SILVERARC CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
65 positions ·
$847,049,215 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| KALV |
KalVista Pharmaceuticals, Inc.
Healthcare
|
2,876,407 | $57,902,072 | 6.84% | |
| DNTH |
Dianthus Therapeutics, Inc. /DE/
Healthcare
|
654,746 | $54,946,284 | 6.49% | |
| COGT |
Cogent Biosciences, Inc.
Healthcare
|
1,314,189 | $50,583,134 | 5.97% | |
| CELC |
Celcuity Inc.
Healthcare
|
357,903 | $40,851,048 | 4.82% | |
| IMNM |
Immunome Inc.
Healthcare
|
1,850,278 | $40,465,579 | 4.78% | |
| KOD |
Kodiak Sciences Inc.
Healthcare
|
991,930 | $37,812,371 | 4.46% | |
| NUVL |
Nuvalent, Inc.
Healthcare
|
354,914 | $36,360,939 | 4.29% | |
| ABVX |
Abivax S.A.
Healthcare
|
302,530 | $33,686,715 | 3.98% | |
| GLUE |
Monte Rosa Therapeutics, Inc.
Healthcare
|
2,002,040 | $32,933,558 | 3.89% | |
| ERAS |
Erasca, Inc.
Healthcare
|
1,851,812 | $29,962,318 | 3.54% |
Portfolio Trend
22 quarters · across all stocks
Holdings in URGN
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,024,749 | 1,503,045 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $40,723,187 | 1,738,821 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $31,466,795 | 1,577,283 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,708,003 | 2,022,482 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,275,607 | 1,381,158 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,933,037 | 1,120,473 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,444,338 | 901,129 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,491,560 | 1,102,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,628,805 | 508,587 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,881,060 | 525,404 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,129,450 | 508,883 | Shares | Sole | 2023-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||