SILVERARC CAPITAL MANAGEMENT, LLC

CIK

1816307

Location

BOSTON, MA

Portfolio Value

Small $847,049,215

Diversification

Diversified

Filing Date

Global Rank

#1,953 / 8,605 ▲ 300 · as of Mar 2026

Top Industry

Biotechnology 92.4%

3Y Alpha vs SPY

-6.3%

Period ended 3 months ago

Filed May 14, 2026 · 56d

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.8%

SPY

+76.5%

Annualised alpha

-7.0%

Max drawdown

−56.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

65 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.8%

−1.4 pts

Top 5

28.9%

−2.7 pts

Top 10

49.1%

−2.7 pts

HHI

341

Diversified−16

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	98.5%	$834,765,918	64
Financial Services	1.5%	$12,283,297	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
GLUE	Monte Rosa Therapeutics, Inc.	+972,974	2,002,040	$32,933,558
IMNM	Immunome Inc.	+724,068	1,850,278	$40,465,579
ERAS	Erasca, Inc.	+534,228	1,851,812	$29,962,318
KALV	KalVista Pharmaceuticals, Inc.	+449,289	2,876,407	$57,902,072
CERS	Cerus Corp	+362,164	3,176,547	$5,781,315
SNDX	Syndax Pharmaceuticals Inc	+246,088	888,987	$20,766,736
RYTM	Rhythm Pharmaceuticals, Inc.	+170,050	306,000	$26,612,820
IBIO	iBio, Inc.	+120,000	226,000	$429,400
ASND	Ascendis Pharma A/S	+75,430	124,658	$28,513,024
COGT	Cogent Biosciences, Inc.	+68,935	1,314,189	$50,583,134
NUVL	Nuvalent, Inc.	+43,484	354,914	$36,360,939
FULC	Fulcrum Therapeutics, Inc.	+25,299	419,949	$3,221,008
ABEO	Abeona Therapeutics Inc.	+21,204	648,942	$2,907,260
CNTA	Centessa Pharmaceuticals plc	+8,142	466,345	$18,523,223
GH	Guardant Health, Inc.	+6,600	98,514	$9,099,738
EWTX	Edgewise Therapeutics, Inc.	+563	42,615	$1,342,372
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GUTS	Fractyl Health, Inc.	−8,138,416	1,701,625	$779,344
TELA	TELA Bio, Inc.	−388,200	2,259,312	$1,400,773
AARD	Aardvark Therapeutics, Inc.	−270,255	33,684	$126,988
ADGM	Adagio Medical Holdings, Inc.	−263,412	251,972	$289,767
ELUT	Elutia Inc.	−253,294	2,498,020	$2,622,921
URGN	UroGen Pharma Ltd.	−235,776	1,503,045	$27,024,749
CGON	CG Oncology, Inc.	−194,809	166,349	$11,258,500
CMPX	Compass Therapeutics, Inc.	−192,294	859,049	$4,544,369
VCYT	Veracyte, Inc.	−177,858	179,700	$5,788,137
CGEN	Compugen Ltd	−163,960	3,315,845	$7,062,749
ABVX	Abivax S.A.	−119,663	302,530	$33,686,715
DNTH	Dianthus Therapeutics, Inc. /DE/	−95,390	654,746	$54,946,284
CCCC	C4 Therapeutics, Inc.	−82,439	1,911,785	$5,027,994
INSM	INSMED Inc	−35,406	35,850	$5,862,192
KOD	Kodiak Sciences Inc.	−31,192	991,930	$37,812,371
