Investor
SILVERARC CAPITAL MANAGEMENT, LLC
CIK 0001816307 · filed 2026-05-14 · SEC filing
13F book
$979.8M
Positions
67
21 new · 18 sold
Largest name
5.9%
Kalvista Pharmaceuticals Inc
Est. mark
$75.8M
Price effect on 46 names still held. Flow $81.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Kalvista Pharmaceuticals Inc | — | 2.88M | $57.9M | 5.9% | $9.66M | Added$18.7M |
| Dianthus Therapeutics Inc | — | 654.7K | $54.9M | 5.6% | $28M | Cut$24M |
| Cogent Biosciences, Inc. | COGT | 1.31M | $50.6M | 5.2% | $3.7M | Added$6.35M |
| Celcuity Inc. | CELC | 357.9K | $40.9M | 4.2% | $5.15M | Cut$3.44M |
| Immunome Inc. | IMNM | 1.85M | $40.5M | 4.1% | $439.2K | Added$16.3M |
| Kodiak Sciences Inc. | KOD | 991.9K | $37.8M | 3.9% | $10.1M | Cut$9.21M |
| Nuvalent Inc | — | 354.9K | $36.4M | 3.7% | $579.3K | Added$5.03M |
| Abivax Sa | — | 302.5K | $33.7M | 3.4% | −$7.11M | Cut−$23.2M |
| Monte Rosa Therapeutics, Inc. | GLUE | 2M | $32.9M | 3.4% | $792.4K | Added$16.8M |
| Erasca, Inc. | ERAS | 1.85M | $30M | 3.1% | $16.4M | Added$25.1M |
| Ascendis Pharma A/S | ASND | 124.7K | $28.5M | 2.9% | $762.5K | Added$18M |
| UroGen Pharma Ltd. | URGN | 1.5M | $27M | 2.8% | −$8.18M | Cut−$13.7M |
| Rhythm Pharmaceuticals, Inc. | RYTM | 306K | $26.6M | 2.7% | −$2.73M | Added$12.1M |
| Praxis Precision Medicines I | — | 71.6K | $23.1M | 2.4% | $1.96M | Cut−$1.25M |
| Zenas BioPharma, Inc. | ZBIO | 1.14M | $22.2M | 2.3% | — | New |
| Syndax Pharmaceuticals Inc | SNDX | 889K | $20.8M | 2.1% | $1.51M | Added$7.26M |
| Centessa Pharmaceuticals Plc | — | 466.3K | $18.5M | 1.9% | $6.74M | Added$7.06M |
| Scholar Rock Hldg Corp | — | 339.6K | $16.7M | 1.7% | — | New |
| Alkermes plc. | ALKS | 460.3K | $16.3M | 1.7% | — | New |
| Oric Pharmaceuticals, Inc. | ORIC | 1.1M | $13.9M | 1.4% | $4.94M | Cut$4.8M |
| Disc Medicine, Inc. | IRON | 196K | $12.5M | 1.3% | — | New |
| Helix Acquisition Corp. III | HLXC | 1.21M | $12.3M | 1.3% | — | New |
| Xenon Pharmaceuticals Inc. | XENE | 197.8K | $11.5M | 1.2% | — | New |
| CG Oncology, Inc. | CGON | 166.3K | $11.3M | 1.1% | $4.35M | Cut−$3.74M |
| Immunovant, Inc. | IMVT | 414.2K | $10.3M | 1.1% | — | New |
| Spyre Therapeutics, Inc. | SYRE | 186.6K | $9.41M | 1.0% | $3.3M | Cut$3.26M |
| Biogen Inc. | BIIB | 51K | $9.34M | 1.0% | $374.1K | Cut−$3.93M |
| Guardant Health, Inc. | GH | 98.5K | $9.1M | 0.9% | −$898K | Added−$288.4K |
| Vaxcyte, Inc. | PCVX | 145K | $8.42M | 0.9% | $1.74M | Cut$1.56M |
| Savara Inc | SVRA | 1.43M | $7.81M | 0.8% | — | New |
| Benitec Biopharma Inc. | BNTC | 717.7K | $7.64M | 0.8% | −$2.02M | Cut−$2.21M |
| Oruka Therapeutics, Inc. | ORKA | 150.9K | $7.4M | 0.8% | — | New |
