Managers / Q1 2025 · 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 $84M in U.S.-listed holdings across 8 positions for Q1 2025.
The portfolio is heavily concentrated: Arcellx alone accounts for 81.8% of reported value.
Compared with Q3 2022, the fund opened 1 new position and exited 0.
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% · $83M
- Other · 1.4% · $1M
Quarter-over-Quarter Changes full breakdown →
vs Q3 2022 (amended baseline) · note: prior filed quarter, not the immediately preceding one
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| CARMCARISMA THERAPEUTICS INC | NEW | +718.3K | 718.3K | +$222,683 | $222,683 |
| ARCELLX INC | TRIMMED | −333.3K | 1.05M | +$43M | $69M |
| RALLYBIO CORP | HELD | +0 | 754.7K | −$10M | $493,937 |
| SEERSEER INC | HELD | +0 | 816.4K | −$5M | $1M |
| KYMRKYMERA THERAPEUTICS INC | HELD | +0 | 457.1K | +$3M | $13M |
| RAPT THERAPEUTICS INC | HELD | +0 | 99.5K | −$2M | $121,394 |
| XILIO THERAPEUTICS INC | HELD | +0 | 667.7K | −$1M | $483,712 |
| SUTRO BIOPHARMA INC | HELD | +0 | 175.0K | −$857,145 | $113,855 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | ARCELLX INC | COMMON STOCK | 81.77% | $69M | 1.05M |
| 2 | KYMRKYMERA THERAPEUTICS INChistory → | COM | 14.88% | $13M | 457.1K |
| 3 | SEERSEER INChistory → | COM CL A | 1.64% | $1M | 816.4K |
| 4 | RALLYBIO CORP | COM | 0.59% | $493,937 | 754.7K |
| 5 | XILIO THERAPEUTICS INC | COM | 0.58% | $483,712 | 667.7K |
| 6 | CARMCARISMA THERAPEUTICS INC | COM | 0.26% | $222,683 | 718.3K |
| 7 | RAPT THERAPEUTICS INC | COM | 0.14% | $121,394 | 99.5K |
| 8 | SUTRO BIOPHARMA INC | COM | 0.14% | $113,855 | 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 ↗.