SILVERARC CAPITAL MANAGEMENT, LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$720.0B
Holdings
68
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ABVXABIVAX SA | 422,193 | $56.9B | 7.91% | |
| 2 | COGTCOGENT BIOSCIENCES INC | 1,245,254 | $44.2B | 6.14% | |
| 3 | URGNUROGEN PHARMA LTD | 1,738,821 | $40.7B | 5.66% | |
| 4 | KALVKALVISTA PHARMACEUTICALS INC | 2,427,118 | $39.2B | 5.44% | |
| 5 | CELCCELCUITY INC | 375,132 | $37.4B | 5.20% | |
| 6 | NUVLNUVALENT INC | 311,430 | $31.3B | 4.35% | |
| 7 | DNTHDIANTHUS THERAPEUTICS INC | 750,136 | $30.9B | 4.29% | |
| 8 | KODKODIAK SCIENCES INC | 1,023,122 | $28.6B | 3.97% | |
| 9 | PRAXPRAXIS PRECISION MEDICINES I | 82,465 | $24.3B | 3.38% | |
| 10 | IMNMIMMUNOME INC | 1,126,210 | $24.2B | 3.36% | |
| 11 | GUTSFRACTYL HEALTH INC | 9,840,041 | $21.6B | 3.01% | |
| 12 | QUREUNIQURE NV | 720,800 | $17.2B | 2.40% | Call |
| 13 | GLUEMONTE ROSA THERAPEUTICS INC | 1,029,066 | $16.1B | 2.24% | |
| 14 | VCYTVERACYTE INC | 357,558 | $15.1B | 2.09% | |
| 15 | CGONCG ONCOLOGY INC | 361,158 | $15.0B | 2.08% | |
| 16 | RYTMRHYTHM PHARMACEUTICALS INC | 135,950 | $14.6B | 2.02% | |
| 17 | SNDXSYNDAX PHARMACEUTICALS INC | 642,899 | $13.5B | 1.88% | |
| 18 | BIIBBIOGEN INC | 75,412 | $13.3B | 1.84% | |
| 19 | IM8NINSMED INC | 71,256 | $12.4B | 1.72% | |
| 20 | CNTACENTESSA PHARMACEUTICALS PLC | 458,203 | $11.5B | 1.59% | |
| 21 | VRDNVIRIDIAN THERAPEUTICS INC | 348,569 | $10.8B | 1.51% | |
| 22 | ASNDASCENDIS PHARMA A/S | 49,228 | $10.5B | 1.46% | |
| 23 | PFEPFIZER INC | 419,134 | $10.4B | 1.45% | |
| 24 | BNTCBENITEC BIOPHARMA INC | 731,717 | $9.9B | 1.37% | |
| 25 | AVTXAVALO THERAPEUTICS INC | 524,436 | $9.5B | 1.32% | |
| 26 | GHGUARDANT HEALTH INC | 91,914 | $9.4B | 1.30% | |
| 27 | ORICORIC PHARMACEUTICALS INC | 1,116,604 | $9.1B | 1.27% | |
| 28 | PCVXVAXCYTE INC | 148,787 | $6.9B | 0.95% | |
| 29 | TRVITREVI THERAPEUTICS INC | 541,240 | $6.8B | 0.94% | |
| 30 | GOSSGOSSAMER BIO INC | 2,135,722 | $6.6B | 0.92% | |
| 31 | SYRESPYRE THERAPEUTICS INC | 187,737 | $6.2B | 0.85% | |
| 32 | LXEOLEXEO THERAPEUTICS INC | 617,608 | $6.1B | 0.85% | |
| 33 | AMLXAMYLYX PHARMACEUTICALS INC | 506,242 | $6.1B | 0.85% | |
| 34 | CERSCERUS CORP | 2,814,383 | $5.8B | 0.81% | |
| 35 | CMPXCOMPASS THERAPEUTICS INC | 1,051,343 | $5.6B | 0.78% | |
| 36 | SLNOSOLENO THERAPEUTICS INC | 117,485 | $5.4B | 0.76% | |
| 37 | CGENCOMPUGEN LTD | 3,479,805 | $5.3B | 0.74% | |
| 38 | TCE2CELLDEX THERAPEUTICS INC NEW | 191,074 | $5.2B | 0.72% | |
| 39 | OLMAOLEMA PHARMACEUTICALS INC | 206,280 | $5.2B | 0.72% | |
| 40 | ERASERASCA INC | 1,317,584 | $4.9B | 0.68% | |
| 41 | KALVKALVISTA PHARMACEUTICALS INC | 290,600 | $4.7B | 0.65% | Call |
| 42 | FULCFULCRUM THERAPEUTICS INC | 394,650 | $4.5B | 0.62% | |
| 43 | FULCFULCRUM THERAPEUTICS INC | 391,900 | $4.4B | 0.62% | Call |
| 44 | AARDAARDVARK THERAPEUTICS INC | 303,939 | $4.0B | 0.55% | |
| 45 | CCCCC4 THERAPEUTICS INC | 1,994,224 | $3.8B | 0.53% | |
| 46 | SRZNSURROZEN INC | 157,323 | $3.6B | 0.49% | |
| 47 | CTNMCONTINEUM THERAPEUTICS INC | 307,540 | $3.5B | 0.49% | |
| 48 | MLYSMINERALYS THERAPEUTICS INC | 94,983 | $3.4B | 0.48% | |
| 49 | RLAYRELAY THERAPEUTICS INC | 398,167 | $3.4B | 0.47% | |
| 50 | ABEOABEONA THERAPEUTICS INC | 627,738 | $3.3B | 0.46% | |
| 51 | TELATELA BIO INC | 2,647,512 | $3.1B | 0.43% | |
| 52 | QUREUNIQURE NV | 126,047 | $3.0B | 0.42% | |
| 53 | TARSTARSUS PHARMACEUTICALS INC | 36,124 | $3.0B | 0.41% | |
| 54 | KYMRKYMERA THERAPEUTICS INC | 34,589 | $2.7B | 0.37% | |
| 55 | RAREULTRAGENYX PHARMACEUTICAL IN | 110,000 | $2.5B | 0.35% | Call |
| 56 | NXTCNEXTCURE INC | 176,057 | $2.5B | 0.35% | |
| 57 | ELUTELUTIA INC | 2,751,314 | $1.9B | 0.26% | |
| 58 | SIONSIONNA THERAPEUTICS INC | 41,460 | $1.7B | 0.24% | |
| 59 | CTMXCYTOMX THERAPEUTICS INC | 385,974 | $1.6B | 0.23% | |
| 60 | XFORX4 PHARMACEUTICALS INC | 357,387 | $1.4B | 0.20% | |
| 61 | EWTXEDGEWISE THERAPEUTICS INC | 42,052 | $1.0B | 0.14% | |
| 62 | RADXRADIOPHARM THERANOSTICS LTD | 187,406 | $978.0M | 0.14% | |
| 63 | FDMT4D MOLECULAR THERAPEUTICS IN | 100,000 | $750.0M | 0.10% | |
| 64 | ADGMADAGIO MED HLDGS INC | 515,384 | $535.0M | 0.07% | |
| 65 | RAPPRAPPORT THERAPEUTICS INC | 9,659 | $293.0M | 0.04% | |
| 66 | PALIPALISADE BIO INC | 102,108 | $239.0M | 0.03% | |
| 67 | IBIOIBIO INC | 106,000 | $204.0M | 0.03% | |
| 68 | RCKTWROCKET PHARMACEUTICALS INC | 104,828 | $2.0M | 0.00% |