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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 99 项
建仓 18
增持 26
减持 22
清仓 33
方向
标的
Δ市值
现股数(环比)
减持
—
Prometheus Biosciences Inc
-$23.0M
13,921
-94%
减持
MDGL
Madrigal Pharmaceuticals Inc
-$20.8M
10,000
-87%
减持
—
Akero Therapeutics Inc
-$18.1M
202,561
-57%
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
AVXL
Anavex Life Science Corp
-$10.3M
0
-100%
建仓
—
89bio, Inc
+$9.7M
638,215
清仓
IMVT
Immunovant Inc
-$9.2M
0
-100%
增持
—
Merus NV
+$8.1M
668,784
+143%
减持
—
Morphic Holding Inc
-$7.0M
51,684
-85%
减持
—
Bellus Health Inc
-$6.8M
1,000,000
-41%
减持
XENE
Xenon Pharmaceuticals Inc
-$6.5M
96,643
-62%
建仓
VKTX
Viking Therapeutics Inc
+$6.3M
380,000
减持
ALNY
Alnylam Pharmaceuticals Inc
-$6.1M
14,043
-63%
建仓
—
Karyopharm Therapeutics Inc
+$6.0M
1,541,426
建仓
—
KalVista Pharmaceuticals Inc
+$5.7M
723,544
增持
MGNX
MacroGenics Inc
+$5.7M
1,361,809
+122%
减持
CVRX
Cvrx Inc
-$5.5M
30,000
-90%
清仓
—
Cincor Pharma Inc
-$4.9M
0
-100%
清仓
GSK
GlaxoSmithKline PLC
-$4.8M
0
-100%
清仓
—
Bioatla Inc
-$4.5M
0
-100%
减持
—
Mersana Therapeutics Inc
-$4.5M
540,059
-53%
清仓
—
Prothena Corporation PLC
-$4.3M
0
-100%
增持
COGT
Cogent Biosciences Inc
+$4.2M
579,264
+224%
建仓
REGN
Regeneron Pharmaceuticals Inc
+$4.1M
5,000
清仓
PCVX
Vaxcyte Inc
-$4.0M
0
-100%
增持
PLRX
Pliant Therapeutics, Inc
+$3.8M
299,600
+38%
增持
SDGR
Schrodinger Inc
+$3.6M
212,825
+97%
增持
—
Poseida Therapeutics Inc
-$3.5M
2,689,301
+21%
增持
—
Pharvaris NV
+$3.4M
559,387
+459%
减持
—
Allakos Inc
-$3.1M
211,010
-56%
减持
BIIB
Biogen Idec Inc
-$2.9M
11,311
-49%
清仓
—
Avidity Biosciences Inc
-$2.8M
0
-100%
清仓
—
Ascendis Pharma A/S
-$2.8M
0
-100%
清仓
CRNX
Crinetics Pharmaceuticals Inc
-$2.8M
0
-100%
清仓
PHR
Phreesia Inc
-$2.8M
0
-100%
清仓
—
Horizon Therapeutics Plc
-$2.6M
0
-100%
建仓
MIRM
Mirum Pharmaceuticals Inc
+$2.5M
105,939
减持
CERS
Cerus Corp
-$2.5M
1,152,902
-29%
建仓
INCY
Incyte Corp
+$2.5M
33,938
建仓
PTGX
Protagonist Therapeutics Inc
+$2.4M
105,486
建仓
—
Ventyx Biosciences Inc
+$2.3M
70,000
建仓
MLTX
MoonLake Immunotherapeutics
+$2.3M
105,750
减持
KRYS
Krystal Biotech Inc
-$1.9M
34,014
-42%
清仓
—
IVERIC bio Inc
-$1.9M
0
-100%
减持
—
Immatics Nv
-$1.9M
282,432
-36%
增持
—
ImmunoGen, Inc
+$1.7M
1,278,200
+100%
增持
ALT
Altimmune, Inc
-$1.7M
415,700
+97%
增持
BCRX
BioCryst Pharmaceuticals Inc
+$1.7M
577,757
+112%
减持
NUVL
Nuvalent Inc
-$1.7M
281,533
-7%
清仓
—
CTI BioPharma Corp
-$1.5M
0
-100%
增持
ACRS
Aclaris Therapeutics, Inc
+$1.5M
871,500
+147%
减持
—
Point Biopharma Global Inc
-$1.5M
198,477
-50%
建仓
PHAT
Phathom Pharmaceuticals Inc
+$1.4M
200,000
清仓
—
Seagen Inc
-$1.4M
0
-100%
清仓
—
Amryt Pharma PLC
-$1.4M
0
-100%
清仓
CMPX
Compass Therapeutics Inc.
