Silverarc Capital Management, LLC
Net seller this quarter
$962M
65
-$91.9M
42.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ASND | $55M | 5.72% | 0.33% | +65.4% | Q4 2020 |
 CELC | $52.4M | 5.45% | 1.02% | +40.0% | Q3 2025 |
 COGT | $49.6M | 5.15% | 0.75% | -2.6% | Q4 2020 |
 URGN | $47.9M | 4.98% | 2.66% | -13.4% | Q3 2023 |
 IMNM | $42.7M | 4.44% | 1.78% | +9.0% | Q1 2024 |
 DNTH | $38M | 3.95% | 0.71% | -40.4% | Q1 2025 |
 RYTM | $34.6M | 3.59% | 0.45% | +1.8% | Q2 2023 |
 ORKA | $33.6M | 3.49% | 0.58% | +133.8% | Q2 2025 |
 GLUE | $26.8M | 2.79% | 1.30% | -44.6% | Q1 2023 |
 SNDX | $26.5M | 2.76% | 1.36% | +36.6% | Q4 2020 |
 ELVN | $24.8M | 2.58% | 0.67% | Not reported | Q2 2025 |
 IMVT | $23.9M | 2.48% | 0.30% | +49.5% | Q4 2020 |
 ERAS | $23.1M | 2.40% | 0.40% | -31.8% | Q3 2021 |
 SGMT | $22.6M | 2.35% | 9.54% | Not reported | Q3 2023 |
 ABVX | $22.6M | 2.35% | 0.22% | -43.9% | Q1 2024 |
 PRAX | $22M | 2.29% | 0.24% | -8.2% | Q3 2022 |
 KOD | $21.3M | 2.21% | 0.87% | -44.9% | Q3 2023 |
 DFTX | $18.8M | 1.96% | 0.30% | New | Q2 2026 |
 VCYT | $18.7M | 1.94% | 0.40% | +77.0% | Q1 2021 |
 GH | $15M | 1.56% | 0.07% | +1.3% | Q4 2020 |
 CCCC | $14.2M | 1.47% | 2.47% | +58.6% | Q1 2024 |
 ZBIO | $12.9M | 1.34% | 0.81% | -55.1% | Q1 2026 |
 TRVI | $12.6M | 1.31% | 0.48% | +32.7% | Q3 2022 |
 HLXC | $12.5M | 1.30% | Not reported | -2.6% | Q1 2026 |
 ALXO | $11.9M | 1.24% | 4.16% | New | Q2 2026 |
 MANE | $11.7M | 1.21% | 0.23% | New | Q2 2026 |
 XENE | $11.3M | 1.17% | 0.19% | -5.5% | Q3 2021 |
 AVLN | $10.9M | 1.13% | 0.75% | New | Q2 2026 |
 BIIB | $10.4M | 1.08% | 0.03% | -5.6% | Q4 2020 |
 ACRS | $10.3M | 1.07% | 1.39% | Not reported | Q1 2021 |
 CERS | $10.1M | 1.05% | 1.73% | +9.3% | Q2 2021 |
 AVTX | $9.25M | 0.96% | 0.95% | Not reported | Q3 2025 |
 BNTC | $9.1M | 0.95% | 1.98% | -5.3% | Q2 2021 |
 PCVX | $8.43M | 0.88% | 0.10% | 0.0% | Q4 2022 |
 WGS | $8.39M | 0.87% | 0.41% | New | Q2 2026 |
 SVRA | $8.35M | 0.87% | 0.66% | -5.3% | Q1 2026 |
 OVID | $8.34M | 0.87% | 1.68% | +210.1% | Q1 2026 |
 ORIC | $8M | 0.83% | 0.71% | -32.8% | Q2 2022 |
 CMPS | $7.12M | 0.74% | 0.37% | +67.8% | Q1 2026 |
