Managers / Q3 2022 · 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 $58M in U.S.-listed holdings across 7 positions for Q3 2022.
The portfolio is heavily concentrated: Arcellx alone accounts for 44.4% of reported value.
The book was largely unchanged from Q2 2022.
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 · 72.2% · $42M
- Other · 27.8% · $16M
Quarter-over-Quarter Changes full breakdown →
vs Q2 2022 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| RALLYBIO CORP | HELD | +0 | 754.7K | +$5M | $11M |
| SEERSEER INC | HELD | +0 | 816.4K | −$988,000 | $6M |
| ARCELLX INC | HELD | +0 | 1.38M | +$953,000 | $26M |
| KYMRKYMERA THERAPEUTICS INC | HELD | +0 | 457.1K | +$951,000 | $10M |
| RAPT THERAPEUTICS INC | HELD | +0 | 99.5K | +$578,000 | $2M |
| SUTRO BIOPHARMA INC | HELD | +0 | 175.0K | +$59,000 | $971,000 |
| XILIO THERAPEUTICS INC | HELD | +0 | 667.7K | −$7,000 | $2M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q3 2022
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | ARCELLX INC | COMMON STOCK | 44.37% | $26M | 1.38M |
| 2 | RALLYBIO CORP | COM | 18.69% | $11M | 754.7K |
| 3 | KYMRKYMERA THERAPEUTICS INChistory → | COM | 17.03% | $10M | 457.1K |
| 4 | SEERSEER INChistory → | COM CL A | 10.82% | $6M | 816.4K |
| 5 | RAPT THERAPEUTICS INC | COM | 4.10% | $2M | 99.5K |
| 6 | XILIO THERAPEUTICS INC | COM | 3.33% | $2M | 667.7K |
| 7 | SUTRO BIOPHARMA INC | COM | 1.66% | $971,000 | 175.0K |
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 ↗.