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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 92 项
建仓 13
增持 44
减持 11
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
XBI
SPDR SER TR
+$22.4M
200,000
增持
—
IMMUNOGEN INC
+$7.6M
1,514,411
+133%
建仓
LKFT
GALAPAGOS NV
+$7.1M
128,901
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。
增持
—
BELLUS HEALTH INC NEW
+$6.6M
1,100,000
+201%
增持
—
INTRA-CELLULAR THERAPIES INC
+$6.4M
195,000
+91%
建仓
—
APOLLO ENDOSURGERY INC
+$6.2M
739,604
清仓
FULC
FULCRUM THERAPEUTICS INC
-$5.2M
0
-100%
减持
—
NEXTCURE INC
-$3.7M
193,012
-73%
建仓
—
CTI BIOPHARMA CORP
+$3.7M
1,483,829
增持
CERS
CERUS CORP
+$3.3M
1,042,722
+68%
增持
—
ITEOS THERAPEUTICS INC
+$3.3M
138,006
+18%
建仓
KRYS
KRYSTAL BIOTECH INC
+$3.3M
46,670
清仓
ARVN
ARVINAS INC
-$3.1M
0
-100%
增持
XENE
XENON PHARMACEUTICALS INC
+$2.8M
100,000
+415%
增持
—
LUCIRA HEALTH INC
+$2.8M
515,000
+133%
减持
—
MERUS N V
+$2.6M
320,174
-7%
增持
—
BIOHAVEN PHARMACTL HLDG CO L
+$2.5M
80,348
+30%
减持
—
AMRYT PHARMA PLC
-$2.4M
350,213
-32%
清仓
—
CHEMOCENTRYX INC
-$2.4M
0
-100%
建仓
AUPH
AURINIA PHARMACEUTICALS INC
+$2.3M
100,000
建仓
SNDX
SYNDAX PHARMACEUTICALS INC
+$2.2M
100,000
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$2.1M
111,860
+127%
减持
INSM
INSMED INC
-$2.1M
100,621
-42%
清仓
ERAS
ERASCA INC
-$2.0M
0
-100%
减持
—
COMPUGEN LTD
-$1.8M
219,602
-51%
建仓
—
ASLAN PHARMACEUTICALS LTD
+$1.7M
1,498,192
建仓
BBIO
BRIDGEBIO PHARMA INC
+$1.7M
100,000
建仓
—
POSEIDA THERAPEUTICS INC
+$1.6M
234,932
增持
COGT
COGENT BIOSCIENCES INC
+$1.6M
850,935
+26%
清仓
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$1.6M
0
-100%
清仓
—
ADAMAS PHARMACEUTICALS INC
-$1.4M
0
-100%
减持
—
VISTAGEN THERAPEUTICS INC
-$1.1M
424,181
-40%
清仓
—
ARENA PHARMACEUTICALS INC
-$1.1M
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$1.1M
5,000
建仓
—
INHIBRX INC
+$1.1M
24,666
增持
ACRS
ACLARIS THERAPEUTICS INC
+$1.0M
286,226
+65%
增持
VRAYQ
VIEWRAY INC
+$1.0M
427,847
+131%
清仓
—
ATHIRA PHARMA INC
-$998.0K
0
-100%
减持
—
HELIX ACQUISITION CORP
-$920.0K
131,823
-41%
增持
—
HORIZON THERAPEUTICS PUB L
+$902.0K
61,700
+18%
增持
CYTK
CYTOKINETICS INC
+$890.0K
58,190
+18%
增持
EYPT
EYEPOINT PHARMACEUTICALS INC
+$879.0K
181,886
+41%
建仓
IPHA
INNATE PHARMA S A
+$839.0K
184,046
增持
—
LEAP THERAPEUTICS INC
+$798.0K
1,013,664
+63%
增持
—
MIRATI THERAPEUTICS INC
