Managers / Q3 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 $155M in U.S.-listed holdings across 11 positions for Q3 2021.
The portfolio is heavily concentrated: AVIR alone accounts for 37.0% of reported value.
The book was largely unchanged from Q2 2021.
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 · 94.3% · $146M
- Other · 5.7% · $9M
Quarter-over-Quarter Changes full breakdown →
vs Q2 2021 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| APELLIS PHARMACEUTICALS INC | TRIMMED | −440.0K | 625.0K | −$47M | $21M |
| AVIRATEA PHARMACEUTICALS INC | TRIMMED | −108.0K | 1.64M | +$20M | $57M |
| KYMRKYMERA THERAPEUTICS INC | HELD | +0 | 639.1K | +$7M | $38M |
| SEERSEER INC | HELD | +0 | 816.4K | +$1M | $28M |
| KEZAR LIFE SCIENCES INC | HELD | +0 | 128.9K | +$414,000 | $1M |
| CLSDUSDCLEARSIDE BIOMEDICAL INC | HELD | +0 | 293.6K | +$331,000 | $2M |
| MOLECULAR TEMPLATES INC | HELD | +0 | 204.8K | −$228,000 | $1M |
| AILERON THERAPEUTICS INC | HELD | +0 | 517.6K | −$119,000 | $528,000 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q3 2021
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | AVIRATEA PHARMACEUTICALS INChistory → | COM | 37.04% | $57M | 1.64M |
| 2 | KYMRKYMERA THERAPEUTICS INChistory → | COM | 24.22% | $38M | 639.1K |
| 3 | SEERSEER INChistory → | COM CL A | 18.19% | $28M | 816.4K |
| 4 | APELLIS PHARMACEUTICALS INC | COM | 13.29% | $21M | 625.0K |
| 5 | SUTRO BIOPHARMA INC | COM | 2.13% | $3M | 175.0K |
| 6 | RAPT THERAPEUTICS INC | COM | 1.99% | $3M | 99.5K |
| 7 | CLSDUSDCLEARSIDE BIOMEDICAL INChistory → | COM | 1.14% | $2M | 293.6K |
| 8 | MOLECULAR TEMPLATES INC | COM | 0.89% | $1M | 204.8K |
| 9 | KEZAR LIFE SCIENCES INC | COM | 0.72% | $1M | 128.9K |
| 10 | AILERON THERAPEUTICS INC | COM | 0.34% | $528,000 | 517.6K |
| 11 | BELLICUM PHARMACEUTICALS INC | COM NEW | 0.05% | $75,000 | 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 ↗.