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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 89 项
建仓 25
增持 16
减持 28
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
—
SPDR SERIES TRUST
+$105.4M
825,000
增持
ERAS
ERASCA INC
+$25.1M
1,851,812
+41%
减持
DNTH
DIANTHUS THERAPEUTICS INC
+$24.0M
654,746
-13%
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
ABVX
ABIVAX SA
-$23.2M
302,530
-28%
建仓
ZBIO
ZENAS BIOPHARMA INC
+$22.2M
1,135,935
减持
GUTS
FRACTYL HEALTH INC
-$20.9M
1,701,625
-83%
增持
—
KALVISTA PHARMACEUTICALS INC
+$18.7M
2,876,407
+19%
增持
—
ASCENDIS PHARMA A/S
+$18.0M
124,658
+153%
增持
GLUE
MONTE ROSA THERAPEUTICS INC
+$16.8M
2,002,040
+95%
建仓
SRRK
SCHOLAR ROCK HLDG CORP
+$16.7M
339,613
建仓
—
ALKERMES PLC
+$16.3M
460,314
增持
IMNM
IMMUNOME INC
+$16.3M
1,850,278
+64%
减持
—
UROGEN PHARMA LTD
-$13.7M
1,503,045
-14%
建仓
IRON
DISC MEDICINE INC
+$12.5M
196,028
建仓
—
HELIX ACQUISITION CORP III
+$12.3M
1,208,986
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$12.1M
306,000
+125%
建仓
XENE
XENON PHARMACEUTICALS INC
+$11.5M
197,759
清仓
VRDN
VIRIDIAN THERAPEUTICS INC
-$10.8M
0
-100%
清仓
PFE
PFIZER INC
-$10.4M
0
-100%
建仓
IMVT
IMMUNOVANT INC
+$10.3M
414,236
清仓
AVTX
AVALO THERAPEUTICS INC
-$9.5M
0
-100%
减持
VCYT
VERACYTE INC
-$9.3M
179,700
-50%
减持
KOD
KODIAK SCIENCES INC
+$9.2M
991,930
-3%
减持
—
UNIQURE NV
-$9.1M
500,000
-31%
建仓
SVRA
SAVARA INC
+$7.8M
1,430,982
建仓
—
SYNDAX PHARMACEUTICALS INC
+$7.5M
320,000
建仓
ORKA
ORUKA THERAPEUTICS INC
+$7.4M
150,908
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$7.3M
888,987
+38%
增持
—
CENTESSA PHARMACEUTICALS PLC
+$7.1M
466,345
+2%
清仓
GOSS
GOSSAMER BIO INC
-$6.6M
0
-100%
减持
INSM
INSMED INC
-$6.5M
35,850
-50%
增持
COGT
COGENT BIOSCIENCES INC
+$6.4M
1,314,189
+6%
建仓
—
CELCUITY INC
+$6.2M
54,500
清仓
LXEO
LEXEO THERAPEUTICS INC
-$6.1M
0
-100%
清仓
AMLX
AMYLYX PHARMACEUTICALS INC
-$6.1M
0
-100%
清仓
—
SOLENO THERAPEUTICS INC
-$5.4M
0
-100%
清仓
OLMA
OLEMA PHARMACEUTICALS INC
-$5.2M
0
-100%
增持
NUVL
NUVALENT INC
+$5.0M
354,914
+14%
减持
ORIC
ORIC PHARMACEUTICALS INC
+$4.8M
1,100,010
-1%
清仓
—
KALVISTA PHARMACEUTICALS INC
-$4.7M
0
-100%
建仓
CYTK
CYTOKINETICS INC
+$4.7M
71,203
建仓
CLYM
CLIMB BIO INC
+$4.7M
684,908
减持
BIIB
BIOGEN INC
-$3.9M
50,967
-32%
减持
AARD
AARDVARK THERAPEUTICS INC
-$3.9M
33,684
-89%
减持
CGON
CG ONCOLOGY INC
-$3.7M
166,349
-54%
清仓
MLYS
MINERALYS THERAPEUTICS INC
-$3.4M
0
-100%
减持
CELC
CELCUITY INC
+$3.4M
357,903
-5%
清仓
RLAY
RELAY THERAPEUTICS INC
-$3.4M
0
-100%
建仓
—
ZURA BIO LTD
+$3.3M
560,651
减持
SYRE
SPYRE THERAPEUTICS INC
+$3.3M
186,618
-1%
清仓
—
UNIQURE NV
-$3.0M
0
-100%
清仓
TARS
TARSUS PHARMACEUTICALS INC
-$3.0M
0
-100%
建仓
CAMP
CAMP4 THERAPEUTICS CORP
+$2.9M
653,594
建仓
ANNX
ANNEXON INC
+$2.8M
496,461
清仓
KYMR
KYMERA THERAPEUTICS INC
-$2.7M
0
-100%
清仓
—
ULTRAGENYX PHARMACEUTICAL IN
-$2.5M
0
-100%
建仓
—
CRESCENT BIOPHARMA INC.
