Managers / Q2 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 $92M in U.S.-listed holdings across 8 positions for Q2 2025.
The portfolio is heavily concentrated: Arcellx alone accounts for 75.1% of reported value.
The book was largely unchanged from Q1 2025.
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 · 99.0% · $91M
- Other · 1.0% · $933,508
Quarter-over-Quarter Changes full breakdown →
vs Q1 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| RAPT THERAPEUTICS INC | TRIMMED | −87.1K | 12.4K | −$21,898 | $99,496 |
| KYMRKYMERA THERAPEUTICS INC | HELD | +0 | 457.1K | +$7M | $20M |
| SEERSEER INC | HELD | +0 | 816.4K | +$367,369 | $2M |
| ARCELLX INC | HELD | +0 | 1.05M | +$261,889 | $69M |
| RALLYBIO CORP | HELD | +0 | 754.7K | −$238,856 | $255,081 |
| CARMCARISMA THERAPEUTICS INC | HELD | +0 | 718.3K | +$58,616 | $281,299 |
| XILIO THERAPEUTICS INC | HELD | +0 | 667.7K | −$29,714 | $453,998 |
| SUTRO BIOPHARMA INC | HELD | +0 | 175.0K | +$11,078 | $124,933 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q2 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | ARCELLX INC | COMMON STOCK | 75.07% | $69M | 1.05M |
| 2 | KYMRKYMERA THERAPEUTICS INChistory → | COM | 21.71% | $20M | 457.1K |
| 3 | SEERSEER INChistory → | COM CL A | 1.90% | $2M | 816.4K |
| 4 | XILIO THERAPEUTICS INC | COM | 0.49% | $453,998 | 667.7K |
| 5 | CARMCARISMA THERAPEUTICS INC | COM | 0.31% | $281,299 | 718.3K |
| 6 | RALLYBIO CORP | COM | 0.28% | $255,081 | 754.7K |
| 7 | SUTRO BIOPHARMA INC | COM | 0.14% | $124,933 | 175.0K |
| 8 | RAPT THERAPEUTICS INC | COM NEW | 0.11% | $99,496 | 12.4K |
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 ↗.