Silverarc Capital Management, Llc Portfolio Stock Holdings
Silverarc Capital Management, Llc disclosed 67 stock positions valued at approximately $848.6 million in its latest SEC 13F filing. The largest holdings include KALVISTA PHARMACEUTICALS INC, DIANTHUS THERAPEUTICS INC, and COGENT BIOSCIENCES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 67
- Portfolio Value
- $848.6M
Holdings by Sector
Silverarc Capital Management, Llc Portfolio Holdings in Q1 2026
54 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| KALVISTA PHARMACEUTICALS INC | KALV | Healthcare | 6.82% | 2,876,407 | +449,289 | +18.51% | $57,902,073 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 6.47% | 654,746 | -95,390 | -12.72% | $54,946,284 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 5.96% | 1,314,189 | +68,935 | +5.54% | $50,583,135 |
| CELCUITY INC | CELC | Healthcare | 4.81% | 357,903 | -17,229 | -4.59% | $40,851,048 |
| IMMUNOME INC | IMNM | Healthcare | 4.77% | 1,850,278 | +724,068 | +64.29% | $40,465,580 |
| KODIAK SCIENCES INC | KOD | Healthcare | 4.46% | 991,930 | -31,192 | -3.05% | $37,812,372 |
| NUVALENT INC | NUVL | Healthcare | 4.28% | 354,914 | +43,484 | +13.96% | $36,360,939 |
| ABIVAX SA | ABVX | Healthcare | 3.97% | 302,530 | -119,663 | -28.34% | $33,686,716 |
| MONTE ROSA THERAPEUTICS INC | GLUE | Healthcare | 3.88% | 2,002,040 | +972,974 | +94.55% | $32,933,558 |
| ERASCA INC | ERAS | Healthcare | 3.53% | 1,851,812 | +534,228 | +40.55% | $29,962,318 |
| ASCENDIS PHARMA A/S | ASND | Healthcare | 3.36% | 124,658 | +75,430 | +153.23% | $28,513,024 |
| RHYTHM PHARMACEUTICALS INC | RYTM | Healthcare | 3.14% | 306,000 | +170,050 | +125.08% | $26,612,820 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 2.72% | 71,552 | -10,913 | -13.23% | $23,053,339 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 2.45% | 888,987 | +246,088 | +38.28% | $20,766,736 |
| CENTESSA PHARMACEUTICALS PLC | CNTA | Healthcare | 2.18% | 466,345 | +8,142 | +1.78% | $18,523,223 |
| SCHOLAR ROCK HLDG CORP | SRRK | Healthcare | 1.97% | 339,613 | +339,613 | +100.00% | $16,695,375 |
| ALKERMES PLC | G01767105 | Other | 1.92% | 460,314 | +460,314 | +100.00% | $16,276,703 |
| ORIC PHARMACEUTICALS INC | ORIC | Healthcare | 1.64% | 1,100,010 | -16,594 | -1.49% | $13,937,127 |
| DISC MEDICINE INC | IRON | Healthcare | 1.48% | 196,028 | +196,028 | +100.00% | $12,534,030 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 1.36% | 197,759 | +197,759 | +100.00% | $11,499,686 |
| CG ONCOLOGY INC | CGON | Healthcare | 1.33% | 166,349 | -194,809 | -53.94% | $11,258,500 |
| IMMUNOVANT INC | IMVT | Healthcare | 1.21% | 414,236 | +414,236 | +100.00% | $10,289,622 |
| SPYRE THERAPEUTICS INC | SYRE | Healthcare | 1.11% | 186,618 | -1,119 | -0.60% | $9,413,012 |
| BIOGEN INC | BIIB | Healthcare | 1.10% | 50,967 | -24,445 | -32.42% | $9,343,780 |