+$2.4M
130,500
建仓
MNPR
MONOPAR THERAPEUTICS INC
+$2.4M
43,488
建仓
OVID
OVID THERAPEUTICS INC
+$2.2M
1,000,000
减持
BNTC
BENITEC BIOPHARMA INC
-$2.2M
717,725
-2%
减持
—
COMPUGEN LTD
+$1.7M
3,315,845
-5%
减持
TELA
TELA BIO INC
-$1.7M
2,259,312
-15%
建仓
CMPS
COMPASS PATHWAYS PLC
+$1.7M
300,000
清仓
CTMX
CYTOMX THERAPEUTICS INC
-$1.6M
0
-100%
建仓
NMRA
NEUMORA THERAPEUTICS INC.
+$1.6M
818,156
减持
PCVX
VAXCYTE INC
+$1.6M
144,981
-3%
清仓
XFOR
X4 PHARMACEUTICALS INC
-$1.4M
0
-100%
建仓
REPL
REPLIMUNE GROUP INC
+$1.3M
171,936
减持
PRAX
PRAXIS PRECISION MEDICINES I
-$1.3M
71,552
-13%
建仓
GENB
GENERATE BIOMEDICINES INC
+$1.3M
100,000
增持
FULC
FULCRUM THERAPEUTICS INC
-$1.2M
419,949
+6%
减持
CCCC
C4 THERAPEUTICS INC
+$1.2M
1,911,785
-4%
减持
CMPX
COMPASS THERAPEUTICS INC
-$1.1M
859,049
-18%
建仓
—
COMPASS THERAPEUTICS INC
+$912.0K
172,400
清仓
FDMT
4D MOLECULAR THERAPEUTICS IN
-$750.0K
0
-100%
减持
ELUT
ELUTIA INC
+$717.1K
2,498,020
-9%
减持
TRVI
TREVI THERAPEUTICS INC
-$678.6K
511,127
-6%
减持
SRZN
SURROZEN INC
+$646.6K
144,255
-8%
减持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$468.6K
178,378
-7%
减持
CTNM
CONTINEUM THERAPEUTICS INC
+$425.4K
301,729
-2%
增持
ABEO
ABEONA THERAPEUTICS INC
-$400.9K
648,942
+3%
增持
EWTX
EDGEWISE THERAPEUTICS INC
+$298.9K
42,615
+1%
清仓
RAPP
RAPPORT THERAPEUTICS INC
-$293.1K
0
-100%
增持
GH
GUARDANT HEALTH INC
-$288.4K
98,514
+7%
减持
ADGM
ADAGIO MED HLDGS INC
-$246.2K
251,972
-51%
清仓
PALI
PALISADE BIO INC
-$240.0K
0
-100%
增持
IBIO
IBIO INC
+$224.8K
226,000
+113%
减持
SION
SIONNA THERAPEUTICS INC
-$125.4K
39,417
-5%
增持
CERS
CERUS CORP
-$16.3K
3,176,547
+13%