+$785.0K
60,757
+32%
增持
VCYT
VERACYTE INC
+$780.0K
221,362
+23%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$767.0K
14,551
-31%
增持
—
SERES THERAPEUTICS INC
+$758.0K
320,602
+17%
增持
—
RESEARCH ALLIANCE CORP II
+$752.0K
556,890
+18%
清仓
—
RENALYTIX PLC
-$742.0K
0
-100%
增持
VRDN
VIRIDIAN THERAPEUTICS INC
+$703.0K
123,806
+17%
增持
—
ELOXX PHARMACEUTICALS INC
-$691.0K
1,930,092
+53%
清仓
NTLA
INTELLIA THERAPEUTICS INC
-$664.0K
0
-100%
清仓
—
DICERNA PHARMACEUTICALS INC
-$626.0K
0
-100%
增持
—
POINT BIOPHARMA GLOBAL INC
+$593.0K
204,462
+185%
增持
—
SIERRA ONCOLOGY INC
+$591.0K
192,045
+17%
增持
STXS
STEREOTAXIS INC
+$565.0K
344,236
+18%
清仓
—
CYBIN INC
-$549.0K
0
-100%
增持
—
OTONOMY INC
+$543.0K
1,199,814
+18%
清仓
GH
GUARDANT HEALTH INC
-$527.0K
0
-100%
减持
MREO
MEREO BIOPHARMA GROUP PLC
-$512.0K
233,183
-36%
清仓
CABA
CABALETTA BIO INC
-$511.0K
0
-100%
增持
—
JOUNCE THERAPEUTICS INC
+$503.0K
245,829
+18%
清仓
—
IVERIC BIO INC
-$487.0K
0
-100%
增持
—
CURIS INC
+$466.0K
200,000
+222%
清仓
—
AYALA PHARMACEUTICALS INC
-$464.0K
0
-100%
减持
—
IMMATICS N.V
-$435.0K
391,155
-11%
清仓
—
EVELO BIOSCIENCES INC
-$434.0K
0
-100%
增持
HALO
HALOZYME THERAPEUTICS INC
+$407.0K
71,009
+18%
清仓
KROS
KEROS THERAPEUTICS INC
-$396.0K
0
-100%
清仓
—
SURFACE ONCOLOGY INC
-$379.0K
0
-100%
清仓
—
RAPT THERAPEUTICS INC
-$366.0K
0
-100%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$321.0K
45,132
+18%
减持
—
SEAGEN INC
-$318.0K
10,848
-8%
增持
—
DECIPHERA PHARMACEUTICALS IN
+$302.0K
160,526
+331%
清仓
ARCT
ARCTURUS THERAPEUTICS HLDGS
-$297.0K
0
-100%
清仓
—
AFFIMED N V
-$292.0K
0
-100%
增持
—
CYCLACEL PHARMACEUTICALS INC
-$265.0K
458,466
+18%
增持
—
CALITHERA BIOSCIENCES INC
-$260.0K
219,791
+18%
增持
—
BENITEC BIOPHARMA INC
-$239.0K
587,499
+18%
清仓
IVVD
ADAGIO THERAPEUTICS INC
-$211.0K
0
-100%
增持
—
POLYPID LTD
-$188.0K
215,620
+18%
增持
—
SOCIAL CAP SUVRETTA HLD CRPI
+$187.0K
123,862
+17%
增持
—
SOCIAL CAP SUVRETTA HLDS CRP
+$178.0K
123,862
+17%
增持
—
SOCIAL CAP SUVRETTA HLDS CP
+$176.0K
123,862
+17%
增持
—
SOCIAL CAP SUVRETTA HLDS CRP
+$175.0K
123,862
+17%
增持
—
EVOGENE LTD
-$175.0K
293,057
+18%
增持
—
MEDICUS SCIENCES ACQUISITION
+$173.0K
128,582
+17%
增持
BIIB
BIOGEN INC
+$136.0K
5,744
+31%
增持
KURA
KURA ONCOLOGY INC
-$125.0K
66,812
+18%
增持
—
MORPHIC HLDG INC
-$73.0K
67,440
+17%
清仓
—
CATALYST BIOSCIENCES INC
-$41.0K
0
-100%