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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 85 项
建仓 19
增持 18
减持 25
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
—
MERUS N V
+$20.1M
382,500
建仓
—
SPDR SERIES TRUST
+$16.6M
200,000
建仓
CGON
CG ONCOLOGY INC
+$14.1M
541,034
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
NUVL
NUVALENT INC
-$13.2M
235,583
-46%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
+$12.5M
162,969
+125%
增持
—
UROGEN PHARMA LTD
+$12.4M
2,022,482
+46%
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$12.3M
402,964
-69%
建仓
SRRK
SCHOLAR ROCK HLDG CORP
+$12.1M
341,010
清仓
IRON
DISC MEDICINE INC
-$11.7M
0
-100%
建仓
PCVX
VAXCYTE INC
+$9.4M
287,796
增持
—
89BIO INC
+$9.0M
2,037,087
+35%
减持
—
AKERO THERAPEUTICS INC
+$8.9M
713,811
-1%
清仓
—
WAVE LIFE SCIENCES LTD
-$8.5M
0
-100%
建仓
PFE
PFIZER INC
+$8.3M
344,338
建仓
—
NUVALENT INC
+$7.6M
100,200
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$7.4M
400,772
+19%
清仓
TVTX
TRAVERE THERAPEUTICS INC
-$7.3M
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$7.0M
0
-100%
减持
ERAS
ERASCA INC
-$6.8M
2,569,591
-65%
减持
ORIC
ORIC PHARMACEUTICALS INC
+$6.8M
1,800,829
-13%
减持
VCYT
VERACYTE INC
-$6.7M
448,495
-29%
减持
—
AKERO THERAPEUTICS INC
-$6.0M
25,000
-86%
减持
PRAX
PRAXIS PRECISION MEDICINES I
-$5.9M
10,000
-94%
增持
—
SOLENO THERAPEUTICS INC
+$5.3M
204,591
+23%
建仓
ABEO
ABEONA THERAPEUTICS INC
+$5.2M
917,898
建仓
—
CIDARA THERAPEUTICS INC
+$5.1M
103,943
减持
—
MERUS N V
+$4.9M
741,972
-9%
清仓
TARS
TARSUS PHARMACEUTICALS INC
-$4.2M
0
-100%
清仓
—
ALKERMES PLC
-$4.1M
0
-100%
清仓
OCUL
OCULAR THERAPEUTIX INC
-$4.0M
0
-100%
建仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$3.9M
82,023
清仓
BBIO
BRIDGEBIO PHARMA INC
-$3.8M
0
-100%
清仓
KURA
KURA ONCOLOGY INC
-$3.8M
0
-100%
减持
MLYS
MINERALYS THERAPEUTICS INC
-$3.8M
115,282
-66%
建仓
—
COGENT COMMUNICATIONS HLDGS
+$3.6M
500,000
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$3.4M
0
-100%
清仓
—
BLUEPRINT MEDICINES CORP
-$3.3M
0
-100%
减持
—
CENTESSA PHARMACEUTICALS PLC
-$3.3M
5,000
-98%
清仓
LQDA
LIQUIDIA CORPORATION
-$3.2M
0
-100%
增持
—
ASCENDIS PHARMA A/S
+$3.1M
86,552
+14%
清仓
PTCT
PTC THERAPEUTICS INC
-$3.1M
0
-100%
清仓
—
SOLENO THERAPEUTICS INC
-$3.0M
0
-100%
增持
AARD
AARDVARK THERAPEUTICS INC
+$3.0M
286,807
+140%
增持
—
METSERA INC
+$2.8M
207,581
+84%
建仓
—
HIMS & HERS HEALTH INC
+$2.5M
50,000
减持
—
BIODESIX INC
-$2.3M
1,070,367
-74%
增持
SION
SIONNA THERAPEUTICS INC
+$2.0M
186,015
+63%
增持
TELA
TELA BIO INC
+$2.0M
2,779,795
+0%
建仓
ORKA
ORUKA THERAPEUTICS INC
+$1.9M
165,389
建仓
—
TOURMALINE BIO INC
+$1.7M
109,257
清仓
SLDB
SOLID BIOSCIENCES INC
-$1.7M
0
-100%
减持
DNTH
DIANTHUS THERAPEUTICS INC
-$1.7M
95,806
-50%
增持
CMPX
COMPASS THERAPEUTICS INC
+$1.6M
1,249,781
+43%
建仓
—
CAPRICOR THERAPEUTICS INC
+$1.4M
144,700
清仓
CCCC
C4 THERAPEUTICS INC
-$1.4M
0
-100%
清仓
—
KALA BIO INC
-$1.4M
0
-100%
清仓
—
UNICYCIVE THERAPEUTICS INC
-$1.4M
0
-100%
清仓
ABVX
ABIVAX SA
-$1.3M
0
-100%
增持
ELUT
ELUTIA INC
-$1.3M
2,761,684
+3%
清仓
—
INFLARX NV
-$1.2M
0
-100%
增持
—
COMPUGEN LTD
+$1.2M
3,033,879
+5%
增持
—
KALVISTA PHARMACEUTICALS INC
+$1.1M
1,832,171
+8%
减持
DCTH
DELCATH SYS INC
-$1.0M
103,026
-46%
减持
—
VERONA PHARMA PLC
-$769.7K
358,297
-34%
减持
—
UNIQURE NV
+$667.7K
202,565
-0%
减持
GOSS
GOSSAMER BIO INC
-$622.2K
5,146,782
-19%
减持
INSM
INSMED INC
+$548.4K
249,060
-22%
减持
—
MODULAR MED INC
-$516.0K
710,363
-26%
减持
—
AVIDITY BIOSCIENCES INC
-$497.9K
410,000
-0%
建仓
—
SYNDAX PHARMACEUTICALS INC
+$468.0K
50,000
减持
GPCR
STRUCTURE THERAPEUTICS INC
+$387.2K
175,636
-7%
增持
TRVI
TREVI THERAPEUTICS INC
-$382.2K
539,587
+2%
清仓
XENE
XENON PHARMACEUTICALS INC
-$339.6K
0
-100%
清仓
—
AVADEL PHARMACEUTICALS PLC
-$308.2K
0
-100%
减持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$300.1K
198,441
-4%
增持
BNTC
BENITEC BIOPHARMA INC
-$289.7K
253,234
+1%
建仓
SGMT
SAGIMET BIOSCIENCES INC
+$286.0K
37,539
清仓
VXRT
VAXART INC
-$278.3K
0
-100%
减持
KOD
KODIAK SCIENCES INC
+$258.5K
401,540
-9%
建仓
ELVN
ENLIVEN THERAPEUTICS INC
+$200.6K
10,000
减持
—
KINIKSA PHARMACEUTICALS INTL
+$142.5K
75,959
-14%
增持
—
MERSANA THERAPEUTICS INC
-$137.1K
3,128,421
+1%
增持
CERS
CERUS CORP
+$93.9K
2,488,291
+1%
减持
GUTS
FRACTYL HEALTH INC
+$45.6K
202,590
-15%
建仓
NKTR
NEKTAR THERAPEUTICS
+$8.9K
346