 CGEN | $6.81M | 0.71% | 3.37% | -4.0% | Q4 2020 |
 SLDB | $6.68M | 0.69% | 0.64% | Not reported | Q4 2023 |
 IBIO | $6.16M | 0.64% | 6.32% | +1457.7% | Q4 2025 |
 IRON | $6.06M | 0.63% | 0.22% | -57.8% | Q2 2024 |
 ALKS | $5.95M | 0.62% | 0.07% | -75.3% | Q2 2023 |
 SYRE | $5.32M | 0.55% | 0.07% | -67.9% | Q4 2025 |
 ARTV | $5.09M | 0.53% | 2.12% | New | Q2 2026 |
 CTNM | $4.85M | 0.50% | 1.28% | -1.9% | Q3 2025 |
 QURE | $4.84M | 0.50% | 0.15% | Not reported | Q2 2021 |
 RACC | $3.85M | 0.40% | Not reported | New | Q2 2026 |
 ABEO | $3.77M | 0.39% | 1.07% | -5.9% | Q2 2025 |
| Q1 2026 | |||||
| KALV | $57.9M | 5.91% | 5.61% | +18.5% | Q1 2021 |
| DNTH | $54.9M | 5.61% | 1.20% | -12.7% | Q1 2025 |
| COGT | $50.6M | 5.16% | 0.77% | +5.5% | Q4 2020 |
| CELC | $40.9M | 4.17% | 0.74% | -4.6% | Q3 2025 |
| IMNM | $40.5M | 4.13% | 1.63% | +64.3% | Q1 2024 |
| KOD | $37.8M | 3.86% | 1.60% | -3.1% | Q3 2023 |
| NUVL | $36.4M | 3.71% | 11.34% | +14.0% | Q3 2022 |
| ABVX | $33.7M | 3.44% | 0.39% | -28.3% | Q1 2024 |
| GLUE | $32.9M | 3.36% | 2.37% | +94.6% | Q1 2023 |
| ERAS | $30M | 3.06% | 0.60% | +40.6% | Q3 2021 |
| ASND | $28.5M | 2.91% | 0.20% | +153.2% | Q4 2020 |
| URGN | $27M | 2.76% | 3.09% | -13.6% | Q3 2023 |
| RYTM | $26.6M | 2.72% | 0.45% | +125.1% | Q2 2023 |
| PRAX | $23.1M | 2.35% | 0.26% | -13.2% | Q3 2022 |
| ZBIO | $22.2M | 2.27% | 1.82% | New | Q1 2026 |
| SNDX | $20.8M | 2.12% | 1.00% | +38.3% | Q4 2020 |
| CNTA | $18.5M | 1.89% | 0.30% | +1.8% | Q3 2024 |
 SRRK | $16.7M | 1.70% | 0.29% | Not reported | Q4 2020 |
| ALKS | $16.3M | 1.66% | 0.28% | Not reported | Q2 2023 |
| ORIC | $13.9M | 1.42% | 1.06% | -1.5% | Q2 2022 |
| IRON | $12.5M | 1.28% | 0.51% | Not reported | Q2 2024 |
| HLXC | $12.3M | 1.25% | Not reported | New | Q1 2026 |
| XENE | $11.5M | 1.17% | 0.20% | Not reported | Q3 2021 |
 CGON | $11.3M | 1.15% | 0.19% | -53.9% | Q2 2025 |
| IMVT | $10.3M | 1.05% | 0.20% | Not reported | Q4 2020 |
| SYRE | $9.41M | 0.96% | 0.24% | -0.6% | Q4 2025 |
| BIIB | $9.34M | 0.95% | 0.03% | -32.4% | Q4 2020 |
| GH | $9.1M | 0.93% | 0.07% | +7.2% | Q4 2020 |
| PCVX | $8.42M | 0.86% | 0.10% | -2.6% | Q4 2022 |
| SVRA | $7.81M | 0.80% | 0.70% | New | Q1 2026 |
