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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 96 项
建仓 34
增持 9
减持 31
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
SLDB
SOLID BIOSCIENCES INC
+$14.0M
1,325,065
+123%
建仓
—
AVIDITY BIOSCIENCES INC
+$12.5M
489,303
建仓
CCCC
C4 THERAPEUTICS INC
+$11.7M
1,435,931
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
—
Medtronic PLC
-$11.1M
0
-100%
清仓
SNY
Sanofi SA
-$10.9M
0
-100%
建仓
—
PERSPECTIVE THERAPEUTICS INC
+$9.6M
8,108,108
清仓
—
Mirati Therapeutics Inc
-$8.8M
0
-100%
减持
RCKT
ROCKET PHARMACEUTICALS INC
-$8.7M
101,002
-74%
减持
—
MERUS N V
+$7.7M
566,287
-12%
建仓
CRNX
CRINETICS PHARMACEUTICALS IN
+$6.0M
127,835
清仓
ISRG
Intuitive Surgical Inc
-$5.3M
0
-100%
减持
PRAX
PRAXIS PRECISION MEDICINES I
+$5.3M
190,556
-33%
建仓
—
HELIX ACQUISITION CORP II
+$5.2M
500,000
清仓
—
CymaBay Therapeutics Inc
-$5.2M
0
-100%
清仓
CRBU
Caribou Biosciences Inc
-$5.2M
0
-100%
建仓
EYPT
EYEPOINT PHARMACEUTICALS INC
+$5.1M
247,968
减持
MGNX
MACROGENICS INC
-$5.1M
478,079
-62%
清仓
PEN
Penumbra Inc
-$5.0M
0
-100%
减持
XENE
XENON PHARMACEUTICALS INC
-$4.7M
66,090
-59%
减持
ORIC
ORIC PHARMACEUTICALS INC
+$4.5M
1,113,007
-5%
清仓
SRPT
Sarepta Therapeutics Inc
-$4.5M
0
-100%
建仓
BOLD
BOUNDLESS BIO INC
+$4.5M
312,500
增持
—
AKERO THERAPEUTICS INC
+$4.3M
399,949
+60%
建仓
FULC
FULCRUM THERAPEUTICS INC
+$3.8M
398,436
清仓
UTHR
United Therapeutics Corp
-$3.6M
0
-100%
建仓
CYTK
CYTOKINETICS INC
+$3.5M
50,000
增持
KOD
KODIAK SCIENCES INC
+$3.5M
1,238,822
+24%
建仓
APGE
APOGEE THERAPEUTICS INC
+$3.3M
50,000
减持
—
INTRA-CELLULAR THERAPIES INC
-$3.3M
34,807
-56%
建仓
JSPR
JASPER THERAPEUTICS INC
+$3.2M
109,892
增持
—
KALVISTA PHARMACEUTICALS INC
+$3.1M
561,183
+92%
建仓
—
WAVE LIFE SCIENCES LTD
+$3.1M
495,471
减持
PLRX
PLIANT THERAPEUTICS INC
-$3.0M
183,392
-42%
清仓
—
Biohaven Ltd
-$3.0M
0
-100%
清仓
MLTX
MoonLake Immunotherapeutics
-$3.0M
0
-100%
清仓
—
Soleno Therapeutics Inc
-$3.0M
0
-100%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$2.8M
299,316
+21%
减持
—
MORPHIC HLDG INC
+$2.6M
483,972
-3%
减持
NUVL
NUVALENT INC
-$2.4M
157,750
-18%
建仓
—
NEWAMSTERDAM PHARMA COMPANY
+$2.4M
99,612
减持
—
MERSANA THERAPEUTICS INC
-$2.3M
2,968,798
-56%
建仓
—
ADC THERAPEUTICS SA
+$2.3M
501,222
减持
OLMA
OLEMA PHARMACEUTICALS INC
-$2.2M
515,317
-10%
减持
—
ALPINE IMMUNE SCIENCES INC
+$2.2M
