Managers / Q1 2026
AJU IB Investment Co., Ltd.
CIK 0001710065 · 5F, AJU BUILDING, 201 TEHERAN-RO, GANGNAM-GU, SEOUL, M5, 06141 · (82)2-3451-9227
Summary
Aju Ib Investment Co., Ltd. reported $31M in U.S.-listed holdings across 6 positions for Q1 2026.
The portfolio is heavily concentrated: Arcellx alone accounts for 84.1% of reported value.
Compared with Q4 2025, the fund opened 2 new positions and exited 3.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 98.6% · $30M
- Other · 1.4% · $435,925
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| RLYBRALLYBIO CORP | NEW | +94.3K | 94.3K | +$846,176 | $846,176 |
| XLOXILIO THERAPEUTICS INC | NEW | +47.7K | 47.7K | +$401,115 | $401,115 |
| RALLYBIO CORP | SOLD OUT | −754.7K | 0 | −$4M | $0 |
| XILIO THERAPEUTICS INC | SOLD OUT | −667.7K | 0 | −$427,488 | $0 |
| RAPT THERAPEUTICS INC | SOLD OUT | −12.4K | 0 | −$421,241 | $0 |
| ARCELLX INC | HELD | +0 | 223.5K | +$11M | $26M |
| SUTRO BIOPHARMA INC | HELD | +0 | 17.5K | +$233,450 | $435,925 |
| KYMRKYMERA THERAPEUTICS INC | HELD | +0 | 19.6K | +$107,671 | $2M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | ARCELLX INC | COMMON STOCK | 84.07% | $26M | 223.5K |
| 2 | KYMRKYMERA THERAPEUTICS INChistory → | COM | 5.36% | $2M | 19.6K |
| 3 | SEERSEER INChistory → | COM CL A | 5.05% | $2M | 816.4K |
| 4 | RLYBRALLYBIO CORPhistory → | COM | 2.77% | $846,176 | 94.3K |
| 5 | SUTRO BIOPHARMA INC | COM SHS | 1.43% | $435,925 | 17.5K |
| 6 | XLOXILIO THERAPEUTICS INChistory → | COM | 1.31% | $401,115 | 47.7K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $31M | 6 | May 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $23M | 7 | Feb 10, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $115M | 7 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $92M | 8 | Jul 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $84M | 8 | Apr 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $58M | 7 | Nov 14, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2022 | $52M | 7 | Aug 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $65M | 7 | May 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $72M | 6 | Feb 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $155M | 11 | Nov 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $173M | 11 | Aug 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $265M | 11 | May 12, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.