| BNTC | $7.64M | 0.78% | 2.09% | -1.9% | Q2 2021 |
| ORKA | $7.4M | 0.76% | 0.30% | Not reported | Q2 2025 |
| CGEN | $7.06M | 0.72% | 3.51% | -4.7% | Q4 2020 |
| TRVI | $6.1M | 0.62% | 0.40% | -5.6% | Q3 2022 |
 INSM | $5.86M | 0.60% | 0.02% | -49.7% | Q4 2020 |
| VCYT | $5.79M | 0.59% | 0.23% | -49.7% | Q1 2021 |
| CERS | $5.78M | 0.59% | 1.65% | +12.9% | Q2 2021 |
 CLDX | $5.66M | 0.58% | 0.27% | -6.6% | Q4 2020 |
| CCCC | $5.03M | 0.51% | 1.84% | -4.1% | Q1 2024 |
 CYTK | $4.69M | 0.48% | 0.06% | Not reported | Q3 2021 |
 CLYM | $4.69M | 0.48% | 1.43% | Not reported | Q1 2022 |
 CMPX | $4.54M | 0.46% | 0.48% | -18.3% | Q3 2022 |
 SRZN | $4.2M | 0.43% | 1.26% | -8.3% | Q4 2025 |
| CTNM | $3.94M | 0.40% | 1.31% | -1.9% | Q3 2025 |
 ZURA | $3.34M | 0.34% | 0.59% | Not reported | Q2 2023 |
 FULC | $3.22M | 0.33% | 0.63% | +6.4% | Q4 2020 |
| ABEO | $2.91M | 0.30% | 1.14% | +3.4% | Q2 2025 |
 CAMP | $2.88M | 0.29% | 1.26% | Not reported | Q3 2025 |
 ANNX | $2.75M | 0.28% | 0.33% | Not reported | Q2 2023 |
 ELUT | $2.62M | 0.27% | 385.09% | -9.2% | Q1 2024 |
| Q4 2025 | |||||
| ABVX | $56.9M | 7.91% | 0.54% | -21.8% | Q1 2024 |
| COGT | $44.2M | 6.14% | 0.77% | +52.8% | Q4 2020 |
| URGN | $40.7M | 5.66% | 3.60% | +10.2% | Q3 2023 |
| KALV | $39.2M | 5.44% | 4.77% | +78.0% | Q1 2021 |
| CELC | $37.4M | 5.20% | 0.78% | +323.0% | Q3 2025 |
| NUVL | $31.3M | 4.35% | 9.95% | -16.4% | Q3 2022 |
| DNTH | $30.9M | 4.29% | 1.74% | +11.1% | Q1 2025 |
| KOD | $28.6M | 3.97% | 1.66% | +2.3% | Q3 2023 |
| PRAX | $24.3M | 3.38% | 0.33% | +61.0% | Q3 2022 |
| IMNM | $24.2M | 3.36% | 1.00% | Not reported | Q1 2024 |
 GUTS | $21.6M | 3.01% | 6.42% | -7.2% | Q1 2024 |
| GLUE | $16.1M | 2.24% | 1.57% | +48.1% | Q1 2023 |
| VCYT | $15.1M | 2.09% | 0.45% | +51.6% | Q1 2021 |
| CGON | $15M | 2.08% | 0.45% | -43.4% | Q2 2025 |
| RYTM | $14.6M | 2.02% | 0.20% | -63.3% | Q2 2023 |
| SNDX | $13.5M | 1.88% | 0.74% | +38.6% | Q4 2020 |
| BIIB | $13.3M | 1.84% | 0.05% | -6.2% | Q4 2020 |
| INSM | $12.4M | 1.72% | 0.03% | -65.5% | Q4 2020 |
| CNTA | $11.5M | 1.59% | 0.31% | +224.4% | Q3 2024 |
 VRDN | $10.8M | 1.51% | 0.34% | +34.3% | Q1 2021 |