199,020
-33%
建仓
—
VERONA PHARMA PLC
+$2.2M
136,714
建仓
—
MACROGENICS INC
+$2.1M
145,500
清仓
ANNX
Annexon Inc
-$1.9M
0
-100%
清仓
ARGX
argenx SE
-$1.8M
0
-100%
建仓
KRYS
KRYSTAL BIOTECH INC
+$1.8M
10,000
减持
TRVI
TREVI THERAPEUTICS INC
+$1.8M
844,235
-2%
减持
INSM
INSMED INC
-$1.7M
113,616
-27%
减持
—
TERNS PHARMACEUTICALS INC
-$1.7M
250,551
-52%
清仓
PMVP
Pmv Pharmaceuticals Inc
-$1.7M
0
-100%
清仓
ALT
Altimmune Inc
-$1.7M
0
-100%
清仓
NTLA
Intellia Therapeutics Inc
-$1.7M
0
-100%
建仓
—
MODULAR MED INC
+$1.7M
900,000
建仓
VKTX
VIKING THERAPEUTICS INC
+$1.6M
20,000
减持
SRRK
SCHOLAR ROCK HLDG CORP
-$1.5M
199,415
-26%
清仓
BCRX
BioCryst Pharmaceuticals Inc
-$1.5M
0
-100%
建仓
AMLX
AMYLYX PHARMACEUTICALS INC
+$1.4M
500,000
减持
—
ZURA BIO LTD
-$1.3M
328,504
-29%
增持
COGT
COGENT BIOSCIENCES INC
+$1.3M
1,036,667
+7%
建仓
CRBP
CORBUS PHARMACEUTICALS HLDGS
+$1.3M
31,980
建仓
GUTS
FRACTYL HEALTH INC
+$1.2M
166,666
建仓
—
C4 THERAPEUTICS INC
+$1.2M
150,000
清仓
SDGR
Schrodinger Inc
-$1.1M
0
-100%
清仓
VRDN
Viridian Therapeutics Inc
-$1.1M
0
-100%
减持
DXCM
DEXCOM INC
-$1.1M
20,000
-35%
建仓
ABVX
ABIVAX SA
+$1.1M
75,000
减持
BIIB
BIOGEN INC
-$999.7K
19,365
-3%
减持
—
POSEIDA THERAPEUTICS INC
-$978.7K
3,596,476
-3%
减持
TELA
TELA BIO INC
-$858.7K
776,851
-2%
清仓
IMVT
Immunovant Inc
-$842.6K
0
-100%
建仓
GERN
GERON CORP
+$825.0K
250,000
建仓
—
ADICET BIO INC
+$778.5K
331,279
建仓
MLYS
MINERALYS THERAPEUTICS INC
+$735.1K
56,944
增持
—
COMPUGEN LTD
+$718.8K
1,000,000
+6%
减持
—
89BIO INC
-$698.5K
92,298
-42%
清仓
—
Apellis Pharmaceuticals Inc
-$598.6K
0
-100%
增持
VCYT
VERACYTE INC
-$592.9K
280,773
+13%
减持
CERS
CERUS CORP
-$469.4K
1,465,744
-2%
建仓
ERAS
ERASCA INC
+$461.1K
223,845
建仓
GPCR
STRUCTURE THERAPEUTICS INC
+$428.6K
10,000
减持
MIRM
MIRUM PHARMACEUTICALS INC
-$396.2K
79,194
-2%
减持
—
KARYOPHARM THERAPEUTICS INC
+$357.2K
558,466
-1%
减持
—
EVOGENE LTD
-$289.9K
3,085,503
-0%
建仓
VYNE
VYNE THERAPEUTICS INC
+$265.2K
86,383
减持
—
UROGEN PHARMA LTD
-$252.3K
508,587
-3%
建仓
ELUT
ELUTIA INC
+$247.5K
78,580
减持
RZLT
REZOLUTE INC
+$231.7K
151,985
-3%
减持
—
ALIGOS THERAPEUTICS INC
+$198.5K
655,515
-2%
建仓
IMNM
IMMUNOME INC
+$184.8K
7,489
建仓
—
AMYLYX PHARMACEUTICALS INC
+$56.8K
20,000
减持
RLMD
RELMADA THERAPEUTICS INC
+$48.1K
99,379
-1%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
-$47.2K
183,776
+5%
建仓
—
MERSANA THERAPEUTICS INC
+$7.6K
1,700