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SILVERARC CAPITAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SILVERARC CAPITAL MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001816307
持仓数
73
前50大市值合计
$943.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 114 项
建仓 20
增持 28
减持 32
清仓 34
方向
标的
Δ市值
现股数(环比)
清仓
XBI
SPDR SER TR
-$12.8M
0
-100%
清仓
—
CHINOOK THERAPEUTICS INC
-$12.8M
0
-100%
减持
—
DICERNA PHARMACEUTICALS INC
-$8.0M
31,040
-86%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
FULC
FULCRUM THERAPEUTICS INC
+$5.2M
185,691
清仓
MGNX
MACROGENICS INC
-$4.8M
0
-100%
清仓
—
VERASTEM INC
-$4.3M
0
-100%
增持
COGT
COGENT BIOSCIENCES INC
+$4.1M
677,900
+242%
增持
CERS
CERUS CORP
+$3.2M
619,369
+3214%
减持
—
RENALYTIX PLC
-$3.2M
37,000
-71%
增持
—
BIOHAVEN PHARMACTL HLDG CO L
+$3.1M
61,897
+9%
清仓
—
TCR2 THERAPEUTICS INC
-$3.1M
0
-100%
建仓
ARVN
ARVINAS INC
+$3.1M
37,249
减持
—
MORPHIC HLDG INC
-$2.7M
57,704
-44%
增持
—
NEXTCURE INC
+$2.6M
721,302
+153%
增持
—
SERES THERAPEUTICS INC
-$2.5M
274,833
+47%
减持
—
MEDICUS SCIENCES ACQUISITION
-$2.5M
110,040
-71%
建仓
—
LEAP THERAPEUTICS INC
+$2.5M
620,000
增持
—
IMMATICS N.V
+$2.3M
437,866
+51%
增持
VCYT
VERACYTE INC
+$2.3M
179,548
+19%
清仓
ALDX
ALDEYRA THERAPEUTICS INC
-$2.2M
0
-100%
增持
—
MIRATI THERAPEUTICS INC
+$2.0M
45,941
+22%
建仓
ERAS
ERASCA INC
+$2.0M
93,122
清仓
CGEM
CULLINAN ONCOLOGY INC
-$1.9M
0
-100%
减持
—
IMMUNOGEN INC
-$1.8M
649,919
-21%
建仓
CYTK
CYTOKINETICS INC
+$1.8M
49,309
减持
—
ELOXX PHARMACEUTICALS INC
-$1.7M
1,259,840
-33%
清仓
—
MERSANA THERAPEUTICS INC
-$1.7M
0
-100%
建仓
—
LUCIRA HEALTH INC
+$1.7M
220,758
清仓
—
CEREVEL THERAPEUTICS HLDNG I
-$1.7M
0
-100%
清仓
RCUS
ARCUS BIOSCIENCES INC
-$1.7M
0
-100%
减持
—
CURIS INC
-$1.6M
62,070
-76%
增持
—
BELLUS HEALTH INC NEW
+$1.6M
365,000
+74%
清仓
RLMD
RELMADA THERAPEUTICS INC
-$1.5M
0
-100%
减持
—
SOCIAL CAP SUVRETTA HLD CRPI
-$1.5M
106,000
-58%
减持
—
SOCIAL CAP SUVRETTA HLDS CP
-$1.5M
106,000
-58%
减持
—
SOCIAL CAP SUVRETTA HLDS CRP
-$1.5M
106,000
-58%
减持
—
SOCIAL CAP SUVRETTA HLDS CRP
-$1.5M
106,000
-58%
减持
—
ADAMAS PHARMACEUTICALS INC
-$1.4M
288,042
-47%
减持
—
AFFIMED N V
-$1.4M
47,182
-77%
减持
STXS
STEREOTAXIS INC
-$1.4M
291,696
-5%
清仓
—
REATA PHARMACEUTICALS INC
-$1.3M
0
-100%
清仓
DCTH
DELCATH SYS INC
-$1.3M
0
-100%
建仓
BIIB
BIOGEN INC
+$1.2M
4,389
增持
VRDN
VIRIDIAN THERAPEUTICS INC
+$1.2M
106,078
+274%
增持
—
ITEOS THERAPEUTICS INC
+$1.2M
116,931
+55%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$1.2M
21,189
+39%
减持
—
RAPT THERAPEUTICS INC
-$1.1M
11,796
-75%
增持
—
SEAGEN INC
+$1.1M
11,749
+105%
增持
—
HORIZON THERAPEUTICS PUB L
+$1.1M
52,469
+5%
增持
—
CHEMOCENTRYX INC
+$1.0M
139,200
+39%
建仓
CRNX
CRINETICS PHARMACEUTICALS IN
+$1.0M
49,382
增持
—
COMPUGEN LTD
+$965.0K
451,532
+116%
清仓
—
TRILLIUM THERAPEUTICS INC
-$923.0K
0
-100%
增持
—
SIERRA ONCOLOGY INC
+$872.0K
163,486
+17%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$861.0K
