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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 98 项
建仓 37
增持 27
减持 14
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
ABVX
ABIVAX SA
+$45.8M
539,704
清仓
—
MERUS N V
-$39.0M
0
-100%
清仓
—
VERONA PHARMA PLC
-$33.9M
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
—
AVIDITY BIOSCIENCES INC
+$25.2M
844,633
+106%
建仓
—
UNITED THERAPEUTICS CORP DEL
+$25.1M
59,900
增持
DNTH
DIANTHUS THERAPEUTICS INC
+$24.8M
674,966
+605%
增持
—
UNIQURE NV
+$23.7M
455,000
+125%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$20.5M
0
-100%
清仓
—
MERUS N V
-$20.1M
0
-100%
清仓
—
89BIO INC
-$20.0M
0
-100%
清仓
—
SOLENO THERAPEUTICS INC
-$17.1M
0
-100%
清仓
—
SPDR SERIES TRUST
-$16.6M
0
-100%
增持
GUTS
FRACTYL HEALTH INC
+$16.5M
10,600,000
+5132%
增持
—
CIDARA THERAPEUTICS INC
+$16.1M
220,902
+113%
建仓
—
ULTRAGENYX PHARMACEUTICAL IN
+$15.9M
528,200
增持
KOD
KODIAK SCIENCES INC
+$14.9M
1,000,000
+149%
增持
NUVL
NUVALENT INC
+$14.2M
372,300
+58%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
+$12.0M
369,996
-8%
建仓
COGT
COGENT BIOSCIENCES INC
+$11.7M
815,075
增持
CGON
CG ONCOLOGY INC
+$11.6M
638,346
+18%
建仓
CYTK
CYTOKINETICS INC
+$11.6M
211,000
建仓
BIIB
BIOGEN INC
+$11.3M
80,419
建仓
AMLX
AMYLYX PHARMACEUTICALS INC
+$9.5M
700,000
建仓
VSTM
VERASTEM INC
+$9.2M
1,042,757
建仓
AVTX
AVALO THERAPEUTICS INC
+$9.2M
720,922
建仓
OLMA
OLEMA PHARMACEUTICALS INC
+$9.1M
933,541
清仓
PFE
PFIZER INC
-$8.3M
0
-100%
清仓
—
NUVALENT INC
-$7.6M
0
-100%
减持
—
AKERO THERAPEUTICS INC
-$7.5M
643,636
-10%
增持
CMPX
COMPASS THERAPEUTICS INC
+$6.7M
2,833,988
+127%
清仓
—
HELIX ACQUISITION CORP II
-$6.5M
0
-100%
减持
GOSS
GOSSAMER BIO INC
+$6.2M
4,779,082
-7%
建仓
RAPP
RAPPORT THERAPEUTICS INC
+$6.1M
203,946
清仓
—
METSERA INC
-$5.9M
0
-100%
建仓
VRDN
VIRIDIAN THERAPEUTICS INC
+$5.6M
259,509
建仓
—
ALKERMES PLC
+$5.4M
180,513
建仓
BBOT
BRIDGEBIO ONCOLOGY THERAPEUT
+$5.3M
457,414
建仓
LXEO
LEXEO THERAPEUTICS INC
+$5.2M
778,611
建仓
—
COGENT BIOSCIENCES INC
+$5.2M
360,000
建仓
GLUE
MONTE ROSA THERAPEUTICS INC
+$5.1M
694,942
增持
ORIC
ORIC PHARMACEUTICALS INC
+$5.1M
1,948,808
+8%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$5.0M
348,922
+76%
减持
INSM
INSMED INC
+$4.7M
206,648
-17%
建仓
—
PHARVARIS N V
+$4.6M
183,903
建仓
CELC
CELCUITY INC
+$4.4M
88,686
减持
—
ASCENDIS PHARMA A/S
-$4.3M
53,554
-38%
建仓
CCCC
C4 THERAPEUTICS INC
+$4.2M
1,897,383
减持
—
KALVISTA PHARMACEUTICALS INC
-$4.1M