| ASND | $10.5M | 1.46% | 0.08% | -8.1% | Q4 2020 |
 PFE | $10.4M | 1.45% | 0.01% | Not reported | Q2 2025 |
| BNTC | $9.86M | 1.37% | 2.14% | +164.9% | Q2 2021 |
| AVTX | $9.52M | 1.32% | 2.83% | -27.3% | Q3 2025 |
| GH | $9.39M | 1.30% | 0.07% | Not reported | Q4 2020 |
| ORIC | $9.13M | 1.27% | 1.13% | -42.7% | Q2 2022 |
| PCVX | $6.87M | 0.95% | 0.11% | -52.7% | Q4 2022 |
| TRVI | $6.78M | 0.94% | 0.42% | -8.1% | Q3 2022 |
 GOSS | $6.62M | 0.92% | 0.91% | -55.3% | Q4 2022 |
| SYRE | $6.15M | 0.85% | 0.24% | New | Q4 2025 |
 LXEO | $6.13M | 0.85% | 0.85% | -20.7% | Q3 2025 |
 AMLX | $6.12M | 0.85% | 0.46% | -27.7% | Q1 2022 |
| CERS | $5.8M | 0.81% | 1.46% | +3.6% | Q2 2021 |
| CMPX | $5.65M | 0.78% | 0.59% | -62.9% | Q3 2022 |
| SLNO | $5.44M | 0.76% | 0.22% | Not reported | Q4 2020 |
| CGEN | $5.32M | 0.74% | 3.68% | +5.1% | Q4 2020 |
| CLDX | $5.19M | 0.72% | 0.29% | -45.2% | Q4 2020 |
 OLMA | $5.16M | 0.72% | 0.25% | -77.9% | Q2 2023 |
| ERAS | $4.9M | 0.68% | 0.46% | -3.7% | Q3 2021 |
| FULC | $4.46M | 0.62% | 0.59% | Not reported | Q4 2020 |
 AARD | $3.99M | 0.55% | 1.39% | -1.0% | Q1 2025 |
| CCCC | $3.81M | 0.53% | 2.06% | +5.1% | Q1 2024 |
| SRZN | $3.56M | 0.49% | 1.61% | New | Q4 2025 |
| CTNM | $3.52M | 0.49% | 1.33% | +85.1% | Q3 2025 |
 MLYS | $3.45M | 0.48% | 0.12% | +18.7% | Q1 2024 |
 RLAY | $3.37M | 0.47% | 0.23% | Not reported | Q3 2024 |
| ABEO | $3.31M | 0.46% | 1.14% | -36.9% | Q2 2025 |
 TELA | $3.12M | 0.43% | 5.94% | -4.9% | Q1 2023 |
| QURE | $3.02M | 0.42% | 0.20% | -72.3% | Q2 2021 |
 TARS | $2.96M | 0.41% | 0.08% | Not reported | Q2 2024 |
| Q3 2025 | |||||
| ABVX | $45.8M | 6.18% | 0.85% | Not reported | Q1 2024 |
| RYTM | $37.4M | 5.04% | 0.55% | -7.7% | Q2 2023 |
| RNAM | $36.8M | 4.96% | 0.58% | +106.0% | Q4 2022 |
| NUVL | $32.2M | 4.34% | 11.90% | +58.0% | Q3 2022 |
| URGN | $31.5M | 4.24% | 3.37% | -22.0% | Q3 2023 |
| AKRO | $30.6M | 4.12% | 0.80% | -9.8% | Q4 2020 |
| INSM | $29.8M | 4.01% | 0.10% | -17.0% | Q4 2020 |
| DNTH | $26.6M | 3.58% | 1.58% | +604.5% | Q1 2025 |
| QURE | $26.6M | 3.58% | 0.73% | +124.6% | Q2 2021 |
| CGON | $25.7M | 3.47% | 0.82% | +18.0% | Q2 2025 |