TRVI	Trevi Therapeutics, Inc.	−30,113	511,127	$6,097,745
BIIB	Biogen Inc.	−24,445	50,967	$9,343,780
CELC	Celcuity Inc.	−17,229	357,903	$40,851,048
ORIC	Oric Pharmaceuticals, Inc.	−16,594	1,100,010	$13,937,126
BNTC	Benitec Biopharma Inc.	−13,992	717,725	$7,643,771
SRZN	Surrozen, Inc./DE	−13,068	144,255	$4,202,148
CLDX	Celldex Therapeutics, Inc.	−12,696	178,378	$5,658,150
PRAX	Praxis Precision Medicines, Inc.	−10,913	71,552	$23,053,338
CTNM	Contineum Therapeutics, Inc.	−5,811	301,729	$3,940,580
PCVX	Vaxcyte, Inc.	−3,806	144,981	$8,424,845
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
ZBIO	Zenas BioPharma, Inc.	1,135,935	$22,207,529
SRRK	Scholar Rock Holding Corp	339,613	$16,695,375
ALKS	Alkermes plc.	460,314	$16,276,703
IRON	Disc Medicine, Inc.	196,028	$12,534,030
HLXC	Helix Acquisition Corp. III	1,208,986	$12,283,297
XENE	Xenon Pharmaceuticals Inc.	197,759	$11,499,685
IMVT	Immunovant, Inc.	414,236	$10,289,622
SVRA	Savara Inc	1,430,982	$7,813,161
ORKA	Oruka Therapeutics, Inc.	150,908	$7,402,037
CYTK	Cytokinetics Inc	71,203	$4,692,989
CLYM	Climb Bio, Inc.	684,908	$4,691,619
ZURA	Zura Bio Ltd	560,651	$3,335,873
CAMP	Camp4 Therapeutics Corp	653,594	$2,882,349
ANNX	Annexon, Inc.	496,461	$2,750,393
CBIO	Crescent Biopharma, Inc.	130,500	$2,397,285
MNPR	Monopar Therapeutics	43,488	$2,382,707
OVID	Ovid Therapeutics Inc.	1,000,000	$2,220,000
CMPS	COMPASS Pathways plc	300,000	$1,659,000
REPL	Replimune Group, Inc.	171,936	$1,315,310
GENB	Generate Biomedicines, Inc.	100,000	$1,250,000
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
VRDN	Viridian Therapeutics, Inc.DE	348,569	$10,847,467
PFE	Pfizer Inc	419,134	$10,436,436
AVTX	Avalo Therapeutics, Inc.	524,436	$9,523,757
GOSS	Gossamer Bio, Inc.	2,135,722	$6,620,738
LXEO	Lexeo Therapeutics, Inc.	617,608	$6,132,847
AMLX	Amylyx Pharmaceuticals, Inc.	506,242	$6,115,403
SLNO	Soleno Therapeutics Inc	117,485	$5,439,555
OLMA	Olema Pharmaceuticals, Inc.	206,280	$5,157,000
MLYS	Mineralys Therapeutics, Inc.	94,983	$3,446,933
RLAY	Relay Therapeutics, Inc.	398,167	$3,368,492
QURE	uniQure N.V.	126,047	$3,016,304
TARS	Tarsus Pharmaceuticals, Inc.	36,124	$2,957,833
KYMR	Kymera Therapeutics, Inc.	34,589	$2,691,370
CTMX	CytomX Therapeutics, Inc.	385,974	$1,644,249
XFOR	X4 Pharmaceuticals, Inc	357,387	$1,429,548
FDMT	4D Molecular Therapeutics, Inc.	100,000	$750,000
RAPP	Rapport Therapeutics, Inc.	9,659	$293,054
PALI	Palisade Bio, Inc.	102,108	$239,953
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 positions · $847,049,215 total · as of Mar 31, 2026

