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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 75 项
建仓 15
增持 28
减持 10
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
NUVL
NUVALENT INC
+$23.5M
465,710
+195%
增持
ERAS
ERASCA INC
+$18.0M
7,816,926
+3392%
建仓
—
INSMED INC
+$16.8M
250,000
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
SLDB
SOLID BIOSCIENCES INC
-$15.0M
472,995
-64%
增持
—
MERUS N V
+$11.4M
623,628
+10%
增持
—
UROGEN PHARMA LTD
+$10.9M
1,102,000
+117%
增持
—
INTRA-CELLULAR THERAPIES INC
+$10.8M
192,345
+453%
清仓
—
PERSPECTIVE THERAPEUTICS INC
-$9.6M
0
-100%
减持
PRAX
PRAXIS PRECISION MEDICINES I
-$8.8M
67,296
-65%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$8.7M
36,000
增持
—
AVIDITY BIOSCIENCES INC
+$8.7M
517,734
+6%
减持
—
MERSANA THERAPEUTICS INC
-$8.3M
2,500,585
-16%
清仓
—
ALPINE IMMUNE SCIENCES INC
-$7.9M
0
-100%
增持
ELUT
ELUTIA INC
+$7.7M
1,603,580
+1941%
减持
ORIC
ORIC PHARMACEUTICALS INC
-$7.7M
1,075,812
-3%
建仓
SNDX
SYNDAX PHARMACEUTICALS INC
+$7.6M
370,000
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$6.6M
42,000
增持
CRBP
CORBUS PHARMACEUTICALS HLDGS
+$6.6M
172,492
+439%
增持
INSM
INSMED INC
+$6.3M
140,000
+23%
清仓
CRNX
CRINETICS PHARMACEUTICALS IN
-$6.0M
0
-100%
减持
MGNX
MACROGENICS INC
-$5.5M
370,000
-23%
增持
CCCC
C4 THERAPEUTICS INC
-$5.1M
1,442,841
+0%
增持
ABVX
ABIVAX SA
+$5.0M
455,800
+508%
增持
—
AKERO THERAPEUTICS INC
+$4.6M
625,087
+56%
建仓
IRON
DISC MEDICINE INC
+$4.6M
101,187
清仓
BOLD
BOUNDLESS BIO INC
-$4.5M
0
-100%
减持
EYPT
EYEPOINT PHARMACEUTICALS INC
-$4.3M
100,000
-60%
减持
KOD
KODIAK SCIENCES INC
-$4.0M
1,062,062
-14%
清仓
SRRK
SCHOLAR ROCK HLDG CORP
-$3.5M
0
-100%
清仓
CYTK
CYTOKINETICS INC
-$3.5M
0
-100%
建仓
—
BIOHAVEN LTD
+$3.5M
100,000
增持
GERN
GERON CORP
+$3.4M
999,270
+300%
增持
—
ADC THERAPEUTICS SA
+$3.3M
1,768,770
+253%
清仓
APGE
APOGEE THERAPEUTICS INC
-$3.3M
0
-100%
建仓
—
LONGBOARD PHARMACEUTICALS IN
+$3.3M
122,849
增持
COGT
COGENT BIOSCIENCES INC
+$3.2M
1,206,214
+16%
清仓
XENE
XENON PHARMACEUTICALS INC
-$2.8M
0
-100%
清仓
DXCM
DEXCOM INC
-$2.8M
0
-100%
建仓
—
BIODESIX INC
+$2.8M
1,808,959
清仓
PLRX
PLIANT THERAPEUTICS INC
-$2.7M
0
-100%
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$2.7M
0
-100%
建仓
CATX
PERSPECTIVE THERAPEUTICS INC
+$2.6M
260,009
建仓
—
ENGENE HOLDINGS INC
+$2.5M
263,841
清仓
—
NEWAMSTERDAM PHARMA COMPANY
-$2.4M
0
-100%
增持
GPCR
STRUCTURE THERAPEUTICS INC
+$2.3M
70,516
+605%
减持
GOSS
GOSSAMER BIO INC
-$2.3M
5,500,000
-10%
增持
—
VERONA PHARMA PLC
+$2.2M
304,633
+123%
清仓
—
MACROGENICS INC
-$2.1M
0
-100%
建仓
STOK
STOKE THERAPEUTICS INC
+$1.9M
141,518
清仓
KRYS
KRYSTAL BIOTECH INC
-$1.8M
0
-100%
清仓
—
TERNS PHARMACEUTICALS INC
-$1.6M
0
-100%
清仓
VKTX
VIKING THERAPEUTICS INC
-$1.6M
0
-100%
清仓
AMLX
AMYLYX PHARMACEUTICALS INC
-$1.4M
0
-100%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$1.3M
374,910
+25%
建仓
TARS
TARSUS PHARMACEUTICALS INC
+$1.1M
40,000
建仓
—
ALX ONCOLOGY HLDGS INC
+$1.0M
167,900
增持
—
POSEIDA THERAPEUTICS INC
-$937.4K
3,607,999
+0%
清仓
—
ADICET BIO INC
-$778.5K
0
-100%
清仓
MLYS
MINERALYS THERAPEUTICS INC
-$735.1K
0
-100%
增持
VYNE
VYNE THERAPEUTICS INC
+$655.6K
467,397
+441%
建仓
—
SOLENO THERAPEUTICS INC
+$612.0K
15,000
增持
—
MORPHIC HLDG INC
-$467.4K
486,306
+0%
清仓
RZLT
REZOLUTE INC
-$387.6K
0
-100%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
-$380.8K
184,662
+0%
增持
—
MERSANA THERAPEUTICS INC
+$330.7K
168,300
+9800%
减持
—
EVOGENE LTD
-$311.1K
3,079,739
-0%
增持
TELA
TELA BIO INC
+$295.3K
1,000,000
+29%
建仓
PCVX
VAXCYTE INC
+$188.8K
2,500
清仓
IMNM
IMMUNOME INC
-$184.8K
0
-100%
增持
VCYT
VERACYTE INC
-$105.6K
282,248
+1%
增持
OLMA
OLEMA PHARMACEUTICALS INC
+$83.7K
546,863
+6%
增持
—
MOLECULAR TEMPLATES INC
-$76.9K
623,838
+76%
增持
—
COMPUGEN LTD
-$58.1K
1,501,113
+50%
清仓
—
AMYLYX PHARMACEUTICALS INC
-$56.8K
0
-100%
减持
—
KALVISTA PHARMACEUTICALS INC
-$48.4K
560,883
-0%