| GUARDANT HEALTH INC | GH | Healthcare | 1.07% | 98,514 | +6,600 | +7.18% | $9,099,738 |
| VAXCYTE INC | PCVX | Healthcare | 0.99% | 144,981 | -3,806 | -2.56% | $8,424,846 |
| SAVARA INC | SVRA | Healthcare | 0.92% | 1,430,982 | +1,430,982 | +100.00% | $7,813,162 |
| BENITEC BIOPHARMA INC | BNTC | Healthcare | 0.90% | 717,725 | -13,992 | -1.91% | $7,643,771 |
| COMPUGEN LTD | CGEN | Other | 0.83% | 3,315,845 | -163,960 | -4.71% | $7,062,750 |
| TREVI THERAPEUTICS INC | TRVI | Healthcare | 0.72% | 511,127 | -30,113 | -5.56% | $6,097,745 |
| INSMED INC | INSM | Healthcare | 0.69% | 35,850 | -35,406 | -49.69% | $5,862,192 |
| VERACYTE INC | VCYT | Healthcare | 0.68% | 179,700 | -177,858 | -49.74% | $5,788,137 |
| CERUS CORP | CERS | Healthcare | 0.68% | 3,176,547 | +362,164 | +12.87% | $5,781,316 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 0.67% | 178,378 | -12,696 | -6.64% | $5,658,150 |
| C4 THERAPEUTICS INC | CCCC | Healthcare | 0.59% | 1,911,785 | -82,439 | -4.13% | $5,027,995 |
| CYTOKINETICS INC | CYTK | Healthcare | 0.55% | 71,203 | +71,203 | +100.00% | $4,692,990 |
| CLIMB BIO INC | ELYM | Other | 0.55% | 684,908 | +684,908 | +100.00% | $4,691,620 |
| COMPASS THERAPEUTICS INC | CMPX | Healthcare | 0.54% | 859,049 | -192,294 | -18.29% | $4,544,369 |
| SURROZEN INC | SRZN | Healthcare | 0.50% | 144,255 | -13,068 | -8.31% | $4,202,148 |
| CONTINEUM THERAPEUTICS INC | CTNM | Healthcare | 0.46% | 301,729 | -5,811 | -1.89% | $3,940,581 |
| FULCRUM THERAPEUTICS INC | FULC | Healthcare | 0.38% | 419,949 | +25,299 | +6.41% | $3,221,009 |
| ABEONA THERAPEUTICS INC | ABEO | Healthcare | 0.34% | 648,942 | +21,204 | +3.38% | $2,907,260 |
| ANNEXON INC | ANNX | Healthcare | 0.32% | 496,461 | +496,461 | +100.00% | $2,750,394 |
| ELUTIA INC | ELUT | Healthcare | 0.31% | 2,498,020 | -253,294 | -9.21% | $2,622,921 |
| OVID THERAPEUTICS INC | OVID | Healthcare | 0.26% | 1,000,000 | +1,000,000 | +100.00% | $2,220,000 |
| COMPASS PATHWAYS PLC | CMPS | Healthcare | 0.20% | 300,000 | +300,000 | +100.00% | $1,659,000 |
| NEUMORA THERAPEUTICS INC. | NMRA | Healthcare | 0.19% | 818,156 | +818,156 | +100.00% | $1,595,404 |
| SIONNA THERAPEUTICS INC | SION | Other | 0.19% | 39,417 | -2,043 | -4.93% | $1,580,228 |
| TELA BIO INC | TELA | Healthcare | 0.17% | 2,259,312 | -388,200 | -14.66% | $1,400,773 |
| EDGEWISE THERAPEUTICS INC | EWTX | Healthcare | 0.16% | 42,615 | +563 | +1.34% | $1,342,373 |
| REPLIMUNE GROUP INC | REPL | Healthcare | 0.15% | 171,936 | +171,936 | +100.00% | $1,315,310 |
| FRACTYL HEALTH INC | GUTS | Healthcare | 0.09% | 1,701,625 | -8,138,416 | -82.71% | $779,004 |
| IBIO INC | IBIO | Healthcare | 0.05% | 226,000 | +120,000 | +113.21% | $429,400 |
| ROCKET PHARMACEUTICALS INC | RCKTW | Other | 0.00% | 104,828 | - | - | $2,159 |