All sectors Financial Services Healthcare

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KALV	KalVista Pharmaceuticals, Inc. Healthcare	Added	2,876,407	+449,289	$57,902,072	+47.7%	6.84%
DNTH	Dianthus Therapeutics, Inc. /DE/ Healthcare	Reduced	654,746	-95,390	$54,946,284	+77.7%	6.49%
COGT	Cogent Biosciences, Inc. Healthcare	Added	1,314,189	+68,935	$50,583,134	+14.4%	5.97%
CELC	Celcuity Inc. Healthcare	Reduced	357,903	-17,229	$40,851,048	+9.2%	4.82%
IMNM	Immunome Inc. Healthcare	Added	1,850,278	+724,068	$40,465,579	+67.3%	4.78%
KOD	Kodiak Sciences Inc. Healthcare	Reduced	991,930	-31,192	$37,812,371	+32.2%	4.46%
NUVL	Nuvalent, Inc. Healthcare	Added	354,914	+43,484	$36,360,939	+16.1%	4.29%
ABVX	Abivax S.A. Healthcare	Reduced	302,530	-119,663	$33,686,715	−40.8%	3.98%
GLUE	Monte Rosa Therapeutics, Inc. Healthcare	Added	2,002,040	+972,974	$32,933,558	+104.1%	3.89%
ERAS	Erasca, Inc. Healthcare	Added	1,851,812	+534,228	$29,962,318	+511.3%	3.54%
ASND	Ascendis Pharma A/S Healthcare	Added	124,658	+75,430	$28,513,024	+171.6%	3.37%
URGN	UroGen Pharma Ltd. Healthcare	Reduced	1,503,045	-235,776	$27,024,749	−33.6%	3.19%
RYTM	Rhythm Pharmaceuticals, Inc. Healthcare	Added	306,000	+170,050	$26,612,820	+82.9%	3.14%
PRAX	Praxis Precision Medicines, Inc. Healthcare	Reduced	71,552	-10,913	$23,053,338	−5.2%	2.72%
ZBIO	Zenas BioPharma, Inc. Healthcare	NEW	1,135,935	NEW	$22,207,529	NEW	2.62%
SNDX	Syndax Pharmaceuticals Inc Healthcare	Added	888,987	+246,088	$20,766,736	+53.7%	2.45%
CNTA	Centessa Pharmaceuticals plc Healthcare	Added	466,345	+8,142	$18,523,223	+61.6%	2.19%
SRRK	Scholar Rock Holding Corp Healthcare	NEW	339,613	NEW	$16,695,375	NEW	1.97%
ALKS	Alkermes plc. Healthcare	NEW	460,314	NEW	$16,276,703	NEW	1.92%
ORIC	Oric Pharmaceuticals, Inc. Healthcare	Reduced	1,100,010	-16,594	$13,937,126	+52.6%	1.65%
IRON	Disc Medicine, Inc. Healthcare	NEW	196,028	NEW	$12,534,030	NEW	1.48%
HLXC	Helix Acquisition Corp. III Financial Services	NEW	1,208,986	NEW	$12,283,297	NEW	1.45%
XENE	Xenon Pharmaceuticals Inc. Healthcare	NEW	197,759	NEW	$11,499,685	NEW	1.36%
CGON	CG Oncology, Inc. Healthcare	Reduced	166,349	-194,809	$11,258,500	−24.9%	1.33%
IMVT	Immunovant, Inc. Healthcare	NEW	414,236	NEW	$10,289,622	NEW	1.21%
SYRE	Spyre Therapeutics, Inc. Healthcare	Reduced	186,618	-1,119	$9,413,011	+53.1%	1.11%
BIIB	Biogen Inc. Healthcare	Reduced	50,967	-24,445	$9,343,780	−29.6%	1.10%
GH	Guardant Health, Inc. Healthcare	Added	98,514	+6,600	$9,099,738	−3.1%	1.07%
PCVX	Vaxcyte, Inc. Healthcare	Reduced	144,981	-3,806	$8,424,845	+22.7%	0.99%
SVRA	Savara Inc Healthcare	NEW	1,430,982	NEW	$7,813,161	NEW	0.92%
BNTC	Benitec Biopharma Inc. Healthcare	Reduced	717,725	-13,992	$7,643,771	−22.4%	0.90%
ORKA	Oruka Therapeutics, Inc. Healthcare	NEW	150,908	NEW	$7,402,037	NEW	0.87%
CGEN	Compugen Ltd Healthcare	Reduced	3,315,845	-163,960	$7,062,749	+32.7%	0.83%
TRVI	Trevi Therapeutics, Inc. Healthcare	Reduced	511,127	-30,113	$6,097,745	−10.0%	0.72%
INSM	INSMED Inc Healthcare	Reduced	35,850	-35,406	$5,862,192	−52.7%	0.69%
VCYT	Veracyte, Inc. Healthcare	Reduced	179,700	-177,858	$5,788,137	−61.5%	0.68%
CERS	Cerus Corp Healthcare	Added	3,176,547	+362,164	$5,781,315	−0.3%	0.68%
CLDX	Celldex Therapeutics, Inc. Healthcare	Reduced	178,378	-12,696	$5,658,150	+9.0%	0.67%
CCCC	C4 Therapeutics, Inc. Healthcare	Reduced	1,911,785	-82,439	$5,027,994	+32.0%	0.59%
CYTK	Cytokinetics Inc Healthcare	NEW	71,203	NEW	$4,692,989	NEW	0.55%
CLYM	Climb Bio, Inc. Healthcare	NEW	684,908	NEW	$4,691,619	NEW	0.55%
CMPX	Compass Therapeutics, Inc. Healthcare	Reduced	859,049	-192,294	$4,544,369	−19.5%	0.54%
SRZN	Surrozen, Inc./DE Healthcare	Reduced	144,255	-13,068	$4,202,148	+18.2%	0.50%
CTNM	Contineum Therapeutics, Inc. Healthcare	Reduced	301,729	-5,811	$3,940,580	+12.1%	0.47%
ZURA	Zura Bio Ltd Healthcare	NEW	560,651	NEW	$3,335,873	NEW	0.39%
FULC	Fulcrum Therapeutics, Inc. Healthcare	Added	419,949	+25,299	$3,221,008	−27.8%	0.38%
ABEO	Abeona Therapeutics Inc. Healthcare	Added	648,942	+21,204	$2,907,260	−12.1%	0.34%
CAMP	Camp4 Therapeutics Corp Healthcare	NEW	653,594	NEW	$2,882,349	NEW	0.34%
ANNX	Annexon, Inc. Healthcare	NEW	496,461	NEW	$2,750,393	NEW	0.32%
ELUT	Elutia Inc. Healthcare	Reduced	2,498,020	-253,294	$2,622,921	+37.6%	0.31%