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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 101 项
建仓 21
增持 18
减持 27
清仓 35
方向
标的
Δ市值
现股数(环比)
清仓
—
AVIDITY BIOSCIENCES INC
-$36.8M
0
-100%
增持
CELC
CELCUITY INC
+$33.0M
375,132
+323%
增持
COGT
COGENT BIOSCIENCES INC
+$32.5M
1,245,254
+53%
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
—
AKERO THERAPEUTICS INC
-$30.6M
0
-100%
清仓
—
UNITED THERAPEUTICS CORP DEL
-$25.1M
0
-100%
建仓
IMNM
IMMUNOME INC
+$24.2M
1,126,210
减持
—
UNIQURE NV
-$23.5M
126,047
-72%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$22.8M
135,950
-63%
增持
—
KALVISTA PHARMACEUTICALS INC
+$22.6M
2,427,118
+78%
增持
PRAX
PRAXIS PRECISION MEDICINES I
+$21.6M
82,465
+61%
清仓
—
CIDARA THERAPEUTICS INC
-$21.2M
0
-100%
减持
INSM
INSMED INC
-$17.4M
71,256
-66%
建仓
—
UNIQURE NV
+$17.2M
720,800
减持
ORIC
ORIC PHARMACEUTICALS INC
-$14.3M
1,116,604
-43%
减持
—
ULTRAGENYX PHARMACEUTICAL IN
-$13.4M
110,000
-79%
增持
KOD
KODIAK SCIENCES INC
+$12.2M
1,023,122
+2%
清仓
CYTK
CYTOKINETICS INC
-$11.6M
0
-100%
减持
ABVX
ABIVAX SA
+$11.1M
422,193
-22%
增持
GLUE
MONTE ROSA THERAPEUTICS INC
+$11.0M
1,029,066
+48%
减持
CGON
CG ONCOLOGY INC
-$10.7M
361,158
-43%
建仓
PFE
PFIZER INC
+$10.4M
419,134
建仓
GH
GUARDANT HEALTH INC
+$9.4M
91,914
增持
—
UROGEN PHARMA LTD
+$9.3M
1,738,821
+10%
清仓
VSTM
VERASTEM INC
-$9.2M
0
-100%
清仓
SRRK
SCHOLAR ROCK HLDG CORP
-$8.7M
0
-100%
增持
—
CENTESSA PHARMACEUTICALS PLC
+$8.0M
458,203
+224%
增持
VCYT
VERACYTE INC
+$7.0M
357,558
+52%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$6.4M
642,899
+39%
建仓
SYRE
SPYRE THERAPEUTICS INC
+$6.2M
187,737
增持
BNTC
BENITEC BIOPHARMA INC
+$6.0M
731,717
+165%
减持
GOSS
GOSSAMER BIO INC
-$5.9M
2,135,722
-55%
减持
RAPP
RAPPORT THERAPEUTICS INC
-$5.8M
9,659
-95%
建仓
—
SOLENO THERAPEUTICS INC
+$5.4M
117,485
清仓
—
ALKERMES PLC
-$5.4M
0
-100%
清仓
BBOT
BRIDGEBIO ONCOLOGY THERAPEUT
-$5.3M
0
-100%
增持
VRDN
VIRIDIAN THERAPEUTICS INC
+$5.2M
348,569
+34%
清仓
—
COGENT BIOSCIENCES INC
-$5.2M
0
-100%
减持
GUTS
FRACTYL HEALTH INC
+$4.8M
9,840,041
-7%
建仓
—
KALVISTA PHARMACEUTICALS INC
+$4.7M
290,600
清仓
—
PHARVARIS N V
-$4.6M
0
-100%
建仓
FULC
FULCRUM THERAPEUTICS INC
+$4.5M
394,650
减持
PCVX
VAXCYTE INC
-$4.5M
148,787
-53%
建仓
—
FULCRUM THERAPEUTICS INC
+$4.4M
391,900
增持
DNTH
DIANTHUS THERAPEUTICS INC
+$4.4M
750,136
+11%
减持
CMPX
COMPASS THERAPEUTICS INC
-$4.3M
1,051,343
-63%
减持
OLMA
OLEMA PHARMACEUTICALS INC
-$4.0M
206,280
-78%
清仓
BCAX
BICARA THERAPEUTICS INC
-$4.0M
0
-100%
减持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$3.8M
