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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 81 项
建仓 14
增持 33
减持 12
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
PLRX
PLIANT THERAPEUTICS INC
+$17.3M
1,315,601
增持
—
VERONA PHARMA PLC
+$13.9M
516,014
+48%
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$9.8M
0
-100%
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。
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$9.0M
1,230,400
+225%
增持
KOD
KODIAK SCIENCES INC
+$8.6M
1,000,000
+100%
建仓
SRRK
SCHOLAR ROCK HLDG CORP
+$7.9M
183,243
增持
NUVL
NUVALENT INC
-$6.7M
400,014
+8%
清仓
PTGX
PROTAGONIST THERAPEUTICS INC
-$6.6M
0
-100%
增持
TELA
TELA BIO INC
+$6.4M
3,065,649
+173%
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$6.4M
0
-100%
增持
—
ASCENDIS PHARMA A/S
+$6.3M
51,491
+930%
建仓
—
AKERO THERAPEUTICS INC
+$6.1M
220,000
增持
—
AVIDITY BIOSCIENCES INC
-$6.0M
543,651
+14%
减持
COGT
COGENT BIOSCIENCES INC
-$6.0M
921,137
-25%
清仓
—
ADC THERAPEUTICS SA
-$5.7M
0
-100%
建仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$5.2M
124,388
清仓
—
BIOHAVEN LTD
-$5.0M
0
-100%
减持
GERN
GERON CORP
-$4.9M
920,022
-49%
建仓
TVTX
TRAVERE THERAPEUTICS INC
+$4.8M
277,365
清仓
—
LONGBOARD PHARMACEUTICALS IN
-$4.1M
0
-100%
减持
OLMA
OLEMA PHARMACEUTICALS INC
-$4.1M
233,281
-49%
增持
VCYT
VERACYTE INC
+$3.9M
503,281
+7%
清仓
BIIB
BIOGEN INC
-$3.9M
0
-100%
减持
PCVX
VAXCYTE INC
-$3.6M
40,788
-33%
建仓
INCY
INCYTE CORP
+$3.4M
49,000
清仓
—
MERSANA THERAPEUTICS INC
-$3.3M
0
-100%
减持
ABVX
ABIVAX SA
-$3.2M
285,120
-38%
清仓
SLDB
SOLID BIOSCIENCES INC
-$3.2M
0
-100%
增持
—
MERUS N V
-$3.1M
680,845
+7%
清仓
BNTX
BIONTECH SE
-$3.1M
0
-100%
减持
CCCC
C4 THERAPEUTICS INC
-$3.0M
1,221,131
-6%
清仓
RLAY
RELAY THERAPEUTICS INC
-$3.0M
0
-100%
增持
—
INTRA-CELLULAR THERAPIES INC
+$2.7M
179,085
+7%
清仓
ZVRA
ZEVRA THERAPEUTICS INC
-$2.4M
0
-100%
减持
—
WAVE LIFE SCIENCES LTD
+$2.4M
608,897
-3%
增持
TARS
TARSUS PHARMACEUTICALS INC
+$2.3M
65,955
+65%
建仓
—
SYNDAX PHARMACEUTICALS INC
+$2.3M
172,400
清仓
CATX
PERSPECTIVE THERAPEUTICS INC
-$2.2M
0
-100%
增持
—
AKERO THERAPEUTICS INC
+$2.2M
739,563
+16%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$1.9M
273,896
+7%
建仓
VRDN
VIRIDIAN THERAPEUTICS INC
+$1.9M
100,000
增持
IRON
DISC MEDICINE INC
+$1.9M
110,381
+6%
减持
—
CENTESSA PHARMACEUTICALS PLC
-$1.9M
598,952
-20%
建仓
DCTH
DELCATH SYS INC
+$1.9M
155,325
减持
BIOA
BIOAGE LABS INC
-$1.8M
39,974
-60%
建仓
—
UNIQURE NV
+$1.8M
100,000
增持
ORIC
ORIC PHARMACEUTICALS INC
-$1.8M
1,178,300
+7%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$1.8M
264,560
+82%
增持
PRAX
PRAXIS PRECISION MEDICINES I
+$1.7M
72,516
+8%
建仓
—
KALA BIO INC
+$1.6M
231,070
建仓
—
NEUMORA THERAPEUTICS INC.
+$1.6M
147,200
清仓
XNCR
XENCOR INC
-$1.5M
0
-100%
减持
—
MODULAR MED INC
-$1.5M
1,272,015
-12%
增持
—
KALVISTA PHARMACEUTICALS INC
-$1.5M
612,173
+7%
增持
TRVI
TREVI THERAPEUTICS INC
+$1.4M
734,234
+52%
增持
GPCR
STRUCTURE THERAPEUTICS INC
+$1.0M
152,395
+116%
清仓
—
EVOGENE LTD
-$945.5K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$923.7K
10,000
清仓
—
MOLECULAR TEMPLATES INC
-$876.5K
0
-100%
清仓
—
APPLIED THERAPEUTICS INC
-$850.0K
0
-100%
建仓
RADX
RADIOPHARM THERANOSTICS LTD
+$841.5K
187,406
减持
—
POSEIDA THERAPEUTICS INC
-$828.2K
1,012,307
-73%
清仓
TIL
INSTIL BIO INC
-$708.0K
0
-100%
增持
—
UROGEN PHARMA LTD
+$488.7K
1,120,473
+24%
清仓
BDTX
BLACK DIAMOND THERAPEUTICS I
-$435.0K
0
-100%
增持
ELUT
ELUTIA INC
+$395.2K
1,782,271
+8%
清仓
CRBP
CORBUS PHARMACEUTICALS HLDGS
-$367.2K
0
-100%
减持
—
UNICYCIVE THERAPEUTICS INC
+$343.3K
2,486,709
-38%
增持
INSM
INSMED INC
+$317.0K
372,230
+7%
增持
—
BIODESIX INC
+$289.6K
4,332,281
+22%
增持
—
COMPUGEN LTD
-$231.7K
1,624,377
+8%
清仓
ALGS
ALIGOS THERAPEUTICS INC
-$227.1K
0
-100%
增持
CERS
CERUS CORP
-$157.5K
1,587,228
+6%
清仓
VYNE
VYNE THERAPEUTICS INC
-$144.4K
0
-100%
增持
VXRT
VAXART INC
-$135.4K
1,077,782
+8%
增持
EYPT
EYEPOINT PHARMACEUTICALS INC
+$104.5K
121,274
+21%
增持
—
89BIO INC
+$71.7K
96,511
+5%
增持
—
KARYOPHARM THERAPEUTICS INC
-$60.5K
595,990
+7%
增持
GUTS
FRACTYL HEALTH INC
-$57.2K
176,922
+6%
增持
ERAS
ERASCA INC
-$28.7K
7,543,901
+9%
增持
GOSS
GOSSAMER BIO INC
+$14.5K
6,171,847
+9%