SILVERARC CAPITAL MANAGEMENT, LLC

CIK: 0001816307Latest portfolio: $720.0M · Q4 2025

Holdings

68

Total Value

$720.0M

New Positions

18

Closed Positions

30

#StockSharesValue% PortfolioChangeType
1
ABVXABIVAX SA
422,193$56.9M7.91%-117,511
2
COGTCOGENT BIOSCIENCES INC
1,245,254$44.2M6.14%+430K
3
URGNUROGEN PHARMA LTD
1,738,821$40.7M5.66%+162K
4
KALVKALVISTA PHARMACEUTICALS INC
2,427,118$39.2M5.44%+1.1M
5
CELCCELCUITY INC
375,132$37.4M5.20%+286K
6
NUVLNUVALENT INC
311,430$31.3M4.35%-60,870
7
DNTHDIANTHUS THERAPEUTICS INC
750,136$30.9M4.29%+75K
8
KODKODIAK SCIENCES INC
1,023,122$28.6M3.97%+23K
9
PRAXPRAXIS PRECISION MEDICINES I
82,465$24.3M3.38%+31K
10
IMNMIMMUNOME INC
1,126,210$24.2M3.36%NEW
11
GUTSFRACTYL HEALTH INC
9,840,041$21.6M3.01%-759,959
12
QUREUNIQURE NV
720,800$17.2M2.40%NEWCall
13
GLUEMONTE ROSA THERAPEUTICS INC
1,029,066$16.1M2.24%+334K
14
VCYTVERACYTE INC
357,558$15.1M2.09%+122K
15
CGONCG ONCOLOGY INC
361,158$15.0M2.08%-277,188
16
RYTMRHYTHM PHARMACEUTICALS INC
135,950$14.6M2.02%-234,046
17
SNDXSYNDAX PHARMACEUTICALS INC
642,899$13.5M1.88%+179K
18
BIIBBIOGEN INC
75,412$13.3M1.84%-5,007
19
IM8NINSMED INC
71,256$12.4M1.72%-135,392
20
CNTACENTESSA PHARMACEUTICALS PLC
458,203$11.5M1.59%+317K
21
VRDNVIRIDIAN THERAPEUTICS INC
348,569$10.8M1.51%+89K
22
ASNDASCENDIS PHARMA A/S
49,228$10.5M1.46%-4,326
23
PFEPFIZER INC
419,134$10.4M1.45%NEW
24
BNTCBENITEC BIOPHARMA INC
731,717$9.9M1.37%+455K
25
AVTXAVALO THERAPEUTICS INC
524,436$9.5M1.32%-196,486

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
KALV2.4M+1.1M
BNTC732K+455K
CNTA458K+317K
SNDX643K+179K
CGEN3.5M+169K
URGN1.7M+162K
CTNM308K+141K
VCYT358K+122K
CERS2.8M+99K
CCCC2.0M+97K

Decreased Positions

NameSharesChange
GOSS2.1M-2643360
CMPX1.1M-1782645
ORIC1.1M-832204
OLMA206K-727261
RARE110K-418200
ABEO628K-367016
QURE126K-328953
CGON361K-277188
RYTM136K-234046
AVTX524K-196486

Sector Breakdown

Healthcare0.0% ($5.693444231407235e+266T)
Unknown0.0% ($124.0B)
Technology0.0% ($2K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$720.0M68
Q3 2025Nov 12, 2025$741.6B82
Q2 2025Aug 14, 2025$542.3B65
Q1 2025May 14, 2025$489.0B69
Q4 2024Feb 14, 2025$457.2B61

Fund Information

CIK0001816307
Most Recent FilingFeb 12, 2026
Number of Filings5

SILVERARC CAPITAL MANAGEMENT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $720.0M across 68 holdings. The largest position is ABIVAX SA (ABVX), representing 7.9% of the portfolio. Compared to the previous quarter, the fund opened 21 new positions and closed 35 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.