Managers / Q1 2021 · view latest →
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 $265M in U.S.-listed holdings across 11 positions for Q1 2021.
The portfolio is heavily concentrated: AVIR alone accounts for 47.7% of reported value.
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 · 96.3% · $255M
- Other · 3.7% · $10M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| AVIRATEA PHARMACEUTICALS INC | NEW | +2.05M | 2.05M | +$127M | $127M |
| SEERSEER INC | NEW | +1.07M | 1.07M | +$53M | $53M |
| APELLIS PHARMACEUTICALS INC | NEW | +1.11M | 1.11M | +$48M | $48M |
| KYMRKYMERA THERAPEUTICS INC | NEW | +639.1K | 639.1K | +$25M | $25M |
| SUTRO BIOPHARMA | NEW | +175.0K | 175.0K | +$4M | $4M |
| MOLECULAR TEMPLATES INC | NEW | +204.8K | 204.8K | +$3M | $3M |
| RAPT THERAPEUTICS INC | NEW | +108.5K | 108.5K | +$2M | $2M |
| CLSDUSDCLEARSIDE BIOMEDICAL INC | NEW | +793.6K | 793.6K | +$2M | $2M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2021
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | AVIRATEA PHARMACEUTICALS INChistory → | COM | 47.73% | $127M | 2.05M |
| 2 | SEERSEER INChistory → | COM CL A | 20.12% | $53M | 1.07M |
| 3 | APELLIS PHARMACEUTICALS INC | COM | 18.05% | $48M | 1.11M |
| 4 | KYMRKYMERA THERAPEUTICS INChistory → | COM | 9.37% | $25M | 639.1K |
| 5 | SUTRO BIOPHARMA | COM | 1.50% | $4M | 175.0K |
| 6 | MOLECULAR TEMPLATES INC | COM | 0.98% | $3M | 204.8K |
| 7 | RAPT THERAPEUTICS INC | COM | 0.91% | $2M | 108.5K |
| 8 | CLSDUSDCLEARSIDE BIOMEDICAL INC | COM | 0.74% | $2M | 793.6K |
| 9 | KEZAR LIFE SCIENCES INC | COM | 0.29% | $768,000 | 128.9K |
| 10 | AILERON THERAPEUTICS INC | COM | 0.28% | $740,000 | 517.6K |
| 11 | BELLICUM PHARMACEUTICALS INC | COM NEW | 0.04% | $96,000 | 25.7K |
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 ↗.