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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 86 项
建仓 20
增持 32
减持 14
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
QQQ
INVESCO QQQ TR
+$45.5M
162,500
清仓
—
ATHIRA PHARMA INC
-$27.0M
0
-100%
增持
—
BELLUS HEALTH INC NEW
+$14.3M
1,562,957
+26%
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。
清仓
—
SIERRA ONCOLOGY INC
-$14.2M
0
-100%
减持
XBI
SPDR SER TR
-$11.5M
208,300
-31%
建仓
AVXL
ANAVEX LIFE SCIENCES CORP
+$9.2M
917,100
建仓
—
VERU INC
+$8.8M
780,400
建仓
—
PROMETHEUS BIOSCIENCES INC
+$8.5M
301,700
增持
—
MORPHIC HLDG INC
+$6.3M
418,660
+509%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$5.8M
40,000
增持
XENE
XENON PHARMACEUTICALS INC
+$5.6M
232,630
+130%
增持
—
SEAGEN INC
+$5.6M
40,787
+272%
增持
—
MIRATI THERAPEUTICS INC
+$5.4M
137,303
+198%
建仓
ORIC
ORIC PHARMACEUTICALS INC
+$4.8M
1,082,304
建仓
—
CONTRAFECT CORP
+$4.8M
1,562,900
清仓
—
ITEOS THERAPEUTICS INC
-$4.5M
0
-100%
增持
BIIB
BIOGEN INC
+$4.0M
20,825
+103%
建仓
—
MERSANA THERAPEUTICS INC
+$3.9M
850,000
增持
KRYS
KRYSTAL BIOTECH INC
+$3.8M
105,277
+126%
增持
CERS
CERUS CORP
+$3.4M
2,093,861
+50%
增持
COGT
COGENT BIOSCIENCES INC
+$3.1M
820,954
+43%
增持
ACRS
ACLARIS THERAPEUTICS INC
+$2.8M
539,545
+96%
建仓
CGEM
CULLINAN ONCOLOGY INC
+$2.7M
213,090
减持
—
IMMUNOGEN INC
-$2.6M
416,479
-56%
建仓
RGNX
REGENXBIO INC
+$2.6M
104,129
增持
VCYT
VERACYTE INC
+$2.6M
718,789
+69%
增持
—
IVERIC BIO INC
+$2.6M
430,900
+355%
清仓
LKFT
GALAPAGOS NV
-$2.5M
0
-100%
建仓
—
AKERO THERAPEUTICS INC
+$2.5M
260,325
清仓
VRDN
VIRIDIAN THERAPEUTICS INC
-$2.3M
0
-100%
减持
—
CTI BIOPHARMA CORP
-$2.3M
1,380,111
-39%
增持
—
APOLLO ENDOSURGERY INC
-$2.2M
1,074,879
+7%
增持
—
MERUS N V
+$2.0M
469,113
+44%
建仓
PHR
PHREESIA INC
+$2.0M
78,111
减持
—
NGM BIOPHARMACEUTICALS INC
-$1.9M
88,303
-56%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$1.9M
0
-100%
建仓
—
DAY ONE BIOPHARMACEUTICALS I
+$1.9M
105,476
清仓
—
LEAP THERAPEUTICS INC
-$1.8M
0
-100%
增持
INSM
INSMED INC
+$1.8M
212,482
+108%
建仓
CVRX
CVRX INC
+$1.8M
292,145
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$1.7M
72,322
+59%
清仓
—
JOUNCE THERAPEUTICS INC
-$1.7M
0
-100%
清仓
—
POINT BIOPHARMA GLOBAL INC
-$1.6M
0
-100%
清仓
—
ASLAN PHARMACEUTICALS LTD
-$1.6M
0
-100%
清仓
—
ASCENDIS PHARMA A/S
-$1.4M
0
-100%
增持
CLYM
ELIEM THERAPEUTICS INC
+$1.4M
713,009
+708%
清仓
—
CYCLACEL PHARMACEUTICALS INC
-$1.4M
0
-100%
建仓
—
HUMANIGEN INC
+$1.4M
781,100
建仓
NKTX
NKARTA INC
+$1.4M
110,763
增持
—
HORIZON THERAPEUTICS PUB L
-$1.3M
72,187
+7%
清仓
—
MEDICUS SCIENCES ACQUISITION
-$1.3M
0
-100%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$1.2M
16,227
+9%
增持
—
SERES THERAPEUTICS INC
-$1.1M
347,761
+6%
清仓
—
LUCIRA HEALTH INC
-$1.1M
0
-100%
建仓
—
ZYMEWORKS INC
+$1.1M
208,330
增持
—
INTRA-CELLULAR THERAPIES INC
-$976.0K
313,962
+2%
减持
—
FORMA THERAPEUTICS HLDGS INC
-$975.0K
94,386
-46%
清仓
—
NEXTCURE INC
-$953.0K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$942.0K
10,414
+36%
建仓
SPRY
SILVERBACK THERAPEUTICS INC
+$887.0K
209,108
减持
—
ELOXX PHARMACEUTICALS INC
-$811.0K
1,041,499
-47%
清仓
—
IMMUNIC INC
-$774.0K
0
-100%
减持
—
OTONOMY INC
-$732.0K
1,041,273
-14%
增持
EYPT
EYEPOINT PHARMACEUTICALS INC
-$701.0K
197,640
+6%
减持
—
COMPUGEN LTD
-$672.0K
104,150
-61%
建仓
—
CHEMOCENTRYX INC
+$645.0K
26,036
增持
STXS
STEREOTAXIS INC
-$614.0K
368,648
+6%
减持
—
BIOHAVEN PHARMACTL HLDG CO L
-$516.0K
26,374
-74%
增持
—
APELLIS PHARMACEUTICALS INC
+$515.0K
129,795
+23%
减持
—
IMMATICS N.V
-$465.0K
355,103
-20%
清仓
—
APTINYX INC
-$458.0K
0
-100%
减持
—
POLYPID LTD
-$441.0K
161,572
-26%
建仓
—
MEIRAGTX HLDGS PLC
+$394.0K
52,066
清仓
AMLX
AMYLYX PHARMACEUTICALS INC
-$386.0K
0
-100%
减持
BCRX
BIOCRYST PHARMACEUTICALS INC
+$369.0K
53,521
-48%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$312.0K
107,852
+6%
增持
VRAYQ
VIEWRAY INC
+$233.0K
732,740
+68%
减持
—
EVOGENE LTD
-$228.0K
202,322
-32%
增持
CDXS
CODEXIS INC
-$227.0K
137,960
+70%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$100.0K
139,539
+22%
增持
—
POSEIDA THERAPEUTICS INC
-$92.0K
380,606
+59%
减持
MREO
MEREO BIOPHARMA GROUP PLC
-$89.0K
156,195
-34%
清仓
—
CALITHERA BIOSCIENCES INC
-$74.0K
0
-100%
清仓
—
BENITEC BIOPHARMA INC
-$57.0K
0
-100%
增持
—
ALIGOS THERAPEUTICS INC
+$48.0K
58,392
+448%
增持
—
AMRYT PHARMA PLC
-$36.0K
176,309
+15%