AJU IB Investment Co., Ltd.
Long book
$30.5M
Q1 2026
Positions
6
Top-10 weight
100%
concentration
Last quarter
+27.6%
SPY +14.8%
Turnover
56%
of book per quarter
Strategy in plain words
auto-generated from filingsAJU IB Investment Co., Ltd. is a diversified fundamental manager, specialised in healthcare (100% of the long book), running a $30.5M US long book across 6 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: ARCELLX INC, KYMERA THERAPEUTICS INC, SEER INC, RALLYBIO CORP, SUTROBIOPHARMAINC.
Over the last 6 quarters its long book ran on average 14.1pp per quarter ahead of the S&P 500, beating the index in 5 of 6 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-31.4%
Q1 2025
+55.7%
Q2 2025
+26.7%
Q3 2025
+34.0%
Q4 2025
-0.5%
Q1 2026
+27.6%
Sector allocation
Other 85%
Healthcare 15%
Long book by quarter
What does AJU IB own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 8, 2026 | 6 | $30.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 10, 2026 | 7 | $22.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 6, 2025 | 7 | $115.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 10, 2025 | 8 | $91.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 8, 2025 | 8 | $84.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Apr 8, 2025 | 8 | $102.8M | canonical | SEC ↗ |