38,243
+285%
增持
—
MERUS N V
+$851.0K
345,964
+8%
减持
EYPT
EYEPOINT PHARMACEUTICALS INC
-$831.0K
129,290
-47%
清仓
—
WAVE LIFE SCIENCES LTD
-$826.0K
0
-100%
减持
—
INTRA-CELLULAR THERAPIES INC
-$825.0K
101,890
-10%
清仓
—
AKERO THERAPEUTICS INC
-$819.0K
0
-100%
清仓
ARDX
ARDELYX INC
-$752.0K
0
-100%
清仓
—
ASCENDIS PHARMA A/S
-$737.0K
0
-100%
增持
VRAYQ
VIEWRAY INC
+$711.0K
185,035
+96%
增持
—
AMRYT PHARMA PLC
+$680.0K
516,221
+13%
建仓
NTLA
INTELLIA THERAPEUTICS INC
+$664.0K
4,950
减持
KURA
KURA ONCOLOGY INC
-$662.0K
56,614
-31%
清仓
—
ODONATE THERAPEUTICS INC
-$652.0K
0
-100%
清仓
SNDX
SYNDAX PHARMACEUTICALS INC
-$596.0K
0
-100%
减持
HALO
HALOZYME THERAPEUTICS INC
-$580.0K
60,170
-10%
减持
—
EVOGENE LTD
-$579.0K
248,327
-31%
建仓
—
POINT BIOPHARMA GLOBAL INC
+$552.0K
71,729
建仓
—
CYBIN INC
+$549.0K
250,000
清仓
—
SAGE THERAPEUTICS INC
-$528.0K
0
-100%
清仓
—
89BIO INC
-$524.0K
0
-100%
增持
—
CYCLACEL PHARMACEUTICALS INC
+$521.0K
388,632
+51%
建仓
CABA
CABALETTA BIO INC
+$511.0K
42,022
清仓
—
SALARIUS PHARMACEUTICALS INC
-$500.0K
0
-100%
建仓
—
IVERIC BIO INC
+$487.0K
30,000
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$456.0K
0
-100%
清仓
—
APELLIS PHARMACEUTICALS INC
-$443.0K
0
-100%
建仓
—
EVELO BIOSCIENCES INC
+$434.0K
61,700
减持
MREO
MEREO BIOPHARMA GROUP PLC
-$402.0K
365,661
-10%
清仓
—
CATABASIS PHARMACEUTICALS IN
-$398.0K
0
-100%
建仓
KROS
KEROS THERAPEUTICS INC
+$396.0K
10,000
减持
—
RESEARCH ALLIANCE CORP II
-$365.0K
473,396
-5%
清仓
—
KALVISTA PHARMACEUTICALS INC
-$357.0K
0
-100%
增持
—
CALITHERA BIOSCIENCES INC
+$340.0K
186,245
+493%
清仓
—
MEDICENNA THERAPEUTICS CORP
-$333.0K
0
-100%
减持
—
SURFACE ONCOLOGY INC
-$326.0K
50,000
-47%
减持
—
ARENA PHARMACEUTICALS INC
-$297.0K
18,581
-10%
建仓
ARCT
ARCTURUS THERAPEUTICS HLDGS
+$297.0K
6,208
建仓
XENE
XENON PHARMACEUTICALS INC
+$297.0K
19,432
清仓
—
UNIQURE NV
-$288.0K
0
-100%
减持
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$257.0K
23,855
-31%
减持
INSM
INSMED INC
-$242.0K
174,588
-2%
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$242.0K
0
-100%
清仓
—
FORMA THERAPEUTICS HLDGS INC
-$241.0K
0
-100%
增持
—
AYALA PHARMACEUTICALS INC
+$226.0K
40,956
+75%
建仓
IVVD
ADAGIO THERAPEUTICS INC
+$211.0K
5,000
减持
—
ATHIRA PHARMA INC
-$210.0K
106,388
-10%
增持
—
BENITEC BIOPHARMA INC
-$208.0K
498,009
+7%
减持
—
HELIX ACQUISITION CORP
-$198.0K
223,906
-4%
减持
ACRS
ACLARIS THERAPEUTICS INC
-$194.0K
173,327
-8%
增持
—
OTONOMY INC
-$173.0K
1,017,048
+7%
减持
—
JOUNCE THERAPEUTICS INC
-$154.0K
208,559
-17%
清仓
ETON
ETON PHARMACEUTICALS INC
-$115.0K
0
-100%
减持
—
DECIPHERA PHARMACEUTICALS IN
-$98.0K
37,249
-0%
清仓
—
CHARDAN HEALTHCR ACQSTN 2 CO
-$85.0K
0
-100%
清仓
—
BIOMX INC
-$78.0K
0
-100%
减持
GH
GUARDANT HEALTH INC
-$53.0K
4,218
-10%
建仓
—
RENOVACOR INC
+$42.0K
104,828
建仓
—
CATALYST BIOSCIENCES INC
+$41.0K
10,000
增持
—
POLYPID LTD
+$26.0K
183,230
+19%
增持
—
VISTAGEN THERAPEUTICS INC
+$0
707,733
+15%