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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
22Q4 调仓
2022-06-30 → 2022-12-31 · 共 106 项
建仓 39
增持 22
减持 21
清仓 24
方向
标的
Δ市值
现股数(环比)
清仓
QQQ
INVESCO QQQ TR
-$45.5M
0
-100%
增持
—
Akero Therapeutics Inc
+$23.4M
472,100
+81%
建仓
MDGL
Madrigal Pharmaceuticals Inc
+$23.2M
79,898
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。
减持
—
Prometheus Biosciences Inc
+$15.9M
222,400
-26%
清仓
XBI
SPDR SER TR
-$15.5M
0
-100%
增持
—
Poseida Therapeutics Inc
+$10.8M
2,230,000
+486%
减持
—
Intra-Cellular Therapies Inc
-$10.5M
140,366
-55%
减持
VCYT
Veracyte Inc
-$9.6M
200,000
-72%
建仓
IMVT
Immunovant Inc
+$9.2M
519,614
清仓
—
MIRATI THERAPEUTICS INC
-$9.2M
0
-100%
建仓
NUVL
Nuvalent Inc
+$9.0M
302,963
增持
VRAYQ
Viewray Inc
+$8.8M
2,405,360
+228%
减持
—
Veru Inc.
-$7.9M
175,000
-78%
建仓
—
Terns Pharmaceuticals Inc
+$7.1M
700,000
减持
—
CTI BioPharma Corp
-$6.7M
254,361
-82%
减持
—
Merus NV
-$6.4M
274,704
-41%
清仓
—
APELLIS PHARMACEUTICALS INC
-$5.9M
0
-100%
减持
—
Seagen Inc
-$5.8M
11,016
-73%
减持
COGT
Cogent Biosciences Inc
-$5.3M
179,000
-78%
减持
CERS
Cerus Corp
-$5.1M
1,634,014
-22%
建仓
—
Cincor Pharma Inc
+$4.9M
395,382
清仓
—
CONTRAFECT CORP
-$4.8M
0
-100%
建仓
GSK
GlaxoSmithKline PLC
+$4.8M
136,178
建仓
—
Bioatla Inc
+$4.5M
546,875
建仓
GILD
Gilead Sciences Inc
+$4.5M
51,962
建仓
—
Prothena Corporation PLC
+$4.3M
71,706
建仓
PLRX
Pliant Therapeutics Inc
+$4.2M
217,503
建仓
MGNX
MacroGenics Inc
+$4.1M
612,475
建仓
—
Allakos Inc
+$4.0M
480,701
增持
CVRX
Cvrx Inc
+$4.0M
314,584
+8%
建仓
PCVX
Vaxcyte Inc
+$4.0M
83,135
清仓
—
APOLLO ENDOSURGERY INC
-$3.9M
0
-100%
清仓
—
BIOHAVEN PHARMACTL HLDG CO L
-$3.8M
0
-100%
建仓
ALT
Altimmune, Inc.
+$3.5M
210,546
减持
—
Horizon Therapeutics Plc
-$3.1M
23,054
-68%
减持
ALNY
Alnylam Pharmaceuticals Inc
+$3.1M
37,652
-6%
增持
XENE
Xenon Pharmaceuticals Inc
+$2.9M
253,655
+9%
建仓
—
Point Biopharma Global Inc
+$2.9M
400,812
建仓
—
Avidity Biosciences Inc
+$2.8M
128,000
建仓
—
Ascendis Pharma A/S
+$2.8M
23,151
增持
—
Mersana Therapeutics Inc
+$2.8M
1,140,182
+34%
清仓
RGNX
REGENXBIO INC
-$2.6M
0
-100%
增持
BCRX
BioCryst Pharmaceuticals Inc
+$2.6M
272,173
+409%
增持
ORIC
Oric Pharmaceuticals Inc
+$2.4M
1,236,296
+14%
减持
KRYS
Krystal Biotech Inc
-$2.3M
58,535
-44%
减持
—
IVERIC bio Inc
-$2.3M
88,243
-80%
清仓
—
OTONOMY INC
-$2.2M
0
-100%
清仓
SNDX
SYNDAX PHARMACEUTICALS INC
-$2.1M
0
-100%
建仓
SDGR
Schrodinger Inc
+$2.0M
108,000
减持
ACRS
Aclaris Therapeutics Inc
-$2.0M
352,193
-35%
清仓
—
DAY ONE BIOPHARMACEUTICALS I
-$1.9M
0
-100%
增持
BIIB
Biogen Idec Inc
+$1.8M
21,975
+6%
减持
INSM
Insmed Inc
-$1.7M
124,465
-41%
建仓
ABOS
Acumen Pharmaceuticals Inc
+$1.6M
295,115
清仓
EYPT
EYEPOINT PHARMACEUTICALS INC
-$1.6M
0
-100%
建仓
—
LAVA Therapeutics NV
+$1.5M
437,762
建仓
TRVI
Trevi Therapeutics Inc
+$1.5M
767,631
清仓
—
HUMANIGEN INC
-$1.4M
0
-100%
清仓
NKTX
NKARTA INC
-$1.4M
0
-100%
建仓
CMPX
Compass Therapeutics Inc.