191,074
-45%
建仓
SRZN
SURROZEN INC
+$3.6M
157,323
清仓
—
KINIKSA PHARMACEUTICALS INTL
-$3.5M
0
-100%
减持
AMLX
AMYLYX PHARMACEUTICALS INC
-$3.4M
506,242
-28%
建仓
RLAY
RELAY THERAPEUTICS INC
+$3.4M
398,167
清仓
EYPT
EYEPOINT PHARMACEUTICALS INC
-$3.3M
0
-100%
清仓
—
ZURA BIO LTD
-$3.1M
0
-100%
建仓
TARS
TARSUS PHARMACEUTICALS INC
+$3.0M
36,124
建仓
KYMR
KYMERA THERAPEUTICS INC
+$2.7M
34,589
建仓
NXTC
NEXTCURE INC
+$2.5M
176,057
清仓
DCTH
DELCATH SYS INC
-$2.2M
0
-100%
清仓
CRNX
CRINETICS PHARMACEUTICALS IN
-$2.1M
0
-100%
减持
BIIB
BIOGEN INC
+$2.0M
75,412
-6%
清仓
CAMP
CAMP4 THERAPEUTICS CORP
-$2.0M
0
-100%
减持
ABEO
ABEONA THERAPEUTICS INC
-$1.9M
627,738
-37%
减持
ERAS
ERASCA INC
+$1.9M
1,317,584
-4%
建仓
CTMX
CYTOMX THERAPEUTICS INC
+$1.6M
385,974
增持
CTNM
CONTINEUM THERAPEUTICS INC
+$1.6M
307,540
+85%
减持
SION
SIONNA THERAPEUTICS INC
-$1.5M
41,460
-62%
增持
CERS
CERUS CORP
+$1.5M
2,814,383
+4%
建仓
XFOR
X4 PHARMACEUTICALS INC
+$1.4M
357,387
减持
TRVI
TREVI THERAPEUTICS INC
+$1.4M
541,240
-8%
清仓
DYN
DYNE THERAPEUTICS INC
-$1.3M
0
-100%
清仓
LBRX
LB PHARMACEUTICALS INC
-$1.1M
0
-100%
建仓
EWTX
EDGEWISE THERAPEUTICS INC
+$1.0M
42,052
清仓
—
CAPRICOR THERAPEUTICS INC
-$1.0M
0
-100%
清仓
—
MERSANA THERAPEUTICS INC
-$1.0M
0
-100%
减持
TELA
TELA BIO INC
-$1.0M
2,647,512
-5%
减持
LXEO
LEXEO THERAPEUTICS INC
+$962.9K
617,608
-21%
清仓
—
ATYR PHARMA INC
-$901.3K
0
-100%
减持
NUVL
NUVALENT INC
-$869.8K
311,430
-16%
清仓
IMVT
IMMUNOVANT INC
-$806.0K
0
-100%
清仓
—
ARCTURUS THERAPEUTICS HLDGS
-$774.1K
0
-100%
清仓
—
SYNDAX PHARMACEUTICALS INC
-$769.5K
0
-100%
清仓
—
ULTRAGENYX PHARMACEUTICAL IN
-$752.0K
0
-100%
建仓
FDMT
4D MOLECULAR THERAPEUTICS IN
+$750.0K
100,000
减持
ELUT
ELUTIA INC
-$632.1K
2,751,314
-3%
建仓
ADGM
ADAGIO MED HLDGS INC
+$536.0K
515,384
清仓
—
MOONLAKE IMMUNOTHERAPEUTICS
-$466.1K
0
-100%
增持
—
COMPUGEN LTD
+$456.7K
3,479,805
+5%
清仓
—
MODULAR MED INC
-$447.5K
0
-100%
增持
MLYS
MINERALYS THERAPEUTICS INC
+$413.3K
94,983
+19%
增持
CCCC
C4 THERAPEUTICS INC
-$403.2K
1,994,224
+5%
清仓
BDSX
BIODESIX INC
-$374.5K
0
-100%
减持
AVTX
AVALO THERAPEUTICS INC
+$360.8K
524,436
-27%
清仓
MBX
MBX BIOSCIENCES INC
-$262.5K
0
-100%
建仓
PALI
PALISADE BIO INC
+$240.0K
102,108
清仓
ELVN
ENLIVEN THERAPEUTICS INC
-$218.5K
0
-100%
清仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$215.1K
0
-100%
建仓
IBIO
IBIO INC
+$204.6K
106,000
减持
—
ASCENDIS PHARMA A/S
-$149.7K
49,228
-8%
减持
AARD
AARDVARK THERAPEUTICS INC
-$89.7K
303,939
-1%
清仓
ARCT
ARCTURUS THERAPEUTICS HLDGS
-$63.5K
0
-100%
清仓
NKTR
NEKTAR THERAPEUTICS
-$20.8K
0
-100%