K2.8%
05
869367102
SUTRO BIOPHARMA INC
$436K18K1.4%
06
XLO
XILIO THERAPEUTICS INC
$401K48K1.3%

Filing history

2026Q1Mar 31
$31M 33.9%
6 positionsView →
2025Q4Dec 31
$23M 74.3%
7 positionsView →
2025Q3Sep 30
$89M 3.4%
4 positionsView →
2025Q2Jun 30
$92M 28.9%
8 positionsLocked
2025Q1Mar 31
$71M 15.0%
5 positionsLocked
2024Q4Dec 31
$84M 43.6%
5 positionsLocked
2022Q3Sep 30
$58M 13.1%
7 positionsLocked
2022Q2Jun 30
$52M 20.2%
7 positionsLocked
2022Q1Mar 31
$65M 9.8%
7 positionsLocked
2021Q4Dec 31
$72M 53.7%
6 positionsLocked
2021Q3Sep 30
$155M 10.6%
11 positionsLocked
2021Q2Jun 30
$173M 34.6%
11 positionsLocked
Showing 12 of 14