+$1.3M
268,307
增持
—
ImmunoGen, Inc.
+$1.3M
639,269
+53%
建仓
—
Astria Therapeutics Inc
+$1.2M
81,204
建仓
NTLA
Intellia Therapeutics Inc
+$1.1M
32,770
清仓
—
NGM BIOPHARMACEUTICALS INC
-$1.1M
0
-100%
建仓
—
Pharvaris NV
+$1.1M
100,000
清仓
—
ZYMEWORKS INC
-$1.1M
0
-100%
增持
AVXL
Anavex Life Science Corp
+$1.1M
1,110,300
+21%
建仓
—
Aerovate Therapeutics Inc
+$1.1M
36,906
增持
—
Seres Therapeutics Inc
+$903.8K
374,422
+8%
清仓
SPRY
SILVERBACK THERAPEUTICS INC
-$887.0K
0
-100%
建仓
—
Cue Biopharma Inc
+$872.9K
306,278
增持
PHR
Phreesia Inc
+$809.2K
85,390
+9%
建仓
CYTK
Cytokinetics Inc
+$801.9K
17,500
建仓
AXSM
Axsome Therapeutics Inc
+$771.3K
10,000
增持
CDXS
Codexis Inc
-$768.5K
144,737
+5%
清仓
—
POLYPID LTD
-$750.0K
0
-100%
增持
—
Immatics Nv
+$737.6K
439,788
+24%
减持
CLYM
Eliem Therapeutics Inc
-$651.2K
409,202
-43%
清仓
—
FORMA THERAPEUTICS HLDGS INC
-$650.0K
0
-100%
清仓
—
CHEMOCENTRYX INC
-$645.0K
0
-100%
减持
UTHR
United Therapeutics Corp
+$638.8K
16,048
-1%
建仓
DSGN
Design Therapeutics Inc
+$585.1K
57,025
建仓
—
Immunic Inc
+$490.9K
350,656
减持
CLDX
Celldex Therapeutics Inc
+$487.9K
54,699
-24%
增持
—
Bellus Health Inc
-$407.4K
1,707,370
+9%
增持
VRTX
Vertex Pharmaceuticals Inc
+$352.5K
11,384
+9%
建仓
—
WAVE Life Sciences Ltd
+$350.0K
50,000
增持
CGEM
Cullinan Oncology Inc
-$311.7K
229,416
+8%
增持
—
Compugen Ltd
+$284.7K
667,443
+541%
清仓
—
ELOXX PHARMACEUTICALS INC
-$281.0K
0
-100%
建仓
BRZE
Braze Inc
+$272.8K
10,000
建仓
—
Praxis Precision Medicines Inc
+$234.2K
98,409
建仓
—
Uniqure NV
+$226.7K
10,000
建仓
GOSS
Gossamer Bio Inc
+$217.0K
100,000
增持
CRNX
Crinetics Pharmaceuticals Inc
+$193.3K
152,747
+9%
增持
—
Amryt Pharma PLC
+$176.9K
192,995
+9%
清仓
MREO
MEREO BIOPHARMA GROUP PLC
-$175.0K
0
-100%
减持
—
Morphic Holding Inc
-$136.2K
334,535
-20%
建仓
VRDN
Viridian Therapeutics Inc
+$87.6K
3,000
清仓
—
ALIGOS THERAPEUTICS INC
-$71.0K
0
-100%
减持
STXS
Stereotaxis Inc
+$56.7K
354,925
-4%
减持
—
Evogene Ltd
-$50.7K
150,361
-26%
建仓
—
Eloxx Pharmaceuticals Inc
+$48.9K
26,876
增持
—
Meiragtx Holdings Plc
-$24.5K
56,672
+9%
建仓
—
Fresh Tracks Therapeutics Inc
+$15.0K
10,000
清仓
—
RENOVACOR INC
-$6.0K
0
-100%