1,363,378
-26%
减持
VCYT
VERACYTE INC
-$4.0M
235,791
-47%
建仓
BCAX
BICARA THERAPEUTICS INC
+$4.0M
250,606
减持
—
UROGEN PHARMA LTD
+$3.8M
1,577,283
-22%
减持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$3.7M
30,000
-63%
清仓
GPCR
STRUCTURE THERAPEUTICS INC
-$3.6M
0
-100%
清仓
—
COGENT COMMUNICATIONS HLDGS
-$3.6M
0
-100%
减持
SRRK
SCHOLAR ROCK HLDG CORP
-$3.4M
233,920
-31%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$3.4M
463,708
+15%
增持
—
CENTESSA PHARMACEUTICALS PLC
+$3.4M
141,238
+2725%
建仓
EYPT
EYEPOINT PHARMACEUTICALS INC
+$3.3M
230,837
建仓
—
ZURA BIO LTD
+$3.1M
720,452
增持
ELUT
ELUTIA INC
-$2.9M
2,850,987
+3%
清仓
—
HIMS & HERS HEALTH INC
-$2.5M
0
-100%
增持
TRVI
TREVI THERAPEUTICS INC
+$2.4M
588,789
+9%
增持
PRAX
PRAXIS PRECISION MEDICINES I
+$2.3M
51,210
+412%
建仓
CRNX
CRINETICS PHARMACEUTICALS IN
+$2.1M
50,000
增持
PCVX
VAXCYTE INC
+$2.0M
314,339
+9%
建仓
CAMP
CAMP4 THERAPEUTICS CORP
+$2.0M
653,594
建仓
CTNM
CONTINEUM THERAPEUTICS INC
+$2.0M
166,161
清仓
ORKA
ORUKA THERAPEUTICS INC
-$1.9M
0
-100%
清仓
—
TOURMALINE BIO INC
-$1.7M
0
-100%
减持
MLYS
MINERALYS THERAPEUTICS INC
+$1.5M
80,000
-31%
增持
—
KINIKSA PHARMACEUTICALS INTL
+$1.4M
88,910
+17%
清仓
—
AKERO THERAPEUTICS INC
-$1.3M
0
-100%
建仓
DYN
DYNE THERAPEUTICS INC
+$1.3M
100,000
增持
TELA
TELA BIO INC
-$1.2M
2,782,923
+0%
建仓
LBRX
LB PHARMACEUTICALS INC
+$1.1M
70,000
建仓
—
MERSANA THERAPEUTICS INC
+$1.0M
133,636
清仓
—
MERSANA THERAPEUTICS INC
-$926.0K
0
-100%
增持
BNTC
BENITEC BIOPHARMA INC
+$913.2K
276,267
+9%
建仓
—
ATYR PHARMA INC
+$901.3K
1,250,000
增持
CERS
CERUS CORP
+$809.6K
2,715,786
+9%
建仓
IMVT
IMMUNOVANT INC
+$806.0K
50,000
增持
DCTH
DELCATH SYS INC
+$785.2K
203,386
+97%
建仓
—
ARCTURUS THERAPEUTICS HLDGS
+$774.1K
42,000
建仓
—
ULTRAGENYX PHARMACEUTICAL IN
+$752.0K
25,000
增持
—
COMPUGEN LTD
-$532.9K
3,311,165
+9%
建仓
—
MOONLAKE IMMUNOTHERAPEUTICS
+$466.1K
65,000
建仓
BDSX
BIODESIX INC
+$374.5K
49,607
清仓
—
BIODESIX INC
-$302.1K
0
-100%
清仓
SGMT
SAGIMET BIOSCIENCES INC
-$286.0K
0
-100%
减持
ERAS
ERASCA INC
-$281.0K
1,368,075
-47%
建仓
MBX
MBX BIOSCIENCES INC
+$262.5K
15,000
增持
AARD
AARDVARK THERAPEUTICS INC
+$201.2K
306,912
+7%
减持
—
MODULAR MED INC
-$81.7K
639,531
-10%
建仓
ARCT
ARCTURUS THERAPEUTICS HLDGS
+$63.5K
3,445
增持
ABEO
ABEONA THERAPEUTICS INC
+$38.6K
994,754
+8%
减持
SION
SIONNA THERAPEUTICS INC
-$27.5K
108,801
-42%
增持
ELVN
ENLIVEN THERAPEUTICS INC
+$17.9K
10,675
+7%
增持
NKTR
NEKTAR THERAPEUTICS
+$11.8K
365
+5%