-$1.3M
0
-100%
减持
—
LAVA Therapeutics NV
-$1.3M
140,291
-68%
建仓
SRPT
Sarepta Therapeutics Inc
+$1.3M
9,270
增持
VRAYQ
Viewray Inc
-$1.1M
2,793,748
+16%
清仓
—
Aerovate Therapeutics Inc
-$1.1M
0
-100%
减持
ABOS
Acumen Pharmaceuticals Inc
-$997.1K
146,922
-50%
清仓
—
Veru Inc.
-$924.0K
0
-100%
建仓
—
Jasper Therapeutics Inc
+$905.0K
500,000
增持
ORIC
Oric Pharmaceuticals Inc
+$903.1K
1,435,945
+16%
增持
VRTX
Vertex Pharmaceuticals Inc
+$865.5K
13,181
+16%
增持
VRDN
Viridian Therapeutics Inc
+$837.9K
36,381
+1113%
清仓
CYTK
Cytokinetics Inc
-$801.9K
0
-100%
减持
—
Terns Pharmaceuticals Inc
+$782.2K
667,922
-5%
减持
—
Seres Therapeutics Inc
-$778.3K
232,525
-38%
清仓
AXSM
Axsome Therapeutics Inc
-$771.3K
0
-100%
清仓
STXS
Stereotaxis Inc
-$734.7K
0
-100%
清仓
CDXS
Codexis Inc
-$674.5K
0
-100%
建仓
BBIO
Bridgebio Pharma Inc
+$663.2K
40,000
减持
—
Intra-Cellular Therapies Inc
-$657.5K
125,035
-11%
增持
CLDX
Celldex Therapeutics Inc
+$607.8K
84,651
+55%
清仓
DSGN
Design Therapeutics Inc
-$585.1K
0
-100%
建仓
TELA
Tela Bio Inc
+$575.6K
54,096
建仓
—
Aligos Therapeutics Inc
+$552.3K
631,887
增持
GILD
Gilead Sciences Inc
+$528.0K
60,130
+16%
清仓
—
Immunic Inc
-$490.9K
0
-100%
清仓
—
Meiragtx Holdings Plc
-$369.5K
0
-100%
清仓
—
WAVE Life Sciences Ltd
-$350.0K
0
-100%
增持
UTHR
United Therapeutics Corp
-$302.1K
18,578
+16%
增持
CGEM
Cullinan Oncology Inc
+$290.9K
265,032
+16%
清仓
BRZE
Braze Inc
-$272.8K
0
-100%
增持
NTLA
Intellia Therapeutics Inc
+$267.6K
37,858
+16%
减持
—
Compugen Ltd
-$245.9K
330,188
-51%
建仓
GLUE
Monte Rosa Therapeutics Inc
+$242.7K
31,156
清仓
—
Praxis Precision Medicines Inc
-$234.2K
0
-100%
清仓
—
Uniqure NV
-$226.7K
0
-100%
清仓
GOSS
Gossamer Bio Inc
-$217.0K
0
-100%
增持
TRVI
Trevi Therapeutics Inc
+$157.4K
885,924
+15%
清仓
—
Evogene Ltd
-$105.3K
0
-100%
增持
CLYM
Eliem Therapeutics Inc
-$92.5K
485,955
+19%
增持
—
Eloxx Pharmaceuticals Inc
+$86.8K
54,075
+101%
增持
VCYT
Veracyte Inc
-$70.7K
209,653
+5%
增持
—
Astria Therapeutics Inc
+$38.7K
93,823
+16%
增持
INSM
Insmed Inc
-$35.1K
143,794
+16%
建仓
RCKTW
Rocket Pharmaceuticals Inc
+$11.5K
104,828
清仓
—
Medicus Sciences Acquisition Corp
-$4.5K
0
-100%