| ORIC | $23.4M | 3.15% | 2.00% | +8.2% | Q2 2022 |
| CDTX | $21.2M | 2.85% | 0.75% | +112.5% | Q2 2025 |
| GUTS | $16.9M | 2.27% | 8.02% | +5132.2% | Q1 2024 |
| KALV | $16.6M | 2.24% | 2.70% | -25.6% | Q1 2021 |
| KOD | $16.4M | 2.21% | 1.89% | +149.0% | Q3 2023 |
| GOSS | $12.6M | 1.69% | 2.07% | -7.1% | Q4 2022 |
| COGT | $11.7M | 1.58% | 0.58% | Not reported | Q4 2020 |
| CYTK | $11.6M | 1.56% | 0.18% | Not reported | Q3 2021 |
| PCVX | $11.3M | 1.53% | 0.24% | +9.2% | Q4 2022 |
| BIIB | $11.3M | 1.52% | 0.05% | Not reported | Q4 2020 |
| ASND | $10.6M | 1.44% | 0.09% | -38.1% | Q4 2020 |
| CMPX | $9.92M | 1.34% | 1.60% | +126.8% | Q3 2022 |
| AMLX | $9.51M | 1.28% | 0.64% | Not reported | Q1 2022 |
 VSTM | $9.21M | 1.24% | 1.56% | Not reported | Q4 2020 |
| AVTX | $9.16M | 1.24% | 4.04% | New | Q3 2025 |
| OLMA | $9.14M | 1.23% | 1.36% | Not reported | Q2 2023 |
| CLDX | $9.03M | 1.22% | 0.53% | +75.8% | Q4 2020 |
| SRRK | $8.71M | 1.17% | 0.24% | -31.4% | Q4 2020 |
| VCYT | $8.09M | 1.09% | 0.30% | -47.4% | Q1 2021 |
| SNDX | $7.13M | 0.96% | 0.53% | +15.1% | Q4 2020 |
 RAPP | $6.06M | 0.82% | 0.43% | New | Q3 2025 |
| VRDN | $5.6M | 0.76% | 0.32% | Not reported | Q1 2021 |
| ALKS | $5.42M | 0.73% | 0.11% | Not reported | Q2 2023 |
| TRVI | $5.39M | 0.73% | 0.46% | +9.1% | Q3 2022 |
 BBOT | $5.3M | 0.71% | 0.58% | -25.4% | Q1 2024 |
| ABEO | $5.25M | 0.71% | 1.90% | +8.4% | Q2 2025 |
| LXEO | $5.17M | 0.70% | 1.42% | New | Q3 2025 |
| GLUE | $5.15M | 0.69% | 1.12% | Not reported | Q1 2023 |
| CGEN | $4.87M | 0.66% | 3.54% | +9.1% | Q4 2020 |
 PHVS | $4.59M | 0.62% | 0.34% | Not reported | Q4 2022 |
| CELC | $4.38M | 0.59% | 0.20% | New | Q3 2025 |
| CERS | $4.32M | 0.58% | 1.42% | +9.1% | Q2 2021 |
| CCCC | $4.21M | 0.57% | 2.56% | Not reported | Q1 2024 |
| TELA | $4.15M | 0.56% | 6.90% | +0.1% | Q1 2023 |
| AARD | $4.08M | 0.55% | 1.41% | +7.0% | Q1 2025 |
| BCAX | $3.96M | 0.53% | 0.46% | New | Q3 2025 |
| BNTC | $3.88M | 0.52% | 1.05% | +9.1% | Q2 2021 |
 KNSA | $3.45M | 0.47% | Not reported | +17.1% | Q1 2025 |
| CNTA | $3.43M | 0.46% | 0.11% | +2724.8% | Q3 2024 |
 EYPT | $3.29M | 0.44% | 0.33% | Not reported | Q1 2021 |