| Compugen Ltd | CGEN | 3.32M | $7.06M | 0.7% | $1.99M | Cut$1.74M |
| Trevi Therapeutics, Inc. | TRVI | 511.1K | $6.1M | 0.6% | −$301.6K | Cut−$678.6K |
| Insmed Inc | INSM | 35.9K | $5.86M | 0.6% | −$377.1K | Cut−$6.54M |
| Veracyte, Inc. | VCYT | 179.7K | $5.79M | 0.6% | −$1.78M | Cut−$9.27M |
| Cerus Corp | CERS | 3.18M | $5.78M | 0.6% | −$675.5K | Added−$16.3K |
| Celldex Therapeutics Inc New | — | 178.4K | $5.66M | 0.6% | $813.4K | Cut$468.6K |
| C4 Therapeutics, Inc. | CCCC | 1.91M | $5.03M | 0.5% | $1.38M | Cut$1.22M |
| Cytokinetics Inc | CYTK | 71.2K | $4.69M | 0.5% | — | New |
| Climb Bio, Inc. | CLYM | 684.9K | $4.69M | 0.5% | — | New |
| Compass Therapeutics, Inc. | CMPX | 859K | $4.54M | 0.5% | −$68.7K | Cut−$1.1M |
| Surrozen Inc | — | 144.3K | $4.2M | 0.4% | $942K | Cut$646.6K |
| Contineum Therapeutics, Inc. | CTNM | 301.7K | $3.94M | 0.4% | $491.8K | Cut$425.4K |
| Zura Bio Ltd | ZURA | 560.7K | $3.34M | 0.3% | — | New |
| Fulcrum Therapeutics, Inc. | FULC | 419.9K | $3.22M | 0.3% | −$1.44M | Added−$1.24M |
| Abeona Therapeutics Inc. | ABEO | 648.9K | $2.91M | 0.3% | −$495.9K | Added−$400.9K |
| Camp4 Therapeutics Corp | CAMP | 653.6K | $2.88M | 0.3% | — | New |
| Annexon, Inc. | ANNX | 496.5K | $2.75M | 0.3% | — | New |
| Elutia Inc. | ELUT | 2.5M | $2.62M | 0.3% | $892.5K | Cut$717.1K |
| Crescent Biopharma, Inc. | CBIO | 130.5K | $2.4M | 0.2% | — | New |
| Monopar Therapeutics | MNPR | 43.5K | $2.38M | 0.2% | — | New |
| Ovid Therapeutics Inc. | OVID | 1M | $2.22M | 0.2% | — | New |
| NextCure, Inc. | NXTC | 176.1K | $1.88M | 0.2% | −$618K | Held |
| Compass Pathways Plc | CMPS | 300K | $1.66M | 0.2% | — | New |
| Neumora Therapeutics, Inc. | NMRA | 818.2K | $1.6M | 0.2% | — | New |
| Sionna Therapeutics, Inc. | SION | 39.4K | $1.58M | 0.2% | −$41.4K | Cut−$125.4K |
| TELA Bio, Inc. | TELA | 2.26M | $1.4M | 0.1% | −$1.27M | Cut−$1.72M |
| Edgewise Therapeutics, Inc. | EWTX | 42.6K | $1.34M | 0.1% | $281.1K | Added$298.9K |
| Replimune Group, Inc. | REPL | 171.9K | $1.32M | 0.1% | — | New |
| Generate Biomedicines, Inc. | GENB | 100K | $1.25M | 0.1% | — | New |
| Radiopharm Theranostics Ltd | — | 187.4K | $805.8K | 0.1% | −$172.4K | Held |
| Fractyl Health, Inc. | GUTS | 1.7M | $779K | 0.1% | −$2.96M | Cut−$20.9M |
| iBio, Inc. | IBIO | 226K | $429.4K | 0.0% | −$3.18K | Added$224.8K |
| Adagio Med Hldgs Inc | — | 252K | $289.8K | 0.0% | $27.7K | Cut−$246.2K |
| Aardvark Therapeutics, Inc. | AARD | 33.7K | $127K | 0.0% | −$315.1K | Cut−$3.86M |
| Rocket Pharmaceuticals Inc | — | 104.8K | $2.16K | 0.0% | −$388 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.