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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 82 项
建仓 14
增持 42
减持 10
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
—
ATHIRA PHARMA INC
+$27.0M
10,000
增持
—
SIERRA ONCOLOGY INC
+$10.0M
443,381
+131%
增持
—
INTRA-CELLULAR THERAPIES INC
+$8.7M
308,819
+58%
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
-$8.7M
1,235,784
+12%
增持
—
CTI BIOPHARMA CORP
+$6.8M
2,250,000
+52%
减持
—
IMMUNOGEN INC
-$6.7M
945,000
-38%
增持
—
BIOHAVEN PHARMACTL HLDG CO L
-$6.7M
102,497
+28%
清仓
—
RESEARCH ALLIANCE CORP II
-$5.4M
0
-100%
建仓
—
APELLIS PHARMACEUTICALS INC
+$5.4M
105,368
减持
—
MIRATI THERAPEUTICS INC
-$5.1M
46,122
-24%
增持
XBI
SPDR SER TR
+$4.6M
300,000
+50%
减持
LKFT
GALAPAGOS NV
-$4.6M
41,002
-68%
减持
—
LUCIRA HEALTH INC
-$3.3M
310,734
-40%
建仓
—
NGM BIOPHARMACEUTICALS INC
+$3.1M
200,494
减持
COGT
COGENT BIOSCIENCES INC
-$3.0M
573,699
-33%
清仓
HALO
HALOZYME THERAPEUTICS INC
-$2.9M
0
-100%
清仓
CYTK
CYTOKINETICS INC
-$2.7M
0
-100%
增持
VCYT
VERACYTE INC
+$2.6M
425,554
+92%
减持
—
AMRYT PHARMA PLC
-$2.5M
153,267
-56%
清仓
AUPH
AURINIA PHARMACEUTICALS INC
-$2.3M
0
-100%
增持
—
ITEOS THERAPEUTICS INC
-$2.0M
138,843
+1%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$1.9M
20,482
增持
—
IMMATICS N.V
-$1.7M
445,334
+14%
增持
XENE
XENON PHARMACEUTICALS INC
-$1.7M
101,081
+1%
建仓
CDXS
CODEXIS INC
+$1.7M
81,000
清仓
BBIO
BRIDGEBIO PHARMA INC
-$1.7M
0
-100%
建仓
—
FORMA THERAPEUTICS HLDGS INC
+$1.6M
174,768
增持
—
MERUS N V
-$1.6M
324,719
+1%
建仓
—
IVERIC BIO INC
+$1.6M
94,600
清仓
—
DECIPHERA PHARMACEUTICALS IN
-$1.6M
0
-100%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$1.5M
45,538
+1%
减持
—
BENITEC BIOPHARMA INC
-$1.5M
492,880
-16%
增持
—
LEAP THERAPEUTICS INC
-$1.5M
1,032,163
+2%
建仓
—
ASCENDIS PHARMA A/S
+$1.4M
25,000
清仓
—
HELIX ACQUISITION CORP
-$1.3M
0
-100%
清仓
—
SOCIAL CAP SUVRETTA HLDS CRP
-$1.2M
0
-100%
清仓
—
SOCIAL CAP SUVRETTA HLD CRPI
-$1.2M
0
-100%
清仓
—
SOCIAL CAP SUVRETTA HLDS CRP
-$1.2M
0
-100%
清仓
—
SOCIAL CAP SUVRETTA HLDS CP
-$1.2M
0
-100%
增持
BIIB
BIOGEN INC
-$1.1M
10,248
+78%
清仓
—
INHIBRX INC
-$1.1M
0
-100%
清仓
—
CURIS INC
-$952.0K
0
-100%
清仓
KURA
KURA ONCOLOGY INC
-$935.0K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$895.0K
7,638
+53%
增持
STXS
STEREOTAXIS INC
-$842.0K
346,405
+1%
清仓
IPHA
INNATE PHARMA S A
-$839.0K
0
-100%
清仓
—
VISTAGEN THERAPEUTICS INC
-$827.0K
0
-100%
建仓
—
IMMUNIC INC
+$774.0K
68,475
建仓
CLYM
ELIEM THERAPEUTICS INC
+$741.0K
88,279
增持
CRNX
CRINETICS PHARMACEUTICALS IN
-$676.0K
114,004
+2%
增持
VRAYQ
VIEWRAY INC
-$648.0K
436,096
+2%
减持
ACRS
ACLARIS THERAPEUTICS INC
+$585.0K
275,333
-4%
增持
CERS
CERUS CORP
+$576.0K
1,398,400
+34%
增持
—
POSEIDA THERAPEUTICS INC
-$526.0K
239,696
+2%
增持
—
POINT BIOPHARMA GLOBAL INC
+$486.0K
204,679
+0%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
-$482.0K
14,836
+2%
建仓
—
APTINYX INC
+$458.0K
201,600
增持
—
HORIZON THERAPEUTICS PUB L
+$447.0K
67,442
+9%
增持
—
MORPHIC HLDG INC
-$436.0K
68,709
+2%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
-$426.0K
101,447
+1%
增持
—
OTONOMY INC
+$402.0K
1,207,385
+1%
建仓
AMLX
AMYLYX PHARMACEUTICALS INC
+$386.0K
30,000
增持
—
CYCLACEL PHARMACEUTICALS INC
-$372.0K
462,659
+1%
增持
—
JOUNCE THERAPEUTICS INC
-$367.0K
248,347
+1%
增持
—
SERES THERAPEUTICS INC
-$344.0K
326,872
+2%
增持
INSM
INSMED INC
-$342.0K
102,067
+1%
增持
—
ELOXX PHARMACEUTICALS INC
-$271.0K
1,950,949
+1%
增持
—
NEXTCURE INC
-$205.0K
196,187
+2%
建仓
BCRX
BIOCRYST PHARMACEUTICALS INC
+$197.0K
102,425
减持
KRYS
KRYSTAL BIOTECH INC
-$172.0K
46,489
-0%
增持
—
APOLLO ENDOSURGERY INC
-$158.0K
1,004,399
+36%
增持
VRDN
VIRIDIAN THERAPEUTICS INC
-$116.0K
126,136
+2%
增持
MREO
MEREO BIOPHARMA GROUP PLC
-$109.0K
235,515
+1%
增持
—
SEAGEN INC
-$99.0K
10,956
+1%
增持
—
EVOGENE LTD
-$97.0K
295,746
+1%
减持
—
ASLAN PHARMACEUTICALS LTD
-$86.0K
500,000
-67%
增持
—
COMPUGEN LTD
-$79.0K
268,596
+22%
增持
—
CALITHERA BIOSCIENCES INC
-$72.0K
221,809
+1%
增持
—
POLYPID LTD
-$47.0K
218,175
+1%
增持
—
MEDICUS SCIENCES ACQUISITION
+$37.0K
131,151
+2%
增持
EYPT
EYEPOINT PHARMACEUTICALS INC
+$30.0K
185,666
+2%
建仓
—
ALIGOS THERAPEUTICS INC
+$23.0K
10,659